Create Jobber clients from new Compass Wave estimates
Efficiently manage your client database by connecting Compass Wave and Jobber with this streamlined workflow. When a new estimate is created in Compass Wave, this automation transfers the information to Jobber and creates a new client, ensuring your database stays up-to-date and allowing you to focus on providing top-notch services to your customers.
Efficiently manage your client database by connecting Compass Wave and Jobber with this streamlined workflow. When a new estimate is created in Compass Wave, this automation transfers the information to Jobber and creates a new client, ensuring your database stays up-to-date and allowing you to focus on providing top-notch services to your customers.
- When this happens...New Estimate
Triggers when a new estimate is created.
- automatically do this!Create Client
Creates a new client.
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