ServiceM8 + Striven
Create Striven sales orders from completed ServiceM8 jobs
When a job is completed in ServiceM8, this workflow initiates to generate a sales order in Striven. This way, every job executed leads directly to the creation of an order, streamlining your process and ensuring no task goes unaccounted. Watch your productivity soar as you simplify and centralize your procedures, enhancing your business management capabilities.
When a job is completed in ServiceM8, this workflow initiates to generate a sales order in Striven. This way, every job executed leads directly to the creation of an order, streamlining your process and ensuring no task goes unaccounted. Watch your productivity soar as you simplify and centralize your procedures, enhancing your business management capabilities.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Sales Order
Creates a new Sales Order.
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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
