In this article
Before you Start
You must have an active account with both CompanyCam and Knowify in order to integrate the two services.
You must have Admin privileges in both CompanyCam and Knowify in order to integrate. 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 Knowify?
Knowify empowers tradespeople and subcontractors with the tools and insights to manage their finances, teams, and Projects more effectively. Handle your budgeting, bidding, job costing, invoicing, and much more - all in one place!
How it works
Once Integrated, you have the option to create a new CompanyCam Project from a job in Knowify or link an existing Project in CompanyCam to a new Job in Knowify! Once the Job and Project are linked take your CompanyCam photos as normal and a linkout to CompanyCam will be available in Knowify. Now all your documentation is easily accessible in one place!
How to Create a CompanyCam Project from a Job in Knowify
How to view/ open a CompanyCam project from Knowify
How to share a CompanyCam project timeline with customers
Setup
Please see the documentation linked below to integrate:
Integration Instructions and Documentation
If you need support integrating or have any issues with the integration reach out to [email protected]
Want to make work flows even easier? Now that you've got your CRM up and running, check out other integration opportunities!