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Quotient + ServiceM8

Create jobs in ServiceM8 from accepted Quotient quotes

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.

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.

  1. When this happens...
    QuotientQuotient
    Quote Accepted

    Triggers when a Quote is Accepted.

    TriggerInstant
  2. automatically do this!
    ServiceM8ServiceM8
    Create Job

    Creates a new job.

    ActionWrite
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Supported triggers and actions

What does this mean?
quotient logo

About Quotient

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

Related categories

  • Proposal & Invoice Management
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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