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.
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 and videos 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 or videos back to Jobs created before the integration was set up. A new Estimate or Job must be created to send Documents, photos, and videos back to Housecall Pro.
By default, the active Estimate or Job that the Project will sync photos and videos to is the most recently created one. If you would like your CompanyCam Project to sync photos and videos 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.
Videos over 100MB in size may not sync over to Housecall Pro.
Setup
First, sign in to Housecall Pro and go to 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.
Now open CompanyCam and log in. Select Integrations at the bottom of the menu.
Find the Housecall Pro card. Select this and then click Connect.
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. You can also enable the automatic assignment of Users from HouseCall Pro into CompanyCam. Note: The User's email in Housecall Pro must match the email in CompanyCam for this to work. Users assigned to the corresponding Housecall Pro Customer will overwrite any Users assigned to the Project in CompanyCam. Users who were previously assigned to the Project in CompanyCam will be unassigned.
If you have not signed in to Housecall Pro, there will be a prompt telling you to sign in to your account.
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.
Once the integration is set up, you can select the HCP card to Edit or Disconnect as needed.
How to Disconnect the Integration
Open CompanyCam and log in to your account.
In the lower-left corner, click on Integrations.
Find the Housecall Pro integration card using the search bar or by scrolling.
Click on the card, then select Disconnect.
How it works
When you create a new customer in Housecall Pro, a matching project is created in CompanyCam. Once you add an Estimate or Job to that customer, the project updates to sync with that specific entry in HCP. From there, any photos, videos, or documents you upload to the CompanyCam project will automatically appear in the attachments section of the active Estimate or Job in Housecall Pro.
If you have an existing customer that was created before setting up the integration and does not have a linked project in CompanyCam, you can trigger this by going to an existing Estimate or Job and clicking "On My Way." This will create a new CompanyCam project linked to that customer’s Estimate or Job.
The system will automatically sync to the most recent active Estimate or Job. If you want to manually set which one is active, you can do so by clicking "On My Way" in HCP. Just allow a few minutes for everything to sync.
Follow the steps below to get everything set up properly.
Start by creating a new customer and address in Housecall Pro. Once this is done, a matching project will automatically be created in CompanyCam with the label "Housecall Pro Customer."
Note: At this stage, documents, photos, and videos will not sync yet, as there is no active Estimate or Job.
After the customer is set up, create a new Estimate or Job under that same customer. This will automatically update the label on the CompanyCam project to either "Housecall Pro Estimate" or "Housecall Pro Job." This label change enables the syncing functionality.
Once the Project Label has changed to "Housecall Pro Estimate" or "Housecall Pro Job", you can start uploading your content to the CompanyCam project. Anything you add such as photos, videos, or documents will automatically appear under the Attachments section in the active Estimate or Job in HCP. A direct link to the CompanyCam project will also be included for easy access.
Make sure uploads are under 500 MB to sync successfully. If you don’t see the files or CompanyCam link right away in HCP, give it a minute and refresh the page. They should appear shortly.
For Existing Customers Without Linked Projects
If the customer was created before the integration setup and does not have a linked CompanyCam project, open an existing Estimate or Job for that customer and click "On My Way." This will trigger a new CompanyCam project to be created and linked to that customer’s Estimate or Job.
Redirect Uploads to a Different Estimate or Job
By default, the most recently created Estimate or Job will be treated as the active one that receives uploads. If you want to manually choose which one is active and switch which Estimate or Job your photos, videos, and documents sync to, you’ll need to open the specific Estimate or Job under the correct customer in HCP and click the "On My Way" option. This sets that Estimate or Job as the active one for syncing uploads.
After selecting "On My Way," please wait about five minutes before uploading any photos to ensure everything has time to sync properly.
Need Support?
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!