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.

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.

  1. When this happens...
    Better ProposalsBetter Proposals
    New Proposal

    Triggers when a new proposal is created.

    TriggerPolling
  2. automatically do this!
    ServiceM8ServiceM8
    Create Job

    Creates a new job.

    ActionWrite
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Supported triggers and actions

better-proposals logo
better-proposals logo

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
servicem8 logo
servicem8 logo

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)

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