Mark an estimate as Dismissed for a Job in ServiceTitan when an eBid is Declined in PEP Cloud
When an eBid is declined by the customer in PEP Cloud, find the associated job in ServiceTitan and then set the correlated estimate to a status of “Dismissed”.
Created by Workload Team
✔️ Free to get started (no credit card required)
✔️ No time limit on free plan (300 free tasks)
Additional Resources:
{
"JobInfo": {
"Fax": "",
"Cell": "",
"City": "Franklin",
"Email": "test4@workload.co",
"JobId": "679318",
"JobNo": "",
"Notes": "",
"Phone": "3177368217",
"State": "IN",
"Status": "New",
"SyncId": "",
"Country": "United States",
"InitRqd": "",
"JobName": "3116733 - Residential Interior",
"JobType": "Residential Interior",
"Zipcode": "46131",
"Address1": "543 Home Street",
"Address2": "",
"ClientId": "521297",
"JobDescr": "Call customer before arrival.",
"ClientUUID": "",
"CreateDate": "2022-11-04T18:21:20.38Z",
"FinishDate": "",
"HourlyRate": "",
"DiscountMat": "0",
"DscntLbrPct": "",
"DscntMatPct": "",
"ExtAppJobId": "",
"HoursAccess": "8",
"JobAreaList": [
{
"M4": "",
"IsOpt": "false",
"AreaName": "Project",
"IsAChOrd": "false",
"UseTempl": "",
"JobAreaId": "3012382",
"AreaPicURL": "",
"AreaCalcType": ""
}
],
"LocalStatus": "",
"ContractDate": "",
"ProposalDate": "",
"TaxRateLabor": "0",
"UpgLvlSelect": "",
"AbstractJobId": "c13c7400-ee9b-4a2b-a099-b4550591c968",
"DiscountLabor": "0",
"HoursBillable": "8",
"WorkStartDate": "",
"CrewAssignment": "_UNASSIGNED",
"ExtraMaterials": "0",
"OverheadMarkup": "0",
"SyncDeletedUtc": "",
"UseDscntLbrPct": "",
"UseDscntMatPct": "",
"ExtAppCompanyId": "",
"RoundUpMaterial": "false",
"AbstractClientId": "",
"NewJobHourlyRate": "",
"TaxRateMaterials": "0",
"WorkStartDateStr": "",
"ProfitMarkupLabor": "0",
"UserNameOfCreator": "",
"ChangeJobHourlyRate": "",
"ChargeForLeftOverMat": "false",
"DefaultNumberOfSteps": "",
"ProfitMarkupMaterials": "0.2",
"SyncSrvLastUpdatedUtc": "2022-11-09T19:07:33.44Z",
"ExtraMaterialsIsMarkup": "",
"TaxRateMaterialsToCust": "0"
},
"ClientInfo": {
"Fax": "",
"Cell": "",
"City": "Franklin",
"Email": "test4@workload.co",
"Notes": "created by workload.co",
"Phone": "3174568832",
"State": "IN",
"SyncId": "",
"Country": "United States",
"IsALead": "false",
"JobList": "",
"Zipcode": "46131",
"Address1": "543 Main Street",
"Address2": "",
"ClientId": "521297",
"GoogleId": "",
"LastName": "Deisel",
"CompanyId": "15419",
"FirstName": "Bobby",
"SMSOptOut": "",
"CreateDate": "2022-08-31T19:25:12.34Z",
"CrtsyTitle": "",
"GoogleETag": "",
"LeadSource": "",
"CompanyName": "BD Inc.",
"EmailOptOut": "",
"GQProfileId": "",
"LastUpdated": "2022-09-01T20:11:44.533Z",
"QBExprtDate": "",
"ColorDotColor": "orange",
"CompanyUserId": "",
"GoogleUpdated": "",
"ExtAppClientId": "",
"LeadSourceType": "",
"SyncDeletedUtc": "",
"EmailOptOutDate": "",
"ExtAppCompanyId": "",
"AbstractClientId": "339bfb79-7c4c-4a59-94c9-58e93ece12c4",
"DoNotSndToRfrlia": "",
"SMSOptOutDateUtc": "",
"SyncSrvLastUpdatedUtc": "2022-09-01T20:11:44.533Z"
},
"ReasonLost": "",
"JobCostInfo": {
"JobId": "679318",
"Labor": {
"wcTaxLabor": "0",
"wcLaborTotal": "1344.08",
"wcLaborProfit": "0",
"overheadMarkup": "0",
"wcLaborWithTax": "1344.08",
"wcDiscountLabor": "0",
"wcLaborOverhead": "0",
"profitMarkupLabor": "0",
"wcLaborAfterDiscount": "1344.08",
"wcLaborWithoutProfit": "1344.08",
"wcTotalLaborOverride": "0",
"wcTotalLaborFixedRateItems": "0",
"wcLaborWithoutProfitOrOverhead": "1344.08",
"laborProfitPercentAfterDiscount": "0"
},
"JobType": "Residential Interior",
"Material": {
"wcDiscountMat": "0",
"wcMaterialTax": "0",
"wcMaterialWithTax": "0",
"wcMaterialsProfit": "0",
"wcMatAfterDiscount": "0",
