Quotient + ServiceM8
Create new Quotient contacts from ServiceM8 job updates
Effortlessly manage your contacts in Quotient with this seamless workflow. When a new job is created in ServiceM8, a contact will be instantly added to Quotient. Save time and eliminate manual data entry, allowing you to focus on providing exceptional service.
Effortlessly manage your contacts in Quotient with this seamless workflow. When a new job is created in ServiceM8, a contact will be instantly added to Quotient. Save time and eliminate manual data entry, allowing you to focus on providing exceptional service.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Contact
Creates a new Contact.
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- 14 day trial for premium features & apps
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
About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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.
