Mobile update 10.0.64 is live in the app stores for Android and iOS. In your docs, you can set the photo layout once and apply it to every group in a tap, and you can annotate photos without leaving the doc, with tall photos now fitting the page. In crew chat, you can answer with a quick emoji reaction. 👍
You can now select work types on your time entries, so you can categorize your time by job codes, service items, drive time, paid breaks, and more. Before, you could clock in and out of projects, but you had no other way of categorizing your time. Admins and managers set up work types on the web app, and field users can select them when clocking in.
Admins and Managers can now keep editing an Advanced Checklist after it's added to a Project from an Advanced Checklist Template. The same Edit / Use toggle that already exists on a blank Advanced Checklist now shows up on template-based ones too, on the web app. Until now, a Checklist created from a template was fixed once it landed on a project, so if a job needed one extra question or one irrelevant field removed, the only option was to change the template itself or live with it. Now the person running the job can adjust that project's copy on the spot, and the source template stays exactly as it was, so other projects using the template are not affected.
In Edit, you can add, update, or delete any content, including fields that came from the template. Only Admins and Managers can edit. Standard and Restricted Users stay on fill-out, so the structure Admins set up stays intact: they can still answer fields and duplicate a field or section, and they can delete only the duplicate they added. This functionality is available on our Crew and Scale plans and is on the web only for now. Classic checklists are unchanged in this update.
You can now see how an Advanced checklist template will look as a checklist while you're still building it. Checklist Preview is live in the web template editor. Here's what it does.
Checklist Preview shows how your Advanced checklist template will look as an actual checklist, right in the template builder. Until now, the only way to see what an Advanced checklist would look like to the person completing it was to create a checklist from the template. That made it hard to picture the full result while you build, especially once conditional logic is involved. Open the preview next to the editor, hide it whenever you need more room, and watch it update as you type. Click through it like a real checklist: answers in the preview aren't saved, so you can test freely, and they reset if you refresh the page.
An eye icon links the builder and the preview so you can move between them. From any field in the editor, Show in preview jumps to that field, highlights it, and selects every answer needed to make it appear, so you don't have to work out the path to a nested question by hand. From any field in the preview, Show in editor scrolls you straight to where it lives in the editor, which helps when you lose your place in a long template.
The new mobile Project Share menu is now live to all users. It has a For Customers section and a For Contributors section. Under For Customers, Share Gallery Link shares your project photos, and anyone with the link can view them. Under For Contributors, Assign Team Member gives your team access to add content, and Add Collaborators lets you invite a sub or company to add content. The menu also has Copy Project Link, which takes users on your account to the project.
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.
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.