Quotient
When this happens...
QuotientQuote Accepted
Then do this...
ServiceM8Create Job

Streamline your workflow from quote to job. If work needs to be booked in from your accepted Quotient quote, then this Zapier automation makes it easy by creating a ServiceM8 job with all the relevant details from the quote. No more copying and pasting.

How this Quotient-ServiceM8 integration works

  1. A quote is accepted in Quotient
  2. Zapier creates a new job in ServiceM8

Apps involved

  • Quotient (account with administrator access)
  • ServiceM8

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Quotient + ServiceM8 and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Customer Asked Question

Triggers when a Customer asks a New Question.

Create Job

Creates a new job.

Customer Viewed Quote

Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.

Create Client

Creates a new client.

Quote Accepted

Triggers when a Quote is Accepted.

Create Lead

Creates a new Lead.

New Job

Triggers when a new job is created.

Create Contact

Creates a new Contact.

Job Completed

Triggers when a Job's status changes to Completed.

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Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Learn More

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.

See ServiceM8 Integrations