1.Monitor new finished job
Integrate Housecall Pro to catch each finished job and capture customer and assignment fields for dispatch mapping.
Create follow-up field job from completed booking record
Automatically monitor completed booking records across Housecall Pro and dispatch workflows. Create and update dispatch-ready jobs when finished job captured, appointment marked complete, or job reference updatesβso you can assign crews, route locations, and validate contacts without manual dispatching.
How this automation creates dispatch-ready jobs
When finished jobs land in Housecall Pro, dispatch teams can lose time to manual formatting and routing. This automation catches each completed job, transforms address and phone data, and creates assignable job recordsβso your team can dispatch faster.
Housecall Proor swap with your favorite app
2.Truncates address zip region token
Integrate Formatter by Zapier and address routing tools to truncate the zip and output a region token for routing.
Formatter by Zapieror swap with your favorite app
3.Maps region token to location
Integrate Formatter by Zapier and lookup tables to map the region token to a configured dispatch service location.
4.Formats and validates phone number
Integrate Formatter by Zapier and phone normalization to standardize the mobile number and handle validation fallbacks.
5.Posts job to dispatch API
Integrate Webhooks by Zapier and dispatch APIs to create the assignable job record with customer, contact, and location fields.
Webhooks by Zapieror swap with your favorite app
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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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Step 1
Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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