This integration allows CompanyCam and Jobber to communicate automatically. Creating a Request, Quote, or Job in Jobber will create a linked CompanyCam Project. Photos taken in CompanyCam are then synced back to the corresponding Jobber Entry and are easily accessible under the attachments section.
In this article
Before you start
What is Jobber
Jobber is an end-to-end business management system for your home service company. The software handles everything from customer relationship management, quoting, scheduling, job tracking, invoicing, and a whole lot more!
How it works
Anytime that you add a new Property for a Client inside of Jobber a new project in CompanyCam will be created. Then when a Request, Quote, or Job is added for that address the CompanyCam Project's Label will update to "Jobber Request," Jobber Quote or, "Jobber Job" and any photos taken in that Project will sync to the matching Request, Quote, or Job. If you add photos to the CompanyCam Project when the record in Jobber is still a Client photo WILL NOT sync over until that record is converted into a Request, Quote, or Job. The photos will be synced over at that point.
If you add a Request, Quote, or Job for a Property that has an existing Project in CompanyCam then a Project will not be created again. The Project that already exists will simply update its label to reflect the Request, Quote, or Job you added and new photos taken in that Project will sync to the new entry you just added in Jobber. This way all the photos taken at this address are in one Project in CompanyCam but the photos are separated in Jobber.
If you would like photos to sync over right away then you'll need to create a Request, Quote, or Job for that Client's Property. Create one of these from the + Create button or on the jobs page a the top right.
Fill out any necessary information for that entry and hit SAVE
A new project for that property will be created in CompanyCam, or that Request, Quote, or Job is now connected to an existing CompanyCam Project. It will also be labeled letting you know where the photos will be available back inside Jobber.
Photos taken or uploaded to that CompanyCam project are synced over to the most recent Jobber entry for that property. This applies to both One-off Requests, Quotes, and Jobs as well as reoccurring ones.
You'll see the CompanyCam section just below the Attachment section at the bottom of the page for the Job. Photos are grouped by day in the notes section of a Jobber Request, Quote, Or Job.
Photos on a Jobber entry such as Requests that are converted to a Quote or a Quote converted to a Job WILL NOT automatically pull into the newly Converted Quote or Job. You can check the box in the notes section and this will allow those photos to pull to the converted Entry:
1. Open CompanyCam. On the left-hand side, under Resources, select Integrations.
2. Look for the Jobber card under the different Integration options.
3. You can Sync Primary Contacts by selecting the box if you wish. After choosing , you can click Connect.
4. Sign into Jobber if prompted.
5. Choose Allow Access.
That's it! The Connect Integration will change to Connected in the Right hand Corner
6. Once the integration is set up you will notice an Update option underneath the integration. If something in your integration isn't working as expected you can select this and it will refresh the integration between the two. You can also Delete the Integration below here as well if it ever becomes no longer needed.
Creating a Link to CompanyCam in Jobber with a Custom Field
**Note** You must be on the Connect or Grow plan for Jobber to use custom fields.
CompanyCam will automatically set the URL of the CompanyCam project created from a Property if you have the custom field CompanyCam Project created for properties on Jobber. This allows you to quickly open up the CompanyCam project from the Quotes, Jobs, or Invoice page for that Property.
Steps to enable:
Click the top-right ?? on the home page, and then click "Settings"
Go to the "Custom Fields" section in the middle-left sidebar.
Add a new "Property Custom Field" by clicking "+ Add Field"
Enter the information for the custom field exactly as in the screenshot below
**Note Make sure the custom field name is exactly "CompanyCam Project" with a space.
Click "Create Custom Field", and you're done!
Important details about this integration
Connecting existing CompanyCam Projects to new Jobber Entries
If you're a CompanyCam user that is adding Jobber to your workflow, a new CompanyCam Project will be created with the Jobber connection information. To get the photos from the original CompanyCam project into the Jobber project use the Merge Project Tool and be sure to keep the Project created by the Jobber integration.
Linking notes to invoices and deleting
Now that you have the photos imported attachments associated with your Request, Quote or, Job, you can choose to link the note to related invoices. To get this view hover over the photos and the white space around the photos will turn yellow. You'll have the view below. Choose Invoices under "Link note to related" to give a link to the photos in the emailed invoice.
Want to make work flows even easier? Now that you've got your CRM up and running, check out other integration opportunities!