Formitize + ServiceM8
Create new Formitize jobs from new ServiceM8 jobs
Effortlessly manage your work process when a new job appears in ServiceM8. This efficient workflow will swiftly take that information and generate a new job in Formitize, ensuring a seamless handover of data between the two platforms. It not only enhances productivity but also eliminates the hassles of manual data entry.
Effortlessly manage your work process when a new job appears in ServiceM8. This efficient workflow will swiftly take that information and generate a new job in Formitize, ensuring a seamless handover of data between the two platforms. It not only enhances productivity but also eliminates the hassles of manual data entry.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Job
Create's a job in Formitize.
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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
