Discussions

I am using make.com to create a quote job in SM8 from my website form

Is it possible to combine 2 jobs? we have initial workorders that often result in us then quoting for parts. The quote becomes a workorder once accepted. Can we bring that info into the original job?

I there a way to integrate the simple online booking form into my website rather than using the link in the settings tab?

I really need to be able to associate at a minimum job card to an asset that was worked on. Preferably tracking the labor with description along with materials used discretely as I may work on more than one piece of equipment on a given visit and invoice.

just looking at options on how to integrate with Greentree

When updating a job the strings for "Completed" and "Unsuccessful" both update perfectly however we are having an issue updating the status of a job to "Work Order" using the SM8 API.

Hi there,

We are using SM8s API to integrate with our quotation software and are able to create a quote and edit it no worries, however we leave it for some time. Not sure how long exactly, its usually a day or so in my instance. And we receive an error back from SM8 when trying to sync the same data to them, that was accepted days earlier.

I have a problem with webhook notifications.
Successfully configuring the webhook, gives the response of success.
After I change the records in serviceM8 it won't reflect the response to my configure URL in the webhook.

Trying to approve invs and it just keeps trying and wont go through???? Tried restarting and nothing