Invoice2go + ServiceM8
Manage new ServiceM8 clients by creating them in Invoice2go
Simplify your customer management process with this handy workflow. When a new client appears in ServiceM8, this setup promptly creates a corresponding client in Invoice2go, saving you the hassle of manual data entry. Streamline your system and focus more on delivering top-notch services.
Simplify your customer management process with this handy workflow. When a new client appears in ServiceM8, this setup promptly creates a corresponding client in Invoice2go, saving you the hassle of manual data entry. Streamline your system and focus more on delivering top-notch services.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Client
Create a client in Invoice2go
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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
QueueRequired
Job Category
Try ItCompleted By
Form TypeRequired
Try ItNameRequired
Address
Billing Address
Fax Number
Website
First Name
Last Name
Phone Number
Mobile Number
E-Mail Address
First name
Last nameRequired
Middle name(s)
Company name
Country
State
County
City
District
Street
House Number
Postal Code
Longitude
Latitude
Email
Phone
Mobile
Website
Terms
Notes
Tax Number
About Invoice2go
Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.
Related categories
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.
