eEndorsements + ServiceM8
Create eEndorsement contacts from completed jobs in ServiceM8
Keeping track of past business will help with future opportunities. This integration takes care of that: Once active, it will react to every completed job in ServiceM8, creating a matching contact in eEndorsements so you can automate your review requests.
Keeping track of past business will help with future opportunities. This integration takes care of that: Once active, it will react to every completed job in ServiceM8, creating a matching contact in eEndorsements so you can automate your review requests.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create or Update Contact
Creates a new contact.
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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
