Better Proposals + ServiceM8

Create new ServiceM8 jobs from new Better Proposals proposals

Improve your business efficiency with this workflow that seamlessly transforms new Better Proposals data into job creations in ServiceM8. Ensure every business opportunity is captured promptly, enhancing operational productivity and reducing errors. Experience a smooth data flow between the two platforms for a well-coordinated business process.

When this happens...
New Proposal
Triggers when a new proposal is created.
TriggerPolling
automatically do this!
Create Job
Creates a new job.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Proposal
Triggers when a new proposal is created.
Trigger
Polling
Try It
Proposal Paid
Triggers when a proposal is paid.
Trigger
Polling
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Polling
Try It
- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It

- Job Category
Trigger
Instant
Try It
- Customer Name
- Job StatusRequired
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write

Proposal Opened
Triggers when a proposal is opened.
Trigger
Polling
Try It
Proposal Sent
Triggers when a proposal is sent.
Trigger
Polling
Try It
- CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
Action
Write
- QueueRequired
- Job Category
Trigger
Instant
Try It
- Completed By
- Form TypeRequired
Trigger
Instant
Try It
- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Learn more

Related categories

Proposal & Invoice Management

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

Learn more

Related categories

CRM (Customer Relationship Management)

Better Proposals + ServiceM8

Create new ServiceM8 jobs from new Better Proposals proposals

Supported triggers and actions

New Proposal

Proposal Paid

Proposal Signed

Job Completed

New Client

New Job

Create Job

Proposal Opened

Proposal Sent

Create a Proposal

Job Queued

New Form Response

Create Client

About Better Proposals

Related categories

About ServiceM8

Related categories

Similar apps

iFormBuilder

TrackVia

Device Magic