Make sure you’ve connected CompanyCam to Jobber before you start. If you haven’t, read Connecting CompanyCam to Jobber.

Once you’re connected, CompanyCam creates Projects from your Jobber records. Photos, videos, and files you add to those Projects sync to the matching Request, Quote, or Job in Jobber. This article covers when Projects are created, where content lands, and how Legacy and Lifecycle sync differ.

This integration is only available on the web app. Photos, videos, and files you upload to a Jobber-linked Project in the mobile app still sync to Jobber based on your sync method, but connecting the integration and editing its settings must be done from a web browser.

How the integration works

Your Jobber records create and name Projects in CompanyCam. Photos, videos, and files you add to those Projects sync back to the matching Request, Quote, or Job in Jobber. Syncing can take up to 5 minutes.

Your sync method decides when a Jobber record creates a Project. To check yours, click the Edit Button on the Jobber card on your Integrations page.

Legacy sync

Legacy: One project created per Jobber property works the way the integration always has. When you create a Client in Jobber, you add their first Property. Saving the Client creates a matching Project in CompanyCam, labeled Jobber Property.

While the label reads Jobber Property, no Request, Quote, or Job exists yet. Photos, videos, and files you add to the Project don’t sync.

Create a Request, Quote, or Job under that Property, and the label updates to Jobber Request, Jobber Quote, or Jobber Job. From then on, content you add to the Project syncs to the Internal Notes of that entry. Re-upload anything you added while the label read Jobber Property.

Create another Request, Quote, or Job under the same Property, and the label updates to the most recent active entry. CompanyCam doesn’t create a new Project. Legacy Projects also don’t include a Jobber link in the Description.

Only a new Property creates another Project for the same Client. Each Property follows the same steps.

On Legacy, the Project name is the Client name, and renaming the Project in CompanyCam doesn’t stick. Change the Client name in Jobber, and a Client with 1 Property gets the new name on its Project. A Client with more than 1 Property keeps the old name until you create a new Request, Quote, or Job under that Property.

Important: On Legacy, new content syncs to the most recent active entry. If you close the most recent Job and reopen an older one, new content syncs to the reopened Job, and previously synced content doesn’t transfer.

Lifecycle sync

Lifecycle: One project created per Jobber request/quote/or job doesn’t create a Project when you add a Client or Property. The first Request, Quote, or Job under a Property creates the Project, labeled Jobber Request, Jobber Quote, or Jobber Job. Content you add to the Project syncs to the Internal Notes of that entry.

Converting a Request to a Quote or a Job, or a Quote to a Job, updates the label on the existing Project. It doesn’t create a new one. A Job is the last step in Jobber’s workflow, so it can’t be converted.

Create a second Request, Quote, or Job under the same Property instead of converting, and CompanyCam creates a new Project for it. Content from the original entry doesn’t carry over. Each additional Property follows the same steps.

With Project Groups turned on, CompanyCam creates a Project Group for each Property. It files all of that Property’s Projects inside. Open a Project Group to see its photos, Checklists, Tasks, and every Project under that Property.

Every Lifecycle Project includes the Jobber record’s URL in its Description. Click it to jump to the matching record, or use it to confirm the Project came from the integration.

On Lifecycle, the Project name combines the Client name and the entry title, like Smith - Roof Repair. If a Request, Quote, or Job is untitled, the name uses the entry type and an ID instead, like Smith - Request 35361278. Give the entry a title in Jobber to update the Project name. Renaming the Project in CompanyCam doesn’t stick.

Project Groups are named after the Client. A second or third Property adds a number, like Smith (2). The name doesn’t update when you change an entry title or edit the Client name.

Editing the Client name after an entry exists doesn’t update that Project’s name. Converting a Request or Quote does update the Project to the new Client name. Rename the Client, then edit an entry’s title, and the Project name uses the new Client name. A new Property with a new entry also uses the new Client name.

Note: A Property with only 1 Request, Quote, or Job looks the same on Lifecycle as on Legacy. Extra Projects show up once you create a second, separate entry under that Property.

