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Get your first report out the door.
Five short steps from an empty draft to a branded PDF you can hand to the GM. Each one links to the exact screen in the app.
- Free trial
- 3 reports or 3 days. No card required.
- You need
- Photos from the job, on your phone or in CompanyCam.
- Time
- About ten minutes for the first one.
Start here
Your first report, in order.
Drafts are free. A report only counts against the trial when you publish it or make the PDF.
01 Name the job A project is one site visit. Give it a name, then start a blank report. The customer and address can come now or later. The report lives inside the project. ~1 min 02 Add your photos Upload from the phone or pull from CompanyCam. JPG, PNG or WEBP. Drop them into the Before and After section and pair each before shot with its after shot. ~3 min 03 Build the report Cover, service summary, before and after pairs, recommendations. Write two sentences in the summary, place your photos, and add a Compliance Report block for anything you could not fix. ~4 min 04 Publish One button. The PDF renders on its own, then the certificate of service and the 3x5 sticker follow. This is the moment that uses one of your three trial reports. ~1 min 05 Hand it off Download the PDF, or copy a signed Vault link the customer can open without a login. Email from inside the app is on Pro and Business. ~1 min
Stuck on a step? Write to support and we will answer, then improve the guide.
05 steps · ~10 min
Everything else
Reference guides.
Short pages for the questions that come after the first report. Each one under five minutes.
I Output and sharing
06 Certificate and sticker The certificate of service and the 3x5 service sticker. When they appear and how to print them. Output 07 Branding and your logo Your logo on every PDF from day one. Per-client branding on Pro and Business. OutputII Setup
08 Clients, locations, projects One customer, many locations, one project per visit. When to create each and how to merge duplicates. Data 09 Import from CompanyCam Connect once, then pull a project's photos onto a report or a project. Tags come along. Import 10 Team and roles Owner, admin, member. Seats per plan and what a read-only seat means. TeamIII Plans
11 Plans and the trial What the trial includes, what counts as a report, and what each plan adds. Billing 12 When the trial ends What you keep (drafts, PDFs, certificates), what needs a plan (publishing, new PDFs, share links), and how to pick one. BillingHoodCleaningReport is a documentation tool. It does not certify work, determine compliance, or guarantee approval by an AHJ, insurer, or customer.
12 guides · reviewed September 4, 2026