Every photo and the signed contract, right on the customer's card
Open a sold job and the whole file is on the card, in the order the office wants it: the signed DocuSign contract first (one tap opens the signed copy in Salesforce), then Exhibit A and B, the front, sides and back of the house, and inside the gutter.
Photos come in from the job's CompanyCam project at full size and are sorted into their slots for you, on the office computer, so it costs nothing per photo. Anything missing is a slot you tap to shoot right there, and the counter tells you how many of the required shots are done. The same set is saved as one job packet PDF in Google Drive, in the Sales or Demos folder.
Take Photos is on every result now — sales, demos, no demos and cancels. Once photos are in the app, a Send to CompanyCam button appears. It sends the drawings first, then the rest, and skips any photo already there. The talking points from the photos sit right under them.
- The signed DocuSign contract, first in the row — tap it to open the signed PDF
- Every photo in packet order, full size when you tap one
- One chip per required shot: green is done, tap an empty one to shoot it
- How many of the required shots the job has, and what else is on file
- Upload all at once, a walk-around video, or snap as you go
- Open the customer and tap the photo row. It fills in from CompanyCam and Salesforce.
- Check the count. If a slot is empty, tap it and take the photo, or use Upload all at once. Demos, no demos and cancels get the same row.
- Tap Send to CompanyCam when the photos are in. Only the ones not sent yet go.
- Tap any photo to see it full size, or the contract to open the signed copy.
What it does, step by step
- Open a sold job. The signed contract comes first, then Exhibit A and B and the house photos.
- Photos come in from CompanyCam and are sorted into their slots.
- Empty slots are tapped to shoot. The counter shows how many required shots are done.
- Tap Send to CompanyCam. Drawings go first, and nothing is sent twice.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Gathering photos and the contract for the office | 15–20 min a job | Already on the card |
| Uploading to CompanyCam | About 10 min | One tap |
Typically 25–30 minutes per sale.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- Missing order sheetExhibit A and B have their own slots, so a gap shows.Guesstimate: about 1 a month avoided
- House photos missing before installThe counter shows how many required shots are done.Guesstimate: 1–2 photo chases a month avoided
- The same photo uploaded twiceAny photo already in CompanyCam is skipped.Guesstimate: duplicate uploads gone
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repThe whole job file in one row.
- Office & installersPhotos and sheets in the order the office wants them.
- The customerTheir job is documented before the crew arrives.
- The managerCan see a job's file without asking.
Feature LHM-F-15 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy