Before you start
You must have an active account for CompanyCam and One Click Contractor for you to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
What is One Click Contractor?
Designed by and for home remodeling contractors, One Click Contractor's all-in-one sales platform makes measuring, estimating, and selling incredibly simple. Create estimates in minutes, present professional proposals, and reduce time spent selling.
Setup
Log in to One Click Contractor and navigate to Administration in the top left corner.
Scroll down to the Integrations tab.
Find CompanyCam and click Authorize.
You will be redirected to CompanyCam to authenticate your information.
Sign in to CompanyCam using your email address and password then click Sign In.
After you sign into CompanyCam you will be redirected back to the One Click Contractor's Integration tab.
On the Integrations tab, you will now see a list of users.
The system will automatically link up users between One Click Contractor and CompanyCam where the email addresses match.
You can manually match users by clicking the pencil button to match other users.
Important details about this integration
Jobs are automatically synchronized from CompanyCam with all of the appropriate information (Name, Address, etc.) As updates are made on the CompanyCam side those things are automatically updated as it runs.
Photos are automatically pulled from CompanyCam and added to the Photos tab in One Click Contractor.
How it works
You can utilize the integration in a few different ways. Photos taken in a linked CompanyCam Project will sync back to the Job in One Click! Those workflows are detailed below:
Create a Project in CompanyCam when a Job is Created in One Click: When checked, the system will automatically create a project in CompanyCam when a job is created in One Click
Create a Job in One Click Contractor from a Project in CompanyCam: When checked, the system will look at newly created projects in CompanyCam and create a corresponding job in One Click.
Reassign a Project in CompanyCam when Updated in One Click Contractor: When a job in One Click is reassigned to a different user, the integration will update CompanyCam to reflect the new user as an “assigned user”.
NOTE: This integration could cause duplicate records if you are integrating other third-party programs (specifically MarketSharp) into One Click Contractor. Do you have questions about records or this integration? Email Rachel at [email protected]!
Are you looking to make workflows even easier? Now that you have your CRM up and running, check out other integration opportunities!