Unleashing the Power of Medical Automation Software
As the healthcare industry continues to evolve, the need for medical automation software has never been more critical. With the increasing demand for streamlined processes and efficiency, patient automation in the medical field is not only necessary but also transformative.
Workload, a leading player in the automation industry, has partnered with DrChrono to revolutionize patient care. With our innovative solution, healthcare professionals can now automate medical tasks such as appointment confirmations and patient record updates. This partnership has empowered practitioners to refocus their time and energy on the most important aspect of healthcare – the patients.
Automated Medical Record Management and More
Our solution goes beyond basic automation tasks. With Workload and DrChrono, you can achieve automated medical record management and medical coding automation. When a new patient registers, an automated medical record is created in DrChrono. If the patient’s details change, the system automatically updates the record, reducing the risk of human errors.
Furthermore, DrChrono’s sophisticated medical coding automation process simplifies the billing and coding process. The platform can identify common procedures and automatically assign the correct medical codes, reducing time spent on manual entry and increasing coding accuracy.
Redefining Patient Care Automation
Patient care automation is a vital aspect of our offering. With Workload’s automation, medical professionals can automate patient care tasks. These tasks range from sending automated reminders for appointments to automating patient follow-ups. For example, when an appointment is scheduled, the system sends an automated reminder to the patient, and an automated appointment confirmation system checks their attendance.
Additionally, the automation in our platform can help with patient care follow-ups. For instance, after a patient’s visit, the system can automatically schedule a follow-up and send a reminder to the patient. This ensures continuity of care and can greatly improve patient outcomes.
Workload’s automation solution has proven to be a game-changer in healthcare. By embracing automation in the medical field, healthcare providers can enhance efficiency, reduce errors, and ultimately provide better care to their patients. If you’re looking to revolutionize your practice with medical automation software, look no further than Workload.
With our automated solutions, you can make patient care automation a reality, allowing you to devote more time to what truly matters – delivering top-notch patient care.
In today’s competitive sales landscape, efficiency is the name of the game. The ability to minimize time-consuming, repetitive tasks can free up resources for what truly matters – building relationships and closing deals. Sales automation tools, like Apollo.io, a top-tier sales engagement and sales intelligence platform, are amazing software for sales and business development professionals. However, people often struggle with getting data in and out of Apollo, or they are bogged down by the busy work of moving information from Apollo to another application or software. Luckily there’s Workload, which allows for highly-customizable sales automation that works by connecting Apollo to different applications with no coding or technical skills required.
Workload: Supercharging Sales Automation with Apollo and Workload
Even with a high-performing tool like Apollo.io, there’s room for further automation and optimization. Enter Workload, a sophisticated sales automation software that facilitates seamless integration of Apollo.io with thousands of other applications. This enhancement is crucial for both established businesses and startups looking to make their mark. By automating Apollo tasks with Workload, your sales outreach automation strategies can attain new levels of efficiency and effectiveness.
Integrating Workload with Apollo.io is a straightforward process. The platform lets you select a trigger from one application, then assign a corresponding action in another. This results in a seamless workflow between applications. For instance, when a new account is added to Apollo, an automatic process in Workload can create a new organization in Pipedrive, optimizing your sales intelligence automation.
Real-life Applications with Workload and Apollo
Workload’s potential for automation goes well beyond that. For instance, when persons are updated in Pipedrive, Workload can synchronize this information by updating contacts in Apollo. When a new contact is added in Apollo, the platform can be configured to send an email via Gmail, streamlining your communication process. If a new row is added in Google Sheets, Workload can create a new contact in Apollo, effectively automating data entry tasks.
On top of these, Workload can help manage your Apollo contacts more effectively. When a new contact is added in Apollo, Workload can create a new row in Google Sheets for easy reference. This contact can then be added as a new person in Pipedrive or as a new lead in Close, further facilitating your sales engagement efforts. Additionally, to keep your team in the loop, Workload can send a new message in Slack whenever a new contact is added to Apollo.
