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Build trust with your customers by letting your photos tell the whole story with Jobber and CompanyCam.
CompanyCam is a photo-based solution created for contractors, by contractors. CompanyCam and Jobber make it easy for you to capture details on every job site and keep your customers informed along the way. Automatically get photos with location, time information, and annotations into Jobber and share them with your customers on jobs and invoices.
Set up the integration
To set up the integration between CompanyCam and Jobber, start in Jobber by navigating to the Gear Icon > App Marketplace. From the list, select CompanyCam from the list of integrations.
From the CompanyCam page, click Connect. This page covers the features and benefits of the CompanyCam integration as well as some help resources.
Next, you'll be asked to allow Jobber access to your CompanyCam account. Click Allow Access. If you aren't currently logged into CompanyCam, you will be prompted to log into your CompanyCam account.
You're now set up to use CompanyCam and Jobber!
How the integration works
Once CompanyCam and Jobber are connected, CompanyCam will sync information into Jobber automatically when:
- a new client (and property) is created.
- a new job is created for an existing client and property, where there isn't already an existing project within CompanyCam.
Note: If a job is in "archived" status in Jobber, information from CompanyCam will not sync unless the job is re-opened.
The sync flows one way: from CompanyCam into Jobber, where projects in CompanyCam sync to Jobber as internal notes on jobs. The sync uses the client's property address in both programs to map projects from CompanyCam to the corresponding job in Jobber.
After the integration is set up, when a job is created in Jobber for a new property address, a new project is created in CompanyCam. If the job in Jobber is created for a property address that already existed in CompanyCam, the job will be connected to the CompanyCam project however, the addresses must match exactly. For example, if an address in Jobber uses the word "avenue", it must be the same in CompanyCam... even using "ave" instead could lead to duplicate projects. If you do end up with duplicate projects in CompanyCam, they can be merged. If you have images in a CompanyCam project that were used to create a quote, those images will sync to Jobber once the quote is converted to a job.
The photos that have been added to a CompanyCam project automatically sync to the most recently created job in Jobber for that property address. The notes will show as created by a user named "Jobber". Notes are grouped based on the timestamps of files uploaded to a CompanyCam project, where images from one date are grouped together in the same note. Throughout the day, if multiple photos are uploaded into CompanyCam with timestamps from that same day, the note in Jobber will be updated to include the new photos from that same day. If photos are uploaded the next day, a new note will be created in Jobber.
Note: the max file size is 50MB and videos are not supported.
In CompanyCam, projects that are connected to Jobber will show ups with a green "Jobber" tag on them.
A link to the CompanyCam project will be automatically added as a transferable custom field on properties–the custom field just needs to be created first. Since the custom field is transferrable, the CompanyCam project link will show up on quotes, jobs, and invoices for that property so that the property images can be easily accessed.
To create a custom field:
- Click the Gear Icon > Settings > Custom Fields.
- From the Property Custom Fields Section, click +Add Field.
- Start filling out the fields, just like this:
- Applies to: All properties
- Transferable field: ✅
- Custom field name: CompanyCam Project
- Note: This text must match "CompanyCam Project" exactly, with no added spaces or other characters.
- Field type: Text field
- Default value: Leave this blank
Once the fields are all filled out, click Create Custom Field.
Once created, your custom field will appear in the property details section of a client but also be accessible on quotes, jobs, and invoices since the field is transferrable. The integration will automatically fill in the URL to the CompanyCam project.
In Jobber, internal notes left on jobs can be linked to invoices that are generated from that job. If there are images that have come from CompanyCam that you would like to share with your client when you send them an invoice, linking the note will transfer those images as an internal note on the invoice which can then be shared as an attachment when emailing the invoice.
Note: Note linking doesn't work retroactively. To have the images carry over to invoices, the checkbox must be selected to link the notes before the invoice is generated.