ServiceM8 for workflows

ServiceM8: Streamlined Job Management for Service-Based Businesses

ServiceM8 is a powerful platform that helps you manage and streamline your service-based business operations. Whether you're handling jobs, clients, staff, or resources, ServiceM8 offers comprehensive actions and triggers to automate and optimize every aspect of your workflow.

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Job & Task Management

Client & Staff Control

Automated Triggers

Resource & Category

Detailed Information

Actions

Create Job

Start a new job in the system, tracking key details and assignments for smooth operations

Get Job

Retrieve detailed information about a specific job using its unique ID.

Delete Job

Remove a job that is no longer needed from the system to keep your records clean.

Create Job Queue

Set up a job queue to prioritize and organize tasks

Get Job Queue

Retrieve the current job queue to view all pending jobs

Create Job Contact

Add a contact associated with a job, ensuring that all relevant people are linked to the job.

Detailed Information

Triggers

Create Note

Trigger an event when a new note is added to any record (job, client, etc.), enabling automatic responses or notifications

Create Task

Activate workflows when a new task is created, ensuring that staff are immediately notified and jobs are tracked efficiently.

Create Attachment

Automatically trigger actions when a new attachment is added, ensuring key documents are reviewed or shared.

Create Job

Initiate workflows when a new job is created, allowing automation of job allocation, resource management, or staff assignment.

Create Form Response

Trigger actions when a form is filled out, enabling the automatic creation of tasks or job entries.

Create Job Activity

Activate workflows based on specific job activities, such as task updates or milestones.

Detailed Information

Use Cases

Auto Job Scheduling

Create and assign jobs instantly, manage queues, and allocate time slots to keep your operations running smoothly.

Client & Staff Management

Add and update client and staff details in one place for streamlined communication and task delegation.

Job Tracking & Notes

Track job activities, attach files, and log notes to monitor progress and maintain service quality.

Workflow Automation

Use real-time triggers to automate tasks, notifications, and updates across your service operations.

ServiceM8 For workflows

Why Choose ServiceM8 for workflows?

Effortless Job & Client Handling
Easily manage jobs, clients, and staff from one central platform.
Powerful Workflow Automation
Use actions and triggers to automate tasks and reduce manual effort.
Organized Service Operations
Track materials, manage job queues, and assign roles for smooth service delivery.

Apps Installation and Integration

Custom Actions

Create Badge

Get Badge

Update Badge

Create Category

Get Category

Update Category

Get Security Role

Create Staff Member

Get Staff Member

Create Job Queue

Get Job Queue

Delete Allocation Wind

Get Task

Create Attachment

Get Attachment

Get Job

Create Client

Delete Badge

Create Job

Delete Client

Get Client

Delete Category

Create Note

Update Client

Get Note

Create Tax Rate

Create Task

Get Tax Rate

Create Security Role

Create Company Cont

Delete Job

Create Job Contact

Create Allocation Wind

Retrieve Allocation Wi

Update Allocation Win

Custom triggers

Create Note

Create Task

Create Attachment

Create Company

Create Material

Create Job Payment

Create Job

Create Form Response

Create Job Activity

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