Connecting CompanyCam and Housecall Pro means that every new Customer, Estimate, or Job in Housecall Pro automatically creates a matching Project, so your job site photos, videos, and files live right alongside your Housecall Pro records. This article covers making that connection, which requires an active account with both CompanyCam and Housecall Pro. For how the sync works once you're set up, 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.
Sync CompanyCam content to Housecall Pro Estimates, Jobs, or both.
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: This only affects Projects already linked to a Housecall Pro Customer. For those, Users assigned to the Customer 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 Customer are not affected.
Editing or disconnecting the integration
In the left-hand navigation, under Integrations, click App Marketplace.
In the left-hand navigation, under Resources, click Integrations.
Search for the Housecall Pro card and click it.
Click Edit to change your sync settings, or click Disconnect to turn off the integration.
Note: Disconnecting stops new syncing between CompanyCam and Housecall Pro. It does not delete Projects, photos, or files that have already synced.
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.
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 Customer, any Users assigned to that Project in CompanyCam will be unassigned and replaced with the Users assigned to the matching Customer in Housecall Pro. Manually created Projects that aren't linked to a Housecall Pro Customer 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 by opening the Housecall Pro card from App Marketplace and clicking Edit.
How do I disconnect the integration?
How do I disconnect the integration?
To disconnect the integration, open the Housecall Pro card from App Marketplace and click Disconnect.
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