"wcTotalMaterialPrice": "0",
"profitMarkupMaterials": "0.2",
"wcTotalMaterialOverride": "0",
"wcMaterialsWithoutProfit": "0",
"wcTotalMaterialFixedPrice": "0",
"materialProfitPercentAfterDiscount": "0"
},
"DspMatTax": "$0.00",
"GrandTotal": "1344.08",
"DiscountMat": "0",
"DscntLbrPct": "",
"DscntMatPct": "",
"DspLaborTax": "$0.00",
"MatSubtotal": "0",
"DspMatProfit": "$0.00",
"TaxRateLabor": "0",
"DiscountLabor": "0",
"DspGrandTotal": "$1,344.08",
"LaborSubtotal": "1344.08",
"DspLaborProfit": "$0.00",
"DspMatDiscount": "$0.00",
"DspMatSubtotal": "$0.00",
"OverheadMarkup": "0",
"UseDscntLbrPct": "",
"UseDscntMatPct": "",
"DspLaborDiscount": "$0.00",
"DspLaborOverhead": "$0.00",
"DspLaborSubtotal": "$1,344.08",
"DspTotalRawLabor": "$1,344.08",
"RemainingBalance": "1344.08",
"TaxRateMaterials": "0",
"ProfitMarkupLabor": "0",
"DspTotalLaborHours": "9h 4m",
"DspRemainingBalance": "$1,344.08",
"DspTotalGrossProfit": "$0.00",
"DspTotalRawMaterial": "$0.00",
"DspEffLaborHourlyRate": "$148.19",
"ProfitMarkupMaterials": "0.2",
"DspTotalGrossProfitPct": "0.0",
"TaxRateMaterialsToCust": "0",
"DspMatProfitPctAftDscnt": "0.0",
"DspLaborProfitPctAftDscnt": "0.0",
"DspCombinedLaborAndMatProfit": "$0.00",
"DspCombinedLaborAndMatDiscount": "$0.00"
},
"ExtAppCompanyId": ""
}Trusted by companies of all sizes
This workflow connects the following 2 apps
PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
ServiceTitan
ServiceTitan is a popular field service management (FSM) solution used by over 4,400 service businesses and over 100,000 contractors.
Other ways to integrate PEP Cloud with ServiceTitan
View the other ways you can connect PEP Cloud and ServiceTitan using the Workload platform
Mark an estimate as Sold for a job in ServiceTitan when an eBid is Accepted in PEP Cloud
When an eBid is accepted by the customer in PEP Cloud, find the associated job in ServiceTitan and then set the correlated estimate to a status of “Sold”.
Created by Workload Team
✔️ Free to get started (no credit card required)
✔️ No time limit on free plan (300 free tasks)
Additional Resources:
{
"JobInfo": {
"Fax": "",
"Cell": "",
"City": "Franklin",
"Email": "test4@workload.co",
"JobId": "679318",
"JobNo": "",
"Notes": "",
"Phone": "3177368217",
"State": "IN",
"Status": "New",
"SyncId": "",
"Country": "United States",
"InitRqd": "",
"JobName": "3116733 - Residential Interior",
"JobType": "Residential Interior",
"Zipcode": "46131",
"Address1": "543 Home Street",
"Address2": "",
"ClientId": "521297",
"JobDescr": "Call customer before arrival.",
"ClientUUID": "",
"CreateDate": "2022-11-04T18:21:20.38Z",
"FinishDate": "",
"HourlyRate": "",
"DiscountMat": "0",
"DscntLbrPct": "",
"DscntMatPct": "",
"ExtAppJobId": "",
"HoursAccess": "8",
"JobAreaList": [
{
"M4": "",
"IsOpt": "false",
"AreaName": "Project",
"IsAChOrd": "false",
"UseTempl": "",
"JobAreaId": "3012382",
"AreaPicURL": "",
"AreaCalcType": ""
}
],
"LocalStatus": "",
"ContractDate": "",
"ProposalDate": "",
"TaxRateLabor": "0",
"UpgLvlSelect": "",
"AbstractJobId": "c13c7400-ee9b-4a2b-a099-b4550591c968",
"DiscountLabor": "0",
"HoursBillable": "8",
"WorkStartDate": "",
"CrewAssignment": "_UNASSIGNED",
"ExtraMaterials": "0",
"OverheadMarkup": "0",
"SyncDeletedUtc": "",
"UseDscntLbrPct": "",
"UseDscntMatPct": "",
"ExtAppCompanyId": "",
"RoundUpMaterial": "false",
"AbstractClientId": "",
"NewJobHourlyRate": "",
"TaxRateMaterials": "0",
"WorkStartDateStr": "",
"ProfitMarkupLabor": "0",
"UserNameOfCreator": "",
"ChangeJobHourlyRate": "",
"ChargeForLeftOverMat": "false",
"DefaultNumberOfSteps": "",
"ProfitMarkupMaterials": "0.2",
"SyncSrvLastUpdatedUtc": "2022-11-09T19:07:33.44Z",