All these automation possibilities are aimed at minimizing manual tasks and maximizing efficiency. Moreover, Workload’s automation capabilities extend to cold email automation, giving your sales team an upper hand in outreach and engagement strategies. Workload can power an automation where any new contact added to Apollo is immediately sent a customized introduction email. This will eliminate a ton of mindless copy-and-paste work.
Sales intelligence automation offers more than just saving time. It provides valuable insights into your sales process, customer behavior, and market trends, all while updating in real-time. With Workload and Apollo.io, you are always equipped with the latest data to drive your sales strategies.
In conclusion, harnessing Workload’s sales automation software can significantly enhance your use of the Apollo software. By automating Apollo tasks, you can streamline your workflows, increase productivity, and supercharge your sales engagement. Leverage the power of Workload and Apollo automation today to revolutionize your sales process and guide your business towards success. Remember, every minute saved in sales is a minute earned. With Workload and Apollo.io, make the most of your resources and drive your bottom line upwards.
In the fast-paced world of advertising operations (AdOps), efficiency is key. Let’s talk about why you should and how you can automate AdOps to improve your business.
Time-consuming tasks, particularly those that require a lot of data entry or manual processes, can slow down your operations, lead to human error, and ultimately increase labor costs. This is especially true when you’re managing complex platforms like Google Ad Manager (GAM) and Google Campaign Manager (GCM). These platforms offer powerful capabilities, but their extensive features can sometimes become a source of tedious work, especially when dealing with repetitive tasks.
That’s where Workload comes in. Workload is an automation tool designed to streamline these tasks, making it possible to reduce errors, increase efficiency, and allow your team to focus on more strategic efforts. Let’s explore how Workload automates AdOps tasks in Google Ad Manager and Google Campaign Manager.
Automate AdOps with Ease in Google Campaign Manager & Google Ad Manager
One of the key features of Workload is the ability to connect GAM and GCM to thousands of different apps. Once connected, you simply choose a trigger and the resulting action. The trigger can happen in GAM, GCM, or one of the connected apps. Likewise, the action can take place in either the Google platforms or any of the connected apps.
Popular Workload AdOps Automations for Google Campaign Manager & Google Ad Manager
Workload users have found a myriad of ways to automate AdOps tasks. Some of the most popular automations include:
- Generating a daily report in GCM or GAM and automatically uploading it to Google Sheets. This eliminates the need for manual report generation and data entry, freeing up valuable time for your team.
- Creating a programmatic proposal in GAM whenever a Google Form is submitted. This is a perfect example of how Workload can help automate steps in your sales or client onboarding process.
- Trafficking ad creative in GAM whenever a new file is uploaded to a Google Drive folder. This can help streamline your creative workflow and get ads live faster.
- Sending a new message in Slack whenever a new ad goes live in GAM or when a new campaign goes live in GCM. This keeps your entire team in the loop and ensures everyone is up to date with the latest campaign developments.
Advantages of Workload AdOps Automation
So, why automate these AdOps tasks? It all comes down to three key benefits: error reduction, increased efficiency, and job satisfaction.
By automating tasks, you significantly reduce the risk of human error. Even the most careful professionals can make mistakes when they’re performing repetitive, manual tasks. Automation ensures these tasks are performed consistently every time.
Increased efficiency is another major advantage. Workload helps you “do more with less” by automating time-consuming tasks and freeing your team to focus on more important and strategic initiatives.
Finally, automating repetitive tasks can lead to greater job satisfaction. Your AdOps team can spend less time on tedious data entry and more time on strategic and creative work, which is likely what drew them to the field in the first place.
In conclusion, Workload provides a powerful solution for automating tasks in Google Ad Manager and Google Campaign Manager. It’s designed to help you streamline your AdOps workflows, reduce errors, save time, and make your team happier. If you’re ready to start exploring what Workload can do for your AdOps, sign up for a free account today.
