Before you start
You'll need to have an active account with iRestore and CompanyCam.
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 role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
Please Note:
After you set up the integration, test it by creating a new Job in iRestore. The Job should sync into CompanyCam as a new Project
To sync the records moving forward, you'll have to create them in iRestore first.
What is iRestore?
Manage your jobs, communicate, document, and report using iRestore’s intuitive job management system. Best of all, it synchronizes across all platforms, making it easy to use. Whether it be at a company level or an individual level, you can easily manage all of your relationships with their robust relationship management system (CRM). With this feature, you will have the tools to build long-term relationships and strategically grow
Setup
Please follow the instructions linked below to integrate:
Integrate CompanyCam and iRestore
If you need support integrating or have any issues with the integration reach out to the restore team at [email protected] or 561.337.2900
How it works
Integrating with Company Cam will allow you to create Projects directly from iRestore and pull Project photos directly to jobs.
First, create a Job in iRestore, this action will create a matching Project in CompanyCam.
Then any photos taken within the integrated Project will sync back to the Job in iRestore.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!