Create tasks in Microsoft To Do when jobs are completed in ServiceM8
Efficiently manage your completed jobs on ServiceM8 by creating corresponding tasks in Microsoft To Do with this seamless workflow. Once a job is marked as completed in ServiceM8, a new task will be added to your Microsoft To Do list, ensuring that you stay on top of all your job-related responsibilities without having to manually transfer information between the two apps. Save time, reduce errors, and enhance your productivity through this convenient integration.
Efficiently manage your completed jobs on ServiceM8 by creating corresponding tasks in Microsoft To Do with this seamless workflow. Once a job is marked as completed in ServiceM8, a new task will be added to your Microsoft To Do list, ensuring that you stay on top of all your job-related responsibilities without having to manually transfer information between the two apps. Save time, reduce errors, and enhance your productivity through this convenient integration.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Task
Triggers when a new task is created.
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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