EDS + Housecall Pro
EDS + Housecall Pro
EDS + Housecall Pro integrations
Create new Housecall Pro customers from new EDS loads
Streamline your customer onboarding process with this efficient workflow. When a new load appears in the EDS app, this automation swiftly creates a corresponding customer profile in the Housecall Pro app. By utilizing the terms inherent to each application, this process not only saves you time but also ensures consistency in your customer management.
- When this happens...New LoadTriggers when a new load is created and Push to Zapier button is clicked.
- automatically do this!Create CustomerCreates a new customer
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More things you can do with EDS and Housecall Pro
Discover other triggers and actions you can use with EDS and Housecall Pro
- New Load
Triggers when a new load is created and Push to Zapier button is clicked.
Try ItTriggerInstant - 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
- Street AddressRequired
- Zip CodeRequired
- Home Square Footage
- Number of Residents
- Altitude of homeRequired
- Average Ceiling Height
- Attic/Ceiling Square Feet
- Wall Square Feet
- Glass U-Value
- Wall R-Value
- Floor R-Value
- Attic/Ceiling R-Value
- Perimeter Insulation R-Value
- Floor Over Unconditioned Space R-Value
- Glass Solar Heat Gain Factor (SHGF)
- Floor Over Unconditioned Basement SQFT
- Floor Over Unconditioned Space SQFT
- Temperature of Unconditioned Space
- Linear Feet of Slab Perimeter
- % Conditioned Basement Wall Below Grade
- Conditioned Basement SQFT
- Conditioned Basement Walls R-Value
- Duct Loss % (Heating)
- Duct Gain % (Cooling)
- Cooling Infiltration Rate (ENIR @ ACH50)
- Heating Infiltration Rate (ENIR @ ACH50)
- Winter Ventilation (CFM)
- Summer Ventilation (CFM)
- SQFT Windows Worst Case
- SQFT Windows Left
- SQFT Windows Right
- SQFT Windows Opposite
- Window Shading %
- Glass DirectionRequired
- Summer Indoor Design Temperature (°F)
- Summer Outdoor Design Temperature
- Winter Indoor Design Temperature (°F)
- Winter Outdoor Design Temperature (°F)
- Grains of Moisture Difference %
- Customer NameRequired
- Customer EmailRequired
- Customer Phone Number
ActionWrite- New Scheduled Job
Triggers when a job is scheduled.
Try ItTriggerPolling
Related categories
Related categories