ServiceM8 Integrations
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Job Category
Category assigned to this job.
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Category assigned to this job.
Try ItCustomer Name
The name of the Customer to whom this job is assigned. Leave this blank to automatically create a new customer from the job contact details.
Job StatusRequired
Job Address
Address at which the work will occur.
Billing Address
Address to which the quote or invoice will be sent.
Job Description
Short description of the work to be performed.
Purchase Order Number
Purchase order reference supplied by the customer.
Work Completed
Description of the work which was done. Usually included on the Quote or Invoice document when it is generated.
Job Contact First Name
First name of the job contact (the person you'll talk to at the job site).
Job Contact Last Name
Last name of the job contact (the person you'll talk to at the job site).
Job Contact Phone
Phone number of the job contact (the person you'll talk to at the job site).
Job Contact Mobile
Mobile/cell number of the job contact (the person you'll talk to at the job site).
Job Contact E-Mail Address
E-mail address of the job contact (the person you'll talk to at the job site).
Billing Contact First Name
First name of the billing contact (the person you'll talk to about payments and invoicing).
Billing Contact Last Name
Last name of the billing contact (the person you'll talk to about payments and invoicing).
Billing Contact Phone
Phone number of the billing contact (the person you'll talk to about payments and invoicing).
Billing Contact Mobile
Mobile/cell number of the billing contact (the person you'll talk to about payments and invoicing).
Billing Contact E-Mail
E-mail address of the billing contact (the person you'll talk to about payments and invoicing).
QueueRequired
Only trigger when a Job is assigned to the selected Queue.
Job Category
Only trigger when the queued Job belongs to the selected Category.
Try ItCompleted By
Form TypeRequired
Select the form type you want to trigger from.
Try ItNameRequired
Address
Will be used as the default Job Address for future jobs created for this Client.
Billing Address
Address to which Quotes or Invoices for this Client should be sent. Will be used as the default Billing Address when new Jobs are created for this Client.
Fax Number
Website
Clients website address.
First Name
First name of the Client's primary contact.
Last Name
Last name of the Client's primary contact.
Phone Number
Phone number of the Client's primary contact.
Mobile Number
Mobile/cell number of the Client's primary contact.
E-Mail Address
E-mail address of the Client's primary contact.
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