Connecting CompanyCam and Jobber means that every new Client, Request, Quote, or Job in Jobber automatically creates a matching Project, so your job site photos, videos, and files live right alongside your Jobber records. This article covers making that connection. For how the sync works once you're set up, see Using the CompanyCam + Jobber Integration.
This integration is available on select plans and is only available on the web app.
Setting Up the Integration
Note: You must have Admin or Manager permissions in both CompanyCam and Jobber to set up this integration.
In the left-hand navigation, under Resources, click Integrations.
Find the Jobber card and click it.
Click Connect to begin the integration process.
A settings pop-up appears. To sync your Jobber client contact information into the Contact Info section of your CompanyCam Projects, check the box next to Sync Primary Contacts to CompanyCam. This applies only to new Clients created after you enable the setting. Existing Projects aren't updated retroactively with contact information from Jobber.
Click Save.
You'll be prompted to allow CompanyCam access to your Jobber account. If you aren't already signed in to Jobber, enter your credentials to authorize the connection.
Once connected, the Jobber card will display "Connected" on your Integrations page.
Note: Connecting the integration does not automatically import your existing Jobber Clients into CompanyCam. If you would like a historical sync of previous Clients, contact our support team, and we can assist with syncing up to the 1,000 most recent active Jobs. Requests and Quotes are not included. As a workaround, creating a new Request or Quote in Jobber after connecting may trigger a Project to be created in CompanyCam for that Client.
You're connected. To learn how photos, videos, and files sync as you work, see Using the CompanyCam + Jobber Integration.
Setting Up Auto Assign Users
Auto Assign Users is an optional setting that automatically assigns Users in CompanyCam based on who's assigned in Jobber. For Requests, the User set to execute the Request syncs over. Assignment isn't available at the Client stage. It applies only after a Request, Quote, or Job has been created.
Go to Integrations and find the Jobber card.
Click Edit on the Jobber card.
Check the box next to Auto Assign Users.
Click Save.
Keep these things in mind when using Auto Assign Users:
Email addresses for Users in Jobber must match their email addresses in CompanyCam exactly for automatic assignment to work.
Users must be active on both platforms to receive automatic assignment.
The Assigned User setting must be enabled in CompanyCam at the account level. An Admin or Manager manages this.
Users assigned through Jobber overwrite any existing Users already assigned to the corresponding CompanyCam Project.
Note: If all Users are removed from a Jobber entry at once, CompanyCam won't unassign any of them. Existing assignments stay in place, and only individual unassignments sync over. You'll need to manually unassign Users in CompanyCam if all were removed at once.
Creating a Custom Field to Link CompanyCam Projects in Jobber
Creating a custom field is optional. Once it's set up, adding a custom property field in Jobber automatically populates a direct link to the matching CompanyCam Project, so you can open a Project straight from a Quote, Job, or Invoice page in Jobber.
Note: You must be on Jobber's Connect or Grow plan to use custom fields.
Click the gear icon in the top right of your Jobber home page, then click Settings.
In the left sidebar, click Custom Fields.
Under Properties, click + Add Field.
Set the Field Type to Text.
Name the field exactly CompanyCam Project.
Click Create Custom Field.
Important: The custom field must be named exactly CompanyCam Project (with a space between the two words). Any variation will prevent the link from populating automatically.
Disconnecting the Integration
If you run into issues or want to refresh the connection, you can disconnect and reconnect the integration at any time from the Integrations page.
Note: Disconnecting does not delete your CompanyCam Projects. Reconnecting will resume syncing for active Clients and Jobs.
FAQ
Will the custom field work for entries that already exist in Jobber?
Will the custom field work for entries that already exist in Jobber?
No. The custom field will only populate for new Quotes, Jobs, and Invoices created in Jobber after the field has been set up. Existing entries will not be updated automatically.
Can I connect more than one Jobber account to CompanyCam?
Can I connect more than one Jobber account to CompanyCam?
No. CompanyCam supports a one-to-one connection with Jobber, meaning only one Jobber account can be connected to your CompanyCam account at a time.
💡 Need more help?
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