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Using the CompanyCam + Jobber Integration

Learn how photos, videos, and files sync between CompanyCam and Jobber under lifecycle sync and legacy sync.

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 your Jobber records, 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

How the integration works depends on which sync method your account is set to. Both are covered below. To check or change your sync method, see Connecting CompanyCam to Jobber.

Legacy: One project created per Jobber property

When you add a new Property for a Client in Jobber, CompanyCam automatically creates a matching Project, and the two stay linked from there. The Project label (Jobber Property, Jobber Request, Jobber Quote, or Jobber Job) always reflects the most recent active entry for that Property. While the label still reads Jobber Property, no Request, Quote, or Job has been created yet, so nothing syncs.

Once a Request, Quote, or Job exists, photos, videos, and files you add to the Project sync to the Internal Notes section of that same entry in Jobber. Syncing can take up to 5 minutes. If a Property has recurring Jobs or several entries over time, content follows whichever entry is currently most recent, not older 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 sync to that reopened Job. Previously synced content won't transfer over.

Lifecycle: One project created per Jobber request/quote/job

Lifecycle behaves like Legacy by default: a Property has one Project, and converting a Request into a Quote, or a Quote into a Job, just updates that Project's label and where new content syncs. Notes carry forward automatically as an entry converts.

The one addition: a genuinely new, separate Request, Quote, or Job for that Property (not a conversion) creates its own additional Project instead, so existing content from the original entry doesn't carry over to it. If Project Groups is turned on, all of a Property's Projects, whether it's one thread or several, live inside that Property's Project Group.

Important: A Property that looks identical to Legacy is expected. The extra Project only shows up once a second, separate entry is created there.

A couple of things worth knowing about Projects created under Lifecycle:

  • Each one includes the linked Jobber record's URL in the Project's Description in CompanyCam, so you can confirm a Project came from the integration or jump straight to the matching record.

  • If a Request, Quote, or Job is left untitled in Jobber, the Project name falls back to the Client name, entry type, and a URL ID instead. Give the entry a title in Jobber to fix it, since renaming the Project in CompanyCam won't stick.

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 under either sync method. 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.

Creating a Client

  1. In Jobber, click Create in the left-hand navigation and select Client.
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  2. Enter the client's First Name, Last Name, Property Address, and any other details, then click Save Client.

  3. Saving the Client creates a Project in CompanyCam labeled Jobber Property right away, on both Legacy and Lifecycle.

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.

  1. From the Client's page in Jobber, click ...More Actions in the top right corner and select Job.

  2. Fill in the Job details. In the Salesperson field, select a primary User to assign to the Job.

  3. In the Schedule section, find the Assigned field and add any additional Users.

  4. Click Save Job.
    ​

The Project label updates to Jobber Job on both sync methods. On Lifecycle, the Project also takes the Job's title from Jobber, or the fallback naming covered above if it's untitled. Either way, all assigned Users sync to the CompanyCam Project automatically, and photos, videos, and files added to the Project now sync to the Job in Jobber.

Note: Users assigned through Jobber overwrite any Users already assigned to the matching CompanyCam Project. If a User is individually unassigned from a Jobber entry, that change syncs to CompanyCam. If all Users are removed from a Jobber entry at once, CompanyCam won't unassign any of them. You'll need to remove them 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

  1. From the Client's page in Jobber, click ...More Actions and select Request.
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  2. Fill in the Request details. In the Salesperson field, select the User you want to assign to execute the Request.

  3. Click Save Request.

The Project label updates to Jobber Request on both sync methods. On Lifecycle, the Project also takes the Request's title from Jobber, or the fallback naming covered above if it's untitled. Either way, photos, videos, and files now sync.
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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, link the note manually first. This applies to both sync methods, and you only need to do it once, before the first conversion:

  1. Go to the Internal Notes section on the Request.

  2. Click the pencil icon.

  3. Click the dropdown arrow next to Link to related.

  4. Check the boxes for Quotes, Jobs, and Invoices, then click Save.
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Note: This step is only needed 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 either way.

Converting a Request to a Quote

  1. In Jobber, open the Request and convert it to a Quote.
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  2. Update the Salesperson field if needed.

  3. Complete the conversion.​

The Project label updates to Jobber Quote on both sync methods. On Lifecycle, the Project also takes the Quote's title from Jobber, or the fallback naming covered above if it's untitled. Either way, if you linked the note before converting, existing 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

  1. In Jobber, open the Quote and convert it to a Job.

  2. During the conversion, update the Salesperson field if needed.

  3. In the Schedule section, find the Assigned field and add any additional Users.
    ​

  4. Complete the conversion.​

The Project label updates to Jobber Job on both sync methods. On Lifecycle, the Project also takes the Job's title from Jobber, or the fallback naming covered above if it's untitled. Either way, existing photos, videos, and files carry over if the note was linked at the first conversion, 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

What sync method is my account using?

Your sync method shows in the Jobber settings. Go to your Integrations page, find the Jobber card, and click Edit. Existing connections stay on Legacy, and new connections start on Lifecycle. See Connecting CompanyCam to Jobber for how to switch.

What's the difference between Lifecycle and Legacy sync?

Both create one Project per Jobber Property by default, and content syncs to whichever Request, Quote, or Job the Project currently represents. The difference is what happens when a separate, new Request, Quote, or Job (not a conversion of the existing one) gets created for that same Property. On Legacy, it still updates the same Project. On Lifecycle, it creates an additional Project instead, so each independent piece of work carries its own documentation.

Can I sync existing Jobber jobs into CompanyCam?

You can sync existing Jobber records with a historical sync from our support team. A historical sync runs according to whichever sync method your account is set to at the time we run it. On Legacy, it brings in up to the 1,000 most recent active Jobs; Requests and Quotes aren't included. On Lifecycle, it brings in up to the 1,000 most recent active Requests, Quotes, and Jobs, and files them into the Project Group matching each Jobber Property. 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.

What stops my Project from syncing?

Your Project won't sync 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.

What causes my Project name to change?

Your Project name changes 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. Update the Client name in Jobber instead if you want the name to stick.

Does CompanyCam create duplicate Projects?

CompanyCam doesn't create true duplicate Projects. Each Property on a Client creates its own Project, which is expected. If you have two Projects for the same Property address, that 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.

  • 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.

What makes an Admin appear as a Contributor?

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 to Jobber?

You can request a manual sync from our support team 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 us, and we can push a manual sync. This isn't available for Projects created manually in CompanyCam.

Does content transfer automatically during conversion?

Content doesn't transfer automatically during a conversion, on either sync method. To carry it over, link the note to the relevant entries before converting. See Creating a Request above for the steps.

Does a Page or Checklist 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 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 one for the same Property, new content added after reopening syncs to that Job. Previously synced content doesn't transfer over.

Can I delete synced content in Jobber?

You can delete synced content 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, so 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. Delete it in each platform separately to remove it from both.

💡 Need more help?

Contact our support team — we're here Monday through Friday.

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