Before getting started, make sure you've already connected your CompanyCam and ServiceTitan accounts. Once your CompanyCam and ServiceTitan accounts are connected, the integration handles the heavy lifting. Projects are created automatically from ServiceTitan jobs, photos, and files sync back in real time, and completed jobs can archive themselves. Your office and field stay on the same page without anyone having to chase documentation.
On the web
How Projects are created
When a qualifying ServiceTitan job hits the trigger you've configured (Dispatched or Scheduled), CompanyCam automatically creates a matching Project. It can take 2 to 5 minutes to appear in your Project feed.
Each generated 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 between the 2 systems
If your team has Project Groups turned on in your integration settings, each new Project also lands in a Project Group that matches its ServiceTitan location, so jobs stay sorted by location. See Connecting CompanyCam to ServiceTitan to turn this on.
Important: Users assigned to the ServiceTitan appointment will overwrite any users already assigned to the matching Project in CompanyCam. Any users previously assigned in CompanyCam will be removed.
Access the Project from ServiceTitan
Once the Project is created, a link to it appears in the ServiceTitan job summary. Anyone on your team can click it to jump directly to the CompanyCam Project, on both the web and mobile app.
Add photos, videos, and files
Upload content to the CompanyCam Project as you normally would. Photos, videos, and files sync back to the ServiceTitan job automatically and appear under Job History.
Note: The file size limit for content syncing to ServiceTitan is 30 MB. Files larger than 30 MB won't sync.
Archive Projects when jobs are complete
If you've enabled auto-archive in your integration settings, CompanyCam will automatically archive a Project when the linked job is marked Complete, On Hold, or Canceled in ServiceTitan. No manual steps needed.
If you don't have auto-archive turned on, you can still manually archive Projects in CompanyCam at any time. See Archiving and Restoring Projects for details.
FAQs
How long does it take for a Project to appear after a job is dispatched?
How long does it take for a Project to appear after a job is dispatched?
Projects typically appear in CompanyCam within 2 to 5 minutes of the trigger in ServiceTitan.
What information syncs from ServiceTitan to CompanyCam?
What information syncs from ServiceTitan to CompanyCam?
When a qualifying job triggers the integration, CompanyCam creates a Project with the job number, job-type label, and assigned users. After that, photos, videos, and files from the Project sync back to the ServiceTitan job under Job History.
What happens if a user's email doesn't match between systems?
What happens if a user's email doesn't match between systems?
Only users whose email addresses match in both CompanyCam and ServiceTitan will be assigned to the Project automatically. If someone isn't being assigned, check that their email is the same in both systems.
Can I sync jobs that were already in progress when I connected the integration?
Can I sync jobs that were already in progress when I connected the integration?
Yes. Email [email protected], and we can run a manual sync to pull in any jobs that were already active at the time of setup.
What file types sync from CompanyCam to ServiceTitan?
What file types sync from CompanyCam to ServiceTitan?
Photos, videos, and files all sync to the ServiceTitan job under Job History, as long as each file is under 30 MB.
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