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Upload Documents

The docs are in.

Scan or upload your receipts, paperwork, and material lists, and keep them with your other job site info.

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Take the Work Out of Paperwork

Store Everything Together

Upload your files directly to the corresponding CompanyCam project, so relevant docs are within reach of the job photos, videos, and convos.

Document Scanning

Get Organized Automatically

Each job comes with its own set of docs—work orders, material lists, and more. Organize them under the Documents tab within the project so nothing gets lost.

Digital File Organization

Save Docs as Templates

Upload the standard work orders, change orders, or other docs your team needs on every job for quick and easy access.

Paperwork Standardization

Collect Signatures in the Field

With the Signatures add-on, you can upload your docs, request and gather the signatures you need in the field, and store it all in one place.

Liability Protection

Signatures

Request, track, and gather signatures—without ever leaving the CompanyCam app (or the job site). Protect your business from liabilities with secure signatures on contracts, estimates, and schedules—so you always have proof of approval.

How It Works

So easy the newbie can do it. Just follow these steps!

1. Open a Project’s Documents

Select the project you want to work on, and open the Documents tab. This is where all the documents for your project will live!


2. Upload a Document

From the document tab, click +Document. Then click Upload Document to choose a file from your device, and add any annotations before saving it to your project.

3. Scan a Document

From the document tab, click +Document. Click Scan Document to use the CompanyCam camera to scan physical receipts, invoices, and more. Then add any annotations before saving it to your project.

4. Create a Document Template

Log in to CompanyCam on your computer and go to the Templates page. In the Documents tab you can upload your frequently used documents, which will be available to add to any project.

What Else Can I Do?

Explore more CompanyCam features.

In-App Communication

Discuss everything in one place. Provide more details about a photo or project by leaving a comment or @mentioning crew members and collaborators.

Payments

Request and collect payments from homeowners, all from the CompanyCam web or mobile app!
Project Tasks

Checklists are an incredible tool for documenting steps, capturing detailed info, and following processes. But sometimes you need to jot down a one-off task, give yourself a reminder without setting up a whole checklist, or throw a few punch list items somewhere where the whole team will see them. That’s where Project Tasks come in! Tasks can be added directly to a project, photo, or video— it’s extra simple to add to-dos for any situation.

See Document Uploading in Action

We know better than anyone that seeing is believing.