What syncs and in which direction

Whichever sync method you choose, content syncs the same way, and assigned Users sync the same way.

What	Direction	Details
Photos, videos, and files	CompanyCam to Jobber	Land in the Internal Notes of the linked Request, Quote, or Job
Project link	CompanyCam to Jobber	Appears in the Internal Notes of the linked Request, Quote, or Job once the first photo, video, or file syncs
Client primary contact name, phone number, and email	Jobber to CompanyCam	Fills the Customer section of the Project. Only if Sync Primary Contacts to CompanyCam? is on, and only for new Clients
Client name	Jobber to CompanyCam	Names the Project on Legacy. Names the Project Group when it’s created on Lifecycle, and doesn’t update later
Request, Quote, or Job title	Jobber to CompanyCam	Names the Project on Lifecycle
Project label	Jobber to CompanyCam	Reflects the entry type
Project address	Jobber to CompanyCam	Copied when the Project is created. Changing the Client address doesn’t update existing Projects. Changing the address on the active Request, Quote, or Job does. A new Request, Quote, or Job uses the new Client address
Assigned Users	Jobber to CompanyCam	Only if Auto assign users is on. Not available at the Client stage

Setting up your Jobber workflow

Every company works differently. Some start with a Request, convert it to a Quote, then convert it to a Job. Some convert a Request straight to a Job. Others go straight from a Client to a Job. All of these paths work on either sync method. Every path starts with creating a Client.

Creating a Client

Click Create > Client in Jobber.
Enter the Client’s First Name, Last Name, Property Address, and any other details.
Enter the Client’s phone number and email under Communication.
Click the Save Client Button.

With Sync Primary Contacts to CompanyCam? turned on, the Client’s name, phone number, and email sync to the Customer section of the Project. It only applies to new Clients.

On Legacy, saving the Client creates a Project in CompanyCam labeled Jobber Property right away. On Lifecycle, saving the Client doesn’t create a Project yet.

Note: On Legacy, photos, videos, and files added to a Project labeled Jobber Property don’t sync. Create a Request, Quote, or Job under the Property first, then re-upload anything you added earlier.

Workflow 1: Straight to a Job

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

Click ...More Actions > Job on the Client’s page in Jobber.
Fill in the Job details.
Choose a primary User to assign to the Job in the Salesperson field.
Assign any additional Users in the Visits section.
Click the Save Job Button.

On Legacy, the existing Project’s label updates to Jobber Job. On Lifecycle, the Job creates the Project, labeled Jobber Job, and the Project takes the Job’s title from Jobber. If the Property already has a Project on Lifecycle, the new Job creates an additional Project instead.

With Auto assign users on, assigned Users sync to the Project on either method. Content you add to the Project now syncs to the Job in Jobber.

Workflow 2: Request, Quote, then Job

Use this path if your team starts with a Request. You can convert it to a Quote first, or convert it straight to a Job.

Creating a Request

Click ...More Actions > Request on the Client’s page in Jobber.
Fill in the Request details.
Choose the User to execute the Request in the Salesperson field.
Click the Save Request Button.

On Legacy, the existing Project’s label updates to Jobber Request. On Lifecycle, the Request creates the Project, labeled Jobber Request, and the Project takes the Request’s title from Jobber. If the Property already has a Project on Lifecycle, the new Request creates an additional Project instead. Content you add to the Project now syncs with either method.

Note: You can only assign 1 User to a Request, through the Salesperson field.

Carrying content through conversions

The Internal Note CompanyCam creates in Jobber has Quotes and Jobs checked under Link to related by default. That’s why existing photos, videos, and files carry over when you convert a Request to a Quote or a Job, or a Quote to a Job.

Note: If someone unchecks Quotes or Jobs, content added before the conversion doesn’t carry over. Content added after the conversion syncs either way.

Converting a Request to a Quote

In Jobber, convert the Request to a Quote. Update the Salesperson field if needed, then complete the conversion.

