Eworks Manager + QuickFile
Create QuickFile invoices from new Eworks Manager invoice events
Effortlessly manage your invoicing process with this Eworks Manager to QuickFile workflow. When a new invoice is created in Eworks Manager, it will instantly send the necessary data to QuickFile to generate a matching invoice. Stay organized, save time on manual data entry, and ensure consistent invoicing across both platforms with this seamless integration.
Effortlessly manage your invoicing process with this Eworks Manager to QuickFile workflow. When a new invoice is created in Eworks Manager, it will instantly send the necessary data to QuickFile to generate a matching invoice. Stay organized, save time on manual data entry, and ensure consistent invoicing across both platforms with this seamless integration.
- When this happens...New Invoice
Triggers when a new invoice is created.
- automatically do this!Create Invoice
Triggers when a new invoice, estimate or recurring template is created.
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Appointment Accepted
Triggers when an appointment is accepted.
Try ItAppointment Cancelled
Triggers when an appointment is cancelled.
Try ItAppointment Declined
Triggers when an appointment is declined.
Try ItAppointment on Route
Triggers when an appointment status changed to on route.
Try It
Appointment Action Required
Triggers when an appointment status is action required.
Try ItAppointment Completed
Triggers when an appointment is completed.
Try ItAppointment on Hold
Triggers when an appointment status is changed to on hold.
Try ItAppointment on Site
Triggers when an appointment status is changed to on site.
Try It