QuoteCloud + ServiceM8
Your client signs the quote on their phone and Zapier creates the job in ServiceM8 with their details, the site address and the quoted work. Nobody retypes the job, and your office books the visit from the job list it already uses.
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Via Zapier
ServiceM8 is job management software for trades and field service teams, covering scheduling, job cards, staff and invoicing. QuoteCloud customers use it to run the work and use QuoteCloud to win it, with quotes clients can review, tick options on and sign online.
See ServiceM8 triggers and actions on ZapierWorkflows
Each one is a trigger in one app and the steps that follow in the other. Build them as they are, or change any step.
01Via Zapier
When every signer has signed, a job is created in ServiceM8 with the client, site address and quoted work mapped across, ready to schedule.
Trade services02Via Zapier
A new job logged in ServiceM8 creates a quote from your template with the client's details as data items, ready for the plumber to price and send.
Plumbing services03Via Zapier
Each new ServiceM8 client is added as a QuoteCloud contact unless one already exists, so the next quote starts with the right name and email.
Landscaping & gardeningSetup
Create a Zap and sign in to QuoteCloud and ServiceM8 when Zapier asks. Zapier access to QuoteCloud is on the Essentials plan and up.
Choose QuoteCloud's Document Signing Complete, or ServiceM8's New Job or New Client, and add a Zapier filter if only some templates or job types should run.
For Create Job, map the client, site address and job description from the signed quote. For Create Document, pick your template and map the job's details into data items.
Run a test with a quote signed at an @example.com address, check the job in ServiceM8, and turn the Zap on.
QuoteCloud's Zapier app is on the Essentials plan and up; each document created through Zapier or the API carries a fee of US$2.00, $1.80 or $1.60 depending on volume.
FAQ
Through QuoteCloud's Zapier app, with no code to write. You choose a trigger, such as QuoteCloud's Document Signing Complete, and an action, such as ServiceM8's Create Job, then map the fields you want carried across. Each Zap is a one-way automation that runs every time its trigger fires.
No. The Zap creates the job in ServiceM8 with the client, site address and quoted work already on it. Your office still books the time and assigns staff in ServiceM8, the same way it does for any other job. Scheduling, job cards, completion and invoicing all stay in ServiceM8.
Yes. You choose the trigger in Zapier, so the job can be created only once the quote is signed. Use Document Signing Complete when every signer must sign, or Recipient Signed Document to act on each signature. A Zapier filter can limit the Zap to certain templates or quote types.
No. Zapier never ticks options or chooses content blocks. When a ServiceM8 job starts a quote, Create Document fills data items and price-table rows from your template, with a label, note, price, quantity, term, tax and discount for each row. Your client ticks any optional extras when they review and sign.
QuoteCloud's Zapier app is on the Essentials plan and up. Each document created through Zapier or the API carries a fee of US$2.00, falling to $1.80 and $1.60 at higher volumes. Zaps that only create ServiceM8 jobs or QuoteCloud contacts don't create documents, so they carry no document fee. You also need a ServiceM8 account and a Zapier plan.
Try QuoteCloud free for 14 days, then connect ServiceM8.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