The Project label updates to Jobber Quote on both sync methods, and existing content carries over to the Quote. On Lifecycle, the Project also takes the Quote’s title. The updated Salesperson syncs to the Project.

Note: You can only assign 1 User to a Quote, through the Salesperson field.

Converting a Request to a Job

In Jobber, convert the Request to a Job. Update the Salesperson field if needed, and assign any additional Users in the Visits section before you complete the conversion.

The Project label updates to Jobber Job on both sync methods, and existing content carries over. On Lifecycle, the Project also takes the Job’s title. All assigned Users sync to the Project.

Converting a Quote to a Job

In Jobber, convert the Quote to a Job. Update the Salesperson field if needed, and assign any additional Users in the Visits section before you complete the conversion.

The Project label updates to Jobber Job on both sync methods, and existing content carries over. On Lifecycle, the Project also takes the Job’s title. All assigned Users sync to the Project. Content you add after the Job is created syncs either way.

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. The note also links back to the CompanyCam Project. No link shows until the first photo, video, or file syncs.

Content on invoices

When you create an invoice from a Job, the Invoice page doesn’t show photos, videos, files, or the Project link. When you send the invoice, the synced photos, videos, and files are attached to it.

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 fully closed, and content can still sync.
If you create an invoice and close the Job, in either order, syncing stops.
If you reopen a closed Job, the CompanyCam Project reconnects, and new content resumes syncing.

Existing records

Syncing past Jobber records

Connecting the integration doesn’t import your existing Jobber records. Contact our Support team to request a historical sync. It runs on whichever sync method your account is set to when 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. With Project Groups turned on, it files them into the Project Group that matches each Jobber Property.

Without Project Groups, a Lifecycle historical sync works the same way. It just doesn’t create Project Groups or link Projects to them.

Merging existing Projects

You can’t manually link an existing CompanyCam Project to a Jobber record. Instead, merge your existing Project into the one the integration created. Keep the integration-created Project so the sync connection stays intact.

FAQs

What’s the difference between Lifecycle and Legacy?

The difference between Lifecycle and Legacy is when CompanyCam creates Projects.
On Legacy, a new Property creates 1 Project, and every Request, Quote, or Job under it updates that Project.
On Lifecycle, a new Property doesn’t create a Project. The first Request, Quote, or Job does, and each additional, separate entry creates another Project.
Converting an entry updates the label on both methods.

Does CompanyCam create duplicate Projects?

CompanyCam doesn’t create true duplicate Projects, but you can see more than 1 Project at the same address. The most common causes are:

On Lifecycle, a separate, new Request, Quote, or Job under the same Property creates its own Project. Converting doesn’t.
You disconnected and reconnected Jobber, which sets your account to Lifecycle. Check your sync method on the Jobber card.
The Client has more than 1 Property, and each Property creates its own Project.
The Property was added to Jobber more than once, or someone created a Project manually in CompanyCam.
Projects labeled Jobber Property, Jobber Request, Jobber Quote, or Jobber Job are connected to the integration. A manually created Project has no label, and on Lifecycle it has no Jobber URL in its Description.

Why is my Project named with numbers?

Your Lifecycle Project is named with numbers when the Request, Quote, or Job is untitled in Jobber.
The name combines the Client name, the entry type, and an ID, like Smith - Request 35361278.
Give the entry a title in Jobber to update the Project name.

How are Projects and Project Groups named?

Projects and Project Groups are named after your Jobber Client, and the Project name depends on your sync method.
On Legacy, the Project name is the Client name. A Client with 1 Property gets the new name when you change it in Jobber. With more than 1 Property, each Project updates when you create a new Request, Quote, or Job under that Property.
On Lifecycle, the Project name combines the Client name and the entry title. Edit the title in Jobber to update it.
On Lifecycle, a Client name change doesn’t update existing Projects. Converting a Request or Quote does update that Project to the new name, and a new Property with a new entry uses the new name.
A Project Group is named after the Client, with a number added for a second or third Property, like Smith (2). Its name doesn’t update later.
Renaming a Jobber-linked Project in CompanyCam doesn’t stick.

