Leap is an all-in-one cloud-based contractor's business platform that is flexible, easy to use, and highly intelligent. It supports the ability to build and grow a profitable business. Sync and Link your Jobs to CompanyCam Projects and have your CompanyCam Photos and Documents available to use in Leap.
In this article
Before You Start
You must have an active account with CompanyCam and Leap to integrate the two services. New to JobProgress? Sign up here.
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.
How the Leap Integration works with CompanyCam
Add a CompanyCam project when a job is created
When adding a Job to a Lead, Prospect or Customer make sure that the CompanyCam option is checked. When you save the Job a Project with the Customer's name and the Leap job.
Add a CompanyCam project after a job is created
Go into the job that you'd like to link
Choose View All to the right of Recent Photos and Documents
Select the "Sync" icon and then Sync
Confirm that you'd like to sync the job with CompanyCam
Link an existing CompanyCam project to a Leap job
Follow the same steps as above, but now choose Link.
Search for the CompanyCam project. Click on the Project that you'd like to connect to the Leap Job
If there are Multiple results select the project to link and choose Proceed.
Use Photos and Documents in Leap
Once you have a Leap Job and CompanyCam Project linked, you'll be able to save those photos to a job folder.
Click on the 3 dot menu at the lower right of any photo. You'll see this menu:
Choose an option that you'd like to accomplish for your workflow.
If you'd like to work with Multiple photos Press `Ctrl + Select` to select multiple files together. Right click on any of the selected and you'll have these options:
If you'd like to use the photos in an estimate or invoice make sure to Save in Job, then choose the Photos folder which saves them there.
Photos will be available to send as needed in JobProgress once they are added to that folder.
Integration Setup 1 . Head to your CompanyCam Homepage. Sign in if prompted. Click on your profile on the left-hand side and underneath "Your Company" Select "Access Tokens"
2. Select New Token.
3. Choose JobProgress from the drop-down and leave the box UNCHECKED! Click Create Token.
4. Copy the Token (You'll paste this into Leap).
NOW, LOG IN TO Leap:
5. Log in , click in the upper right corner to locate the menu and choose 'Settings'.
6. Navigate to your Company Settings > Partnerships/Integrations > Under the CompanyCam tab Connect CompanyCam.
8. Paste in your Token (that you copied from your CompanyCam account) & click 'Connect CompanyCam'.
AND YOU'RE DONE!
Now, photos that you take in CompanyCam will automatically be available to view, use and Save to Jobs in Leap!
Do you want to make your workflows smoother? Now that you have your CRM up and running, take a look at our other integration opportunities!