Microsoft Excel + Housecall Pro
Add rows in Microsoft Excel for new completed jobs in Housecall Pro
Upon completion of a job in Housecall Pro, enhance your productivity by having the details promptly inserted into your Microsoft Excel worksheet. This workflow allows you to stay organized and maintain a convenient record of all finished tasks, freeing up time for more job opportunities. It's a superb way to minimize manual data entry and keep your business functioning smoothly.
Upon completion of a job in Housecall Pro, enhance your productivity by having the details promptly inserted into your Microsoft Excel worksheet. This workflow allows you to stay organized and maintain a convenient record of all finished tasks, freeing up time for more job opportunities. It's a superb way to minimize manual data entry and keep your business functioning smoothly.
- When this happens...New Completed Job
Triggers when a job is completed.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Completed Job
Triggers when a job is completed.
Try ItFirst nameRequired
Last name
Email
Mobile number
Home number
Work number
Notifications enabled
Tag1
Tag2
Street
Street line 2
City
State
Zip
Country
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
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