Question

How do I automate invoicing with Freshbooks when a job in HouseCall Pro is completed?

  • 6 October 2023
  • 3 replies
  • 26 views

Userlevel 1

Hello.

A freshbooks Customer Rep recommended Zapier to the company I work for as a possible solution for us.

We currently use HouseCall Pro for our Sewer Business called Sewer Ninjas but we've run into issues where some customers aren't able to pay using ACH through the payment portal/ system HCP sends them. 

We previously used Freshbooks but needed a CRM and a scheduling system which HCP provides. 

 

My question for you is, can we keep both systems where by we still create customers and CRM / Scheduling through HCP and only invoice through Freshbooks when the Job is completed? without having to manually enter that info into FB?

SO the trigger would be invoice (through FB) after job is marked Finished/complete (on HCP)

Thanks 


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3 replies

Userlevel 7
Badge +14

Hi @Clueless_Ninja 

Good question.

Check out the available Zap triggers/actions:

HCP: https://zapier.com/apps/housecall-pro/integrations#triggers-and-actions

FreshBooks: https://zapier.com/apps/freshbooks/integrations#triggers-and-actions

Userlevel 1

Thank you so much, I’ll check those links out. I appreciate the quick response as well

Userlevel 7
Badge +6

That’s great news @Clueless_Ninja! Glad to hear Troy was able to point you in the right direction!

If you have any other questions, please don’t hesitate to reach out to the Community. We’re always happy to help! 😊