Housecall Pro + ServiceM8

Housecall Pro + ServiceM8 integrations

Create new customers in Housecall Pro for every new job in ServiceM8

Streamline your operations by connecting ServiceM8 to Housecall Pro. With this workflow, when a new job is posted in ServiceM8, it simultaneously creates a new customer in Housecall Pro. This process ensures every job in ServiceM8 is matched with a customer profile in Housecall Pro, saving you time and maintaining a consistent client database across both platforms. This seamless connectivity minimizes manual entry and keeps your business moving efficiently.

When this happens...
New JobTriggers when a new job is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer
ActionWrite

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More things you can do with ServiceM8 and Housecall Pro

Discover other triggers and actions you can use with ServiceM8 and Housecall Pro

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- 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
New Scheduled Job
Triggers when a job is scheduled.
Trigger
Polling
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- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
New Completed Job
Triggers when a job is completed.
Trigger
Polling
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- First name
  Required
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
Action
Write

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.

HelpHelp

Related categories

Scheduling & Booking

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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