Before you start
You must have an active paid account with CompanyCam and Bolster to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
You must have Admin or Manager privileges in CompanyCam and the proper permissions in Bolster to integrate the two. If you don't have that role, ask an Admin or Manager on your company's account for permission; here's what they'll need.
What is Bolster?
Bolster overhauls the complete end-to-end project management process for residential construction businesses and contractors. With automated costing based on supplier pricing data, the patented estimating platform transforms what used to be static quotes into fully interactive point of sale experiences for homeowners in minutes, winning more jobs and saving hours of time every day. Once projects are booked through the pipeline CRM, automated scheduling communicates clear project and task timelines to contractors, subcontractors, and homeowners.
On project or milestone completion, homeowners can make payments online, and you can manage their business finances with Bolster's Business Accounts and Cards. Save more time, win more jobs, and get paid faster with Bolster.
How it works
Once the integration is connected, anytime a new project is created in Bolster, a corresponding project will be created in CompanyCam and vice versa. Any photos taken or uploaded in CompanyCam will appear in the corresponding project in Bolster.
Customers can also choose to enable project syncing so any projects updated in either platform will updated in the other.
Setup
Please see the documentation linked below to integrate:
If you need support integrating or have any issues with the integration, reach out to [email protected].
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!