By integrating DrChrono with Workload, more efficiently and effectively manage your patients. Automation not only reduces manual labor but also minimizes the potential for human error. It’s a win-win for both your staff and your patients. Healthcare is an industry that never sleeps. With endless tasks and administrative procedures, keeping up can be a daunting task for many medical practices. However, the advent of technology and automation has paved the way for more efficient healthcare management. One tool that’s revolutionizing this landscape is Workload—an automation platform that requires no coding or technical expertise. In this guide, we’ll walk you through how to integrate DrChrono, an Electronic Health Record (EHR) platform, with Workload to streamline your patient management tasks.
Step 1: Set up Your Workload and DrChrono Accounts
Before you can start automating tasks, you’ll need to set up your accounts on both Workload and DrChrono. If you don’t have these already, it’s a simple process that involves signing up on the respective platforms and filling out some basic information about your medical practice.
Step 2: Connect DrChrono to Workload
Once your accounts are ready, you can connect them. In your Workload dashboard, navigate to the integrations section, find DrChrono, and click on the ‘Connect’ button. You’ll then be prompted to enter your DrChrono credentials, and once confirmed, the two platforms will be linked.
Step 3: Choose Your Triggers and Actions
Automation on Workload is built around the concept of ‘Triggers’ and ‘Actions’. A Trigger is an event that, when it occurs, prompts an Action to be executed. For example, a new patient being added in DrChrono (Trigger) could prompt the creation of a new contact in your email marketing tool like Mailchimp (Action). Or a new appointment added in DrChrono (Trigger) could automatically create a calendar invite in Google Calendar to be sent to specific staff members.
To set this up, choose your desired Trigger from DrChrono in the Workload platform. Then, select the corresponding Action that you’d like to take place in the other tool.
Step 4: Customize Your Automation
Workload offers a range of customization options for each automation. You might want to add specific patient data to your Mailchimp contacts, or perhaps you want to send an email whenever a new appointment is booked. Take some time to customize your automations to best suit the needs of your medical practice.
Step 5: Test Your Automations
Once you’ve set up and customized your automations, it’s time to test them out. Workload provides a testing feature that lets you see exactly what will happen when your Trigger event occurs. Use this to make sure everything is working as expected. After some successful test runs, launch your new automations and keep an eye on how it goes.
Step 6: Monitor Your Automations
Finally, once your automations are up and running, you can monitor them from your Workload dashboard. Here, you’ll be able to see the history of your automations, edit or delete them, and even set up new ones. For example, if you connect JotForm to DrChrono to automate pushing patient data from one platform to the other, keep an eye on Workload and DrChrono as you see patients completing the form and watch the automation magic unfold!
By integrating DrChrono with Workload, you’re taking a significant step towards more efficient and effective patient management.
Remember, the key to successful automation is understanding your workflows and identifying the areas where automation can bring the most benefit. So don’t stop at this guide—explore the multitude of automation possibilities with Workload and DrChrono, and redefine the way you manage your medical practice.
With Workload’s newest update, you can now change the name of an account connection to anything you want it to be. This is great for organizing your workspace better in case you have multiple account connections to the same account.
In addition, you may now delete an account connection directly from the UI. This can be dangerous however because once it’s gone, it’s gone! Make sure that all workflows that use this account connection (and steps within your current workflow) are updated to whatever the new credential you selected, otherwise the workflow will fail during runtime.
Create a new patient in DrChrono when a new form is submitted in Jotform
Every time someone submits a specific form via Jotform, create a new patient in DrChrono with the same information.
Created by Workload Team
✔️ Free to get started (no credit card required)
✔️ No time limit on free plan (300 free tasks)
Additional Resources:
Trusted by companies of all sizes
This workflow connects the following 2 apps
Jotform
Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
DrChrono
Billing service platform for doctors and patients. It makes electronic health records, practice management software and medical billing software available digitally and provides medical revenue cycle management services.
Other ways to integrate Jotform with DrChrono
View the other ways you can connect Jotform and DrChrono using the Workload platform
Create an interview 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 create an interview for them in Lever. Move them to a new stage if required.
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
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
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{
"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.