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ServiceM8 + Smartsheet

Add new rows to Smartsheet when jobs are completed in ServiceM8

Ensure your project management stays updated instantly with ServiceM8 and Smartsheet. With this workflow, once a job is completed in ServiceM8, a new row will be added in your Smartsheet. This seamless process keeps your data current, helps in maintaining an organized record, and ensures efficient tracking of every completed task, saving time and boosting your productivity.

Ensure your project management stays updated instantly with ServiceM8 and Smartsheet. With this workflow, once a job is completed in ServiceM8, a new row will be added in your Smartsheet. This seamless process keeps your data current, helps in maintaining an organized record, and ensures efficient tracking of every completed task, saving time and boosting your productivity.

  1. When this happens...
    ServiceM8ServiceM8
    Job Completed

    Triggers when a Job's status changes to Completed.

    TriggerInstant
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Customer 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

    Action
    Write
    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
servicem8 logo
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.
Learn moreHelp

Related categories

  • Scheduling & Booking

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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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