The SalesAsk CompanyCam integration puts job photos in the HomePlan
Dara Shabnam
Head of Growth, SalesAsk
November 13, 2026
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SalesAsk now connects to CompanyCam. When a rep records an appointment in SalesAsk, the photos they took in CompanyCam show up on that appointment automatically, and the rep picks which ones go into the homeowner's HomePlan. Your SalesAsk admin sets it up with one sign-in, and SalesAsk never changes anything in your CompanyCam account.
CompanyCam has listed us in its integrations directory and in-app marketplace, and announced the integration in its customer newsletter.
Most homeowners never go up on their own roof
Your rep climbs the ladder, finds the lifted shingles and the soft spot in the decking by the vent, and comes back down to explain it at the kitchen table. The homeowner nods along. They haven't seen any of it, and they're about to spend serious money on the strength of a description.
Then the rep leaves and the actual decision starts. The homeowner talks it over with their spouse that night, maybe gets a second quote, maybe lets it sit for a week. Whatever they're looking at during that stretch is your pitch now.
The photos usually aren't part of it. They live in CompanyCam, which is the right place for them as far as production is concerned, but they rarely reach the homeowner once the rep has gone. A rep might text a couple over from the truck if they remember.
How the CompanyCam integration finds the right photos
Every time a recorded meeting finishes processing, SalesAsk goes looking for the matching CompanyCam project.
The job address comes first. SalesAsk takes the address from the CRM job or appointment linked to the meeting, places it on the map, and compares it with your 500 most recently active CompanyCam projects. Anything within about 0.1 miles (160 meters) counts as the same property.
When there's no CRM address, or nothing lands close enough, SalesAsk looks at the rep instead. It finds their CompanyCam account by email and checks the photos they took between an hour before the meeting started and an hour after it ended, so a 2:00 to 3:00 PM appointment pulls from anything shot between 1:00 and 4:00 PM.
The matched project's photos then show up in a Photos card on the meeting's Summary tab, newest first, each one captioned with its CompanyCam description. Nobody has to search for them or upload them a second time.
Where HomePlan comes in
HomePlan is the page your homeowner gets after a roofing appointment. It's a single link that holds the recap of the conversation, what the rep found on the roof, and now the photos that show it.
The rep decides which photos make it in, and I think that's the part teams will care about most. A busy CompanyCam project can hold dozens of shots, and the homeowner needs a handful: the damage, up close, from an angle they'd recognize from the yard. Anything marked internal in CompanyCam never comes into SalesAsk, so the shot of the cluttered attic stays with your crew.
The homeowner can forward that link to anyone else who has a say in the decision, and your rep can see when it gets opened and shared.
What this means for roofing sales teams
Roofing is the trade where the buyer sees the least of what they're paying for. Someone redoing a kitchen walks through it every morning. Someone replacing a roof takes the rep's word for what's up there, and after a storm they're often hearing about damage they didn't know they had.
That's why the photos matter more for roofers than for anyone else we work with. If your reps already shoot every inspection in CompanyCam, the proof exists. It just stops at the truck. With the integration it goes into the HomePlan the homeowner opens that night, next to the recap of what the rep said and the options they talked through.
Think about the second quote. The other roofer leaves a number on a sheet of paper. Your homeowner has a page with their own lifted shingles and the soft spot by the vent, shot on their own roof that afternoon. I'd rather be the roofer who sent that page.
The rep's work after the appointment barely changes. The photos are already taken and already matched, so the rep picks the shots that tell the story, approves the HomePlan and sends one link.
If you sell windows or HVAC, the Photos card on the appointment works exactly the same way for your team. HomePlan itself is built for roofers.
Managers see the job too
The photos sit on the same Summary tab you already use to review appointments, so you can listen to the conversation and look at the roof in one place. When a rep tells a homeowner the whole north slope has to come off, you can open the pictures and check whether they back that up.
Where it can go wrong
We'd rather you hear this from us than discover it in the first week.
The address match is only as good as your data. If the CRM address points at the house next door, or the CompanyCam project has a sloppy pin, you'll get the neighbor's photos or none. Projects outside your 500 most recently active ones aren't checked by address at all.
Back-to-back appointments can trip up the photo-time fallback, since the window may catch shots from the job before.
Reps also need the same email in SalesAsk and CompanyCam, or the fallback can't find them.
Most of this is quick to fix. If the wrong project matched, click the + next to the photo count, search CompanyCam by project name or address, and import the right photos. Removing a photo hides it on that meeting only and leaves it untouched in CompanyCam. If I were rolling this out, I'd clean up CRM addresses before connecting anything, and I'd remind reps that photos taken more than an hour after the appointment ends won't be picked up by the fallback.
The integration applies to meetings recorded after you connect it, so older appointments won't fill in.
Setting up the CompanyCam integration
It takes a SalesAsk organization admin and a CompanyCam login.
- In SalesAsk, go to Settings, then Integrations.
- Open CompanyCam and click Connect CompanyCam.
- Sign in to CompanyCam and approve read-only access.
- You land back on the Integrations page with CompanyCam connected.
- Connect your CRM too if you haven't, since the address match depends on it.
There are no API keys to create or paste. Our CompanyCam setup guide has the same steps with more detail on how matching works.
Data moves in one direction. SalesAsk reads projects, photos and users from CompanyCam, and it never creates, edits or deletes anything on that side.
If your team already runs on both, connect it before your next appointment. If you're new to SalesAsk, book a demo and we'll walk you through a HomePlan built from real job photos.
