Sales
How to use CompanyCam to support your sales process.
9 articles
Payments articles
How-tos on using Payments
- Requesting PaymentsLearn how to set up Payments and request a payment from a customer using a payment link, Tap to Pay, or manual card entry in CompanyCam.
- How to Complete Payments Using CompanyCamNeed to make a payment to a contractor or company you're working with? Make payments efficiently through CompanyCam!
- Setting Up Stripe for PaymentsLearn how to create and connect a Stripe account to start collecting payments through CompanyCam.
- Accessing Payments and Payout Information in StripeLearn how to view payment request statuses in CompanyCam and access your Stripe Express Dashboard for payout details.
- Create a ProposalLearn how to build and send a Proposal to a customer directly from a Project using the Payments feature.
- Create a Price Book for ProposalsCreate a centralized Price Book to create consistent Proposals across your Projects and streamline your workflow.
- Creating and Managing CustomersLearn how to create and manage Customer records in CompanyCam to track project history, contact details, and new work opportunities.
- Using Project BoardsLearn 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.
- Sales Features in CompanyCamLearn how CompanyCam's sales features help you track leads, build Proposals, manage Customers, and see where every Project stands in your pipeline.