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Editing Project Details and Customers

Learn how to update a Project's name, address, and other details, and add a customer contact in CompanyCam.

If a Project's name, address, or other details change, or you need to add your customer's contact information, you can update it anytime.


On the web

Note: To edit Project Details, you need the Admin, Manager, or Standard role. If you don't have one of these roles, ask an Admin on your account.

Editing Project Details

  1. Log in to CompanyCam.

  2. Find the Project you need to edit and open it.

  3. Click the 3 Dots Icon near the top right of the Project, then select Edit Project.

  4. Edit the details you need to change, then click Save Project.


In the app

Editing Project Details

  1. Open the Project you're working on.

  2. Tap the Menu Icon at the top right of the Project.

  3. Tap Edit Details.

  4. Edit the details you need to change, then tap Save.


💡 Need more help?

Contact our Support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

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