Google sheets Data entry import across 3 different platforms

Job ID: 33206423

Budget: $250 – $750 AUD

Problem
Currently we are entering the same information across 3 platforms

1. Tradify (Quoting, scheduling app)

2. Fulcrum (Tree Maintenance Reports and tree work instructions)

3. JHA / Permits - (Site Approval permits Risk Analysis tools). these are editable PDF’s


Solution / what we are trying to achieve
We would like 1 single Google sheet or program that can be located by staff from varies locations that we can enter the details of each job once and then export the information and import into the 3 platforms.
Note. We have got a csv file with the required fields from Tradify, see below the fields they require.

Customer
Site
Reference
Status
Pricing Level
Job Category #1
Job Category #2
Job Address
Latitude
Longitude
Description
Job Contact
Job Contact Phone
Job Contact Mobile Site
Contact
Site Contact Phone
Site Contact Mobile
Custom #1
Custom #2
Custom #3
Custom #4

See attached
Tradify csv file job_template (3).csv
Example of entering information into fulcrum app
Example of entering site, job number (reference) JHA
Example of entering quote into Tradify