ArcSite + Housecall Pro
ArcSite + Housecall Pro
ArcSite + Housecall Pro integrations
Create new ArcSite projects from new scheduled Housecall Pro jobs
When a new job is scheduled in Housecall Pro, streamline your work process by instantly creating a corresponding project in ArcSite. This hassle-free automation ensures no detail gets overlooked and all your tasks are well-organized. Take the manual effort out of your business operations and let this workflow enhance project management efficiency.
- When this happens...New Scheduled JobTriggers when a job is scheduled.
- automatically do this!Create ProjectCreate a New Project and also optionally set other information, such as customer info, sales rep info...
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More things you can do with Housecall Pro and ArcSite
Discover other triggers and actions you can use with Housecall Pro and ArcSite
- New Completed Job
Triggers when a job is completed.
Try ItTriggerPolling - First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
ActionWrite- Drawing Created
Triggers when a new drawing is uploaded to ArcSite Cloud.
Try ItTriggerInstant - Proposal Approved
Triggered when a proposal is approved by customer.
Try ItTriggerInstant
- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling - Drawing Updated
Triggers when a drawing is edited and uploaded from ArcSite App as a new version.
Try ItTriggerInstant - Project Created
Triggers when a new project is created.
Try ItTriggerInstant - Project NameRequired
- Project Owner (Email or Full Name)Required
- Customer Name
- Customer Phone
- Customer Second Phone
- Customer Email
- Customer Second Email
- Customer Address Street
- Customer Address City
- Customer Address County
- Customer Address State
- Customer Address Zip Code
- Job Number
- Worksite Address Street
- Worksite Address City
- Worksite Address County
- Worksite Address State
- Worksite Address Zip Code
- SalesRepresentative Name
- SalesRepresentative Phone
- SalesRepresentative Email
- Project Tag
- Custom Fields
ActionWrite
About ArcSite
ArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
Related categories
Related categories