Microsoft Excel + ServiceM8
Add rows in Microsoft Excel for new jobs in ServiceM8
Efficiently manage your job assignments in ServiceM8 with this handy workflow. Whenever a new job is created in ServiceM8, this automation will add a new row in your Microsoft Excel spreadsheet, keeping your records up-to-date without manual intervention. Streamline your job scheduling process and spend more time on what matters most - providing excellent service to your clients.
Efficiently manage your job assignments in ServiceM8 with this handy workflow. Whenever a new job is created in ServiceM8, this automation will add a new row in your Microsoft Excel spreadsheet, keeping your records up-to-date without manual intervention. Streamline your job scheduling process and spend more time on what matters most - providing excellent service to your clients.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
