Before you start
You must have an active account with both CompanyCam and Ressio in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
What is Ressio?
Ressio is a construction management software for custom home builders and contractors, offering features like project scheduling, budget tracking, change orders, invoicing, and customer communication. The platform provides a centralized system to streamline operations, improve communication, manage finances, and enhance productivity for small to medium-sized construction businesses, with an emphasis on user-friendliness and modern, evolutionary technology.
Setup
Please watch and follow the linked video below to help with integration:
How it works
Once the integration is connected, users can connect a project in CompanyCam to the corresponding project in Ressio. You can easily view, select, and upload photos, videos, and documents that you create in CompanyCam anywhere you can upload files in Ressio.
Need Support?
If you need help with integration or encounter any issues, fill out this form to contact Ressio's support team.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!