Google Sheets + ServiceWorks
Add new ServiceWorks jobs to Google Sheets as top rows
Stay organized and efficient with this seamless workflow between ServiceWorks and Google Sheets. Every time a new job is registered in ServiceWorks, a row for it will be instantly added at the top of your selected Google Sheets spreadsheet, allowing you to keep your records up-to-date and at your fingertips. This workflow streamlines your job tracking process by combining your service management and data record needs into one effortless process.
Stay organized and efficient with this seamless workflow between ServiceWorks and Google Sheets. Every time a new job is registered in ServiceWorks, a row for it will be instantly added at the top of your selected Google Sheets spreadsheet, allowing you to keep your records up-to-date and at your fingertips. This workflow streamlines your job tracking process by combining your service management and data record needs into one effortless process.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Spreadsheet Row at Top
Creates a new spreadsheet row at the top of a spreadsheet (after the header row).
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Edit Customer
Triggers when a customer is edited.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last Name
Account NumberRequired
Email
Send Email To Customer
Customer primary phoneRequired
Send text to customer
Customer secondary phone
Send text to the customer's secondary phone number
Company Name
Note
Add Financial Charges
User Name
Password
Payment Term
Enable credit limit
Is Sub Customer
Billable To
Customer AddressRequired
CityRequired
StateRequired
First NameRequired
Last Name
Primary Phone
Send text to customer
Secondary Phone
Send text to the customer's secondary phone number
Email
Send email to customer
Note
Latitude
Longitude
Zip
Country Code
Customer Billing Address
City
State
First Name
Last Name
Primary Phone
Send text to customer
Secondary Phone
Send text to the customer's secondary phone
Email
Send Email To Customer
Note
Latitude
Longitude
Zip
Country Code
