ServiceM8

ServiceM8: Streamlined Job Management for Service-Based Businesses

ServiceM8 is a powerful platform that helps you manage and streamline your service-based business operations. Whether you're handling jobs, clients, staff, or resources, ServiceM8 offers comprehensive actions and triggers to automate and optimize every aspect of your workflow.

Available Actions

Job and Task Management

• Create Job: Start a new job in the system, tracking key details and assignments for smooth operations.

• Get Job: Retrieve detailed information about a specific job using its unique ID.

• Delete Job: Remove a job that is no longer needed from the system to keep your records clean.

• Create Job Queue: Set up a job queue to prioritize and organize tasks.

• Get Job Queue: Retrieve the current job queue to view all pending jobs.

• Create Job Contact: Add a contact associated with a job, ensuring that all relevant people are linked to the job.

• Create Job Payment: Record payments for a job to keep your financial records updated.

• Create Job Activity: Log job activities, such as updates or progress, to track job status in real time.

Client and Staff Management

• Create Client: Add a new client to your database, including key details for future communication and service delivery.

• Get Client: Retrieve client details using their unique ID to view or update their information.

• Update Client: Modify a client's information to ensure their records are always up to date.

• Create Staff Member: Add new staff members to your system, assigning them roles and tasks as needed.

• Get Staff Member: Retrieve information about a specific staff member to review or update their role and responsibilities.

Allocation, Badge, and Category Management

• Create Allocation Window: Set up specific time frames for job allocation, ensuring that tasks are assigned efficiently.

• Retrieve Allocation Window: Get details about an allocation window to see the available time slots for tasks.

• Update Allocation Window: Modify an existing allocation window to adjust the schedule or resource allocation.

• Delete Allocation Window: Remove an allocation window when it’s no longer necessary.

• Create Badge: Set up badges to categorize or recognize staff members based on certain achievements or roles.

• Get Badge: Retrieve the details of a specific badge to monitor its assignment.

• Update Badge: Modify a badge's details or reassignment as needed.

• Delete Badge: Remove a badge from your system when it’s no longer required.

• Create Category: Add new categories for jobs, tasks, or clients to keep your operations organized.

• Get Category: Retrieve details about a category for reference or updates.

• Update Category: Modify an existing category to ensure proper classification of jobs or clients.

• Delete Category: Remove categories from the system when they are no longer needed.

Tax and Security Role Management

• Create Tax Rate: Set up tax rates for your services or products to comply with local tax regulations.

• Get Tax Rate: Retrieve tax rate information to ensure accurate billing and payment calculations.

• Create Security Role: Establish different roles and permissions for staff members to ensure secure access to relevant data.

• Get Security Role: Retrieve security roles assigned to staff members to ensure they have the correct access.

Note, Attachment, and Material Management

• Create Note: Add notes to any record (job, client, task, etc.) to provide additional context or instructions.

• Get Note: Retrieve specific notes related to any record for easy reference.

• Create Attachment: Add files or documents to a job, task, or client record to keep all relevant information in one place.

• Get Attachment: Retrieve an attachment to view or download important documents.

• Create Material: Add materials to your records to track inventory or supplies associated with jobs.

Available Triggers

Job and Task Triggers

• Create Note: Trigger an event when a new note is added to any record (job, client, etc.), enabling automatic responses or notifications.

• Create Task: Activate workflows when a new task is created, ensuring that staff are immediately notified and jobs are tracked efficiently.

• Create Attachment: Automatically trigger actions when a new attachment is added, ensuring key documents are reviewed or shared.

• Create Job: Initiate workflows when a new job is created, allowing automation of job allocation, resource management, or staff assignment.

• Create Form Response: Trigger actions when a form is filled out, enabling the automatic creation of tasks or job entries.

• Create Job Activity: Activate workflows based on specific job activities, such as task updates or milestones.

Why Choose ServiceM8?

ServiceM8 offers a range of actions and triggers that make managing your service business more efficient. From creating and managing jobs to handling clients and staff, ServiceM8 provides the flexibility to automate your workflows and streamline operations. With features like job queues, security roles, and material tracking, you can ensure that every aspect of your service delivery is organized and well-managed.

Training Videos

Explore our training videos to help you get the most out of ServiceM8:

• Learn how to create and manage jobs from start to finish.

• Watch tutorials on creating and managing tasks, notes, and attachments.

• Explore how to set up categories and allocate resources for maximum efficiency.

Start using ServiceM8 today and take your service business to the next level!