EDS + Housecall Pro
Create new Housecall Pro customers from new EDS loads
Streamline your customer onboarding process with this efficient workflow. When a new load appears in the EDS app, this automation swiftly creates a corresponding customer profile in the Housecall Pro app. By utilizing the terms inherent to each application, this process not only saves you time but also ensures consistency in your customer management.
Streamline your customer onboarding process with this efficient workflow. When a new load appears in the EDS app, this automation swiftly creates a corresponding customer profile in the Housecall Pro app. By utilizing the terms inherent to each application, this process not only saves you time but also ensures consistency in your customer management.
- When this happens...New Load
Triggers when a new load is created and Push to Zapier button is clicked.
- automatically do this!Create Customer
Creates a new customer
- Free forever for core features
- 14 day trial for premium features & apps
New Load
Triggers when a new load is created and Push to Zapier button is clicked.
Try ItNew 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
Street AddressRequired
Zip CodeRequired
Home Square Footage
Number of Residents
Altitude of homeRequired
Average Ceiling Height
Attic/Ceiling Square Feet
Wall Square Feet
Glass U-Value
Wall R-Value
Floor R-Value
Attic/Ceiling R-Value
Perimeter Insulation R-Value
Floor Over Unconditioned Space R-Value
Glass Solar Heat Gain Factor (SHGF)
Floor Over Unconditioned Basement SQFT
Floor Over Unconditioned Space SQFT
Temperature of Unconditioned Space
Linear Feet of Slab Perimeter
% Conditioned Basement Wall Below Grade
Conditioned Basement SQFT
Conditioned Basement Walls R-Value
Duct Loss % (Heating)
Duct Gain % (Cooling)
Cooling Infiltration Rate (ENIR @ ACH50)
Heating Infiltration Rate (ENIR @ ACH50)
Winter Ventilation (CFM)
Summer Ventilation (CFM)
SQFT Windows Worst Case
SQFT Windows Left
SQFT Windows Right
SQFT Windows Opposite
Window Shading %
Glass DirectionRequired
Summer Indoor Design Temperature (°F)
Summer Outdoor Design Temperature
Winter Indoor Design Temperature (°F)
Winter Outdoor Design Temperature (°F)
Grains of Moisture Difference %
Customer NameRequired
Customer EmailRequired
Customer Phone Number
New Scheduled Job
Triggers when a job is scheduled.
Try It