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Contractor+ + Housecall Pro

Create new Housecall Pro customers from new Contractor+ invoices

Streamline your contractor management process with this workflow. When a new invoice is created in Contractor+, a corresponding customer profile is instantly set up in Housecall Pro. This facilitates seamless client handling, eliminating the need for manual data entry, thus saving time and boosting efficiency in your business operations. Benefit from a coordinated approach between deriving invoices and managing customers.

Streamline your contractor management process with this workflow. When a new invoice is created in Contractor+, a corresponding customer profile is instantly set up in Housecall Pro. This facilitates seamless client handling, eliminating the need for manual data entry, thus saving time and boosting efficiency in your business operations. Benefit from a coordinated approach between deriving invoices and managing customers.

  1. When this happens...
    Contractor+Contractor+
    New Invoice

    Triggers when a new invoice is added.

    TriggerInstant
  2. automatically do this!
    Housecall ProHousecall Pro
    Create Customer

    Creates a new customer

    ActionWrite
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Supported triggers and actions

  • Contractor+ triggers, actions, and search

    New Expense

    Triggers when a new expense is added.

    Trigger
    Instant
    Try It
  • Contractor+ triggers, actions, and search

    New Lead

    Triggers when a new lead is added.

    Trigger
    Instant
    Try It

    • Salutation

    • FirstnameRequired

    • Lastname

    • Company

    • Client Type

    • Leadid

    • Website

    • Is Client Tax Exempt

    • Tax Exemption Number

    • Billing Street

    • Billing Street 2

    • Billing Country

    • Billing State Id

    • Billing City

    • Billing Zip

    • Pa Same As Ba

    • Property Tenant Email

    • Property Tenant Phone

    • Property Tenant Phone Code

    • Property Tenant Name

    • Property Street

    • Property Street 2

    • Property Country

    • Property State Id

    • Property City

    • Property Zip

    • Gate Code

    • Lockbox Code

    • Pcode

    • Pvalue

    • Ptype

    • Pis Primary

    • Evalue

    • Etype

    • Eis Primary

    Action
    Write

    • Salutation

    • First NameRequired

    • Last Name

    • Title

    • Description

    • Source

    • Company

    • Website

    • Address

    • Address 2

    • Country

    • State

    • City

    • Zip

    • Tags

    • Assigned

    • Is Public

    • Pvalue

    • Pis Primary

    • Pcode

    • Evalue

    • Eis Primary

    Action
    Write
contractor-plus logo
contractor-plus logo

About Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

Related categories

  • Scheduling & Booking
housecall-pro logo
housecall-pro logo

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

Related categories

  • Scheduling & Booking