Housecall Pro + Square
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Efficiently manage your client base with this simple workflow. When a new scheduled job is added in Housecall Pro, a customer will be created in Square. This automation streamlines your client onboarding process, saving you time and ensuring a more organized approach to your business.
Efficiently manage your client base with this simple workflow. When a new scheduled job is added in Housecall Pro, a customer will be created in Square. This automation streamlines your client onboarding process, saving you time and ensuring a more organized approach to your business.
- When this happens...New Scheduled Job
Triggers when a job is scheduled.
- automatically do this!Create Customer
Triggers when a new customer is created.
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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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About Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
