Integrate CompanyCam + Workiz

Integrate CompanyCam + Workiz to manage your job site documentation easier than ever before!

Written by Alex Pickens
Updated over a week ago

Workiz lets you customize documents, track calls, turn voicemails into jobs in one click, and even understand which ad sources are profitable and which just aren't working out. It fits together perfectly with CompanyCam so that when you go to a job site, your photos are automatically added to the correct job in Workiz and ready to go!

In this article:

Before you start

  1. Log in to your Workiz account and go to your Settings.

2. Scroll down to the CompanyCam tab and connect the integration with the Connect Workiz and CompanyCam button.

Once you click the button, it will ask you to confirm your CompanyCam account and you are now integrated!

How it works

  • Your Workiz Jobs will sync over to CompanyCam as projects.

  • CompanyCam will pull the address and the Workiz Job ID to create the project in CompanyCam.

  • The photos you take in CompanyCam will then sync back to the Workiz job under the 'History' tab in the 'Attachments' section.

If you have any questions regarding the Integration or need any assistance you can reach out to Workiz Support

Want to make work flows even easier? Now that you've got your CRM up and running, check out other integration opportunities!

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