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 feature is only available on the web app.
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 remains a Client only and no Request, Quote, or Job has been created, photos, videos, and files added to the CompanyCam Project won't sync.
Adding a Client and Starting a Project
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 triggers a new Project to be created in CompanyCam with the label "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.
To create a Request, Quote, or Job, open the client's page, click the ...More Actions button in the top right corner, and select the option you want to create.
Once created, the CompanyCam Project label updates to reflect the entry — "Jobber Request," "Jobber Quote," or "Jobber Job." Photos, videos, and files added to the Project will now sync to that entry in Jobber.
Viewing Synced Photos in Jobber
In Jobber, open the Request, Quote, or Job for the property.
Navigate to the Internal Notes section.
Photos, videos, and files synced from CompanyCam will appear here as attachments.
Converting Between Requests, Quotes, and Jobs
By default, existing photos, videos, and files don't automatically transfer when you convert between Requests, Quotes, and Jobs. To carry content over, you'll need to link the note to the relevant entries in Jobber first.
Linking your note before converting
In Jobber, open the Request, Quote, or Job and go to the Internal Notes section.
Click the pencil icon on the Notes section.
Click the dropdown arrow next to "Link to related."
Check the boxes for Quotes, Jobs, and Invoices.
Click Save.
Once saved, photos, videos, and files will carry over when you convert to the next entry in your workflow. If you have Invoices checked, that content will also appear in any invoice created from a Job that includes it.
Note: You only need to complete this step if you want existing content to transfer over. 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.
Complete the linking steps above if you want existing content to transfer.
Convert the Request to a Quote. Linked photos, videos, and files will carry over to the Quote.
Converting a Quote or Request to a Job
In Jobber, open the Quote or Request.
Complete the linking steps above if you want existing content to transfer.
Convert to a Job. Linked photos, videos, and files will carry over to the Job.
Note: Any new photos, videos, and files added after the Job is created will sync automatically regardless of the linking step.
When Syncing Stops
Syncing behavior is tied to whether a Job is truly closed in Jobber:
If you close a Job without creating an invoice, the Job is not 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 to that Job and any new photos, videos, and files added will resume syncing.
Connecting Existing CompanyCam Projects to Jobber
When you first connect the integration, CompanyCam automatically pulls in up to 1,000 of the most recent active Clients from Jobber and creates linked Projects. If you have existing CompanyCam Projects from before the integration that you want to consolidate with those newly created 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.
Note: Updating an existing property address or entry in Jobber will not update the linked CompanyCam Project. The address in CompanyCam will remain as it was when the Project was originally created. If the Client name is updated in Jobber, that change will push to CompanyCam and the Project name will update to match.
Recurring and Multiple Jobs on the Same Property
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 will sync to the most recent one — not previous entries.
If you close the most recent Job and reopen an older Job for that same property, any new photos, videos, and files added after reopening will sync to that reopened Job. Previously synced content will not transfer over.
FAQ
Can I sync my existing Jobber jobs into CompanyCam?
Can I sync my existing Jobber jobs into CompanyCam?
Yes. When you first connect the Jobber integration, CompanyCam automatically imports up to 1,000 of the most recent active Clients from Jobber and creates linked Projects.
If you connect and find that some active Jobs are missing, contact our support team, and we can push a historical sync for up to 1,000 of the most recent active Jobs. Keep in mind, this does not include Requests or Quotes.
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 photos, videos, and files to Jobber?
Why isn't my Project syncing photos, videos, and files to Jobber?
Adding a Client in Jobber creates a CompanyCam Project automatically, but syncing doesn't start until a Request, Quote, or Job is created for that Client while the integration is connected. If the integration was disconnected when the Request, Quote, or Job was created, photos, videos, and files won't sync. Check that the integration is still connected from the Integrations page and that there is an active Request, Quote, or Job tied to the property.
Why does my Project name keep changing?
Why does my Project name keep changing?
When a new Request, Quote, or Job is created for a Client in Jobber, Jobber pushes the client name to CompanyCam and the Project name updates to match. This means 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 directly in Jobber instead.
Why do I have duplicate Projects in CompanyCam?
Why do I have duplicate Projects in CompanyCam?
If a Client has more than one property in Jobber, each property creates its own CompanyCam Project. This is expected and not a duplicate.
If you have two Projects for the same property address, this usually happens when a property was added to Jobber more than once, or when a Project was created manually in CompanyCam in addition to one being created through the integration. To identify which Project is linked to Jobber, check for the Project label — whichever Project has a label such as "Jobber Request," "Jobber Quote," or "Jobber Job" is the one connected to the integration. A manually created Project won't have this label. If you're still unsure, contact our support team for help.
Why does an Admin or Manager appear as a Contributor on Projects created by the integration?
Why does an Admin or Manager appear as a Contributor on Projects created by the integration?
This is expected behavior. The Admin or Manager who connected the Jobber integration will automatically appear as a Contributor on all Projects created through it. No action is needed.
Can I manually sync photos, videos, and files from a CompanyCam Project to Jobber?
Can I manually sync photos, videos, and files from a CompanyCam Project to Jobber?
If your Project is linked to an active Jobber Request, Quote, or Job and photos, videos, or files aren't syncing as expected, contact our support team and we can push a manual sync on our end. This is not available for Projects created manually in CompanyCam.
Why didn't my photos, videos, and files transfer when I converted to a Job?
Why didn't my photos, videos, and files transfer when I converted to a Job?
Photos, videos, and files don't transfer automatically during a conversion. To carry them over, you'll need to link the note to the relevant entries before converting. See Converting Between Requests, Quotes, and Jobs above for steps.
Do Pages and Checklists sync to Jobber?
Do Pages and Checklists sync to Jobber?
Not automatically. To sync a Page or Checklist, export it as a PDF and save it to your Project's Files tab. It will then sync to Jobber along with your other files.
Will photos, videos, and files sync to both one-time and recurring Jobs?
Will photos, videos, and files sync to both one-time and recurring Jobs?
Yes. Photos, videos, and files always sync to the most recent active Request, Quote, or Job for that property. If you close the most recent Job and reopen an older Job for that same property, any new photos, videos, and files added after reopening will sync to that Job. Previously synced content will not transfer over.
Can I delete synced photos, videos, and files in Jobber?
Can I delete synced photos, videos, and files in Jobber?
Yes. Open the Request, Quote, or Job in Jobber, navigate to the Internal Notes section, and click the photo, video, or file you want to delete. You should see a trash icon to remove it. If you don't see the trash icon, additional permissions in Jobber may be required — check with your Jobber admin to confirm your permissions.
Note: Deleting content in Jobber will not remove it from CompanyCam, and deleting content in CompanyCam will not remove it from Jobber. If you want content removed from both platforms, you will need to delete it manually in each one.
💡 Need more help?
Contact our support team — we're here Monday through Friday.
The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.