Project Templates let you save a standard set of Labels, Checklist Templates, Report Templates, Project Files, and Document Templates so you don't have to add them to every new Project by hand. Build a Template once, then apply it whenever you or your team starts a new job. This keeps documentation consistent across every Project and every crew.
This feature is available on select plans and is only available on the web app.
Create a Project Template
Admins and Managers can create and manage Project Templates.
Log in to CompanyCam, then click Templates in the left-hand navigation menu under Resources.
Click + Create Project Template.
Name the Template and add a description.
Select the Labels, Checklist Templates, Report Templates, Project Files, or Document Templates you want included, then click Add to Project Template.
Changes to a Project Template save automatically.
Set or remove a default Project Template
Set a default Project Template so every new Project starts with it already applied, without anyone having to choose it manually.
To set a default: from the Templates Manager, click the Projects tab, then click the three-dot menu on the Template you want to use and select Set as Default Template.
To remove a default: click the three-dot menu on the current default Template and select Remove Default Template.
💡 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.