ServiceM8

All the actions you could wish for in your workflow for ServiceM8

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All the Apps
GoHighLevel marketplace - GHL integration - ServiceM8
  • ServiceM8: Streamlined Job Management for Service-Based Businesses
    A robust platform designed to optimize operations in service-based businesses.

Available Actions

  • Job and Task Management

    • πŸ› οΈ Create Job: Start a new job and track key details.
    • πŸ” Get Job: Retrieve job information using unique ID.
    • ❌ Delete Job: Remove unnecessary jobs from the system.
    • πŸ—‚οΈ Create Job Queue: Organize tasks by prioritizing job queues.
    • πŸ“‹ Create Job Activity: Log real-time updates on job status.
  • Client and Staff Management

    • πŸ‘₯ Create Client: Add new clients with essential details.
    • πŸ“ Update Client: Modify client information for accuracy.
    • πŸ‘¨β€πŸ’Ό Create Staff Member: Add staff and assign roles.
  • Allocation, Badge, and Category Management

    • ⏳ Create Allocation Window: Define time frames for job allocation.
    • 🏷️ Create Badge: Categorize staff based on achievements.
    • πŸ“‚ Create Category: Organize jobs, tasks, or clients into categories.
  • Tax and Security Role Management

    • πŸ’° Create Tax Rate: Set tax rates to comply with local regulations.
    • πŸ”’ Create Security Role: Establish access permissions for staff members.
  • Note, Attachment, and Material Management

    • πŸ“ Create Note: Add context or instructions to records.
    • πŸ“Ž Create Attachment: Keep relevant documents attached to jobs or tasks.
    • πŸ“¦ Create Material: Track inventory or supplies associated with jobs.

Available Triggers

  • βš™οΈ Create Note: Trigger events for new notes added.
  • βœ… Create Task: Activate workflows upon new task creation.
  • πŸ“„ Create Form Response: Automate tasks based on form submissions.

Why Choose ServiceM8?

  • Efficiency: Automate workflows and streamline operations.
  • Comprehensive Features: Manages jobs, clients, staff, and materials.
  • Flexibility: Tailor the system to your specific business needs.

Training Videos

  • πŸŽ₯ Learn to create and manage jobs.
  • πŸ“š Tutorials on tasks, notes, and attachments.
  • πŸš€ Maximize efficiency with resource allocation.

Start using ServiceM8 today and elevate your service business!

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Permission Details

Permission Description
users Access to read
locations Access to read
workflows Access to read

All the Apps specializes in seamless integrations, creating powerful tools like the ServiceM8 app. Enhance your workflow with intuitive actions, streamlining your operations for optimal efficiency.

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