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Microsoft To Do + ServiceM8

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.

  1. When this happens...
    ServiceM8ServiceM8
    Job Completed

    Triggers when a Job's status changes to Completed.

    TriggerInstant
  2. automatically do this!
    Microsoft To DoMicrosoft To Do
    Create Task

    Triggers when a new task is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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 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

    Action
    Write
microsoft-todo logo
microsoft-todo logo

About Microsoft To Do

Microsoft To Do is an intelligent task management app that makes it easy to plan and manage your day. With its intelligent Suggestions, To Do removes all the clutter and empowers you to focus on what's important, when it's important.
Learn moreHelp

Related categories

  • Microsoft
  • Task Management

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servicem8 logo
servicem8 logo

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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