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You no longer have to stash job details in the description area. Custom fields are live in open beta, and they work in the web app and through the MCP. Here's how they work.

Custom Fields Give Project Details a Home of Their Own
Custom fields let you create reusable fields on projects for the details you track about a job, like job type, claim #, status, or project value. If you track business and trade-specific details about a job in your ERP, CRM, or similar tools, the description area was the only good place to put that info in CompanyCam until now. Now it gets a dedicated place on the project. Field types include text, number, yes/no, date, date and time, dropdown, URL, and currency. The API and MCP can also read and update custom field values on a project, so this should make moving important data around less chaotic.

Custom fields are live in open beta for all customers. Admins and managers can create and manage fields on web. Everyone can see field values on a project, and standard users and above can fill them in. Since it's a beta, a few things aren't in yet: mobile views, customer-level fields, filtering and searchability, and visibility and role rules.

Version 10.0.62 is available in the app stores as of Thursday, October 8, on both Android and iOS. You can control your conversations by editing or deleting messages and @mentioning collaborators. You can pick photos from any project or your company feed and get a document pre-filled after you select a template. You can also stay organized with proposal statuses and customizable Proposal and Invoice IDs. Bug fixes and performance improvements are in there too.

You can now create an Advanced checklist directly from a project on web, without building a template first. It works just like creating a template, with the same sections, fields, reference photos, and drag and drop, except the checklist applies only to that project instead of becoming a reusable template. Until now, every Advanced checklist had to start as a template, which is a lot of setup for a job that needs a custom checklist once. Build it in Edit mode, then switch to Use mode to see it the way your crew will see it (Use mode unlocks once you add your first field). You can't create a one-off checklist on mobile yet, but your crew can complete the one you build on web on their phones.

Create, read, and update proposals and invoices through the MCP. Got an estimate sitting in another construction tool, an email thread, or a conversation with your preferred AI tool? You can turn it into a CompanyCam proposal or invoice. One catch for now: this works with one-off items, not items from your price book.

Through the MCP, you can now fetch, view, describe, and tag many photos at once. That cuts the back-and-forth for both reading and updating photos. A question like "what's going on on this project?" gets answered much faster.
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You can now edit your own comments after you post them, so a typo or a wrong measurement no longer sticks around on the project. Admins can also delete any comment, which helps when something lands on the wrong project or doesn't belong in the record. This works on web and mobile. If your office team leaves notes on jobs all day, you can correct the details on the spot instead of posting a second comment to clarify the first.
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Two updates went live this week that make proposals easier to track and your paperwork easier to match up with your other systems. Here's what shipped.

Proposals Now Show Draft and Sent Status

Proposals now have Draft and Sent statuses, just like invoices. At a glance, you can tell whether a proposal has actually gone out to the homeowner or is still waiting on you. Once a proposal is marked Sent, it can't go back to Draft, but you can keep editing it until it's accepted or rejected.

Edit Your Proposal and Invoice IDs

Until now, CompanyCam generated the ID on every proposal and invoice, and you couldn't change it. If you track jobs in another system, that meant matching IDs by hand. Now you can edit the ID to follow your own naming convention, so your CompanyCam paperwork lines up with the rest of your records. IDs can't be left blank, and they default to the automatic ID if you don't change them.

You can now add company, project, and author placeholders right in the body of a Document template.

To add a dynamic placeholder anywhere in the Document (including the Cover Page), type two consecutive brackets ( { )and then choose from the list of fields.

When you use the template, those placeholders fill in with the right details automatically, so you're not retyping the same information on every page.

10.0.60 is available in the App Store and Google Play Store today. A few highlights to watch for: templates with smart fields now auto-fill project, author, and company details on your Documents, so you're not retyping the same information every time. You can preview a Document right on your phone before you share or export it, and mark checklist sections as N/A directly inside your templates and checklists. You'll also be able to attach photos and videos straight to project tasks. On top of that, Account Settings got simpler, now split into five clear sections (Preferences, Account, Billing, Help, and Legal) so you can find what you need faster. Rounding it out, this release includes a handful of bug fixes and stability improvements.

Marketing Suite customers now get a review request flow that works a lot like Showcases: CompanyCam builds the request for you. It pulls in the customer's contact info from the project, drafts the message with context from the job, credits the crew who worked it, and automatically picks photos to send along, so you're not starting from a blank page every time a project wraps.

On the homeowner's side, leaving a review is now a guided, generate-as-you-go process: they pick their star rating, call out what stood out, and tag any crew member who went above and beyond, and CompanyCam turns that into a ready-to-post review. That feedback gets saved to your account either way, so even if a homeowner doesn't publish it to Google, you still get first-party insight into how the job went. You can also track each request's status (pending, sent, opened, done) right on the project, so you know which jobs are earning five stars.
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You can now combine multiple documents and multiple PDFs into a single file, directly in CompanyCam, no separate merging tool required. If you've ever had to stitch together a contract, a permit, and an inspection report before sending a job packet to a customer or an inspector, this cuts that step out entirely. Pull together everything a project needs into one clean file and send it from the same place you're already managing your photos and paperwork. It's live in production now, so give it a try on your next project handoff.