"ExtraMaterialsIsMarkup": "",
"TaxRateMaterialsToCust": "0"
},
"ClientInfo": {
"Fax": "",
"Cell": "",
"City": "Franklin",
"Email": "test4@workload.co",
"Notes": "created by workload.co",
"Phone": "3174568832",
"State": "IN",
"SyncId": "",
"Country": "United States",
"IsALead": "false",
"JobList": "",
"Zipcode": "46131",
"Address1": "543 Main Street",
"Address2": "",
"ClientId": "521297",
"GoogleId": "",
"LastName": "Deisel",
"CompanyId": "15419",
"FirstName": "Bobby",
"SMSOptOut": "",
"CreateDate": "2022-08-31T19:25:12.34Z",
"CrtsyTitle": "",
"GoogleETag": "",
"LeadSource": "",
"CompanyName": "BD Inc.",
"EmailOptOut": "",
"GQProfileId": "",
"LastUpdated": "2022-09-01T20:11:44.533Z",
"QBExprtDate": "",
"ColorDotColor": "orange",
"CompanyUserId": "",
"GoogleUpdated": "",
"ExtAppClientId": "",
"LeadSourceType": "",
"SyncDeletedUtc": "",
"EmailOptOutDate": "",
"ExtAppCompanyId": "",
"AbstractClientId": "339bfb79-7c4c-4a59-94c9-58e93ece12c4",
"DoNotSndToRfrlia": "",
"SMSOptOutDateUtc": "",
"SyncSrvLastUpdatedUtc": "2022-09-01T20:11:44.533Z"
},
"ReasonLost": "",
"JobCostInfo": {
"JobId": "679318",
"Labor": {
"wcTaxLabor": "0",
"wcLaborTotal": "1344.08",
"wcLaborProfit": "0",
"overheadMarkup": "0",
"wcLaborWithTax": "1344.08",
"wcDiscountLabor": "0",
"wcLaborOverhead": "0",
"profitMarkupLabor": "0",
"wcLaborAfterDiscount": "1344.08",
"wcLaborWithoutProfit": "1344.08",
"wcTotalLaborOverride": "0",
"wcTotalLaborFixedRateItems": "0",
"wcLaborWithoutProfitOrOverhead": "1344.08",
"laborProfitPercentAfterDiscount": "0"
},
"JobType": "Residential Interior",
"Material": {
"wcDiscountMat": "0",
"wcMaterialTax": "0",
"wcMaterialWithTax": "0",
"wcMaterialsProfit": "0",
"wcMatAfterDiscount": "0",
"wcTotalMaterialPrice": "0",
"profitMarkupMaterials": "0.2",
"wcTotalMaterialOverride": "0",
"wcMaterialsWithoutProfit": "0",
"wcTotalMaterialFixedPrice": "0",
"materialProfitPercentAfterDiscount": "0"
},
"DspMatTax": "$0.00",
"GrandTotal": "1344.08",
"DiscountMat": "0",
"DscntLbrPct": "",
"DscntMatPct": "",
"DspLaborTax": "$0.00",
"MatSubtotal": "0",
"DspMatProfit": "$0.00",
"TaxRateLabor": "0",
"DiscountLabor": "0",
"DspGrandTotal": "$1,344.08",
"LaborSubtotal": "1344.08",
"DspLaborProfit": "$0.00",
"DspMatDiscount": "$0.00",
"DspMatSubtotal": "$0.00",
"OverheadMarkup": "0",
"UseDscntLbrPct": "",
"UseDscntMatPct": "",
"DspLaborDiscount": "$0.00",
"DspLaborOverhead": "$0.00",
"DspLaborSubtotal": "$1,344.08",
"DspTotalRawLabor": "$1,344.08",
"RemainingBalance": "1344.08",
"TaxRateMaterials": "0",
"ProfitMarkupLabor": "0",
"DspTotalLaborHours": "9h 4m",
"DspRemainingBalance": "$1,344.08",
"DspTotalGrossProfit": "$0.00",
"DspTotalRawMaterial": "$0.00",
"DspEffLaborHourlyRate": "$148.19",
"ProfitMarkupMaterials": "0.2",
"DspTotalGrossProfitPct": "0.0",
"TaxRateMaterialsToCust": "0",
"DspMatProfitPctAftDscnt": "0.0",
"DspLaborProfitPctAftDscnt": "0.0",
"DspCombinedLaborAndMatProfit": "$0.00",
"DspCombinedLaborAndMatDiscount": "$0.00"
},
"ExtAppCompanyId": ""
}Trusted by companies of all sizes
This workflow connects the following 2 apps
PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
ServiceTitan
ServiceTitan is a popular field service management (FSM) solution used by over 4,400 service businesses and over 100,000 contractors.
Other ways to integrate PEP Cloud with ServiceTitan
View the other ways you can connect PEP Cloud and ServiceTitan using the Workload platform
Update an existing estimate for a job in ServiceTitan when an eBid is updated in PEP Cloud
When an eBid is updated in PEP Cloud, find the associated job in ServiceTitan and then update the correlated estimate with the details from the updated eBid in PEP Cloud.
