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Microsoft Excel + ServiceM8

Microsoft Excel + ServiceM8

Microsoft Excel + ServiceM8 integrations

Add to Microsoft Excel table every time new jobs are queued in ServiceM8

Streamline your project management with this efficient workflow. When a job gets queued in ServiceM8, it instantly adds a row to a table in your Microsoft Excel. This not only helps in organizing your pending tasks, but also provides a clear overview of your ongoing projects. Enhance productivity and keep track of your activities with zero hassle.

  1. When this happens...
    Job Queued
    Job Queued
    Job QueuedTriggers when a Job is assigned to a Queue.
  2. automatically do this!
    Add Row to Table
    Add Row to Table
    Add Row to TableAdds a new row to the end of a specific table.
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More things you can do with ServiceM8 and Microsoft Excel

Discover other triggers and actions you can use with ServiceM8 and Microsoft Excel

    • Job Category
    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search
    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Customer Name
    • Job Status
      Required
    • 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
    • Queue
      Required
    • Job Category
    Trigger
    Instant
    Try It
    • Completed By
    • Form Type
      Required
    Trigger
    Instant
    Try It
    • Name
      Required
    • Address
    • Billing Address
    • Fax Number
    • Website
    • First Name
    • Last Name
    • Phone Number
    • Mobile Number
    • E-Mail Address
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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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.
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