CompanyCam

Learn how CompanyCam's sales features help you track leads, build Proposals, manage Customers, and see where every Project stands in your pipeline.

Sales Features in CompanyCam

How to use CompanyCam to support your sales process.

Sales

Learn how to create and connect a Stripe account to start collecting payments from invoices through CompanyCam.

Connecting Stripe to CompanyCam

Learn how to view invoice statuses in CompanyCam and access your Stripe Express Dashboard for payout details.

Accessing Payments and Payout Information in Stripe

Learn what each Invoice status means in CompanyCam, from Draft through Paid, Voided, and Refunded.

Understanding Invoice Statuses

How-tos on invoicing and collecting customer payments.

Payments

Learn how to create and manage Customer records in CompanyCam to track project history, contact details, and new work opportunities.

Creating and Managing Customers

Learn how to use Project Boards in CompanyCam to track projects through your pipeline, move them between phases, and create multiple boards on the web or in the app.

Using Project Boards

Keeping track of who you're working with and where every job stands in your sales process.

Customers & Pipeline

Learn how to build a Proposal from a Project, send it to your customer, and download it as a PDF.

Creating a Proposal

Learn how to build, import, and manage Price Book line items so your team can add consistent pricing to every Proposal.

Creating a Price Book

Building consistent, professional Proposals backed by your own pricing.

Proposals & Price Book

Learn how to use Tap to Pay in the CompanyCam app to collect a customer's payment in person.

Collecting an Invoice Payment with Tap to Pay

Learn how to complete an Invoice Payment Request from a contractor using a payment link or by manually entering your payment information.

Completing an Invoice Payment

Learn how to set up Invoices and request an Invoice from a customer using a link, Tap to Pay, or manual card entry in CompanyCam.

Requesting Payment for Invoices

Learn how to create an invoice from a Project in CompanyCam, add line items and photos, and send it to your customer to get paid.

Creating an Invoice

Turning finished work into an Invoice your customer can pay.

Invoices

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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