Before getting started, make sure you've already connected your CompanyCam and Jobber accounts. Once your accounts are connected, the integration handles the heavy lifting. Projects are created automatically from Jobber properties, and photos, videos, and files sync back as your work progresses, so your office and field stay on the same page without anyone having to chase documentation.

This integration is only available on the web app. Photos, videos, and files captured on mobile will sync automatically, but managing the integration and viewing sync settings must be done from a web browser.

How the integration works

In Jobber, a Client can have one or more Properties, which are the addresses associated with that Client. Each Property syncs as a separate CompanyCam Project. When you see Jobber Property, Jobber Request, Jobber Quote, or Jobber Job as a Project label in CompanyCam, that label reflects the most recent active entry for that Property in Jobber.

When you add a new property for a Client in Jobber, CompanyCam automatically creates a matching Project. The two stay linked from there. Photos, videos, and files you add to the CompanyCam Project sync to the Internal Notes section of the corresponding Request, Quote, or Job in Jobber.

Note: Syncing can take up to 5 minutes. If the Jobber record is still Client-only and no Request, Quote, or Job has been created yet, photos, videos, and files added to the CompanyCam Project won't sync.

Photos, videos, and files always sync to the most recent active Request, Quote, or Job for that Property. If you have recurring Jobs or multiple entries for the same Property, content syncs to the most recent entry, not to previous ones.

Note: If you close the most recent Job and reopen an older Job for the same Property, any new photos, videos, and files added after reopening will sync to that reopened Job. Previously synced content won't transfer over.

Setting up your Jobber workflow

Every company works differently. Some start with a Request, convert it to a Quote, and then convert it to a Job. Others skip straight from a Client to a Job. Both workflows are supported — follow the path that matches how your team operates.

No matter which path you take, the process always starts the same way: creating a Client in Jobber. From there, CompanyCam creates a matching Project, and the two stay linked as your work moves forward.

Creating a Client

In Jobber, click Create in the left-hand navigation and select Client.
Enter the client's First Name, Last Name, Property Address, and any other details, then click Save Client.
Saving the Client creates a new Project in CompanyCam labeled Jobber Property.

Note: At this stage, photos, videos, and files added to the CompanyCam Project won't sync back to Jobber yet. You'll need to create a Request, Quote, or Job first.

Workflow 1: Straight to a Job

Use this path if your team creates a Job directly from the Client without using a Request or Quote.

From the client's page in Jobber, click the ...More Actions button in the top right corner and select Job.
Fill in the Job details. In the Salesperson field, select a primary User to assign to the Job.
In the Schedule section, find the Assigned field and add any additional Users. You can assign as many Users as needed here.
Click Save Job.

The CompanyCam Project label updates to Jobber Job, all assigned Users sync to the CompanyCam Project automatically, and photos, videos, and files added to the Project will now sync to the Job in Jobber.

Important: Users assigned through Jobber will overwrite any Users already assigned to the corresponding CompanyCam Project. If a User is individually unassigned from a Jobber entry, that change syncs to CompanyCam. But if all Users are removed from a Jobber entry at once, CompanyCam won't unassign any of them — existing assignments stay in place and have to be removed manually in CompanyCam.

Workflow 2: Request, Quote, then Job

Use this path if your team works through a Request and Quote before creating a Job.

Creating a Request

From the client's page in Jobber, click the ...More Actions button in the top right corner and select Request.
Fill in the Request details. In the Salesperson field, select the User you want to assign to execute the Request.
Click Save Request.

Saving the Request updates the CompanyCam Project label to Jobber Request, and photos, videos, and files will now sync.

Note: The assigned Salesperson syncs to the linked CompanyCam Project automatically. Only one User can be assigned through the Salesperson field on a Request.

To carry over existing photos, videos, and files when you convert this Request, go to the Internal Notes section, click the pencil icon, click the dropdown arrow next to Link to related, and check the boxes for Quotes, Jobs, and Invoices. Click Save.

Note: You only need to do this if you want existing content to transfer over on conversion. If you skip it, any new photos, videos, and files added after the conversion will still sync automatically.

Converting a Request to a Quote

In Jobber, open the Request and convert it to a Quote.
During the conversion, you can update the Salesperson field to change the assigned User if needed.
Complete the conversion.

The CompanyCam Project label updates to Jobber Quote, linked photos, videos, and files carry over to the Quote, and the updated Salesperson syncs to the CompanyCam Project automatically.

Converting a Quote to a Job

In Jobber, open the Quote and convert it to a Job.
During the conversion, update the Salesperson field if needed.
In the Schedule section, find the Assigned field and add any additional Users. You can add as many as needed.
Complete the conversion.

The CompanyCam Project label updates to Jobber Job, and all assigned Users sync to the CompanyCam Project automatically.

