Create new ServiceM8 jobs when estimates are accepted in Spruce
Boost your efficiency with this business workflow. Once your estimate gets approved in Spruce, it immediately generates a job in ServiceM8. This removes the need for redundant data input tasks, letting you respond quicker to client approvals. Ideal for service industries and consultants, this setup allows you to spend more time on tasks that truly matter.
Boost your efficiency with this business workflow. Once your estimate gets approved in Spruce, it immediately generates a job in ServiceM8. This removes the need for redundant data input tasks, letting you respond quicker to client approvals. Ideal for service industries and consultants, this setup allows you to spend more time on tasks that truly matter.
- When this happens...Estimate Accepted
Triggers when an estimate is accepted.
- automatically do this!Create Job
Creates a new job.
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Estimate Accepted
Triggers when an estimate is accepted.
Try ItEstimate Opened
Triggers when an estimate is opened.
Try ItEstimate Sent
Triggers when a new estimate is sent to a customer.
Try ItHandover Pack Sent
Triggers when a new handover pack is sent to a customer.
Try It
Estimate Callback Requested
Triggers when a callback for an estimate is requested.
Try ItEstimate Rejected
Triggers when an estimate is rejected by the customer.
Try ItHandover Pack Downloaded by Installer
Triggers when a handover pack is downloaded by the installer.
Try ItJob Created
Triggers when a new Job is created.
Try It