This integration allows CompanyCam & JobTread to communicate automatically. The integration makes it so that you can automatically create a CompanyCamProject from an entry in JobTread and have those photos, documents, and videos taken in that project sync back to JobTread in real time!
In this article
Before you Start
You must have an active account with both CompanyCam and JobTread in order to integrate the two services.
You must have admin privileges in both CompanyCam and JobTread in order to integrate the two.
What is JobTread?
JobTread provides end-to-end construction management software to help jobs-based businesses more efficiently manage all of their processes, from pre-construction through to project completion. The platform creates a central location to manage jobs, teams, schedules, documents, photos, finances, customers, vendors, sub-contractors, and more all in one place. Its budget-first approach creates financial transparency at every stage of a project, mitigating risk and ensuring the project stays on time and on budget. Get organized, complete your projects on time, and increase your profits with JobTread.
How it works
How the Integration Works:
Whenever you create a job in JobTread, a corresponding project will be automatically generated in CompanyCam. The project will include primary contacts, locations, and coordinates associated with the job.
As long as you have matching file tags in both systems, any tags you attach to files in CompanyCam will also be attached to the files when copied to JobTread.
Whenever a file is edited in CompanyCam, the file will be updated in JobTread. This includes any markup on photos or name and description changes on non-photo/video documents.
By following these step-by-step instructions and understanding how the integration functions, you can successfully set up the JobTread and CompanyCam integration and take advantage of their combined capabilities for efficient project management and file organization.
Setup
Navigate to your JobTread Settings and click on the Integrations tab.
Select the CompanyCam integration.
In the CompanyCam integration section, click on the "Create Link" button. Follow on-screen prompts or instructions that appear.
Link to CompanyCam +JobTread demo
If you need support integrating or have any issues with the integration reach out to [email protected]
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!