1.Detects new estimate
Integrate QuickBooks Online and accounting tools to capture each new estimate and to start routing into operations work.
Create and route service cards for new estimates
Automatically monitor new estimates in QuickBooks Online and create routed service cards in Trello across field service apps. Create records, branch by sale type, and update operations statuses so coordinators avoid delays without manual card creation.
How this automation routes work into service cards
When new estimates arrive but routing stays manual, dispatch timelines slip and field teams wait on the right job details. This automation watches estimate intake and creates service cards and updates operations recordsβso your team can dispatch faster.
QuickBooks Onlineor swap with your favorite app
2.Creates pending service record
Integrate Airtable and spreadsheet tools to create a record, map estimate fields, and set status to Pending.
Airtableor swap with your favorite app
3.Creates service card in Trello
Integrate Trello and task boards to create a card, fill customer and address fields, and set the due date.
Trelloor swap with your favorite app
4.Adds PO and sale type note
Integrate Trello and collaboration tools to add a PO and sale type summary, plus a placeholder for report links.
5.Branches by sale type
Integrate Paths by Zapier and document tools to branch by configured sale type and route the job to the right templates.
Paths by Zapieror swap with your favorite app
6.Updates record with report links
Integrate Airtable and reporting dashboards to write back report links and the final status for operations visibility.
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Explore all work order dispatching automations
Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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