CompanyCam + Service Fusion

Create projects in CompanyCam from new estimates in Service Fusion

Whenever a new estimate is created in your Service Fusion app, this workflow swiftly gets into action and adds a corresponding project in your CompanyCam app. This automation eases your workload by saving time, enhancing coordination between your project estimations and actual project work. Thus, it streamlines your project management process, fostering better productivity and efficiency.

Whenever a new estimate is created in your Service Fusion app, this workflow swiftly gets into action and adds a corresponding project in your CompanyCam app. This automation eases your workload by saving time, enhancing coordination between your project estimations and actual project work. Thus, it streamlines your project management process, fostering better productivity and efficiency.

  1. When this happens...
    Service FusionService Fusion
    New Estimate

    Triggers when a new Service Fusion estimate is created.

    TriggerPolling
  2. automatically do this!
    CompanyCamCompanyCam
    Add Project

    Creates a new project in your account.

    ActionWrite
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Supported triggers and actions

    • Customer NameRequired

    • Account Number

    • Private Notes

    • Public Notes

    • Payment Terms

    • Discount

    • Discount Type

    • Credit Rating

    • Labor Charge Type

    • Labor Charge Default Rate

    • Qbo Sync Token

    • Qbo Currency

    • Last Serviced Date

    • Is Bill For Drive Time

    • Is Vip

    • Is Taxable

    • Parent Customer

    • Referral Source

    • Agent

    • Assigned Contract

    • Payment Type

    • Tax Item Name

    • Industry

    • Prefix

    • First Name

    • Last Name

    • Suffix

    • Type

    • Job Title

    • Department

    • Dob

    • Anniversary

    • Is Primary

    • Email

    • Email Class

    • Email Types Accepted

    • Phone

    • Phone Type

    • Phone Extension

    • Street 1

    • Street 2

    • City

    • State Prov

    • Postal Code

    • Country

    • Nickname

    • Gate Instructions

    • Latitude

    • Longitude

    • Location Type

    • Is Primary

    • Is Gated

    • Is Bill To

    • Customer Contact

    • Custom Fields

    Action
    Write
companycam logo
companycam logo

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
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Related categories

  • Images & Design
service-fusion logo
service-fusion logo

About Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.

Related categories

  • eCommerce