In Housecall Pro, there is a "jobs" report on the dashboard.
1. Filter the date of the jobs you want to send surveys to and then export it to your email.
2. Once you receive the email with your report, open it to clean up any data. Audit to be sure that there is at least one email per client, and only one as QDS does not support sending to multiple email addresses.
3. Save the file as a csv
4. In Quality Driven, go to Surveys>Send a Survey>Import.
5. On the Format Source, choose HouseCall Pro.
6. Upload your csv file.
7. Fill out the rest of the fields and send surveys.