Before you Start
You must have an active account with both CompanyCam and serviceminder.io in order 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 serviceminder?
Serviceminder started with a world-class CRM built for field service with mapping, automated scheduling, and dispatch. Then they added best-in-class proposal writing with support for options, online deposits and payments, electronic signatures, and reporting. Added next were integrated email marketing and automation tools, fleet routing, integrated two-way texting, mapping, and campaign budgeting enabling teams to measure revenue from campaigns and track cost per lead and revenue per client at the location and brand level.
Every brand is different. Whether you are moving from a single platform or from a group where everyone uses sticky notes and Excel, they come up with a plan to make your onboarding process as smooth as possible.
How it works
CompanyCam photos and videos are sent to serviceminder automatically using the user and project location coordinates. This allows photos to intelligently be loaded to the proper appointments.
In the serviceminder CompanyCam integration settings, it will allow you to create a new CompanyCam project to be created automatically. If Auto-project Creation is enabled, serviceminder will either look for or create a project when you start an appointment.
Setup
Please see the documentation linked below for setup and more detailed information:
Integration Instructions and Documentation
If you need support integrating or have any issues with the integration reach out to [email protected].
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!