Note: Any new photos, videos, and files added after the Job is created will sync automatically, regardless of the linking step above.

Viewing synced content in Jobber

In Jobber, open the Request, Quote, or Job for the Property and go to the Internal Notes section. Photos, videos, and files synced from CompanyCam appear there as attachments.

When syncing stops

Syncing depends on whether a Job is truly closed in Jobber:

If you close a Job without creating an invoice, it isn't treated as fully closed, and photos, videos, and files can still sync.
If you create an invoice and close the Job (in either order), syncing stops.
If a closed Job is reopened, the CompanyCam Project reconnects, and any new photos, videos, and files added will resume syncing.

Connecting existing CompanyCam Projects to Jobber

Connecting the integration does not automatically import your existing Jobber Clients into CompanyCam. If you have existing CompanyCam Projects you want to consolidate with newly created Jobber-connected Projects, there is no way to manually link them.

The workaround is to merge your existing Project into the Jobber-generated one. When merging, keep the Project created by the Jobber integration to maintain the sync connection. See Merge Projects for steps.

Important: Updating an existing Property address or entry in Jobber won't update the linked CompanyCam Project — the address in CompanyCam stays as it was when the Project was created. If the Client name is updated in Jobber, that change does push to CompanyCam, and the Project name updates to match.

FAQs

Can I sync my existing Jobber jobs into CompanyCam?

Connecting the integration does not automatically import your existing Jobber Clients into CompanyCam. If you would like a historical sync of previous Clients, contact our support team, and we can assist with syncing up to the 1,000 most recent active Jobs. Requests and Quotes are not included. As a workaround, creating a new Request or Quote in Jobber after connecting may trigger a Project to be created in CompanyCam for that Client.

If you have existing CompanyCam Projects you want to consolidate with newly created Jobber-connected Projects, manual linking isn't possible. See Connecting Existing CompanyCam Projects to Jobber above for the merge workaround.

Why isn't my Project syncing to Jobber?

Projects don't sync photos, videos, and files until a Request, Quote, or Job exists for that Client, even though adding a Client creates a CompanyCam Project right away. If the integration was disconnected when the Request, Quote, or Job was created, syncing won't happen. Check that the integration is still connected on the Integrations page and that there's an active Request, Quote, or Job tied to the Property.

Why does my Project name keep changing?

Project names update because Jobber pushes the Client name to CompanyCam whenever a new Request, Quote, or Job is created for that Client. Any manual rename you make to a Jobber-linked Project in CompanyCam may revert the next time Jobber sends an update. If you want the name to stick, update the Client name in Jobber instead.

Why do I have duplicate Projects in CompanyCam?

Duplicate-looking Projects usually aren't duplicates — each Property on a Client creates its own CompanyCam Project. That's expected. If you have two Projects for the same Property address, this usually means the Property was added to Jobber more than once, or a Project was created manually in CompanyCam in addition to one from the integration. Check the Project label to see which one is linked: Projects with a label like Jobber Request, Jobber Quote, or Jobber Job are connected to the integration. A manually created Project won't have this label. Still unsure? Contact our support team.

Why does an Admin or Manager appear as a Contributor on my Projects?

An Admin or Manager appears as a Contributor because whoever connected the Jobber integration automatically appears as a Contributor on every Project it creates. This is expected, and no action is needed.

Can I manually sync content from CompanyCam to Jobber?

Manual syncing is available on a case-by-case basis. If your Project is linked to an active Jobber Request, Quote, or Job and content isn't syncing as expected, contact our support team, and we can push a manual sync. This isn't available for Projects created manually in CompanyCam.

Why didn't my content transfer when I converted to a Job?

Content doesn't transfer automatically during a conversion. To carry it over, link the note to the relevant entries before converting — see the Setting up your Jobber workflow section above.

Do Pages and Checklists sync to Jobber?

Pages and Checklists don't sync to Jobber automatically. To sync one, export it as a PDF and save it under the Files section of your Project's Documents Tab. From there, it syncs to Jobber along with your other files.

Will content sync to one-time and recurring Jobs?

Content syncs to the most recent active Request, Quote, or Job for a Property, whether it's a one-time or recurring Job. If you close the most recent Job and reopen an older Job for the same Property, any new content added after reopening syncs to that Job. Previously synced content doesn't transfer over.

Can I delete synced content in Jobber?

Synced content can be deleted in Jobber. Open the Request, Quote, or Job, go to Internal Notes, and click the photo, video, or file you want to remove — you should see a trash icon. If you don't see it, you may need additional Jobber permissions; check with your Jobber Admin. Deleting content in Jobber doesn't remove it from CompanyCam, and deleting it in CompanyCam doesn't remove it from Jobber. To remove content from both, delete it in each platform separately.

💡 Need more help?

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Using the CompanyCam + Jobber Integration