Microsoft Excel + Workiz
Create new Microsoft Excel spreadsheets when jobs are done in Workiz
Improve your efficiency with this Workiz and Microsoft Excel link. Once a job is finished in Workiz, a corresponding spreadsheet is created in Excel. This seamless interaction ensures accurate record-keeping, eliminates manual data entry and promotes effortless transitions from task completions to documentation. This one-step process fosters smoother operations and improved time management.
Improve your efficiency with this Workiz and Microsoft Excel link. Once a job is finished in Workiz, a corresponding spreadsheet is created in Excel. This seamless interaction ensures accurate record-keeping, eliminates manual data entry and promotes effortless transitions from task completions to documentation. This one-step process fosters smoother operations and improved time management.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Create Spreadsheet
Creates a new spreadsheet
- Free forever for core features
- 14 day trial for premium features & apps
Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try It
