1.Detects new work order email
Integrate Gmail and email ingestion tools to capture attached work order files and metadata for processing.
Create field service job from incoming work order emails
Automatically watch for new work order emails with attachments across Gmail and PDF.co. Create and validate job records when valid work order text is extracted, so you can dispatch faster, capture job details accurately, and reduce manual paperwork.
How this automation creates jobs from email work orders
When new work order emails arrive with attachments, details can get delayed and dispatch suffers. This automation converts attachments to text, validates and extracts fields, and creates a new job record in ServiceM8βso your team can dispatch faster.
Gmailor swap with your favorite app
2.Converts attachment to text
Integrate PDF.co and document parsing tools to convert the attachment file URL into analysis-ready text.
PDF.coor swap with your favorite app
3.Fetches converted text
Integrate Webhooks by Zapier and automation mapping tools to retrieve the converted text for the AI input.
Webhooks by Zapieror swap with your favorite app
4.Validates and extracts work order fields
Integrate AI by Zapier and field extraction tools to validate the work order and pull address, contacts, scope, and keys location.
AI by Zapieror swap with your favorite app
5.Creates a new job record
Integrate ServiceM8 and client and scheduling tools to create a job record with address, contact, and works required notes.
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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