Latest News from the CompanyCam team

CompanyCam News Center

Feature update

Dynamic Fields in Document Templates

Megan avatar
Shared by Megan •

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.

Update
Mobile

New Mobile App Version 10.0.60

Shayla avatar
Shared by Shayla •

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
Feature update

Marketing Suite: A Completely Reworked Review Requests Flow

Shayla avatar
Shared by Shayla •

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.
​

Feature update

Merge Documents and PDFs

Megan avatar
Shared by Megan •

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.

Improvement

Add photo and video to Project Tasks

Megan avatar
Shared by Megan •

Tasks used to be text-only, so there was no way to attach visual proof to one directly. Now you can attach a photo or record and attach a video right on a task, on both web and mobile, and a cloud icon with a video overlay lets you know when a video is still uploading so you're not left wondering if it went through.

If you create a task from a photo, that photo automatically becomes the task's reference photo; anything you add stacks on top of it afterward, and the reference photo itself can't be deleted, so the original evidence stays put. Shipping this week for mobile (10.0.58) and available on web now.
​

Feature update

Text Alignment Comes to CompanyCam Documents

Catey avatar
Shared by Catey •

Small tools make a big difference when you're putting together an inspection report or a photo summary for a customer. This week's update gives you more control over how that document actually looks on the page.

Align Text However Your Job Needs It

You can now align text left, right, center, or justified in CompanyCam Documents. Click the alignment icon in the toolbar and pick the option that fits, whether you're centering a header, right-aligning a signature line, or justifying a block of paragraph text so the edges line up clean. It's a simple addition, but if you've ever tried to make a report look polished for a customer and got stuck with everything jammed to the left, this closes that gap. The feature is live now for everyone building documents in CompanyCam.

Improvement

Move a batch of documents into a folder at once

Laura avatar
Shared by Laura •

You can now select multiple documents on a project's Documents tab and move them all into a folder in one shot, instead of dragging them over one at a time. Hover over a row and a checkbox shows up; once you've selected a few, a bar appears with a running count and a Move to Folder button right next to it. You can move items into any folder or send them back out to All Documents, and your selections stick even while you search, so you can grab a few documents, search for more, and keep adding to the same batch. If a move only partially goes through, the notification tells you how many made it and keeps the ones that failed checked, so you're not hunting for them again. If you've ever organized a project with a couple hundred files in it, this one's for you.
​

Feature update

Insert page breaks in documents

Megan avatar
Shared by Megan •

You can now insert page breaks anywhere in a CompanyCam document, so you control exactly which content shows at the top of a page. Use the toolbar or the keyboard shortcut Cmd+Enter, the same shortcut Google Docs and Microsoft Word use, so if you know it there, you already know it here, too. It's a small control that makes a real difference on reports headed to a homeowner or adjuster, where you want the cover photo and summary landing exactly where you intend.

Improvement
Feature update

More Precise Proposal Pricing

Shayla avatar
Shared by Shayla •

Two updates shipped for proposals: you can now set markup on individual line items instead of one blanket number for the whole proposal, and you can mark specific line items or pricebook items as non-taxable so they're excluded from the tax calculation automatically. Together, these give you a lot more control when a proposal mixes labor, materials, and tax-exempt items, without fudging the math or working around it outside CompanyCam.

Improvement

Send Proposals and Invoices Straight From CompanyCam, No Copy-Pasting Required

Shayla avatar
Shared by Shayla •

Send Proposals and Invoices Straight From CompanyCam, No Copy-Pasting Required

You told us that copying a link and figuring out where to paste it isn't how sending a proposal or invoice should work. Starting today on web, it isn't. You can now email proposals and invoices to homeowners directly from CompanyCam, no extra apps, no guessing where the link needs to go.
​

Email Proposals and Invoices Right From CompanyCam

You can now send a proposal or invoice to a homeowner by email without ever leaving CompanyCam. Open the document, hit send, and it goes straight to their inbox. This is live on the web today, with mobile coming soon.
​
This is available to every user role, so no permission change needed to start using it. If you still prefer sending a link yourself, that option is sticking around too. It's here because you asked for it: homeowners were getting confused by bare links, and your team was stuck jumping out to email just to get a document over. Now the whole thing happens in one place.
​
A few things are coming soon to round this out, so keep your eyes on this space to see what's next!
​
Got feedback on how this is working for you? Find us in the CompanyCam Community and share your feedback!