Introducing… Volume 1 of the CompanyCam Integrations Round Up! We’ve got loads of new integrations, updates, and insight to share with you, so we thought why not pull it all together?
We’ve got quite the lineup for July, including Roofr, SalesRabbit, Zapier, serviceminder, Contractor+, and Project Map It. Phew. We’ve been busy!
Let’s get into it!
Roofr is an excellent sales software for, you guessed it, roofers. You can create estimates, proposals, measurements, and more. Even better? Now your CompanyCam photos can be used in Roofr.
When a contractor visits a project, they can take photos that are added to a CompanyCam project, allowing them to upload those images directly to a Roofr Proposal. They can also create Jobs in Roofr from a CompanyCam project, so when a contractor orders a Roofr Report or a Proposal gets signed by a customer, those documents are automatically synced back to their CompanyCam project.
Not using Roofr but interested to learn more? Click here to secure a 20% discount on any Roofr plan, just for being a CompanyCam user!
Already a Roofr pro and ready to set up the integration? Click here to view the tutorial.
SalesRabbit makes organizing and operating your sales team crazy efficient. You can handle everything from area management to performance tracking, lead generation, and more. When you connect the CompanyCam integration, you’ll be able to seamlessly create CompanyCam projects as new jobs are added to the schedule.
Plus, all the photos your sales team takes in the field will sync back to the corresponding project — meaning less time spent organizing and uploading and more time selling jobs.
Want an integration we don’t have in our directory yet? May I introduce you to Zapier. Zapier makes it super simple to create automation between different software you’re using — without needing a direct integration.
It might sound intimidating to put yourself in the driver’s seat of building software automation (I know it does to me) but Zapier really does make it crazy easy. We also put together a handful of helpful resources, including a training series, step-by-step tutorial videos, and even Zap templates you can install with no muss and no fuss.
Serviceminder.io is a total game-changer for folks in the home service franchise business. Tracking leads, closing deals, growing locations — serviceminder does it all! The best part? When you install the CompanyCam integration, photos taken in CompanyCam with auto-sync back to the correct location in serviceminder.
You can also turn on auto-project creation, so when a new appointment is made in serviceminder, a related project is created in CompanyCam, meaning better organization with less work.
Not using serviceminder for your franchise yet? Sign up here!
Contractor+ is a field service management app that makes it easy to manage client relationships and all the work that comes with that. Estimates, invoices, contracts, inspections, and more all in one dashboard.
With the CompanyCam and Contractor+ integration, photos taken in Contractor+ will sync to the corresponding project in CompanyCam. Photos taken in CompanyCam can be selected and used in estimates and proposals in Contractor+. You can filter photos by project and tags to make finding the exact pictures you need as easy as possible.
Ready to give it a try? Sign up for Contractor+ here.
Already using Contractor+ and want to connect your accounts? Check out the tutorial here.
Project Map It Integration
If you’re not familiar with Project Map It (PMI), it’s an incredible marketing tool for your contracting business! You can showcase previous projects, display customer reviews, and map your jobs for maximum credibility.
With the CompanyCam and PMI integration, you can easily push your CompanyCam photos to PMI through tags, making it easy to showcase specific projects and materials. You can also add your CompanyCam projects and photos to your PMI interactive map, showing potential customers the trust you’ve built in their area.
Want to start marketing your business more effectively? Get more information or sign up for PMI here.
Already using PMI and want to get your integration set up? Check out this tutorial.
Still with us?
I wasn’t kidding when I said July was a busy month for integrations. We’re constantly adding new integrations to our directory, so keep an eye out for releases and roundups!
Have a suggestion for an integration you’d like to see? Email us at firstname.lastname@example.org, and we’ll make a note.