Created by Workload Team
✔️ Free to get started (no credit card required)
✔️ No time limit on free plan (300 free tasks)
Additional Resources:
{
"JobInfo": {
"Fax": "",
"Cell": "",
"City": "Franklin",
"Email": "test4@workload.co",
"JobId": "679318",
"JobNo": "",
"Notes": "",
"Phone": "3177368217",
"State": "IN",
"Status": "New",
"SyncId": "",
"Country": "United States",
"InitRqd": "",
"JobName": "3116733 - Residential Interior",
"JobType": "Residential Interior",
"Zipcode": "46131",
"Address1": "543 Home Street",
"Address2": "",
"ClientId": "521297",
"JobDescr": "Call customer before arrival.",
"ClientUUID": "",
"CreateDate": "2022-11-04T18:21:20.38Z",
"FinishDate": "",
"HourlyRate": "",
"DiscountMat": "0",
"DscntLbrPct": "",
"DscntMatPct": "",
"ExtAppJobId": "",
"HoursAccess": "8",
"JobAreaList": [
{
"M4": "",
"IsOpt": "false",
"AreaName": "Project",
"IsAChOrd": "false",
"UseTempl": "",
"JobAreaId": "3012382",
"AreaPicURL": "",
"AreaCalcType": ""
}
],
"LocalStatus": "",
"ContractDate": "",
"ProposalDate": "",
"TaxRateLabor": "0",
"UpgLvlSelect": "",
"AbstractJobId": "c13c7400-ee9b-4a2b-a099-b4550591c968",
"DiscountLabor": "0",
"HoursBillable": "8",
"WorkStartDate": "",
"CrewAssignment": "_UNASSIGNED",
"ExtraMaterials": "0",
"OverheadMarkup": "0",
"SyncDeletedUtc": "",
"UseDscntLbrPct": "",
"UseDscntMatPct": "",
"ExtAppCompanyId": "",
"RoundUpMaterial": "false",
"AbstractClientId": "",
"NewJobHourlyRate": "",
"TaxRateMaterials": "0",
"WorkStartDateStr": "",
"ProfitMarkupLabor": "0",
"UserNameOfCreator": "",
"ChangeJobHourlyRate": "",
"ChargeForLeftOverMat": "false",
"DefaultNumberOfSteps": "",
"ProfitMarkupMaterials": "0.2",
"SyncSrvLastUpdatedUtc": "2022-11-09T19:07:33.44Z",
"ExtraMaterialsIsMarkup": "",
"TaxRateMaterialsToCust": "0"
},
"ClientInfo": {
"Fax": "",
"Cell": "",
"City": "Franklin",
"Email": "test4@workload.co",
"Notes": "created by workload.co",
"Phone": "3174568832",
"State": "IN",
"SyncId": "",
"Country": "United States",
"IsALead": "false",
"JobList": "",
"Zipcode": "46131",
"Address1": "543 Main Street",
"Address2": "",
"ClientId": "521297",
"GoogleId": "",
"LastName": "Deisel",
"CompanyId": "15419",
"FirstName": "Bobby",
"SMSOptOut": "",
"CreateDate": "2022-08-31T19:25:12.34Z",
"CrtsyTitle": "",
"GoogleETag": "",
"LeadSource": "",
"CompanyName": "BD Inc.",
"EmailOptOut": "",
"GQProfileId": "",
"LastUpdated": "2022-09-01T20:11:44.533Z",
"QBExprtDate": "",
"ColorDotColor": "orange",
"CompanyUserId": "",
"GoogleUpdated": "",
"ExtAppClientId": "",
"LeadSourceType": "",
"SyncDeletedUtc": "",
"EmailOptOutDate": "",
"ExtAppCompanyId": "",
"AbstractClientId": "339bfb79-7c4c-4a59-94c9-58e93ece12c4",
"DoNotSndToRfrlia": "",
"SMSOptOutDateUtc": "",
"SyncSrvLastUpdatedUtc": "2022-09-01T20:11:44.533Z"
},
"ReasonLost": "",
"JobCostInfo": {
"JobId": "679318",
"Labor": {
"wcTaxLabor": "0",
"wcLaborTotal": "1344.08",
"wcLaborProfit": "0",
"overheadMarkup": "0",
"wcLaborWithTax": "1344.08",
"wcDiscountLabor": "0",
"wcLaborOverhead": "0",
"profitMarkupLabor": "0",
"wcLaborAfterDiscount": "1344.08",
"wcLaborWithoutProfit": "1344.08",
"wcTotalLaborOverride": "0",
"wcTotalLaborFixedRateItems": "0",
"wcLaborWithoutProfitOrOverhead": "1344.08",
"laborProfitPercentAfterDiscount": "0"
},
"JobType": "Residential Interior",
"Material": {
"wcDiscountMat": "0",
"wcMaterialTax": "0",
"wcMaterialWithTax": "0",
"wcMaterialsProfit": "0",
"wcMatAfterDiscount": "0",
"wcTotalMaterialPrice": "0",
"profitMarkupMaterials": "0.2",
"wcTotalMaterialOverride": "0",
"wcMaterialsWithoutProfit": "0",
"wcTotalMaterialFixedPrice": "0",
"materialProfitPercentAfterDiscount": "0"
},
"DspMatTax": "$0.00",
"GrandTotal": "1344.08",
"DiscountMat": "0",
"DscntLbrPct": "",
"DscntMatPct": "",
"DspLaborTax": "$0.00",
"MatSubtotal": "0",
"DspMatProfit": "$0.00",
"TaxRateLabor": "0",
"DiscountLabor": "0",
"DspGrandTotal": "$1,344.08",
"LaborSubtotal": "1344.08",
"DspLaborProfit": "$0.00",
"DspMatDiscount": "$0.00",
"DspMatSubtotal": "$0.00",
"OverheadMarkup": "0",
"UseDscntLbrPct": "",
"UseDscntMatPct": "",
"DspLaborDiscount": "$0.00",
"DspLaborOverhead": "$0.00",
"DspLaborSubtotal": "$1,344.08",
"DspTotalRawLabor": "$1,344.08",
"RemainingBalance": "1344.08",
"TaxRateMaterials": "0",
"ProfitMarkupLabor": "0",
"DspTotalLaborHours": "9h 4m",
"DspRemainingBalance": "$1,344.08",
"DspTotalGrossProfit": "$0.00",
"DspTotalRawMaterial": "$0.00",
"DspEffLaborHourlyRate": "$148.19",
"ProfitMarkupMaterials": "0.2",
"DspTotalGrossProfitPct": "0.0",
"TaxRateMaterialsToCust": "0",
"DspMatProfitPctAftDscnt": "0.0",
"DspLaborProfitPctAftDscnt": "0.0",
"DspCombinedLaborAndMatProfit": "$0.00",
"DspCombinedLaborAndMatDiscount": "$0.00"
},
"ExtAppCompanyId": ""
}Trusted by companies of all sizes
This workflow connects the following 2 apps
PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
ServiceTitan
ServiceTitan is a popular field service management (FSM) solution used by over 4,400 service businesses and over 100,000 contractors.
