You should already be connected to ServiceTitan before you read on. Once you are, a ServiceTitan job that hits your trigger creates a CompanyCam Project. Photos, videos, and files you add to that Project sync back to the job, so your office and field stay on the same page without chasing documentation.
This integration is only available on the web app.
How the integration works
ServiceTitan is the source for jobs, job details, and assigned Users. When a job reaches the trigger you chose (Dispatched or Scheduled), CompanyCam creates one Project for it. Content you add to that Project in CompanyCam syncs back to the ServiceTitan job.
ServiceTitan to CompanyCam: The Project itself, the job number, the job-type label, assigned Users (when emails match), the Project Group by location (when turned on), and archiving (when auto-archive is on).
CompanyCam to ServiceTitan: Photos, videos, and files under 30 MB, plus a link to the Project in the ServiceTitan job summary.
Documents and Checklists don't sync between CompanyCam and ServiceTitan.
Starting a Project from a ServiceTitan job
When a qualifying job hits the trigger in your integration settings, CompanyCam creates a matching Project. It can take 2 to 5 minutes to appear in your Project feed.
What each Project includes
The ServiceTitan job number
A Project label showing the job type, if applicable
Any Users assigned to the appointment in ServiceTitan, as long as their email addresses match in both systems
If Project Groups are turned on, each new Project also lands in the Project Group that matches its ServiceTitan location.
Important: Users assigned to the ServiceTitan appointment overwrite any Users already assigned to the matching Project in CompanyCam. Users previously assigned in CompanyCam are removed.
Opening a Project from ServiceTitan
Once CompanyCam creates the Project, a link to it appears in the ServiceTitan job summary. Anyone on your team can click it to open the CompanyCam Project, on both the web and mobile app.
Add photos, videos, and files
Upload photos, videos, and files to the CompanyCam Project as you normally would. They sync to the linked ServiceTitan job automatically and appear under the Files Tab of the job.
Note: The file size limit for content syncing to ServiceTitan is 30 MB. Files larger than 30 MB won't sync.
Archiving Projects when jobs close
If auto-archive is turned on in your integration settings, CompanyCam archives a Project when the linked ServiceTitan job is marked Complete, On Hold, or Canceled. No manual steps needed.
If auto-archive is off, you can still archive Projects manually at any time. See Archiving and Restoring Projects for details.
Jobs that already exist
CompanyCam creates Projects when a job hits your trigger. To bring in jobs that were already active when you connected, email [email protected] and we'll run a manual sync.
FAQs
How do I disconnect ServiceTitan?
How do I disconnect ServiceTitan?
You disconnect ServiceTitan from the App Marketplace in CompanyCam. In the left-hand navigation, under Integrations, click App Marketplace. Search for ServiceTitan, then click the card. Click Disconnect.
What happens if I disconnect ServiceTitan?
What happens if I disconnect ServiceTitan?
Disconnecting ServiceTitan stops new jobs from creating Projects. Jobs created in ServiceTitan from the trigger you chose no longer create Projects in CompanyCam. Projects that are already linked keep their existing content, but content added while you're disconnected doesn't sync to ServiceTitan.
When you reconnect, your linked Projects sync new content again. Content added while you were disconnected doesn't sync after you reconnect unless you delete it and upload it again.
What information syncs between ServiceTitan and CompanyCam?
What information syncs between ServiceTitan and CompanyCam?
From ServiceTitan to CompanyCam, the integration syncs the job number, job-type label, assigned Users with matching emails, and the Project Group by location when turned on. From CompanyCam to ServiceTitan, it syncs photos, videos, and files under 30 MB, plus a link to the Project in the job summary. Documents and Checklists don't sync. Files larger than 30 MB don't sync either. Synced content appears under the Files Tab of the ServiceTitan job.
Why didn't my ServiceTitan job create a Project?
Why didn't my ServiceTitan job create a Project?
The job may not have reached your trigger yet, or it may not match your Business Unit or Job Type filters. Check whether your trigger is set to Dispatched or Scheduled, confirm the job matches your filters, and allow 2 to 5 minutes for the Project to appear.
If the job was already active when you connected, or already scheduled when you switched to the Scheduled trigger, email [email protected] and we'll run a manual sync.
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