Create new Jobber clients from completed Housecall Pro jobs
Streamline your job and client management process with this effective workflow. When a job is finished in Housecall Pro, this procedure swiftly moves the client's information over to Jobber, keeping your client lists up-to-date and enhancing your overall business productivity and client management process. Simplifying these tasks not only saves you time, but also ensures your business operations run smoothly and efficiently.
Streamline your job and client management process with this effective workflow. When a job is finished in Housecall Pro, this procedure swiftly moves the client's information over to Jobber, keeping your client lists up-to-date and enhancing your overall business productivity and client management process. Simplifying these tasks not only saves you time, but also ensures your business operations run smoothly and efficiently.
- When this happens...New Completed Job
Triggers when a job is completed.
- automatically do this!Create Client
Creates a new client.
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