Other ways to integrate PEP Cloud with ServiceTitan
View the other ways you can connect PEP Cloud and ServiceTitan using the Workload platform
Create a new estimate for a job in ServiceTitan when an eBid is created in PEP Cloud
When a new eBid is created for a job in PEP Cloud, find the corresponding job in ServiceTitan and create an estimate for that job using the data provided in the eBid from PEP Cloud.
Created by Workload Team
✔️ Free to get started (no credit card required)
✔️ No time limit on free plan (300 free tasks)
Additional Resources:
{
"JobInfo": {
"Fax": "",
"Cell": "",
"City": "Franklin",
"Email": "test4@workload.co",
"JobId": "679318",
"JobNo": "",
"Notes": "",
"Phone": "3177368217",
"State": "IN",
"Status": "New",
"SyncId": "",
"Country": "United States",
"InitRqd": "",
"JobName": "3116733 - Residential Interior",
"JobType": "Residential Interior",
"Zipcode": "46131",
"Address1": "543 Home Street",
"Address2": "",
"ClientId": "521297",
"JobDescr": "Call customer before arrival.",
"ClientUUID": "",
"CreateDate": "2022-11-04T18:21:20.38Z",
"FinishDate": "",
"HourlyRate": "",
"DiscountMat": "0",
"DscntLbrPct": "",
"DscntMatPct": "",
"ExtAppJobId": "",
"HoursAccess": "8",
"JobAreaList": [
{
"M4": "",
"IsOpt": "false",
"AreaName": "Project",
"IsAChOrd": "false",
"UseTempl": "",
"JobAreaId": "3012382",
"AreaPicURL": "",
"AreaCalcType": ""
}
],
"LocalStatus": "",
"ContractDate": "",
"ProposalDate": "",
"TaxRateLabor": "0",
"UpgLvlSelect": "",
"AbstractJobId": "c13c7400-ee9b-4a2b-a099-b4550591c968",
"DiscountLabor": "0",
"HoursBillable": "8",
"WorkStartDate": "",
"CrewAssignment": "_UNASSIGNED",
"ExtraMaterials": "0",
"OverheadMarkup": "0",
"SyncDeletedUtc": "",
"UseDscntLbrPct": "",
"UseDscntMatPct": "",
"ExtAppCompanyId": "",
"RoundUpMaterial": "false",
"AbstractClientId": "",
"NewJobHourlyRate": "",
"TaxRateMaterials": "0",
"WorkStartDateStr": "",
"ProfitMarkupLabor": "0",
"UserNameOfCreator": "",
"ChangeJobHourlyRate": "",
"ChargeForLeftOverMat": "false",
"DefaultNumberOfSteps": "",
"ProfitMarkupMaterials": "0.2",
"SyncSrvLastUpdatedUtc": "2022-11-09T19:07:33.44Z",
"ExtraMaterialsIsMarkup": "",
"TaxRateMaterialsToCust": "0"
},
"ClientInfo": {
"Fax": "",
"Cell": "",
"City": "Franklin",
"Email": "test4@workload.co",
"Notes": "created by workload.co",
"Phone": "3174568832",
"State": "IN",
"SyncId": "",
"Country": "United States",
"IsALead": "false",
"JobList": "",
"Zipcode": "46131",
"Address1": "543 Main Street",
"Address2": "",
"ClientId": "521297",
"GoogleId": "",
"LastName": "Deisel",
"CompanyId": "15419",
"FirstName": "Bobby",
"SMSOptOut": "",
"CreateDate": "2022-08-31T19:25:12.34Z",
"CrtsyTitle": "",
"GoogleETag": "",
"LeadSource": "",
"CompanyName": "BD Inc.",
"EmailOptOut": "",
"GQProfileId": "",
"LastUpdated": "2022-09-01T20:11:44.533Z",
"QBExprtDate": "",
"ColorDotColor": "orange",
"CompanyUserId": "",
"GoogleUpdated": "",
"ExtAppClientId": "",
"LeadSourceType": "",
"SyncDeletedUtc": "",
"EmailOptOutDate": "",
"ExtAppCompanyId": "",
"AbstractClientId": "339bfb79-7c4c-4a59-94c9-58e93ece12c4",
"DoNotSndToRfrlia": "",
"SMSOptOutDateUtc": "",
"SyncSrvLastUpdatedUtc": "2022-09-01T20:11:44.533Z"
},
"ReasonLost": "",
"JobCostInfo": {
"JobId": "679318",
"Labor": {
"wcTaxLabor": "0",
"wcLaborTotal": "1344.08",
"wcLaborProfit": "0",
"overheadMarkup": "0",
"wcLaborWithTax": "1344.08",
"wcDiscountLabor": "0",
"wcLaborOverhead": "0",
"profitMarkupLabor": "0",
"wcLaborAfterDiscount": "1344.08",
"wcLaborWithoutProfit": "1344.08",
"wcTotalLaborOverride": "0",
"wcTotalLaborFixedRateItems": "0",
"wcLaborWithoutProfitOrOverhead": "1344.08",
"laborProfitPercentAfterDiscount": "0"
},
"JobType": "Residential Interior",
"Material": {
"wcDiscountMat": "0",
"wcMaterialTax": "0",
"wcMaterialWithTax": "0",
"wcMaterialsProfit": "0",
"wcMatAfterDiscount": "0",
"wcTotalMaterialPrice": "0",
