Record new completed jobs in Housecall Pro as sales in Wave
Save time and streamline your financial record keeping process with this workflow. When a job is finalized in Housecall Pro, instantly track the sale in Wave. Escape the tedium of manual record entry and focus more on expanding your business. Enjoy simplified and efficient financial management, leading to improved productivity.
Save time and streamline your financial record keeping process with this workflow. When a job is finalized in Housecall Pro, instantly track the sale in Wave. Escape the tedium of manual record entry and focus more on expanding your business. Enjoy simplified and efficient financial management, leading to improved productivity.
- When this happens...New Completed Job
Triggers when a job is completed.
- automatically do this!Record Sale
Records an Income transaction with optional Sales Tax and optional Payment Processing Fee.
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New Completed Job
Triggers when a job is completed.
Try ItFirst nameRequired
Last name
Email
Mobile number
Home number
Work number
Notifications enabled
Tag1
Tag2
Street
Street line 2
City
State
Zip
Country
BusinessRequired
Try ItBusinessRequired
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?
New Scheduled Job
Triggers when a job is scheduled.
Try ItBusinessRequired
Try ItBusinessRequired
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
BusinessRequired
NameRequired
Description
PriceRequired