CompanyCam + DripJobs
Schedule new on-site estimates in DripJobs and add projects in CompanyCam automatically
Schedule an estimate on DripJobs and instantly create a new project in CompanyCam with this efficient workflow. This enables you to streamline your project management by minimizing manual data entry and ensuring information consistency across platforms. Ideal for service businesses looking to enhance productivity and maintain impeccable project organization.
Schedule an estimate on DripJobs and instantly create a new project in CompanyCam with this efficient workflow. This enables you to streamline your project management by minimizing manual data entry and ensuring information consistency across platforms. Ideal for service businesses looking to enhance productivity and maintain impeccable project organization.
- When this happens...On-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
- automatically do this!Add Project
Creates a new project in your account.
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Card Label Changed
Triggers when a card label is changed
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
Try ItProject Completed
Triggers when a project is marked completed in dripjobs.
Try It
Deal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Accepted
Triggers when a proposal is marked accepted in dripjobs.
Try ItLead SourceRequired
First NameRequired
Last NameRequired
EmailRequired
PhoneRequired
Job Address
Job City
Job State
Job Zip
Start TimeRequired
End TimeRequired
Appointment Details
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