Quote Follow-up
Follows up quotes that have gone quiet, on your schedule.
Hire Quote Follow-up
ServiceM8 · CRM
You can connect ServiceM8 today.
Pick the ServiceM8 account an employee is allowed to work from when you hire it.
Start free — 2 employees and starter capacity included.
ServiceM8
CRMYou choose the exact account or destination when you hire, and the approval setting still controls anything risky.
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Other apps people connect.
ServiceM8 and the job it belongs to
The repetitive job still needs an owner.
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Hire Enquiry Reply AssistantReview & Referral Requests
Asks happy customers for a review or referral after a job.
Hire Review & Referral RequestsWhat it holds
What ServiceM8 has that a job needs.
ServiceM8 holds jobs, job notes and client records, which is most of what a trade's day actually consists of.
How it works
Connect it, pick the scope, hand over the job.
- Pick the accountOne ServiceM8 account, chosen during the hire step.
- It reads jobs and clientsJob records, job notes and client details on that account.
- It works to your scheduleIt checks on the cycle you set rather than the second something changes.
- Photos stay outJob photos are not available through the connection, so nothing here uses them.
What it will not do
- Reach an account you did not pick
- Change a job or a client record
- Use job photos — they are not available through the connection
Who this is for
Worth it for whom, honestly.
Field service trades already running their day in ServiceM8: plumbing, electrical, HVAC, anyone dispatching to addresses.
Questions
ServiceM8, straight answers.
What can it see in ServiceM8?
Jobs, job notes and client records on the account you pick. Job photos are not available through the connection.
Does it react the moment I close a job?
Not instantly. It checks on the schedule you set rather than the second something changes in ServiceM8.
Do I have to give it everything?
No. You choose the apps and accounts a job needs, and nothing else.
Does connecting it turn anything on?
No. Connecting an app does not start a job. A new employee lands paused and does nothing until you turn it on.
Do I need a CRM for any of this?
No. What a follow-up job needs is a list of what is open and when it last moved. That can be a CRM export, a spreadsheet, or your own quote records.
Connect it, then hand over one job.
A new employee lands paused until you turn it on.
Start free — 2 employees and starter capacity included.