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CompanyCam and Successware

CompanyCam allows you to take and store pictures categorized by customer address and technician. Once uploaded to CompanyCam these pictures are immediately available for viewing by other CompanyCam users, and also from within Successware. To learn more about CompanyCam visit https://companycam.com/successware21.

Taking and Saving Pictures is Easy!

Once set up with CompanyCam, each time a job is created for a Service Location in Successware, that location will be created in CompanyCam as a “Project”. When a technician arrives onsite at the customer location they will open the CompanyCam App on their phone.  The app will use the phone’s GPS to identify the CompanyCam Project location that was created. The technician can now use their phone to take pictures at the location and they will automatically be added to the CompanyCam Project that was created for that address. As soon as the picture is taken, it is available for viewing by other CompanyCam users and from within Successware.

View Pictures from Successware

Once you complete the CompanyCam Setup, the CompanyCam logo will appear in the upper-right hand corner of a number of forms in Successware. Clicking on the CompanyCam logo will open the related pictures in the CompanyCam website.

·         Job Form - will open the CompanyCam website to this Service Location with the newest photos at the top.

·         Dispatch Board – Once you’ve selected an appointment on the dispatch board, clicking the CompanyCam icon will open the CompanyCam website to the location for the selected job, with pictures taken around the scheduled date of the job at the forefront

·         Location Details Form – will open the CompanyCam website to this Service Location with the newest photos at the top.

·          Equipment Form - will open the CompanyCam website to this Service Location with the newest photos at the top.

·         Employee Form - will open the CompanyCam website to this employee’s account, with their most recent pictures at the top.

CompanyCam Projects

The CompanyCam “Project” the term they use to identify a specific address. It is not related to any specific job or technician, but rather the address itself. If pictures are taken for different jobs for a particular location, they will all show up under that one CompanyCam Project. Pictures are listed by date order so it is easy to scroll to the date of a particular job or to the most recent pictures taken.

Setup

To start using CompanyCam with Successware you will need to:

1.       Create your account with CompanyCam, if you don’t already have one

2.       Open the Successware Add-On Manager and add CompanyCam, a wizard is there to guide you:

a.       Enter and verify your CompanyCam credentials.

b.       Identify which of your Successware employees will need a CompanyCam account. Once this is completed each employee will receive a text or email indicating how to install and start using CompanyCam on their device.

c.        Synchronize all open jobs / locations to CompanyCam as a new project.

d.       Synchronize all your active equipment types, this will allow your technicians to tag each picture as a type.

Creating CompanyCam “Projects” from Successware

Successware Service Locations will automatically be created as CompanyCam “Projects” when a job is scheduled or rescheduled for that Service Location.

During the initial setup of CompanyCam, all Service Locations that currently have an open job created within the last month will have a CompanyCam “Project” created for them.

If you click on the CompanyCam Icon from a form and the associated Service Location does not already exist in CompanyCam as a “Project” you will be given a prompt for CompanyCam to create it.

Create CompanyCam Accounts for My Technicians

You can create new CompanyCam accounts for your technicians at any time directly from Successware.

The employee must already be created in Successware to do so and have an email address as well as optionally, a phone number.

Open the Employee Manager Form and click the CompanyCam Icon. This will open the CompanyCam User Form.

Here for employees that do not already have a CompanyCam User Account, you can click into the Create CCam Account field to place a checkmark.

When you click Save a user account will be created for the employee. The employee will receive an email or text with instructions for downloading the CompanyCam app and completing their User Setup.

 

NOTE: Only one CompanyCam user account is allowed per email address. Also after deleting a CompanyCam user account, you cannot create another account with that email address, instead you must use the CompanyCam website and request that the user be reactivated.