QuickFile + ServiceM8
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.
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 Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Invoice
Triggers when a new invoice, estimate or recurring template 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
