Managing job site photos and videos just got easier using CompanyCam, a leader in photo and video management for field service businesses.
What is CompanyCam?
CompanyCam is a photo-based solution designed for contractors to document and manage jobs from anywhere. It streamlines communication by allowing teams to capture, organize, and share photos in real time. This ensures accountability and provides proof of work with geotagged images and project timelines.
What Does the Integration Do?
This integration streamlines your workflow by eliminating the need to switch between apps, saving you time and keeping your projects well-organized. With the FieldPulse + CompanyCam integration, you can:
Automatically Sync Photos and Videos: Photos and videos taken in CompanyCam will automatically appear in the corresponding customer record in FieldPulse, linked by the CompanyCam Project address.
Seamless File Access: Access CompanyCam files directly from FieldPulse records, including: Jobs, Projects, Estimates, and Invoices.
Quick Photo Capture: Use the “Take Photo in CompanyCam” button in FieldPulse to capture images that sync back to your records instantly.
Centralized Customer Data: Sync customer contact information between FieldPulse and CompanyCam to ensure consistency. Enjoy a two-way sync for your CompanyCam projects and FieldPulse customers.
Easy File Sharing: Attach CompanyCam photos to estimates and invoices to share with customers in one streamlined email.
How to Get Started
1. Enable the Integration
Go to Company Settings > Features & Plugins in FieldPulse.
Locate CompanyCam Integration and click Enable.
Log in to your CompanyCam account to authenticate.
2. Sync Customer Data
After connecting, enable the option to sync customer contact information.
FieldPulse will create a new Project in CompanyCam for new customer addresses, or link to an existing Project if the address matches.
3. Configure and Use the Integration
Use the “Take Photo in CompanyCam” button on mobile to capture images.
Access synced files under the Files tab in FieldPulse records. Within here there will be thumbnails, timestamps, and links to the original files in CompanyCam.
Include CompanyCam files in estimates and invoices by selecting them from the Visible Files dropdown when sending documents to customers.
CompanyCam <> FieldPulse Integration Overview
The integration between FieldPulse and CompanyCam only syncs the following basic information:
From CompanyCam:
Project Name
Project Address
How the Sync Works
When syncing from CompanyCam to FieldPulse:
If a customer already exists in FieldPulse with the same address as the CompanyCam project...
The CompanyCam project is linked to that FieldPulse customer.
If no match is found, a new customer is created in FieldPulse.
Note: Because the integration only syncs project/customer name and address, any customer created in FieldPulse from CompanyCam will have the following default settings:
Status of Customer: Current Customer
Account Type: Residential
Customer Name: From CompanyCam Project Name
Customer Address: From CompanyCam Project Address
All other fields on the Customer record within FieldPulse will remain blank. Please feel free to add any additional information at your convenience.
Why This Integration Matters
Save Time: Automatically sync and share files without extra effort.
Simplify Communication: Share photos easily in one email.
Work Smarter: Use CompanyCam tools directly in FieldPulse for greater efficiency.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.