Jobsite walkthroughs can cover a lot of ground, from checking completed work to spotting what needs attention next. Turning everything you saw into documentation afterward can add another task to the day.
Walkthrough Note uses AI to organize the details you capture during a walkthrough into an editable Document. In this guide, you’ll learn how contractors are using AI to turn everyday jobsite walkthroughs into reports, checklists, and other useful project documentation.
What is a Walkthrough Note?
Walkthrough Note is an AI document builder that automatically captures information while you walk a jobsite. You take photos and describe what you see, giving the AI Assistant context about the work as you move through the project.
Walkthrough uses a camera session with photos and voice rather than recording a video. You can pause and resume the session as you move between areas, which also gives you control over when CompanyCam captures your voice input.
After you finish, the AI Assistant uses the information you captured to generate an organized, editable document. You can review the output, make changes, share it with the office or a customer, or turn the Walkthrough Note into a checklist for follow-up work.
How AI turns a walkthrough into a document
A Walkthrough Note starts with the information you capture on the job. As you move through the project, take photos and talk through what you see, including the location, condition, completed work, or anything that still needs attention.
The AI Assistant uses those details to organize the walkthrough into a document after you finish the session. More specific input gives it more useful context when connecting your notes with the photos you captured.
The process looks like this:
- Start a Walkthrough Note: Open the Project in the CompanyCam mobile app and start a new Walkthrough Note.
- Walk, talk, and take photos: Describe what you see and photograph the areas you’re discussing.
- Pause when needed: Pause the session when moving between areas or when you don’t want to capture unrelated conversations.
- Finish the walkthrough: End the session once you’ve documented the areas you need to cover.
- Review the document: Check the generated content and edit any details that need clarification before using or sharing it.
Turn a walkthrough into a checklist
Some walkthroughs identify work that needs to happen next. CompanyCam can use an existing Walkthrough Note to create a checklist based on the information you captured during the session.
This can help with punch lists, inspections, repairs, and other walkthroughs where you identify follow-up work. The AI Assistant uses the existing document to create checklist sections and fields, which you can review before your crew starts working through them.
The process can look like this:
Walk the job → generate a Walkthrough Note → create a checklist → complete the work
Crew members can then complete checklist items in the field and attach photo documentation where needed. This keeps the details from the original walkthrough connected to the work that follows.
Review and share your reports
Once the AI Assistant generates your Walkthrough Note, review the document before sharing it. Check locations, work status, project details, and other information against what you saw during the walkthrough.
You can edit the document to add context or correct anything the AI Assistant didn’t capture accurately. This is especially useful when the document will become part of a project record or go directly to a customer.
Once everything looks right, share the document with the office, your crew, or the customer. Everyone gets the photos and context from the walkthrough in one place instead of piecing together an update from separate messages.
Use walkthroughs for more than job notes
Walkthrough Note gives the information you capture during a jobsite walkthrough somewhere to go next. The photos and details from the session become an organized document that can support project updates, customer communication, and follow-up work.
That same document can become a checklist when the walkthrough identifies work that needs to happen. Your team can move from documenting the job to completing the next steps while keeping the original project context connected.
CompanyCam AI uses the job information your crews already capture to help build the documents and tasks they need next. Review the AI-generated content, make any needed edits, and use it to keep the project moving.
Use walkthrough context with other AI tools
The context captured during a walkthrough can also be useful when your team works in AI tools outside CompanyCam. The CompanyCam MCP Server connects supported tools like ChatGPT and Claude to supported CompanyCam information based on your permissions and the access granted to the connection.
Instead of starting a new AI conversation without any job context, the connected tool can reference supported information already available in CompanyCam. This gives teams another way to use the project record when they need to research a job, prepare for a conversation, or get caught up on recent work.
Ask questions after the walkthrough
Once the walkthrough and other project information are available in CompanyCam, you can ask an AI tool about your jobsite information. Depending on the information available through the connection, questions could include:
- “What has changed on this project since the last visit?”
- “Find information related to the issue documented during the walkthrough.”
- “What recent project activity should I review before the next site visit?”
- “Summarize the available project history before I call the customer.”
The future of jobsite reporting
Jobsite reporting starts with the information crews capture while the work is happening. Photos show progress, and voice input adds details about what happened, where the work took place, and what needs attention next.
CompanyCam AI can turn that information into documentation your team can use without rebuilding the update later. A walkthrough can become an organized Document, while photos and descriptions can help create Summaries, Daily Logs, and Progress Recaps.
The same information can also help move work forward. A Walkthrough Note can become a Checklist, giving crews a clear list of follow-up work based on what was documented during the walkthrough.
AI tools make the information captured on the job more useful after it’s collected. Crews can keep documenting work as part of their day, while CompanyCam AI helps turn that context into the updates, Documents, and tasks the rest of the team needs.
Stop writing reports. Start walking them.
See how CompanyCam turns your job site walkthrough into a shareable report before you reach the truck.
