Before you start
You must have an active account with CompanyCam and JobTread to integrate.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin role. 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 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
Whenever you create a Job in JobTread, a corresponding Project will be automatically generated in CompanyCam. The Project will include primary contact, locations, and coordinates associated with the Job.
As long as you have matching file Tags in both systems, any Tags you attach to photos in CompanyCam will also be attached to the files when copied to JobTread.
Whenever a Project 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 and follow the on-screen prompts or instructions that appear.
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!