JobProgress Overview
JobProgress is a versatile platform designed for contractors and business owners to manage their projects efficiently. It offers a comprehensive toolset that includes project management, customer relationship management (CRM), and more. By streamlining workflow processes, it helps users stay organized and improve productivity.
Using ID Verification with JobProgress
Integrating IdentityCheck with JobProgress can enhance the security and reliability of your operations by verifying IDs. Here are some possible uses:
- Verify the identities of new clients or employees during the onboarding process.
- Ensure that subcontractors are who they claim to be for compliance and safety purposes.
- Authenticate identity for secure transactions and contract signings.
Setting Up IdentityCheck with JobProgress
Integrating IdentityCheck with JobProgress via Zapier is straightforward. Follow these steps to set up:
- Create accounts on both IdentityCheck and JobProgress, if you haven’t already.
- Log into your Zapier account.
- Click on “Make A Zap” to start creating the integration.
- In the trigger app, select JobProgress and choose the appropriate trigger, such as “New Client” or “New Employee”.
- In the action app, select IdentityCheck and choose a corresponding action, like “Verify ID”.
- Follow the prompts to authenticate and connect your JobProgress and IdentityCheck accounts.
- Set up the details and conditions for your trigger/action pair.
- Test the Zap to ensure it works correctly, then turn it on.
How to Use IdentityCheck within JobProgress
Once you’ve integrated IdentityCheck with JobProgress, using ID verification is hassle-free:
- When you add a new client or employee in JobProgress, the trigger you set up in Zapier will automatically activate.
- IdentityCheck will then verify the ID based on your pre-configured settings.
- You’ll receive a notification about the verification status directly within JobProgress, allowing you to take appropriate action.
This seamless integration helps you enhance security by making ID verification an integral part of your workflow, ensuring you work with verified individuals.