Which Jobber record is my Project linked to?

Your Project’s linked Jobber record depends on your sync method.
On Lifecycle, the Project’s Description includes the URL of the Request, Quote, or Job it’s linked to.
On Legacy, the Project links to the most recent active Request, Quote, or Job under the Client’s Property. Match the Project’s label and address to the Client’s Property in Jobber, then open that Property’s most recent active entry.
A Project labeled Jobber Property doesn’t have a Request, Quote, or Job yet.

Why aren’t my photos syncing to Jobber?

Photos may not sync to Jobber for a few reasons. Syncing can take up to 5 minutes, so wait before you check again. Then check these:

On Legacy, a Project labeled Jobber Property doesn’t sync. Create a Request, Quote, or Job under the Property, then re-upload earlier content.
You may be checking the wrong entry. On Legacy, content syncs to the most recent active entry. On Lifecycle, open the Project’s Description to confirm which record it syncs to.
A closed Job with an invoice stops syncing. Reopen the Job to resume.
Content you uploaded while the integration was disconnected doesn’t sync. Re-upload it to the Project.
The Jobber card on your Integrations page should show Connected.
If the Project is linked to an active entry and content still isn’t syncing, contact our Support team.

Do photos show on Jobber invoices?

Photos, videos, and files synced from CompanyCam don’t show on the Invoice page in Jobber, and the Project link doesn’t show either. They’re attached to the invoice when you send it.

Can I upload from the mobile app?

You can upload photos, videos, and files to a Jobber-linked Project from the mobile app.
They sync to the linked Request, Quote, or Job based on your sync method.
Connecting Jobber and editing its settings must be done in the web app.

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. It then syncs to Jobber with your other files.

Does a Jobber address change update CompanyCam?

A Jobber address change updates CompanyCam only when you make it on the active Request, Quote, or Job.
Changing the Client address doesn’t update Projects for existing Requests, Quotes, or Jobs.
A new Request, Quote, or Job you create after changing the Client address uses the new address.

What doesn’t sync between Jobber and CompanyCam?

These items don’t sync between Jobber and CompanyCam:

Pages and Checklists don’t sync automatically.
Client address changes in Jobber don’t update existing Projects, unless you change the address on the active Request, Quote, or Job.
Deleting content in one app doesn’t delete it in the other.
On Legacy, content added while a Project is labeled Jobber Property doesn’t sync.
Content uploaded while the integration is disconnected doesn’t sync after you reconnect.

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. Then click the Trash Icon.
If you don’t see the Trash Icon, you may need more 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.

What happens when I unassign a User?

Unassigning a single User in Jobber syncs to CompanyCam.
Removing all Users from a Jobber entry at once doesn’t unassign any of them in CompanyCam.
Existing assignments stay, so unassign those Users manually in CompanyCam.

Can I manually sync content to Jobber?

You can manually sync content to Jobber by contacting our Support team on a case-by-case basis.
Your Project must be linked to an active Jobber Request, Quote, or Job, and its content isn’t syncing as expected.
A manual sync pushes content from a linked Project. It doesn’t import past Jobber records, so request a historical sync for those.
Manual sync isn’t available for Projects created manually in CompanyCam.

How do I disconnect Jobber?

To disconnect Jobber, go to your Integrations page and find the Jobber card. Click the Disconnect Button to turn off the integration.

What happens if I disconnect Jobber?

Disconnecting Jobber stops new syncing. New photos, videos, and files don’t sync, and new Requests, Quotes, and Jobs don’t create Projects.
Content that already synced stays in Jobber.
Your CompanyCam Projects aren’t deleted.
Reconnecting reactivates your linked Projects and syncs newly uploaded content. Re-upload content you added while disconnected.

Why does an Admin appear as a Contributor?

An Admin or Manager appears as a Contributor on every Project the integration creates because they connected the integration. This is expected, and you don’t need to do anything.

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Using the CompanyCam + Jobber Integration