CompanyCam News Center

Finish the job, send the bill, get paid

Stop leaving the job site to go build an invoice at your desk. Invoices are now in CompanyCam, and every paid plan has them.

Head to the Sales tab of any project and start one. Customer info fills itself in from the project. Pull line items straight from your price book instead of retyping them. Attach the photos that show exactly what you did, so the invoice answers the questions before your customer asks them.

Two ways to use them
Turn an approved proposal into an invoice in a couple taps, or build a one-off invoice when you just need to collect on something.

Getting paid
If you have Payments set up, choose how you want to get paid and collect it right there in the app. No Payments yet? You can still send invoices — they'll default to offline payment until you turn Payments on.

Same place your photos live. Same place your proposals live. Now the bill, too.
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Project Boards now have full read and write support through the MCP, so you can create Boards, assign Projects to a Board and stage, and move Projects across columns.
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Advanced Checklists got the same treatment: create templates, assign Checklists to Projects, read progress, and post updates.
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Photo annotations are readable and writable through both the Public API and the MCP, and video transcripts plus annotation text are now available through the API, which means you can ask for a plain-language summary of everything captured on a Project today.
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Presigned photo uploads open the door to bulk imports from Dropbox, Google Drive, or a local folder, with geotags reading off the photos to create Projects at the right addresses.
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Insert a blank cover page into a template and dynamic fields fill in the details of the project you're using it on. No retyping the project name, address, or client info on every doc you send out. If you have a standard cover photo, a branded image or a logo shot you want on everything, you can set that in the template too so it's there every time.

You can also build sections into a template, so the doc is already organized the way you want before anyone starts filling it in. Build it once, and everyone's customer-facing work looks the same coming out the door.

Live now for accounts with template access.

Advanced Checklists go beyond a simple to-do list. They use conditional logic, so steps can branch based on the answers your crew gives, showing the right follow-up questions only when they're needed.

Already have your inspection form, punch list, or safety walkthrough in a document? You can now upload that file and turn it into an Advanced Checklist template automatically, instead of rebuilding it field by field from a blank template.

Upload the file, and we'll generate the template structure for you. Review it, adjust anything you want, and it's ready for your team to use.

Available now on web. Coming to the mobile app soon.

CompanyCam is now in Claude's connector library, so setting up the connection takes two clicks instead of a manual setup.

In Claude, go to Settings → Connectors, search for CompanyCam, and connect. From there, you can ask Claude questions about your CompanyCam data and have it take action for you, right in the chat.

Available now to anyone with a personal Claude account. Full details on what you can do with it are in our Help Center guide.

Time tracking is now available on every account during Early Access. We're opening it up to everyone so we can learn how teams actually use it before it settles into a pricing tier — so this is a great window to dig in and give it a real try.

What you can do:

Field users can clock in and out from the mobile app — either manually or by taking a clock in/clock out photo. Photo clock-ins are automatically tagged with the time, date, and action, and land right on the timesheet. Your timesheet is viewable in the Time module (mobile: hamburger menu, top right) or on the Time Tracking page on the web.

Admins and Managers can see hours across all projects and team members from the Time Tracking page on web, export everything to CSV, and set up clock in/out reminders for the team.

We've updated how a few of our integrations authenticate. Since July 24, the old Access Token flow no longer works for new connections.

If you're setting up an integration that requires an Access Token for the first time, create an Application Key instead of a Personal Access Token. Already-connected accounts aren't affected — no action needed there.

You can now reschedule or delete scheduled social posts in Marketing Suite before they go live. Changed your mind? Just find the post and make the update, no do-over required.

Your reports, pages, and files used to live in separate spots. Now they're all in one place, called Documents.

Documents is the new home for everything you put together in a project. Reports, pages, and files all live here, organized into folders, so you can find what you need without hunting across tabs. You'll find it in your main navigation, right where you work on a project.
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Where did Reports go?

Nowhere you can't reach it. If you've been making reports, you still make them, you just do it from the Documents tab now. And every report you've already created is right there waiting for you, no rebuilding required.

The standalone Reports tab is gone. Your reports are not. Nothing was deleted, and nothing left your account. It all moved into Documents with the rest of your project files.
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What to do

Open Documents on your next project and take a look around. Your existing work is already there. From here you can create a new report, drop files into folders, and keep everything for a job in one spot.
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Why we made the change

Keeping reports, pages, and files in three different places made your stuff harder to find than it should be. One tab, with folders, fixes that, and it gives us room to make documents better from here.