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 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.
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 entry, not to previous entries.
Important: 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.
Working Through Your Jobber Workflow
Every company works differently. Some teams go straight to a Job, and others move through Request, Quote, then Job. Both paths are supported, so follow the one that matches how your team operates.
No matter which path you take, it 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.
Save the Job. The CompanyCam Project label updates to "Jobber Job" and all assigned users sync to the CompanyCam Project automatically. Photos, videos, and files added to the Project will now sync to the Job in Jobber.
Note: Users assigned through Jobber will overwrite any existing users already assigned to the corresponding CompanyCam Project. If a user is individually unassigned from a Jobber entry, that change will sync to the linked CompanyCam Project. However, if all users are removed from a Jobber entry at once, CompanyCam will not unassign any of them. Existing assignments remain in place, and users will need to be manually unassigned 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.
Save the Request. The CompanyCam Project label updates to "Jobber Request" and photos, videos, and files will now sync. The assigned Salesperson syncs to the linked CompanyCam Project automatically. Only one user can be assigned via the Salesperson field on a Request.
To carry your existing photos, videos, and files over when you convert this Request, link the note to the related entries:
Open the Internal Notes section.
Click the pencil icon.
Click the dropdown arrow next to Link to related.
Check the boxes for Quotes, Jobs, and Invoices.
Click Save.
Note: You only need to complete this step if you want existing content to transfer over when converting. 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" and linked photos, videos, and files carry over to the Quote. 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 want assigned to the Job. You can add as many users as needed here.
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.
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.
When Syncing Stops
Whether syncing continues depends on whether a Job is truly closed in Jobber:
If you close a Job without creating an invoice, the Job 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 to that Job and any new photos, videos, and files added 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 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.
FAQ
Can I sync my existing Jobber jobs into CompanyCam?
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 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 Working Through Your Jobber Workflow 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. 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.
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