The Scenario
The invoicing review is scheduled for Thursday. Your field service manager just pinged you asking for a list of all jobs completed last quarter — job number, customer name, assigned technician, status — so the accounts team can cross-reference against outstanding invoices before the meeting.
The bad version:
- Log into Ascora, navigate to the jobs list, set the status filter to Completed, then set the date range to the last quarter.
- Export whatever Ascora gives you, which may or may not respect both filters simultaneously.
- Open the CSV in Google Sheets, discover that the column order doesn't match the invoicing template, and spend 20 minutes rearranging and relabeling columns before anyone can read it.
Nobody asked you to become the team's ad hoc data pipeline. But here you are.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands what you need, and through its Ascora integration it fetches jobs directly — filtered, formatted, and dropped into the columns you specify.
Fetch all jobs from Ascora with status 'Completed' created between the dates in cells B1 and B2, and write job number, job name, customer name, assigned user, and status into this sheet.
What You Get
- One row per completed job, written directly into the sheet starting from the first empty row.
- Job number, job name, customer name, assigned technician, and status in the columns SheetXAI selects based on your prompt — or you can specify column letters explicitly.
- If the date range in B1 or B2 is empty or malformed, SheetXAI surfaces an error rather than returning an unfiltered full job dump.
- The sheet is ready for invoicing review without any reformatting.
What If the Data Is Not Quite Ready
You want results split by technician, one section per assigned user
Fetch all Ascora jobs with status 'Completed' created between the dates in cells B1 and B2. Group the results by assigned user. For each group, write the technician name as a header row, then list job number, customer name, and job date below it. Leave a blank row between groups.
The date columns in Ascora are returning in a format that doesn't sort correctly in Sheets
Fetch all Ascora jobs with status 'Completed' created between the dates in cells B1 and B2. Write job number, customer name, assigned user, and scheduled date into this sheet. Convert the scheduled date column to ISO 8601 format (YYYY-MM-DD) so it sorts correctly.
You need to pull jobs from two statuses — Completed and Invoiced — into one sheet
Fetch all Ascora jobs with status 'Completed' or 'Invoiced' created between the dates in cells B1 and B2. Write job number, job name, customer name, assigned user, and status into this sheet. Sort by status, then by customer name.
Quarterly invoicing crunch: clean the data, add a revenue column from a second tab, and export
Fetch all Ascora jobs with status 'Completed' or 'Invoiced' created between the dates in B1 and B2. Write job number, customer name, assigned user, and status into columns A through D. Then look up each job number in the 'Rates' tab — column A is job number, column B is the invoiced amount — and write the matched amount into column E. Flag any jobs with no rate match as 'Missing rate' in column E.
One prompt covers the export, the lookup, and the flag — nothing left to do before the Thursday meeting.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet with your date range parameters in cells B1 and B2, then ask SheetXAI to pull the completed jobs from Ascora. Related reads: bulk import customers into Ascora and export supplier invoices for reconciliation. Full overview: Ascora integration hub.