"profitMarkupMaterials": "0.2",
"wcTotalMaterialOverride": "0",
"wcMaterialsWithoutProfit": "0",
"wcTotalMaterialFixedPrice": "0",
"materialProfitPercentAfterDiscount": "0"
},
"DspMatTax": "$0.00",
"GrandTotal": "1344.08",
"DiscountMat": "0",
"DscntLbrPct": "",
"DscntMatPct": "",
"DspLaborTax": "$0.00",
"MatSubtotal": "0",
"DspMatProfit": "$0.00",
"TaxRateLabor": "0",
"DiscountLabor": "0",
"DspGrandTotal": "$1,344.08",
"LaborSubtotal": "1344.08",
"DspLaborProfit": "$0.00",
"DspMatDiscount": "$0.00",
"DspMatSubtotal": "$0.00",
"OverheadMarkup": "0",
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"UseDscntMatPct": "",
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"DspTotalRawLabor": "$1,344.08",
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"TaxRateMaterials": "0",
"ProfitMarkupLabor": "0",
"DspTotalLaborHours": "9h 4m",
"DspRemainingBalance": "$1,344.08",
"DspTotalGrossProfit": "$0.00",
"DspTotalRawMaterial": "$0.00",
"DspEffLaborHourlyRate": "$148.19",
"ProfitMarkupMaterials": "0.2",
"DspTotalGrossProfitPct": "0.0",
"TaxRateMaterialsToCust": "0",
"DspMatProfitPctAftDscnt": "0.0",
"DspLaborProfitPctAftDscnt": "0.0",
"DspCombinedLaborAndMatProfit": "$0.00",
"DspCombinedLaborAndMatDiscount": "$0.00"
},
"ExtAppCompanyId": ""
}Trusted by companies of all sizes
This workflow connects the following 2 apps
PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
ServiceTitan
ServiceTitan is a popular field service management (FSM) solution used by over 4,400 service businesses and over 100,000 contractors.
Other ways to integrate PEP Cloud with ServiceTitan
View the other ways you can connect PEP Cloud and ServiceTitan using the Workload platform
Create a new job in PEP Cloud when a new job is created in ServiceTitan
Anytime someone creates a job in ServiceTitan, lookup whether or not the client already exists in PEP and create a new job for that client. Optionally create the client in PEP if it does not already exist.
Created by Workload Team
✔️ Free to get started (no credit card required)
✔️ No time limit on free plan (300 free tasks)
Trusted by companies of all sizes
This workflow connects the following 2 apps
ServiceTitan
ServiceTitan is a popular field service management (FSM) solution used by over 4,400 service businesses and over 100,000 contractors.
PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
Other ways to integrate ServiceTitan with PEP Cloud
View the other ways you can connect ServiceTitan and PEP Cloud using the Workload platform
Move a candidate to a new stage in Lever when someone books a meeting in Calendly
Anytime a someone books a Calendly meeting, look up that person’s email address in Lever and move them into a new stage in our pipeline.
Created by Workload Team
✔️ Free to get started (no credit card required)
✔️ No time limit on free plan (300 free tasks)
Trusted by companies of all sizes
This workflow connects the following 2 apps
Calendly
Calendly makes scheduling meetings easy and efficient, eliminating the hassle of back-and-forth emails so you can get back to work.
Lever
Lever is the only solution that provides all Talent Acquisition leaders with complete ATS and robust CRM capabilities in one product.
Other ways to integrate Calendly with Lever
View the other ways you can connect Calendly and Lever using the Workload platform
Today, we’re announcing the new release of the Workload dashboard.
The new dashboard contains critical information at a glance so you can easily view the most important data for your company’s workflows all on one page. We will continue to build new widgets to increase the usefulness of the dashboard including a quick workflow launch tool (coming soon).
To improve the experience for our users, webhook triggers will be transitioning to a format that closely matches polling style triggers.
