Automate OneClick Code: A Guide to CompanyCam Integration

Unlock seamless project syncing between OneClick Code and CompanyCam with a Business Plan. This guide details how to automatically transfer projects and access OneClick Code reports within your CompanyCam account.

Are you already connected to the CompanyCam integration, or are you considering enabling it? Either way, you’re in the right place! OneClick Code has partnered with CompanyCam to streamline your workflow and make managing roofing projects even easier.

The Power of Integration:

The integration strengthens both OneClick Code and CompanyCam by enabling automatic project syncing. CompanyCam provides valuable visual documentation (photos and videos) that enhances OneClick Code projects. It helps streamline workflows, centralizes essential data, and improves communication by ensuring all project information, visual and code-related, is readily accessible.

Starting a new project within OneClick Code or CompanyCam will automatically create the same job within the other platform. Your project will also have all of the building code documents in the "document" folder in your CompanyCam account!

Who Can Access the Integration?

To use the CompanyCam integration, you must have:

• ✅ A Pro Membership with CompanyCam
• ✅ A Business Plan Membership with OneClick Code

Before Beginning the Integration Process:

• You must have an active account with both CompanyCam and OneClick Code.
• You must have admin privileges in CompanyCam: You must use an admin email address when setting up the integration.
• You must be a Pro member in CompanyCam to use this integration.
• You must have admin privileges in OneClick Code: You must be on a Business Plan to access this integration.

How to integrate OneClick Code with CompanyCam

1. Open the OneClick Code app on your desktop or mobile device.
2. Click on Integrations
   .
3. Select CompanyCam.
   • Click Connect.
4. A confirmation message will appear. Click Agree and Connect to proceed.
5. You will need to authorize the integration in your Company Cam account.
6. You're all set! Your OneClick Code account is now connected with CompanyCam.

🔹 Start a New Project in CompanyCam

🔹 Start a New Project in CompanyCam:

When you create a new project in CompanyCam, it will automatically appear in your OneClick Code account as a new project. To locate the project, start typing the address in the OneClick Code search bar. It will pop up as a team report.

🔹 Start a New Project in OneClick Code:

When you create a project in OneClick Code, it will automatically sync as a new project in your CompanyCam account.

🔹 Accessing Your OneClick Code Report in CompanyCam:

Once your project is created, a OneClick Code Detail Report will be available in the Documents section of your CompanyCam account.

Use this report to support your roofing estimates and ensure you get paid accurately.

Important Notes

Additional Resources

• Understanding Our Business Plan Tiers & Options

Contact Support

If you need further assistance, please contact our support team at code@oneclickcode.com or visit our Support Page.