ArcSite + Housecall Pro
Create new ArcSite projects from new scheduled Housecall Pro jobs
When a new job is scheduled in Housecall Pro, streamline your work process by instantly creating a corresponding project in ArcSite. This hassle-free automation ensures no detail gets overlooked and all your tasks are well-organized. Take the manual effort out of your business operations and let this workflow enhance project management efficiency.
When a new job is scheduled in Housecall Pro, streamline your work process by instantly creating a corresponding project in ArcSite. This hassle-free automation ensures no detail gets overlooked and all your tasks are well-organized. Take the manual effort out of your business operations and let this workflow enhance project management efficiency.
- When this happens...New Scheduled Job
Triggers when a job is scheduled.
- automatically do this!Create Project
Create a New Project and also optionally set other information, such as customer info, sales rep info...
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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
Drawing Created
Triggers when a new drawing is uploaded to ArcSite Cloud.
Try ItProposal Approved
Triggered when a proposal is approved by customer.
Try It
New Scheduled Job
Triggers when a job is scheduled.
Try ItDrawing Updated
Triggers when a drawing is edited and uploaded from ArcSite App as a new version.
Try ItProject Created
Triggers when a new project is created.
Try ItProject NameRequired
Project Owner (Email or Full Name)Required
Customer Name
Customer Phone
Customer Second Phone
Customer Email
Customer Second Email
Customer Address Street
Customer Address City
Customer Address County
Customer Address State
Customer Address Zip Code
Job Number
Worksite Address Street
Worksite Address City
Worksite Address County
Worksite Address State
Worksite Address Zip Code
SalesRepresentative Name
SalesRepresentative Phone
SalesRepresentative Email
Project Tag
Custom Fields