This means that over time, Workload will have a uniform look and feel while setting up the most critical step in your automation, the trigger step. Users will now be able to choose from 5 historical matching events that resemble what your trigger would look like at runtime. Eventually, users will not have to leave the Workload app to simulate triggering events such as Calendly calendar bookings, etc.
This update will not have an impact on existing workflows that use the old methods of triggering workflows.
How Workflow Automation Software Benefits Your Company
Today, enterprises need to have efficient processes in place in order to reduce costs and increase revenue. Hiring more staff in this environment is just no longer feasible.
Workflow automation software solves the age old problem of doing more with less. It helps companies reduce the time and the amount of people it takes to complete tasks – especially manual, repetitive, and predictable tasks. Workflow software such as Workload can help your team save hundreds of hours collectively each week.
What is workflow automation?
Workflow automation is a software tool that is used to automate business processes. The software allows businesses to reduce or eliminate human involvement in the tasks. As humans, we are not great at tasks like recalling old information, repeating processes over and over without error, spelling, remembering complex processes, etc. Automating these tasks and outsourcing to a robot/computer is better all around.
Tools like Workload allow your company to transform processes like:
- Approvals
- Claims
- Expenses
- Assignments (Leads, Accounts, etc.)
- Requests
- Invoicing
- Onboarding
- Scheduling
Basically any task that requires manual paperwork, spreadsheet tracking, or Slack follow ups can now be handled digitally across your existing set of specific tools your already use to handle such tasks.
Why does your team need workflow automation software?
Here are some facts about why your team should adopt an automation tool like Workload:
- Companies lose over $1 Trillion US Dollars each year due to poor lead management, lack of follow up
- 25% to 40% of employee’s time is spent searching for process documents or copying and pasting data
- More than 50% of sales time is spent on manual prospecting work
- 98% of employees believe they can save time, get more done, and complete projects faster if their company had automation tools available to use
If you want to take your team into the modern era of how work gets done, you really should be investing in a business workflow automation tool. Most companies spend too much time on redundant and manual tasks that can and should be automated.
Benefits: Deep dive into workflow automation software
Here are some important ways (with thorough explanations) on how your team can benefit from automation tools:
1. Save Time
Although it sounds obvious, this is one of the key benefits of workflow automation. In an office setting, filling out data into a spreadsheet every day is a perfect example of how automating a task saves time.
Most knowledge workers are tasked with filling spreadsheets of data at the core of the job. Whether it is to provide status updates, financial forecasting, or any other report…we all have to use spreadsheets.
With a workflow automation tool in your hands, you can build a script to fetch the data you need every day and automatically dump it into the spreadsheet – given all the data exists in the cloud somewhere. Most tools like Workload have a visual builder so you don’t even need to know how to code!
2. Scale Faster
Tools like Workload allow you to scale your operations and processes faster.
Once your team has a manual process in place, it likely gets documented somewhere in a tool like Confluence or Trello. You can turn that document into a living automation by identifying which cloud based apps are a part of that workflow and rebuild it in Workload by connecting all those apps together and moving data around in a workflow.
Now that your team is “out of the process”, they will have more time to work on actual productive tasks such as client management, strategy and forecasting, product planning, and running experiments. You are no longer bottlenecked by inefficient manual processes.
3. Fewer Errors
Humans are prone to errors. Lots of them. Even the best employees with the best management and oversight cannot hide from errors.
Automated workflow tools can be set up to reduce the amount of errors produced because you give it the instructions once, and it replicates that set of instructions over and over again. Whatever data it receives, gets transformed and then loaded into the next process in the chain. This actually will help your company have tighter controls because data will exist uniformly across multiple SaaS tools your team is likely using.
Human errors affect all parts of the organization and often equate to loss of a customer, loss of productivity, and loss of morale. This all adds up to loss of revenue. With workflow automation you can reduce human involvement, therefore human error, almost down to zero.
Start automating your business processes
Intelligent workflow automation tools allow you to reach your goals in less time. Plain and simple. Since most of your team’s tasks will be automated, you can put in the effort for things like strategizing on growth, fixing customer relationships and solving problems that only humans can do (for now!).
Getting your team to automate tasks is easier than it sounds thanks to tools like Workload. A visual drag and drop editor makes building scripts a breeze for those who are non-technical. If you can fill out a form with required data, you can automate a process!
If you are curious about automating your team’s workflows, you should get in touch with us or give our software a free spin. We have a generous free tier that includes over 1,500 cloud based software tools you’re already using plus 300 operations. That’s enough to get you started on your first automated process as you learn the ropes.
Retool is a low-code app that allows internal ops teams to quickly build dashboards and workflows without bothering engineering resources. Team’s love using Retool because you don’t need to be a developer to use it. Sometimes a team’s vision is beyond their scope of talent and they hire a Retool expert. In this case, Italic – an eCommerce retailer – hired a Retool Expert to build the perfect vendor management system that fit their needs and budget.
What is the Retool app?
The Retool app is a low code dev tool that allows non-engineers to create internal tools for their team. The types of tools you can create are endless, but here are a few examples:
- Live updating charts that are connected to Google BigQuery data sources
- Customer dashboards
- Semi-manual approval systems (such as reviews, emails, orders, user generated content).
- Custom internal software to do your job faster/better.
Retool vs Airtable – what’s the difference?
