Before you get started, connect your CompanyCam and Housecall Pro accounts — see Connecting CompanyCam to Housecall Pro if you haven't yet. Once connected, the integration keeps your office and field on the same page. Photos, videos, and Files sync automatically between the two platforms so no one has to chase down documentation.
This integration is only available on the web app.
How the integration works
In Housecall Pro, a Customer can have one or more Addresses. CompanyCam tracks each Address as a separate Project — but adding a Customer and Address doesn't create one on its own. The Project is created the first time you add an Estimate or Job for that Address, labeled Housecall Pro Estimate or Housecall Pro Job.
Once that Project exists, it stays linked to the Address. Any additional Estimate or Job you create for the same Address links to that same Project — it won't create a second one. The Project's label updates to match the most recently created Estimate or Job.
Photos, videos, and Files you add to the CompanyCam Project sync to the Attachments section of the active Estimate or Job in Housecall Pro, along with a link back to the Project. Content always syncs to the most recently created Estimate or Job for that Address. If you have recurring Jobs or multiple entries, content goes to the most recent one — not previous entries.
Note: Syncing can take up to 5 minutes. Photos and Files must be under 500 MB to sync. Videos must be under 100 MB to sync.
Whether Estimates, Jobs, or both trigger Project creation depends on the sync settings you chose when connecting. See Connecting CompanyCam to Housecall Pro to review or change those settings.
Important: If you close the most recently created Job and reopen an older one, syncing doesn't move to the reopened entry automatically. Click On My Way on the entry you want active to make it the new sync target. See Redirecting Uploads to a Different Estimate or Job below.
Setting up a new customer and job
Note: These steps follow the most common workflow — creating the Customer and Address in Housecall Pro first, then adding the Estimate or Job. You can also create or link a Customer directly during the Estimate or Job creation process if you prefer.
Create a new Customer and Address in Housecall Pro. CompanyCam doesn't create a Project yet — there's no Estimate or Job to sync.
Create the first Estimate or Job for that Customer's Address. CompanyCam creates a matching Project labeled Housecall Pro Estimate or Housecall Pro Job and turns on syncing.
Upload photos, videos, or Files to the CompanyCam Project. They'll appear under Attachments on the active Estimate or Job in Housecall Pro, along with a link back to the Project.
Note: Syncing can take a few minutes. If you don't see your Files or the CompanyCam link in Housecall Pro right away, wait a minute and refresh the page.
Any additional Estimates or Jobs you create for that Customer's Address link to the existing Project — it won't create a second one. The Project's label updates to match the most recently created Estimate or Job.
Redirecting uploads to a different Estimate or Job
By default, CompanyCam syncs uploads to the most recently created Estimate or Job in Housecall Pro. If you need uploads to sync to a different Estimate or Job, you can redirect the active sync target using the On My Way status in Housecall Pro.
Open the Estimate or Job you want to activate in Housecall Pro.
Click On My Way. CompanyCam sets that Estimate or Job as the active sync target.
Wait 5 minutes before uploading photos to give the change time to sync.
Existing customers without a linked project
If a Customer was created in Housecall Pro before you connected the integration, they won't have a linked CompanyCam Project yet.
Open the Estimate or Job for that Customer's Address in Housecall Pro.
Click On My Way. CompanyCam creates a new Project linked to that Estimate or Job and turns on syncing.
Wait 5 minutes before uploading photos to give the change time to sync.
FAQs
Does creating a new Job create a new Project?
Does creating a new Job create a new Project?
Creating a new Job doesn't always create a new Project. CompanyCam creates a Project the first time you add an Estimate or Job for a Customer's Address. If that Address already has a Project, adding another Estimate or Job updates the Project's label instead.
Does a new Customer create a CompanyCam Project?
Does a new Customer create a CompanyCam Project?
Creating a new Customer in Housecall Pro doesn't create a CompanyCam Project. CompanyCam creates the Project once you add the first Estimate or Job for that Customer's Address.
Can pre-integration Jobs link to manually created Projects?
Can pre-integration Jobs link to manually created Projects?
Estimates or Jobs that existed before you connected the integration can't link to Projects you created manually in CompanyCam. Clicking On My Way always creates a new linked Project — it won't connect to one you already created manually, even if one exists for that Address.
What Estimate or Job will my photos sync to?
What Estimate or Job will my photos sync to?
Photos sync to the most recently created Estimate or Job by default. To sync to a different one, open it in Housecall Pro and click On My Way.
Do CompanyCam Documents and Checklists sync to Housecall Pro?
Do CompanyCam Documents and Checklists sync to Housecall Pro?
Documents and Checklists from CompanyCam don't sync to Housecall Pro. Only photos, videos, and Files sync between the two platforms.
Can any User edit or disconnect the integration?
Can any User edit or disconnect the integration?
Only Admins and Managers can edit sync settings or disconnect the integration. See Connecting CompanyCam to Housecall Pro for details. Uploading and viewing synced photos works for anyone with access to the Project.
What happens if I disconnect and reconnect the integration?
What happens if I disconnect and reconnect the integration?
When you reconnect the integration, Projects linked to a Housecall Pro Customer before you disconnected will reconnect and continue syncing. Any Project you created manually while the integration was disconnected won't link to Housecall Pro — you'll need to click On My Way on the relevant Estimate or Job in Housecall Pro to set that link up.
💡 Need more help?
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