How do I automate Google Sheets to record job details from Housecall Pro when technicians finish a job?

It sounds like you’re trying to set up a Zap to automatically create a record in Google Sheets when your technicians finish a job in Housecall Pro, but it hasn’t worked out yet. Let’s break it down!

1. Trigger Setup: Make sure you’ve set the correct trigger in Zapier. You’ll want to use the “New Job Completed” trigger from Housecall Pro. This will ensure that the Zap activates when a job is finished.

2. Action Setup: For the action, select Google Sheets and choose “Create Spreadsheet Row.” This is where you’ll map the fields from Housecall Pro to the columns in your Google Sheet.

3. Mapping Fields: When you set up the action, make sure to map the fields correctly:

   • Job#: Map this to the job number from Housecall Pro.
   • Date: Use the completion date of the job.
   • Customer Name: Map this to the customer’s name.
   • Total: Use the total amount for the job.
   • Tax: Map the tax amount.
   • Paid: Indicate whether the job has been paid.

4. Testing the Zap: After setting everything up, run a test to see if it creates a new row in Google Sheets. If it doesn’t work, check for any error messages in Zapier that might give us clues about what went wrong.

5. Check Permissions: Ensure that Zapier has the necessary permissions to access both Housecall Pro and Google Sheets. Sometimes, reauthorizing the accounts can help.

If you follow these steps and it still doesn’t work, let us know what error messages you’re seeing, and we can troubleshoot further!