Quotient + ServiceM8
Create new ServiceM8 jobs from sent Quotient quotes
When a quote is sent through Quotient, this workflow instantly gets to work creating a new job in ServiceM8, without any manual intervention. This seamless automation between Quotient and ServiceM8 streamlines your sales and job management processes, saving time and reducing the possibility of human error. The smooth flow of information from one application to the other means you can focus on delivering quality service rather than managing data.
When a quote is sent through Quotient, this workflow instantly gets to work creating a new job in ServiceM8, without any manual intervention. This seamless automation between Quotient and ServiceM8 streamlines your sales and job management processes, saving time and reducing the possibility of human error. The smooth flow of information from one application to the other means you can focus on delivering quality service rather than managing data.
- When this happens...Quote Sent
Triggers when a New Quote is first Sent.
- automatically do this!Create Job
Creates a new job.
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItQuote Declined
Triggers when a Quote is Declined.
Try ItQuote Sent
Triggers when a New Quote is first Sent.
Try ItEmailRequired
First NameRequired
Last Name
Company
Phone
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
Quote Completed
Triggers when a Quote is Completed.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
Address Type
Address Street
Address City
Address State
Address Zip
Address Country
