QuickFile + ServiceM8

QuickFile + ServiceM8 integrations

Generate new QuickFile invoices when jobs are completed in ServiceM8

Streamline your invoicing process with this efficient workflow. Once a job is completed in ServiceM8, an invoice is instantly created in QuickFile. This automation not only saves time but also eliminates the possibility of human error, ensuring all of your financials are accurately updated and tracked. Streamlining your office operations has never been this seamless.

When this happens...
Job CompletedTriggers when a Job's status changes to Completed.
TriggerInstant
automatically do this!
Create InvoiceTriggers when a new invoice, estimate or recurring template is created.
ActionWrite

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More things you can do with ServiceM8 and QuickFile

Discover other triggers and actions you can use with ServiceM8 and QuickFile

- 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
- Document Type
  Required
Trigger
Instant
Try It

- Company Name
  Required
- First Name
- Surname
- Email
- Address Line 1
- Address Line 2
- Town
- Country ISO
- Post Code
- Account Reference
- Vat Number
- Vat Exempt
- Telephone
- Password
Action
Write

- 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 Client
Triggers when a new client record is created.
Trigger
Instant
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- Amount
  Required
- Description
  Required
- Date
- Bank Nominal Code
- Notes
Action
Write
- Client Name
  Required
- Description
  Required
- Total Amount
  Required
- Issue Date
- Due Date
- Invoice Status
- Paid Date
- Bank Nominal Code
- Currency
- Exchange Rate
- Notes
- Nominal Code
- VAT Rate
Action
Write

About QuickFile

UK based cloud accounting software. Manage your accounts and bookkeeping in the cloud. QuickFile is simple to use, fast and free!

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Related categories

Accounting

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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Related categories

CRM (Customer Relationship Management)

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