Housecall Pro is field service management software that helps home service companies schedule jobs, manage customers, and get paid. Connecting it to CompanyCam means your job site photos, videos, and files land right in the matching Housecall Pro record without anyone uploading anything twice.
This article covers making the connection. For how syncing actually behaves day to day, see Using the CompanyCam + Housecall Pro Integration.
This integration is available on select plans and is only available on the web app.
Connecting the integration
Note: You must have Admin or Manager permissions in both CompanyCam and Housecall Pro to set up this integration.
In the left-hand navigation, under Integrations, click App Marketplace.
Search for Housecall Pro, then click the card.
Click Connect.
Choose your sync settings, then click Save:
Sync Primary Contacts from Housecall Pro into CompanyCam. Turning this on brings each Customer's primary contact information into the matching CompanyCam Project once that Project exists.
Sync CompanyCam content to Housecall Pro Estimates, Jobs, or both. This determines which record type can trigger a Project and receive synced content for a given Address. Choosing Estimates means only Estimates create Projects and receive content; choosing Jobs means only Jobs do; choosing both means either can, depending on which is created first under that Address.
Automatically assign Housecall Pro Users to the matching CompanyCam Project. This requires each User's email in Housecall Pro to match their email in CompanyCam. If you aren't already signed in to Housecall Pro, sign in when prompted.
If you aren't already signed in to Housecall Pro, sign in when prompted.
Once connected, the card's status changes from Connect to Connected.
Important: Turning on automatic User assignment only affects Projects that already exist and are already linked to a Housecall Pro record. For those, Users assigned in Housecall Pro will overwrite the Users assigned to the matching Project in CompanyCam, and any Users previously assigned to that Project will be unassigned. Manually created CompanyCam Projects that aren't linked to a Housecall Pro record are not affected.
FAQs
What do I need before connecting Housecall Pro?
What do I need before connecting Housecall Pro?
You need an active CompanyCam account and an active Housecall Pro account, plus Admin or Manager permissions in CompanyCam.
What does Sync Primary Contacts to CompanyCam do?
What does Sync Primary Contacts to CompanyCam do?
Sync Primary Contacts to CompanyCam syncs the Customer's phone number and email from Housecall Pro into the Customers section of the matching CompanyCam Project.
Does automatic User assignment require matching emails?
Does automatic User assignment require matching emails?
Automatic User assignment does require matching emails. If a User's email in Housecall Pro doesn't match their email in CompanyCam, CompanyCam can't automatically assign that User to the Project.
What happens to my existing Project assignments when I turn on automatic User assignment?
What happens to my existing Project assignments when I turn on automatic User assignment?
For Projects already linked to a Housecall Pro Estimate or Job, any Users assigned to that Project in CompanyCam will be unassigned and replaced with the Users assigned to the matching Estimate or Job in Housecall Pro. Manually created Projects that aren't linked to a Housecall Pro Estimate or Job aren't affected.
Can I change my sync settings after connecting?
Can I change my sync settings after connecting?
You can change your sync settings any time. Click App Marketplace in the left-hand navigation, then Integrations under Resources, search for the Housecall Pro card, and click Edit.
How do I disconnect the integration?
How do I disconnect the integration?
To disconnect the integration, click App Marketplace in the left-hand navigation, then Integrations under Resources, search for the Housecall Pro card, and click Disconnect.
Disconnecting stops new syncing between CompanyCam and Housecall Pro. It doesn't delete Projects, photos, or files that have already synced.
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