Dara Shabnam
Head of Growth, SalesAsk
Leads growth at SalesAsk and writes about in-home sales training and recording consent.
More posts byDara Shabnam
Written by the SalesAsk team
SalesAsk records and coaches in-home sales conversations for home service, home improvement and home builder teams.
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SalesAsk now connects to CompanyCam. When a rep records an appointment in SalesAsk, the photos they took in CompanyCam show up on that appointment automatically, and the rep picks which ones go into the homeowner's HomePlan. Your SalesAsk admin sets it up with one sign-in, and SalesAsk never changes anything in your CompanyCam account.
CompanyCam has listed us in its integrations directory and in-app marketplace, and announced the integration in its customer newsletter.
Most homeowners never go up on their own roof
Your rep climbs the ladder, finds the lifted shingles and the soft spot in the decking by the vent, and comes back down to explain it at the kitchen table. The homeowner nods along. They haven't seen any of it, and they're about to spend serious money on the strength of a description.
Then the rep leaves and the actual decision starts. The homeowner talks it over with their spouse that night, maybe gets a second quote, maybe lets it sit for a week. Whatever they're looking at during that stretch is your pitch now.
The photos usually aren't part of it. They live in CompanyCam, which is the right place for them as far as production is concerned, but they rarely reach the homeowner once the rep has gone. A rep might text a couple over from the truck if they remember.
How the CompanyCam integration finds the right photos
Every time a recorded meeting finishes processing, SalesAsk goes looking for the matching CompanyCam project.
The job address comes first. SalesAsk takes the address from the CRM job or appointment linked to the meeting, places it on the map, and compares it with your 500 most recently active CompanyCam projects. Anything within about 0.1 miles (160 meters) counts as the same property.
When there's no CRM address, or nothing lands close enough, SalesAsk looks at the rep instead. It finds their CompanyCam account by email and checks the photos they took between an hour before the meeting started and an hour after it ended, so a 2:00 to 3:00 PM appointment pulls from anything shot between 1:00 and 4:00 PM.
The matched project's photos then show up in a Photos card on the meeting's Summary tab, newest first, each one captioned with its CompanyCam description. Nobody has to search for them or upload them a second time.
Where HomePlan comes in
HomePlan is the page your homeowner gets after a roofing appointment. It's a single link that holds the recap of the conversation, what the rep found on the roof, and now the photos that show it.
The rep decides which photos make it in, and I think that's the part teams will care about most. A busy CompanyCam project can hold dozens of shots, and the homeowner needs a handful: the damage, up close, from an angle they'd recognize from the yard. Anything marked internal in CompanyCam never comes into SalesAsk, so the shot of the cluttered attic stays with your crew.
The homeowner can forward that link to anyone else who has a say in the decision, and your rep can see when it gets opened and shared.
What this means for roofing sales teams
Roofing is the trade where the buyer sees the least of what they're paying for. Someone redoing a kitchen walks through it every morning. Someone replacing a roof takes the rep's word for what's up there, and after a storm they're often hearing about damage they didn't know they had.
That's why the photos matter more for roofers than for anyone else we work with. If your reps already shoot every inspection in CompanyCam, the proof exists. It just stops at the truck. With the integration it goes into the HomePlan the homeowner opens that night, next to the recap of what the rep said and the options they talked through.
Think about the second quote. The other roofer leaves a number on a sheet of paper. Your homeowner has a page with their own lifted shingles and the soft spot by the vent, shot on their own roof that afternoon. I'd rather be the roofer who sent that page.
The rep's work after the appointment barely changes. The photos are already taken and already matched, so the rep picks the shots that tell the story, approves the HomePlan and sends one link.
If you sell windows or HVAC, the Photos card on the appointment works exactly the same way for your team. HomePlan itself is built for roofers.
Managers see the job too
The photos sit on the same Summary tab you already use to review appointments, so you can listen to the conversation and look at the roof in one place. When a rep tells a homeowner the whole north slope has to come off, you can open the pictures and check whether they back that up.
Where it can go wrong
We'd rather you hear this from us than discover it in the first week.
The address match is only as good as your data. If the CRM address points at the house next door, or the CompanyCam project has a sloppy pin, you'll get the neighbor's photos or none. Projects outside your 500 most recently active ones aren't checked by address at all.
Back-to-back appointments can trip up the photo-time fallback, since the window may catch shots from the job before.
Reps also need the same email in SalesAsk and CompanyCam, or the fallback can't find them.
Most of this is quick to fix. If the wrong project matched, click the + next to the photo count, search CompanyCam by project name or address, and import the right photos. Removing a photo hides it on that meeting only and leaves it untouched in CompanyCam. If I were rolling this out, I'd clean up CRM addresses before connecting anything, and I'd remind reps that photos taken more than an hour after the appointment ends won't be picked up by the fallback.
The integration applies to meetings recorded after you connect it, so older appointments won't fill in.
Setting up the CompanyCam integration
It takes a SalesAsk organization admin and a CompanyCam login.
- In SalesAsk, go to Settings, then Integrations.
- Open CompanyCam and click Connect CompanyCam.
- Sign in to CompanyCam and approve read-only access.
- You land back on the Integrations page with CompanyCam connected.
- Connect your CRM too if you haven't, since the address match depends on it.
There are no API keys to create or paste. Our CompanyCam setup guide has the same steps with more detail on how matching works.
Data moves in one direction. SalesAsk reads projects, photos and users from CompanyCam, and it never creates, edits or deletes anything on that side.
If your team already runs on both, connect it before your next appointment. If you're new to SalesAsk, book a demo and we'll walk you through a HomePlan built from real job photos.
