Housecall Pro + Quotient

Housecall Pro + Quotient integrations

Create new Quotient contacts from new scheduled jobs in Housecall Pro

Boost your efficiency with this streamlined workflow. Whenever a new scheduled job appears in Housecall Pro, this automation will instantly create a new contact in the Quotient app. This ensures all your customer information remains up-to-date and accessible, empowering your team to serve your customers better and faster. Enjoy simpler, smoother operations with this workflow.

When this happens...
New Scheduled JobTriggers when a job is scheduled.
TriggerPolling
automatically do this!
Create ContactCreates a new Contact.
ActionWrite

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More things you can do with Housecall Pro and Quotient

Discover other triggers and actions you can use with Housecall Pro and Quotient

New Completed Job
Triggers when a job is completed.
Trigger
Polling
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- First name
  Required
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
Action
Write
Quote Completed
Triggers when a Quote is Completed.
Trigger
Instant
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Customer Asked Question
Triggers when a Customer asks a New Question.
Trigger
Instant
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Customer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Trigger
Instant
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- Subject
  Required
- Message
  Required
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Potential Value ($)
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write

New Scheduled Job
Triggers when a job is scheduled.
Trigger
Polling
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Quote Accepted
Triggers when a Quote is Accepted.
Trigger
Instant
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Quote Declined
Triggers when a Quote is Declined.
Trigger
Instant
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Quote Sent
Triggers when a New Quote is first Sent.
Trigger
Instant
Try It
- Email
  Required
- First Name
  Required
- Last Name
- Company
- Phone
- Address Type
- Address Street
- Address City
- Address State
- Address Zip
- Address Country
Action
Write

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

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Related categories

Scheduling & Booking

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management