ServiceM8 + Spruce

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.

When this happens...
Estimate Accepted
Triggers when an estimate is accepted.
TriggerInstant
automatically do this!
Create Job
Creates a new job.
ActionWrite

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Supported triggers and actions

Estimate Accepted
Triggers when an estimate is accepted.
Trigger
Instant
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Estimate Opened
Triggers when an estimate is opened.
Trigger
Instant
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Estimate Sent
Triggers when a new estimate is sent to a customer.
Trigger
Instant
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Handover Pack Sent
Triggers when a new handover pack is sent to a customer.
Trigger
Instant
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Job Owner Changed
Triggers when Job owner is changed.
Trigger
Instant
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Proposal Accepted
Triggers when a proposal is accepted.
Trigger
Instant
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Proposal Opened
Triggers when a proposal is opened.
Trigger
Instant
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Quote Downloaded by Installer
Triggers when a quote is downloaded by the installer.
Trigger
Instant
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Quote Sent
Triggers when a new quote is sent to a customer.
Trigger
Instant
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Report Opened
Triggers when a report is opened.
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

Estimate Callback Requested
Triggers when a callback for an estimate is requested.
Trigger
Instant
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Estimate Rejected
Triggers when an estimate is rejected by the customer.
Trigger
Instant
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Handover Pack Downloaded by Installer
Triggers when a handover pack is downloaded by the installer.
Trigger
Instant
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Job Created
Triggers when a new Job is created.
Trigger
Instant
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Job Status Changed
Triggers when Job status is changed.
Trigger
Instant
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Proposal Downloaded by Installer
Triggers when a proposal is downloaded by the installer.
Trigger
Instant
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Proposal Sent
Triggers when a new proposal is sent to a customer.
Trigger
Instant
Try It
Quote Opened
Triggers when a quote is opened.
Trigger
Instant
Try It
Report Downloaded by Installer
Triggers when a report is downloaded by the installer.
Trigger
Instant
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Report Sent
Triggers when a new report is sent to a customer.
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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