Before you start
You need to have an active account with CompanyCam and Housecall Pro to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To integrate, 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.
To avoid potential issues with this integration please review the information highlighted by Please Note: within How it works.
What is Housecall Pro?
Founded in 2013, Housecall Pro helps home service professionals thrive. They offer an industry-leading SaaS operating platform combined with modern financial services and supporting business solutions, helping Pros run all aspects of their business. Housecall Pro is a cloud-based field service management app for service professionals to automate workflows and streamline technician dispatch.
Please Note
Each Address added under a Customer in HCP will have a matching CompanyCam Project entry. Photos for every Estimate or Job in Housecall Pro that have been added for that Address will be found under the Address Project in CompanyCam. There will not be multiple Projects for Jobs at that Address.
You can not sync photos back to Jobs created before the integration was set up. A new Estimate or Job must be created to send Documents and Photos back to Housecall Pro.
By default, the active Estimate or Job that the Project will sync photos to is the most recently created one. If you would like your CompanyCam Project to sync photos to another entry for an address you can select the "On My Way" option for that Estimate or Job and the photos will sync to that entry
If an Estimate or Job is created before an address is added under the Customer this can cause syncing and duplicate issues. Always create your Customer and address first before creating the Estimate or Job for that client.
Setup
1. First, go into Housecall Pro and go into My Apps at the top of the page. Then go into the App Store. Find CompanyCam and select Learn More, then switch on the integration by toggling Disabled to Active.
2. Now open CompanyCam and log in. Select Integrations at the bottom of the menu.
3. Find the Housecall Pro card. Select this and then select Connect.
4. You have the option to Sync Primary Contacts from HouseCall Pro into CompanyCam by checking the box as well as if you want content from CompanyCam to be synced to HCP Estimates, Jobs, or both! After you decide, click Save.
5. If you have not signed in to Housecall Pro, there will be a prompt telling you to sign in to your account.
6. That's all! You are now ready for smooth documentation in Housecall Pro using CompanyCam. You will find that the "Connect Integration" changes to "Connected" when the integration is operating properly.
7. Once the integration is set up you can select the HCP card to edit or disconnect as needed!
How it works
When you add a new address for a Customer in HCP, a matching CompanyCam Project will be created for that client with the Label "HouseCall Pro Customer." Once an estimate or Job is added for this address the Label in CompanyCam will automatically update to "Housecall Pro Estimate" or "HouseCall Pro Job." Once a Project has a "HouseCall Pro Estimate" or "HouseCall Pro Job" label any documents or photos taken in this Project will sync to the active Estimate or Job inside of HouseCall Pro.
Note: The active Estimate or Job would be the most recently created one by default. If you wish to manually choose which Estimate or Job is active you can select On My Way within that Job or Estimate and that will make that the active HCP entry that will receive the documents or photos from CompanyCam.
Create a new Customer in HCP if not already created.
A matching CompanyCam Project will be created with a "HouseCall Pro Customer" Label. Note: Photos will not sync at this stage since an active Estimate or Job has not been created yet.
Add an Estimate or Job under this address in HCP. The Label of the CompanyCam Project will automatically update to "HouseCall Pro Estimate" or "HouseCall Pro Job."
Take photos and add documents as normal and the Project photos will automatically sync to the Job or Estimate under the attachments section and a CompanyCam Link out will be available under the attachments for quick access to the Project. Note: If you are unable to see the CompanyCam link or attachments in the Estimate or Job, just reload the page and you should be able to see them.
If you need support integrating or have any issues with the integration, reach out to [email protected] or reach out to our live chat!
Want to make workflows even easier? Now that you've got your FSM up and running, check out other integration opportunities!