Recent content by Shayla C.

Hey! Thanks for laying this out so clearly. The distinction between "who's on the job" and "who has access to the project" is a good one, and I can see why Labels feel clunky for this. Right now there isn't a dedicated Trade Partner/Subcontractor field like the Customer field, so this isn't...

Thanks for the extra detail, that helps a lot. Since you're working from coordinates with no address to search for, skip the address search bar entirely. When you're creating the project, click Enter address manually below No addresses found. That opens a plain text address form with no...

Hey! Not a left-field idea at all, you're onto something we're actively digging into. We hear you on wanting more flexibility than our current four roles give you, especially for keeping Assistant automations pointed at the right people. Can't share a timeline yet, but this is being worked on...

Hey Koren! Good news, this one's already live. 🙂 You can drop a pin right on the utility pole and skip the address search entirely. If we can't resolve the pin to a real street address, we'll offer you the GPS coordinates as the address instead, and this also works now even on projects that...

Hey there! This is a great one, and you laid it out really clearly. Labels can technically work as a status today, that's part of what they're built for, but as you said, that gets messy once you want to use labels for other things too, and there's still no start date/time field outside of...

Hey there! Good news, more of this is possible than you might think. Tags have full support in the API, create, update, delete, all of it, so automating tags based on project criteria is totally doable. Groups are the same story: full create, update, delete support, including managing who's in...

Hey there! Creating 20-40 projects a day and then having to archive them one by one can definitely be a pain. Totally get why this one's on your radar, and I've passed it along to our product team. While I've got you: is archiving the main action you'd want to do in bulk, or are there others...

Hey there! This is a smart ask, and I can picture exactly why you want it. Grouping items like panels and breakers, or conduit and fittings, would make the Proposal read a lot more the way you actually think about the job. That's not something we can do today, but I've passed it along to our...

Hey there! This is a great one, and I want to make sure I route it to the right place. When you say creating invoices from Zapier or the API, are you picturing a CompanyCam Invoice getting created automatically (pulling in that description and payment amount from your CRM), or is the invoice...

Hey there! I hear the frustration, but I don't want you walking away thinking collaboration doesn't do anything here. Collaborators can already create, view, and complete Project Tasks today, so they're not locked out of the workflow entirely. Fair ask on assigning them to the Task, though...

We ship updates constantly- new features, fixes, and improvements- and it's easy to miss one if you're not looking for it. The News Center is where we post everything as soon as it goes live, so you don't have to dig through release notes or wait to hear about it secondhand. Bookmark it, check...

Hey there! This is a great writeup, really appreciate the detail on both asks. On the document structure piece, that's not something we have today, meaning there's no way to have folders in the Documents tab auto-populate from a template. I've passed it along to our product team since the...

This is exactly the detail I was hoping for, thank you for laying it out so clearly! A couple of things I can speak to directly: On checklists: what you're running into matches how it works today. Admins and Managers can create, edit, delete, and duplicate checklists and fields, but Standard...

Hey there! Thanks for this, it's a great callout on permissions. Quick follow-up so I can get this in front of the right folks. When you say Manager comes with more power than your technicians really need, what's the specific stuff you're thinking of? Managing other users, deleting projects or...

Thanks for letting me know! I dug into this a bit and noticed your account was manually opted out. We've re-enabled the feature on your account. Let me know if you're seeing that after a quick refresh and/or logging out and back in. 🙂