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Housecall Pro + Wave

Create Wave customers from new Housecall Pro scheduled jobs

Efficiently manage your client base by connecting Housecall Pro with Wave. With this workflow, every time a new scheduled job is added in Housecall Pro, it will create a customer in Wave, ensuring seamless organization of your clientele. Streamline your scheduling and invoicing processes while keeping your customer data up-to-date with this handy automation.

Efficiently manage your client base by connecting Housecall Pro with Wave. With this workflow, every time a new scheduled job is added in Housecall Pro, it will create a customer in Wave, ensuring seamless organization of your clientele. Streamline your scheduling and invoicing processes while keeping your customer data up-to-date with this handy automation.

  1. When this happens...
    Housecall ProHousecall Pro
    New Scheduled Job

    Triggers when a job is scheduled.

    TriggerScheduled
  2. automatically do this!
    WaveWave
    Create Customer

    Creates a customer in a business that you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Housecall Pro triggers, actions, and search

    New Completed Job

    Triggers when a job is completed.

    Trigger
    Scheduled
    Try It

    • First nameRequired

    • Last name

    • Email

    • Mobile number

    • Home number

    • Work number

    • Notifications enabled

    • Tag1

    • Tag2

    • Street

    • Street line 2

    • City

    • State

    • Zip

    • Country

    Action
    Write

    • BusinessRequired

    Trigger
    Scheduled
    Try It

    • BusinessRequired

    • CustomerRequired

    • Item Description

    • Item Price

    • Item ProductRequired

    • Item Quantity

    • Item Taxes

    • Invoice Currency

    • Invoice Date

    • Invoice Number

    • Invoice Title

    • Status

    • Subhead

    • Footer

    • Additional Notes

    • SO or PO Number

    • Due Date

    • Exchange Rate

    • Disable Credit Card Payments?

    • Amount Title

    • Item Title

    • Price Title

    • Quantity Title

    • Hide Amount?

    • Hide Description?

    • Hide Item?

    • Hide Price?

    • Hide Quantity?

    Action
    Write
  • Housecall Pro triggers, actions, and search

    New Scheduled Job

    Triggers when a job is scheduled.

    Trigger
    Scheduled
    Try It

    • BusinessRequired

    Trigger
    Scheduled
    Try It

    • BusinessRequired

    • Customer or Company NameRequired

    • Account Number

    • Currency

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Toll Free Number

    • Mobile Number

    • Fax Number

    • Website

    • Address1

    • Address2

    • City

    • Country

    • Postal Code

    • Shipping Contact

    • Shipping Delivery Instructions

    • Shipping Phone Number

    • Shipping Address1

    • Shipping Address2

    • Shipping City

    • Shipping Country

    • Shipping Postal Code

    Action
    Write

    • BusinessRequired

    • NameRequired

    • Description

    • PriceRequired

    Action
    Write
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housecall-pro logo

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.

Related categories

  • Scheduling & Booking
wave logo
wave logo

About Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.
Learn moreHelp

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Related Zap Templates

  • Record new completed jobs in Housecall Pro as sales in Wave

Related Zap Templates

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