What is the QuoteCloud and ServiceM8 integration?

It connects QuoteCloud's quoting and proposal software to ServiceM8, so an approved quote can create the job in ServiceM8. Your team goes from an accepted quote to a job that is ready to schedule without typing it in again.

How does creating a ServiceM8 job from an approved quote work?

QuoteCloud connects to ServiceM8 through Zapier. You choose a QuoteCloud trigger, such as a client signing the quote, then a ServiceM8 action such as Create Job, and map the fields you want to carry across.

What information can carry across to the job?

You choose the fields when you map the action in Zapier. Typical choices are the client's details, the site address and the quoted work, so the job matches what the client approved.

Who should use this integration?

Trades and field service businesses that quote in QuoteCloud and run their jobs in ServiceM8, and want less admin between a client's approval and the visit.

What do I need to get started?

A QuoteCloud account, a ServiceM8 account and a Zapier account. Connect both apps in Zapier, choose your trigger and action, map the fields, then test it and turn it on.

Can I track jobs and invoicing after a quote is converted?

Yes. Once the job exists in ServiceM8 you manage scheduling, completion and invoicing there, while the quote and its approval stay on record in QuoteCloud.

Does the integration schedule the job for me?

The integration creates the job. You book the time and assign your staff in ServiceM8, with the client, address and quoted work already on the job.

Is there a free trial or demo?

Yes. QuoteCloud offers a free 14-day trial with no credit card required, and you can book a demo for a guided walkthrough of the ServiceM8 setup.

They tap accept. ServiceM8 gets the job.

Your client approves a QuoteCloud quote on their phone, and that approval can create the job in ServiceM8, ready for you to book.

Start free 14-day trial Book a demo

No credit card required 4.2 on Capterra

Tallow Ridge Plumbing

Hot water system replacement

Quote Q-2318 for Nadia Brooks

Heat pump hot water unit$1,850.00
Remove old system$240.00
Install and commission$310.00

Total inc. tax$2,640.00

Accepting signs this quote onlineSigned online by Nadia Brooks

Thursday Day view

To bookNo jobs waiting

7:30 am

9:00 am

11:30 am

1:00 pm

2:30 pm

Try it: accept the quote, then pick a time.

Stop typing every job twice.

What your client approved can land on the ServiceM8 job exactly as it was quoted.

Quote Q-2318Accepted ClientNadia Brooks Site8 Wattle Lane WorkHot water system replacement Total$2,640.00

New jobOn the job ClientNadia Brooks Site address8 Wattle Lane WorkHot water system replacement Total$2,640.00

Start free 14-day trial Book a demo

Win the job before you leave the driveway.

The quoting side is QuoteCloud, and it is built to get you to yes while you are still on site.

Prices that add up as you build.

Pick the work from your catalogue and the tax and total keep themselves right.
Quoting software
One link, any phone.

Your client opens the quote from a link, and you can see when they have viewed it.
Proposal software
Nothing moves until they say yes.

You choose the trigger in Zapier, so the job can wait for a signature.
eSignatures
Every quote, at a glance.

See which quotes are sent, viewed and accepted without chasing anyone.
CPQ software

Set it up once, in three steps.

QuoteCloud connects to ServiceM8 through Zapier, so there is no code to write.

Pick the QuoteCloud trigger
Choose the event that starts it, such as a client signing the quote.
Connect both accounts
Authorise QuoteCloud and ServiceM8 in Zapier.
Map the job and switch it on
Choose Create Job, match the fields, test it and turn it on.