Jobber is business management software for home service businesses. Connecting it to CompanyCam creates Projects from your Jobber records, so job site photos, videos, and files land on the matching Request, Quote, or Job. This article covers connecting your accounts and choosing your settings.
To see how syncing works once you’re connected, read 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 Integrations, click App Marketplace.
Search for Jobber, then click the card.
Click the Connect Button.
Click the sync method you want: Lifecycle: One project created per Jobber request/quote/or job or Legacy: One project created per Jobber property. Lifecycle is selected by default. Your choice decides when CompanyCam creates Projects. See Choosing your sync method to compare them.
Check the box next to Sync Primary Contacts to CompanyCam? to add each new Client’s primary contact to the Customer section of their Projects. It doesn’t update Clients you’ve already synced.
Check the box next to Organize CompanyCam projects into Project Groups to group each Property’s Projects together. It only appears on Lifecycle and is available on select plans.
Check the box next to Auto assign users to assign Users in CompanyCam based on who’s assigned in Jobber. Read the Auto assign users requirements before you turn it on.
Click Save.
Log in to Jobber if you aren’t already, then click the Allow Button to give CompanyCam access. Once you click Allow, you’re connected. CompanyCam returns you to the Jobber card, which displays Connected.
Note: Connecting the integration doesn’t import your existing Jobber records. For a historical sync, contact our Support team, and check your sync method first, since it runs on the method set when we run it.
Auto assign users requirements
Auto assign users works for Requests, Quotes, and Jobs, but not at the Client stage. The Assigned User setting must also be on at the account level, and an Admin or Manager manages it.
Important: Auto assign users only works for Users who are active in both CompanyCam and Jobber, with matching email addresses. Users assigned through Jobber replace any Users already assigned to the Project.
Choosing your sync method
Your sync method decides when CompanyCam creates Projects. It also decides where your photos, videos, and files land in Jobber. You can switch methods any time from the Jobber card on your Integrations page.
Legacy creates 1 Project per Jobber Property. Adding a Client with a Property creates the Project, labeled Jobber Property. Once you create a Request, Quote, or Job under that Property, the label updates and content syncs to the most recent active entry. Only a new Property creates another Project. Project Groups isn’t available on Legacy, so that option disappears.
Lifecycle creates Projects per Request, Quote, or Job. Adding a Client or Property doesn’t create a Project. The first Request, Quote, or Job under a Property creates a Project, and each additional, separate entry creates its own Project. Converting a Request to a Quote or a Job, or a Quote to a Job, updates the label on the existing Project instead of creating a new one. With Project Groups turned on, CompanyCam files each Property’s Projects in 1 Project Group.
For the full walkthrough, read Using the CompanyCam + Jobber Integration.
Important: If you disconnect and reconnect Jobber, the connection window opens with Lifecycle selected and all 3 checkboxes unchecked. Choose your settings again before you save, and pick Legacy if you want 1 Project per Property.
Linking Projects with a custom field
Creating a custom field is optional. Once it’s set up, Jobber adds a CompanyCam Project link to each new Client Property. On Legacy, the link opens that Property’s Project. On Lifecycle with Project Groups turned on, it opens that Property’s Project Group. You need Jobber’s Connect or Grow plan.
Important: Name the field exactly CompanyCam Project, with a space between the 2 words. Any variation stops the link from populating.
Click the Gear Icon in the top right of your home page in Jobber.
Click Settings.
Click Custom Fields in the left sidebar.
Click + Add Field under Properties.
Set the Field Type to Text.
Name the field exactly CompanyCam Project.
Click the Create Custom Field Button.
Create a new Client with a Property in Jobber to see the link. It appears in the CompanyCam Project field on the Property.
FAQs
How do I edit Jobber settings?
How do I edit Jobber settings?
You can edit your Jobber settings from the Jobber card on your Integrations page. Click the Edit Button to change your sync method or settings, then click the Save Button.
How do I disconnect Jobber?
How do I disconnect Jobber?
To disconnect Jobber, go to your Integrations page and find the Jobber card. Click the Disconnect Button to turn off the integration.
What happens if I disconnect Jobber?
What happens if I disconnect Jobber?
Disconnecting Jobber stops new syncing. New photos, videos, and files don’t sync, and new Requests, Quotes, and Jobs don’t create Projects.
Content that already synced stays in Jobber.
Your CompanyCam Projects aren’t deleted.
Reconnecting reactivates your linked Projects and syncs newly uploaded photos, videos, and files.
Content you upload while disconnected doesn’t sync after you reconnect. Re-upload it to the Project.
What happens when I reconnect Jobber?
What happens when I reconnect Jobber?
Reconnecting Jobber reactivates your linked Projects, and newly uploaded photos, videos, and files sync again.
The connection window opens with Lifecycle selected, even if you used Legacy before.
Sync Primary Contacts to CompanyCam?, Organize CompanyCam projects into Project Groups, and Auto assign users start unchecked. Project Groups only shows if your plan includes it.
Choose your settings again, then click the Save Button.
What sync method is my account using?
What sync method is my account using?
Your sync method shows in the Jobber settings. Go to your Integrations page, find the Jobber card, and click the Edit Button. The selected option is either Lifecycle: One project created per Jobber request/quote/or job or Legacy: One project created per Jobber property.
Can I switch sync methods after connecting?
Can I switch sync methods after connecting?
You can switch sync methods any time, and you don’t need to disconnect or reconnect. Click the Edit Button on the Jobber card, choose the other option, and click the Save Button.
What happens to my Projects when I switch?
What happens to my Projects when I switch?
When you switch sync methods, Projects you’ve already created keep following the method they were created under, and they keep syncing without issues.
Legacy Projects keep updating their label and syncing to the most recent active entry.
New Projects follow the sync method you choose.
Project Groups is only available when Lifecycle is selected, and your plan includes it.
Will my existing Jobber connection change automatically?
Will my existing Jobber connection change automatically?
Your existing Jobber connection won’t change automatically. Accounts already connected stay on Legacy until you switch sync methods.
What does Sync Primary Contacts do?
What does Sync Primary Contacts do?
Sync Primary Contacts to CompanyCam? syncs the Client’s primary contact name, phone number, and email from Jobber to the Customer section of the Project. It only applies to new Clients and doesn’t update Clients you’ve already synced.
Is Project Groups available on every plan?
Is Project Groups available on every plan?
Project Groups isn’t available on every plan. It’s available on select plans and only works with Lifecycle. On other plans, the option doesn’t appear, and your sync method still works either way.
Why can’t I find the Project Groups option?
Why can’t I find the Project Groups option?
The Project Groups option doesn’t appear when Legacy is selected or when your plan doesn’t include it. Click the Edit Button on the Jobber card to check your sync method. If Legacy is selected, switch to Lifecycle, and the option appears on plans that include Project Groups.
Does the custom field work for existing Clients?
Does the custom field work for existing Clients?
The custom field only populates for new Clients and Properties created in Jobber after you set it up. It doesn’t work for existing records.
Where does the custom field link go?
Where does the custom field link go?
The custom field link goes to different places depending on your sync method.
On Legacy, the field on the Client Property links to that Property’s Project.
On Lifecycle with Project Groups turned on, the field links to that Property’s Project Group.
Requests, Quotes, and Jobs don’t show a Project link until a photo, video, or file syncs from CompanyCam. After that, the Internal Notes include a link to the Project.
Invoices don’t show a Project link.
Can I connect more than 1 Jobber account?
Can I connect more than 1 Jobber account?
You can’t connect more than 1 Jobber account to your CompanyCam account at a time. CompanyCam supports a 1-to-1 connection with Jobber.
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