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Connecting and Using CompanyCam with serviceminder

Learn how to connect CompanyCam to serviceminder so photos and videos you capture sync automatically to the right serviceminder appointment.

Serviceminder is a CRM and business management platform built for field service companies, offering scheduling, dispatch, proposals, and marketing tools. This integration connects your CompanyCam and serviceminder accounts, so serviceminder can automatically create or find a matching CompanyCam Project when you start an appointment. Once that Project exists, the photos and videos you capture in CompanyCam for it sync back to serviceminder automatically.

This feature is only available on the web app.


How the integration works

When you connect CompanyCam and serviceminder, serviceminder can automatically create or find a matching CompanyCam Project when you start an appointment. Your serviceminder admin controls this setting from serviceminder's integration settings.

Once that Project exists, photos and videos you capture in CompanyCam for it are sent to serviceminder automatically, using each photo's user and project location coordinates to load it to the correct appointment.


Setting up the integration

Note: Admins and Managers can connect CompanyCam with serviceminder.

serviceminder hosts and maintains its own setup instructions. Follow the steps in serviceminder's CompanyCam integration guide to connect the two platforms.

Note: If you need support integrating or have any issues with the integration, reach out to serviceminder's support team.


Automatically creating Projects from appointments

serviceminder's integration settings include an option to automatically create CompanyCam Projects when an appointment starts. When this setting is turned on, serviceminder first looks for a matching Project. If it doesn't find one, serviceminder creates a new CompanyCam Project for that appointment. Check with your serviceminder admin to confirm whether this setting is turned on for your account.


FAQs

Can I set up the integration in the mobile app?

The serviceminder integration is set up in a web browser. You can't connect it from the CompanyCam mobile app.

What syncs between CompanyCam and serviceminder?

New serviceminder appointments create or find a matching CompanyCam Project, and the photos from that Project sync back into your appointment in serviceminder.


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