Microsoft Excel + Workiz
Add new rows to Microsoft Excel when jobs are done in Workiz
Improve your project management with this seamless workflow between Workiz and Microsoft Excel. Each time a job is completed in Workiz, a new row will be instantly added in your chosen Microsoft Excel sheet. It is an efficient method to keep track of completed tasks and maintain an organized spreadsheet, enabling streamlined operations for your business.
Improve your project management with this seamless workflow between Workiz and Microsoft Excel. Each time a job is completed in Workiz, a new row will be instantly added in your chosen Microsoft Excel sheet. It is an efficient method to keep track of completed tasks and maintain an organized spreadsheet, enabling streamlined operations for your business.
- When this happens...Job Is Done
Triggers when a job is completed and status has changed to Done
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try It
