ServiceM8 + Upfirst

Create new ServiceM8 jobs from started Upfirst calls

When a call starts in Upfirst, instantly schedule a job in ServiceM8, so your workflow stays streamlined and efficient. This integration aids in accelerating your job scheduling process, freeing your time to focus on more significant aspects of your business. Keep your client service prompt and professional without missing a beat.

When this happens...
Call Started
Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.
TriggerInstant
automatically do this!
Create Job
Creates a new job.
ActionWrite

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Supported triggers and actions

Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
Trigger
Instant
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- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- 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

Call Started
Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.
Trigger
Instant
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- QueueRequired
- Job Category
Trigger
Instant
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- Completed By
- Form TypeRequired
Trigger
Instant
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- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

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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