Cin7 Core Inventory + ServiceM8
Queue jobs in ServiceM8 and create sales in Cin7 Core Inventory
Stay on top of your tasks with this workflow that helps manage your inventory efficiently. When a job is queued in ServiceM8, a sale is instantly created in the Cin7 Core Inventory system, ensuring your records are always up to date. This saves you the manual work and allows you to focus on providing quality services. It’s a streamlined way to bridge your field service management and inventory systems.
Stay on top of your tasks with this workflow that helps manage your inventory efficiently. When a job is queued in ServiceM8, a sale is instantly created in the Cin7 Core Inventory system, ensuring your records are always up to date. This saves you the manual work and allows you to focus on providing quality services. It’s a streamlined way to bridge your field service management and inventory systems.
- When this happens...Job Queued
Triggers when a Job is assigned to a Queue.
- automatically do this!Create Sale
Creates a new sale.
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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
