Learn/CompanyCam Mastery Path
beginnerfield technician or project foreman·3–5 hours

CompanyCam Mastery Path

Learn to use CompanyCam to build a complete visual record of every job, protect your business with timestamped photos, and create polished project reports for customers and insurance. Essential for roofing, restoration, painting, and any contractor where visual documentation drives trust and dispute resolution.

01

Getting Started: Account, Team, and First Project

Set up your CompanyCam account, invite your crew, and create your first project with the correct tags and customer details. Understand how projects map to physical job sites.

02

Photo Capture Workflows and Best Practices

Develop a consistent before-during-after capture habit so every project has complete documentation. Learn to use the camera checklist feature to ensure no critical photo type is missed.

03

Photo Markup and Annotations

Add arrows, text, measurements, and highlights directly on photos to communicate issues clearly to customers, adjusters, or back-office staff without a phone call.

04

Reports and Customer-Facing Deliverables

Generate branded PDF reports from any project's photos to share with homeowners, insurance adjusters, or GCs. Customize report templates with your logo and section headers.

05

Integrations with FSM and CRM Tools

Connect CompanyCam to ServiceTitan, Jobber, Housecall Pro, or your CRM so photos automatically attach to the right job record without manual linking. Review the native integration options and Zapier workflows.