Connect ServiceM8 to QuoteCloud, job to Work Order
Run your jobs in ServiceM8 and send the bigger quotes from QuoteCloud: three systems to choose from, add-ons to tick, job photos, a signature and a deposit. When the client signs, a Zap creates the Work Order job in ServiceM8.
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- 4.2 on Capterra
- Building QuoteCloud since 2013
QuoteCloud connects to ServiceM8 through QuoteCloud's Zapier app, on the Essentials plan and up, or through Make as a bring-your-own setup. A ServiceM8 job can start a QuoteCloud proposal, and a signed or paid proposal can create the ServiceM8 job at Work Order. ServiceM8's Zapier app creates jobs and clients; it doesn't update existing jobs.
Last reviewed by the QuoteCloud team
Illustration with sample data: on the left a generic ServiceM8 job for Hannah Whitfield, hot water, 18 Kestrel Way; on the right QuoteCloud's job quote RT-4127 from Ridgeline Trade Services; a thread joins them (Zapier). Six jobs play in turn, the data riding the thread: 1, Quote: Mia puts job 2071 in the QuoteCloud proposals queue and a Zap drafts RT-4127 from the template (Job Queued then Create Document). 2, Propose, in QuoteCloud: Mia adds job photos; Hannah picks the 270 L heat pump and ticks the safe tray. 3, Sign and pay, in QuoteCloud: Hannah signs on site and pays the $1,523.94 deposit through Stripe. 4, Work Order: a Zap creates job 2072 in ServiceM8 at Work Order with the address and the quote reference (Document Signing Complete then Create Job). 5, Notify: one more step tells the office in Slack or Microsoft Teams, so they close the enquiry job (Send Channel Message). 6, what if the quote expires instead: the office gets a message to call Hannah (Document Expired then Send Channel Message). It ends on the signed quote and the Work Order job.
What can QuoteCloud do with a ServiceM8 job?
Six steps from the enquiry to the booked job. Four are Zaps; two happen inside the QuoteCloud proposal itself.
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Draft from the job
Put a job in a queue, or log it in a job category, and a Zap drafts the proposal from your template with the job's details.
- Job Queued
- Create Document
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Offer real choices
Good, better and best systems, add-ons to tick, job photos, a marked-up photo and a plan, all in one document.
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Sign and pay
The client signs on your phone or theirs, then pays the deposit in the same document through Stripe or PayPal.
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Work Order
When every signer has signed, a Zap creates the ServiceM8 job at Work Order with the client, address and quote reference.
- Document Signing Complete
- Create Job
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Book on deposit
Or wait for the money: the job is created only once the deposit is paid in the quote.
- Document Part Paid
- Create Job
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Clients matched
New ServiceM8 clients are found or created in QuoteCloud, and new QuoteCloud contacts become ServiceM8 clients.
- New Client
- Find or Create Contact
ServiceM8's Zapier app creates jobs and clients; it can't change a job that already exists. What that means for the job you started from.
Signed in QuoteCloud, a Work Order in ServiceM8
The Zap ServiceM8 users build first: nobody retypes a signed job.
ZapSigning complete: create the Work Order job
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When
QuoteCloudTriggerDocument Signing CompleteFires once every signer has signed.Passes on
- Document title
- Reference
- Recipient
- Job address (data item)
- Only if Filter by ZapierFilterOnly proposals from your job templates, so signed service agreements or sales quotes don't make jobs.
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Then
ServiceM8ActionCreate JobA new job, at the status you choose.Mapped in
- Customer Name
- Job Status: Work Order
- Job Address
- Job Description
- Purchase Order Number
- Job Contact E-Mail Address
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Or
SlackAction · optionalSend Channel MessageTell the office who signed.Mapped in
- Channel
- Message
Create Job always makes a new job. ServiceM8's Zapier app has no step that finds or updates the job you started from: see status, notes and files.
Hannah Whitfield signs Ridgeline's hot water proposal on site at 9:48 am and pays the deposit. At 9:49 job 2072 is in ServiceM8 at Work Order, with her address and RT-4127 as the purchase order number, and the office knows.
Result
The job is waiting in ServiceM8 to be scheduled the moment the client signs. Scheduling, job cards and invoicing stay in ServiceM8.
QuoteCloud's Zapier app: Essentials and up
Build the Work Order Zap QuoteCloud for trade servicesThe signed quote and the job it made
RT-4127 in QuoteCloud, signed with the deposit paid, beside the Work Order job the Zap created.
Choose your new hot water system
Accept, sign and pay the deposit
Hannah Whitfield · Homeowner
Signed in person on site · Tue 13 Oct, 9:48 am
Deposit to book (30%)
$1,523.94
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Zap
- Document Signing Complete
- Create Job
Job · ID 2072Hannah Whitfield · Hot water18 Kestrel Way
- Quote
- Work Order
- Completed
- Status
- Work Order
- Job address
- 18 Kestrel Way
- Job description
- Hot water replacement · RT-4127 signed in QuoteCloud
- Purchase order no.
- RT-4127
- Job contact
- Hannah Whitfield
Job diary
- Job created at Work OrderFrom RT-4127, signed by Hannah WhitfieldTue 13 Oct · 9:49 am · Added by a Zap
Illustration with sample data: a generic CRM record, not ServiceM8’s screen.
The job record is our illustration of a generic job app with sample data, not ServiceM8's screen. Every business here is fictional.
Try it with your own jobs
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build your first Zap with a test job.
What moves between ServiceM8 and QuoteCloud?
