Job creation tools in vWork
We are regularly asked the best way to automatically create jobs in vWork. We have a range of tools to help with this, including:
- Our multiple jobs tool that allows you to create multiple identical jobs at once when you create a job.
- Our bulk job importer that makes it easy to import jobs from spreadsheets that contain job data.
- Our repeating jobs module that makes it easy to automate the creation of repeating jobs on a fixed schedule for a specific customer.
- Or our advanced repeating jobs module - with assets (v2) that allows you to automatically create quite complex repeating jobs for customer-owned assets.
- And finally, the vWork API that allows you to do anything you want if you have a friendly programmer on call.
It is very common for customers to have an existing system in place that they want to use to automatically create jobs in vWork. This might be a web-based order form where customers can create their own orders like Shopify or WooCommerce, or perhaps a CRM or ERP.
The best solution, in this case, is to use our API to write an integration that connects vWork to this other system. But often customers don’t have the time or resources to take on an integration like this themselves. This is where we can offer some other solutions.
There are two other solutions we can offer that may be not as well understood.
vWork email extraction service
The first option is our email extraction service. Most systems are capable of either sending an email or a PDF when an order is placed or a job is created. If this email is directed to vWork, we can often extract the required information from the email or PDF and create a job for you in vWork.
This solution does have a few limitations as it can only deal with emails that always look the same. If you have PDFs that sometimes have 1 line item or sometimes have 10 and break across 3 pages, our email extraction solution may not be the best solution.
The other limitation is that this integration is one way, we can create jobs in vWork, but we can’t update your ERP when the job is completed.
A better option is using a third-party integrator, like Crossfire. Crossfire specializes in EDI integrations (electronic data interchange) and has already integrated with dozens of different systems including vWork, SAP, Oracle, Shopify, Microsoft Dynamics, WooCommerce, and many others.
Crossfire can support emailed documents or more traditional EDI methods such as FTP, API, or AS2. This can be a very cost-effective solution as, chances are, they have worked with your existing system before.
If you would like more information on any of these options, please get in touch with our support team.