The short answer is there are big differences between the two. Airtable works mostly as a database which you can take action from. Imagine a spreadsheet that worked like a programmable app. Retool allows for a far richer experience in terms of customization. It connects to your data source such as an Airtable base, or Google Big Query data store, and then interacts with it through an entirely bespoke interface designed specifically for your company.
How does Retool work?
Retool works by connecting to your data sources via an API connector. You have an oauth plugin where the app is granted permission to access your data in order to start building.
From there, the sky is limit. Let’s say you have a bunch of Google Big Query data, you can then connect to that data and create a visualization of user’s who have signed up, but haven’t made an in-app purchase. You can then have your Retool dashboard highlight those users and send them a customized email to nudge them by giving a coupon for their 1st in-app purchase. That’s just one example of a million things Retool could do for your internal team.
The beauty of the above example is that no internal developer resources were bothered in the making of that applet. It can all be done by a semi-technical person on any team like product, recruiting/hiring, or finance.
Hire a Retool Expert – How Italic Built a Vendor Management Dashboard
DEAR Systems
Don’t let technology systems limit your warehouse’s growth potential. With DEAR Systems, you can connect all your sales channels, manage your supply chain, and scale your operation all in one tool.
DEAR has a complete library of APIs and integrations with leading business software tools such as Zapier, Integromat, QuickBooks, Xero, Shopify, WooCommerce, ShipStation and many more.
With just those integrations alone, you can see how you can easily get all parts of your business to make one seamless workflow. For example, you can easily create an invoice after a sale on Shopify through QuickBooks, which creates an order in DEAR Systems to be picked and then processed by ShipStation to be scheduled for pickup by your UPS driver. Your accountant and warehouse manager will thank you!
Another cool feature of DEAR is that they have a supply chain management feature. You can plug directly into your supplier’s portal to instantly check their inventory levels, pricing, and lead times. This makes it so you can make sure you are ordering parts at a healthy profit margin! They really have your back.
Although DEAR is our favorite tool, it comes with a rather large price tag. It may not be right your company’s budget.
At $249/mo (or $2,739 annually) it’s actually a great deal because of all the integrations, automations, and ease of use layout/design.
We highly recommend DEAR systems from all of the inventory management software tools we’ve researched. This includes those that obviously didn’t make this list such as Zoho Inventory.
Katana MRP
If you are a direct to consumer based company using Shopify as your ecommerce front end, then Katana may be the right inventory management solution for you.
Katana also has a robust suite of API functionality which in simple terms means that whatever you can do in Katana’s interface, you can do it systematically with computer code using their API. This is how automated workflows get built!
For example, with Katana’s inventory management software, you can take your eCommerce order from Shopify, WooCommerce or other similar tools and pipe the order information directly into Katana. From there, Katana will automatically create the order, assemblies, parts, etc. for your warehouse team to fulfill, box, and ship. Once the order is processed, it can automatically communicate with your QuickBooks Online or Xero accounting systems.
In addition to that, Katana also integrates with automation tools like Zapier or Integromat which allow you to connect it to thousands of other business tools you might already be using.
Katana pricing is friendlier on the wallet starting at just $99/mo for the Essentials Plan. However there are some drawbacks such as you can only have 1 user. That could be a deal breaker for a larger organization that would have 3-5 users of its inventory management software.
The next tier up in pricing is at $349/mo for the PRO Plan, which still only offers 1 user per account and $39 for each additional user. That can be a painful barrier to entry especially if you need to manage multiple warehouses or use batch/lot tracking or if your inventory has expiration dates.
QuickBooks Inventory
This is the tool that most people start with. If this is your first venture into using an inventory management software system, and you’re already using QuickBooks as your accounting software of choice, then this is a no-brainer!
The basic and easy to use nature of nature of QuickBooks translates the same for their inventory management tool. QB Online also integrates nicely with your eCommerce front-end such as Shopify or WooCommerce. In addition, they have tons of integrations with other tools like Zapier and Integromat.
The way it works is simple, every time a customer purchases something from your website’s shopping cart/checkout, an invoice and order are created in QuickBooks. From there, you’ll configure your inventory management tool in QuickBooks to reduce your inventory size. You can then set up reordering thresholds to receive alerts when your stock is low.
The drawbacks of QuickBooks Inventory is they don’t handle “assemblies.” That’s where one whole product is actually composed of smaller pieces that need to be assembled. They also don’t automatically reorder your parts/pieces and they don’t have an easy way to manage the whole supply chain or vendor management tools. You’ll need all of those once your operation has scaled.
In order to take advantage of the QuickBooks inventory feature, you’ll need to at least be on the $35/mo “PRO” plan or the $75/mo “Advanced” plans.
Again, QuickBooks Inventory tool is just a way to get your feet wet when you are starting your journey into creating an efficient warehouse team. The features aren’t that amazing but it’s enough to get the job done for most businesses that just starting out. Sometimes it is best to not pay for features you don’t know need yet. In this case, $35/mo is a low risk way to evaluate the process and grow into it. You can still do a lot of automation inside QuickBooks with things like Zapier and Integromat to reach other parts of your business.
Which Inventory Management Software is Right for My Business?
Here is a simple comparison chart we’ve put together to make the choice easy for you.
Need help automating your business?
Find one of Workload’s freelance experts to help make the most of your software tools. Integrate and automate all your software tools into one seamless workflow.