CompanyCam includes a set of sales tools designed to help you win new work, stay organized, and manage customer relationships — all connected to the Projects and photos you already rely on.
What's included
There are five sales features that work together across your workflow:
Project Boards: A visual pipeline view of all your Projects, organized by stage. See what's a lead, what's active, and what's closed without chasing anyone for a status update.
Customers: A directory of every customer you've worked with, tied to their Project history. When a repeat customer calls, you'll have everything you need right in front of you.
Proposals: A step-by-step document builder to create and send professional proposals from the job site. Add line items, a scope of work, deposit requests, and e-signature.
Price Book: Your company's standard services and pricing, saved in one place so every proposal starts with consistent line items.
Payments: Collect payment directly from a Project, in person or online. Accept credit cards, Apple Pay, Google Pay, ACH bank transfers, or Tap to Pay. Requires a Stripe account setup.
Proposals and Payments are currently available to US-based accounts only. Trial accounts can set up Payments but cannot send payment requests until on a paid plan.
How it fits together
These features are built to support your workflow from first contact to final payment:
A new opportunity comes in. Add it to your Project Board under Lead so it doesn't get lost.
Pull up the Customer's history in the Customers directory before you head to the site. See past Projects and notes at a glance.
On-site, build a Proposal in minutes using saved line items from your Price Book. Send it before you leave the driveway.
Move the Project through your Project Board as the job progresses.
Everything stays connected to the Project, so your photos, notes, and documentation are always in context alongside the sale.
Project Boards
Note: Admins and Managers can create and edit Labels. Standard Users can move Projects between columns. Restricted Users can view the Board, but only see Projects they have access to.
Project Boards give you a kanban-style view of your Projects, organized by Label. The default board is called Sales and comes pre-loaded with Labels that match a typical contractor workflow: Lead, Proposal Sent, Scheduled, Active, Complete, Lost, and Unqualified.
You can rename, reorder, or customize those Labels to match how your team works.
On the web: Click Projects in the left navigation bar, then select the Boards tab.
In the app: Tap Boards on the home screen.
Customers
Note: Restricted Users can view Customer details, but can't add a Customer to a Project.
The Customers directory gives you a central record for every customer, including their contact info, Project history, and any notes.
On the web: Click Customers in the left navigation bar.
In the app: Tap Customers on the home screen.
You can add a Customer to any Project (new or existing), add multiple contacts to a single record, and track where a lead came from under Additional Details.
Proposals
Note: Restricted Users cannot create Proposals.
Proposals let you build and send a professional document right from the job site. The builder walks you through each section:
Client: Confirm or add the Customer tied to the Project.
Scope & timeline: Describe the work.
Line items: Add services and pricing manually, or pull from your Price Book.
Deposit & payment: Request a deposit and collect payment by card or bank transfer.
Your Customer receives a styled, ready-to-sign document they can review and sign digitally.
On the web: Open any Project, then click the Payments tab and select Create Proposal.
In the app: Open any Project, tap the Payments tab, and tap Create Proposal.
Price Book
Note: Standard and Restricted Users can pull Price Book items into a Proposal, but can't edit the Price Book itself.
The Price Book is your company's saved list of standard services and pricing. Instead of typing the same line items from scratch on every Proposal, your team pulls from a shared list, so pricing stays consistent across every job.
To set up your Price Book: Click on the Payments Tab within the left-hand navigation menu on the web. From here, you can add line items manually or upload a CSV file to import them in bulk.
When building a Proposal, select Add from Price Book in the line items section to pull in your saved services. You can adjust quantities or pricing for that specific proposal without changing the master Price Book.
FAQs
Do CompanyCam's sales features replace my existing CRM?
Do CompanyCam's sales features replace my existing CRM?
These sales features aren't a complete CRM replacement. Instead, they're a set of tools built around the Projects and photos already in CompanyCam. If you use a separate CRM, CompanyCam's integrations connect to many of them.
What's the difference between Project Boards and Customers?
What's the difference between Project Boards and Customers?
Project Boards show where each Project sits in your sales workflow. Customers show the relationship and contact history behind each job. They work together: a Project can have a Customer tied to it and a Board Label tracking its stage at the same time.
Can I use Proposals without setting up a Price Book?
Can I use Proposals without setting up a Price Book?
You can add line items manually in the Proposal builder without a Price Book. The Price Book just makes it faster and more consistent once your standard services are saved.
Are these features available outside the US?
Are these features available outside the US?
Project Boards and Customers are available to all paid accounts regardless of location. Proposals and Payments are currently available to US-based accounts only. International support is being explored.
💡 Need more help?
Contact our Support team — we're here Monday through Friday.
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