1.Detect quote accepted
Integrate Quotient and customer quote data to capture accepted quote details and map them to job fields.
Create field job from accepted quote for dispatch
Automatically monitor accepted quotes across Quotient and dispatch systems. Create field jobs when quote accepted, quote approval confirmed, or contract acceptance recordedβso you can assign work, prep job notes, and keep dispatch moving without manual paperwork.
How this automation turns accepted quotes into ready-to-assign jobs
When accepted quotes arrive, delays can disrupt dispatch schedules and lead to repeated manual entry. This automation captures quote payload data and formats it, then creates a ready-to-assign ServiceM8 jobβso your team can dispatch faster.
Quotientor swap with your favorite app
2.Normalizes job description data
Integrate Formatter by Zapier and address formatters to normalize phone and address components, and combine selected items into a job description.
Formatter by Zapieror swap with your favorite app
3.Creates field job
Integrate ServiceM8 and work notes to create the job, set the job status, and store acceptance metadata for dispatch.
ServiceM8or swap with your favorite app
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Explore all work order dispatching automations
Accelerate work order dispatching with automated job routing, technician alerts, and schedule updates
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Connect your tools
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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