FieldPulse is a field service management platform for service businesses that manages customers, jobs, estimates, and invoices. This integration connects your CompanyCam and FieldPulse accounts, so a new FieldPulse Customer creates a matching Project in CompanyCam, and the photos, videos, and PDFs you capture in CompanyCam sync automatically to that Customer's record in FieldPulse.
This feature is only available on the web app.
How the integration works
When you create a new Customer in FieldPulse, CompanyCam creates a matching Project using the Customer's address. If a Project already exists for that address, FieldPulse links the Customer to it instead of creating a new one.
Photos, videos, and PDFs you add to that Project in CompanyCam sync automatically to the matching Customer record in FieldPulse, where your team can view them on the Files tab of Customers, Jobs, Estimates, and Invoices.
Setting up the integration
Note: Admins and Managers can connect CompanyCam with FieldPulse.
Follow FieldPulse's CompanyCam integration setup instructions to connect your accounts.
Adding CompanyCam photos to FieldPulse records
On mobile, open the FieldPulse record you're working from and tap Take Photo in CompanyCam. This opens the CompanyCam app so you can capture photos, which then sync back to the Files section of that record in FieldPulse.
On the FieldPulse web app, CompanyCam files appear automatically on the Files tab of the matching Customer, Job, Estimate, or Invoice record.
If you need support integrating or have any issues with the integration, reach out to FieldPulse support or their direct support options.
FAQs
How does CompanyCam decide which FieldPulse record a photo syncs to?
How does CompanyCam decide which FieldPulse record a photo syncs to?
CompanyCam matches photos, videos, and PDFs to FieldPulse records by address. Files sync to the Customer record that shares the same address as the CompanyCam Project.
What happens if multiple FieldPulse customers share the same address?
What happens if multiple FieldPulse customers share the same address?
If more than one FieldPulse Customer has the same address, photos sync to all matching Customer records for that address.
Can I add CompanyCam photos directly from a FieldPulse record?
Can I add CompanyCam photos directly from a FieldPulse record?
CompanyCam photos can be added directly from a FieldPulse record on mobile. Tap Take Photo in CompanyCam on the record to launch the CompanyCam app and capture photos that sync back to that record's Files.
Can I set this up on my phone?
Can I set this up on my phone?
The LeadPerfection integration is set up in a web browser. You can't connect it from the CompanyCam mobile app.
What syncs between CompanyCam and LeadPerfection?
What syncs between CompanyCam and LeadPerfection?
New FieldPulse customers create a matching CompanyCam Project, and the photos, videos, and files from that Project download into the files tab under the customer in FieldPulse.
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