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Pick which events create a CompanyCam project and whether projects are grouped by job or by customer.
Once CompanyCam is connected, you decide which CleanOps events automatically create or update a CompanyCam project, and how those projects are organized. These settings live on the CompanyCam card in your integration settings.
Before you start: connect CompanyCam first.
Select Settings in the left navigation, open Integrations, and find the connected CompanyCam card. The options sit under Automatic sync — create / update a CompanyCam project when:.
The connected CompanyCam card with its sync options.
Turn on any of the four triggers to create or update a CompanyCam project automatically: New customer created, New lead created, Job scheduled, and Job completed. Each toggle saves the moment you switch it.
Job scheduled and Job completed turned on.
Under Project mapping, choose Per job to give every job its own CompanyCam project, or Per customer to keep all of a customer’s work in one project.
Your choices take effect immediately. From now on the events you turned on create or update CompanyCam projects using the grouping you picked.
Need more help? If you can't find what you're looking for in our documentation, create a support ticket and our team will assist you.