If you run a home service business, you already know the pain: a new job gets booked, but the details live in one system. The photos and documentation live in another. Your tech shows up and has to piece together what's going on from a text thread and a half-remembered phone call.
Driive and CompanyCam solve different halves of the same problem. Driive handles the booking — qualifying leads, scheduling the right tech at the right time based on drive time and availability. CompanyCam handles what happens on site — photos, notes, project documentation, and proof of work.
Connected together, they eliminate the gap between “appointment booked” and “job documented.”
Why This Integration Matters
Without integration, your team is doing double work. Someone books an appointment in your scheduling tool, then has to manually create a project in CompanyCam. Job details get retyped. Addresses get copy-pasted. And inevitably, something gets lost in translation.
With the Driive + CompanyCam integration, the handoff is automatic:
- Automatic project creation — When an appointment is confirmed in Driive, a corresponding CompanyCam project is created automatically with the customer name, address, and job details.
- Address sync — The job site address flows directly from the booking into CompanyCam, so your tech can navigate straight there and start documenting.
- Job context on arrival — Your tech opens CompanyCam and sees what the job is before they knock on the door. Scope notes, customer requests, and any pre-qualification data from the booking form are right there.
- Photo access from scheduling — Once your crew starts uploading photos to CompanyCam, those project photos are linked back to the original booking in Driive. Your office team can see job progress without calling the field.
- Single source of truth — No more wondering which system has the most up-to-date information. Booking lives in Driive. Documentation lives in CompanyCam. They stay connected.
Step-by-Step Setup
Step 1: Connect Your Accounts
Log into your Driive dashboard and navigate to Settings → Integrations. Find CompanyCam in the integration directory and click Connect.
You'll be redirected to CompanyCam to authorize the connection. Sign in with your CompanyCam credentials and grant Driive permission to create projects and read project data. Click Authorize to complete the OAuth flow.
Step 2: Configure Project Creation Rules
Back in Driive, you'll see the CompanyCam integration settings panel. Here you can configure when and how projects are created:
- Trigger — Choose whether projects are created when an appointment is confirmed or when it's assigned to a technician. Most teams prefer “on confirmation” so the project is ready before dispatch.
- Project name format — Customize how the CompanyCam project is named. Default is
[Customer Name] - [Service Type], but you can include the appointment date, tech name, or job ID. - Notes template — Define what booking data gets pushed into the CompanyCam project notes. Common fields include scope of work, customer phone number, and any answers from pre-qualification questions.
Step 3: Map Your Service Types
If you use labels or tags in CompanyCam to organize projects, you can map Driive service types to CompanyCam labels. For example:
- “AC Repair” appointments in Driive automatically get tagged as “HVAC” in CompanyCam
- “Water Heater Install” gets tagged as “Plumbing — Install”
- “Roof Inspection” gets tagged as “Roofing — Estimate”
This keeps your CompanyCam project library organized without any extra manual work.
Step 4: Test the Connection
Create a test appointment in Driive using a sample address. Within a few seconds, you should see a new project appear in CompanyCam with the correct name, address, and notes. Open the project in CompanyCam to verify all the details are correct.
If the project doesn't appear, check that:
- The CompanyCam integration shows as “Connected” in Driive settings
- The trigger is set correctly (confirmed vs. assigned)
- Your CompanyCam account has project creation permissions
Step 5: Brief Your Team
Your techs don't need to change how they use CompanyCam. Projects will simply start appearing automatically when appointments are booked. The only difference is that each project will already have the job site address and scope details pre-filled.
Let your team know to look for the booking notes in the project description — that's where they'll find customer-specific context from the intake form.
Use Cases by Trade
HVAC
When a homeowner books an AC repair through Driive, the integration creates a CompanyCam project with the unit details collected during pre-qualification (“What brand is your system?” “How old is it?” “Where is the unit located?”). Your tech arrives prepared, can photograph the existing unit, document the repair, and leave the customer with a timestamped photo record.
Roofing
Roof inspections and estimates benefit enormously from this integration. The booking captures the homeowner's concern (storm damage, age, leak), and CompanyCam gives your estimator a structured way to document every section of the roof. Before-and-after photos tied to the original booking make it easy to build proposals and share documentation with insurance adjusters.
Plumbing
Emergency plumbing calls need fast documentation. When a same-day appointment is booked through Driive, the CompanyCam project is ready by the time your tech is en route. They can photograph the issue on arrival, document the fix, and the office can invoice the same day because all the proof-of-work photos are already in the system.
Restoration
Restoration projects are documentation-heavy by nature — insurance claims, moisture readings, progress photos across multiple visits. The Driive + CompanyCam integration ensures that every visit scheduled through Driive is tied to the same CompanyCam project, building a complete documentation timeline from first call to final walkthrough.
General Contracting
Multi-phase projects with multiple site visits benefit from having every appointment automatically linked to the ongoing CompanyCam project. Your project manager can see the full photo timeline alongside the scheduling history, making it easy to track progress and communicate with the homeowner.
What You Get
The bottom line is simple: your booking system and your documentation system should talk to each other. When they do, your team spends less time on admin, shows up to jobs more prepared, and leaves every customer with a professional record of the work.
Driive handles the scheduling intelligence — getting the right tech to the right job at the right time. CompanyCam handles the documentation — capturing what happens on site. Together, they cover the full lifecycle of a home service appointment from booking to proof of completion.
Start your free Driive trial and connect CompanyCam in under 5 minutes.