Job details go into the proposal. A signed or paid proposal comes back as a new job. The client's choices stay in the proposal.
From the job into the proposal
The job's number, address and description, and the staff member, mapped into your template's data items, when your trigger's test data shows them.
The full field mapFrom QuoteCloud into ServiceM8
A new job at the status you choose, with the customer, job address, description, job contact and the quote's reference. Or a new client.
Signed to Work OrderWhat stays with people
A Zap never ticks options or chooses content blocks: the client chooses. Scheduling, job cards and invoicing stay in ServiceM8.
What it can and can't do
Do I quote in ServiceM8 or QuoteCloud?
Both, for different jobs. ServiceM8 has its own quotes, with quote options and online acceptance. QuoteCloud is for the proposals that need more.
Keep it in ServiceM8
Call-outs, repairs and small fixed-price jobs you price from your ServiceM8 price list and the client accepts there. The quote stays on the job.
When to quote whereSend it from QuoteCloud
Replacements and installs with real choices: good, better and best systems, add-ons, photos and plans, more than one signer, and a deposit paid in the document.
Options, photos & plans
Zapier or Make: how do you want to build it?
There's no direct ServiceM8 connection on any plan. Both routes reach the same QuoteCloud events and actions.
Zapier: QuoteCloud's Zapier app
Ready-made QuoteCloud triggers and actions beside ServiceM8's own Zapier app: the recipes on this site. Essentials and up; documents a Zap creates carry US$2.00, $1.80 or $1.60 each by volume.
Connect it, step by stepMake: bring your own
Connect Make to QuoteCloud with Make's built-in OAuth, then call QuoteCloud's API or Zapier endpoints from a scenario, beside Make's ServiceM8 modules. No ready-made QuoteCloud app on Make: you design each step.
When teams reach for Make
Every recipe, set-up guide and answer
Six use cases with the exact Zapier steps, when to quote where, how to connect, the limits and the cost.
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Draft QuoteCloud proposals from ServiceM8 jobsPut a job in a ServiceM8 queue from your phone and a Zap drafts the proposal from your QuoteCloud template.Explore
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Good, better, best proposals for ServiceM8 jobsThree systems to choose from, add-ons to tick, job photos and a plan, signed with a deposit: the quote a big job needs.Explore
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Turn a signed quote into a ServiceM8 Work OrderWhen every signer has signed, a Zap creates the ServiceM8 job at Work Order with the client, address and chosen option.Explore
- Create the ServiceM8 job when the deposit is paidWait for the money: the Work Order job appears in ServiceM8 only once the client has paid the deposit in the quote.
- Keep ServiceM8 clients and QuoteCloud contacts matchedNew ServiceM8 clients found or created in QuoteCloud, and new QuoteCloud contacts created as ServiceM8 clients.
- Job status, notes and the signed PDF on the ServiceM8 jobWhat Zapier can and can't write back to the job you started from, and how teams close the gap.
- Connect ServiceM8 to QuoteCloud, step by stepCheck the plan, connect QuoteCloud and ServiceM8 in Zapier, build the Work Order Zap, test it and fix the usual snags.
- ServiceM8 to QuoteCloud field mapEvery field the ServiceM8 Zaps on this site pass, which way it travels and a sample value.
- When to quote in ServiceM8 and when in QuoteCloudAn honest split: quick job quotes stay in ServiceM8, bigger options-based proposals go to QuoteCloud.
- What QuoteCloud with ServiceM8 can and can't doWhat the Zaps do, where ServiceM8's Zapier app stops, Zapier or Make, and what we haven't confirmed.
- What the ServiceM8 connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions trade businesses ask before connecting QuoteCloud and ServiceM8.
ServiceM8 questions, answered
How does QuoteCloud connect to ServiceM8?
Through Zapier or Make, with no direct connection. QuoteCloud's Zapier app, on Essentials and up, sits beside ServiceM8's own Zapier app: a Zap starts from one event, such as a ServiceM8 job being queued or a QuoteCloud quote being signed, and runs steps in the other app. Make works as a bring-your-own setup with QuoteCloud's API.
Can a signed QuoteCloud quote create a ServiceM8 job?
Yes. QuoteCloud's Document Signing Complete trigger fires once every signer has signed, and ServiceM8's Create Job action creates the job at the status you choose, such as Work Order, with the customer, job address, description, job contact and the quote's reference mapped across.
Can the Zap update the ServiceM8 job the quote started from?
No. ServiceM8's Zapier app has two actions, Create Job and Create Client, and no search, so a Zap can't find, update, add a note to or attach a file to an existing job. Teams either create the Work Order job from the quote, or let the office update the original job. Make with ServiceM8's own API is the build-your-own alternative.
Which QuoteCloud plan do I need for ServiceM8?
Essentials or higher: Zapier and API access are on QuoteCloud's Essentials plan and up, as are payments and custom data items. Documents created through Zapier or the API carry a per-document fee of US$2.00, $1.80 or $1.60 by volume. Zaps that only create ServiceM8 jobs or clients don't create documents.
Why not just quote in ServiceM8?
For many jobs you should. ServiceM8 has its own quotes, with quote options and online acceptance, and the quote stays on the job. QuoteCloud earns its place on the bigger jobs: good, better and best systems with add-ons in one price table, photos and plans, several signers and a deposit paid in the document.
Win the big job. Book it in ServiceM8.
Start a free 14-day trial of QuoteCloud, connect ServiceM8 through Zapier and build your first Zap with a test job.