FreeAgent + ServiceM8
Create tasks in FreeAgent when jobs are completed in ServiceM8
Ensure tasks are promptly managed following the completion of a job in the ServiceM8 app by setting up this seamless workflow. As soon as a job is marked as complete, a new task will be created in your FreeAgent app, putting an end to manual data entry and delays. This automation not only increases efficiency but also helps you effectively manage your tasks and keep your project on track.
Ensure tasks are promptly managed following the completion of a job in the ServiceM8 app by setting up this seamless workflow. As soon as a job is marked as complete, a new task will be created in your FreeAgent app, putting an end to manual data entry and delays. This automation not only increases efficiency but also helps you effectively manage your tasks and keep your project on track.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Task
Triggers when a new task is added.
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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
