Discussions

I am finding that records aren't appearing in Zapier, I added 2 new clients into ServiceM8 and have 20 minutes later those new clients aren't appearing as records in Zapier. I'm definitely in the right account and it used to be that they'd appear almost instantly. Not sure if something is wrong. How long is it supposed to take?

In Zapier there is a trigger for a New Job, but this is triggered immediately at Quote stage. There is also a trigger for when the status is changed to "Completed" ... However there is NOT a trigger for when the status is changed to "Work Order".

Hello,
After much testing, there seems to be an issue with the Company Contact API where if you add one contact, it always seems to change the "type" to "BILLING" even though we are specifying "JOB" ie. Job Contact. How do we stop this from happening? If I then add another company contact, it appears to obey the fact that it is a Job Contact. I actually can't find any documentation on what the various "type" are, but looking at our existing data, it seems that the API wants "JOB" or "BILLING".
Many thanks,
Pete

I need to be able to add a completed by date for jobs to ensure they are completed by a certain deadline. How can I do this as there is no feature within servicem8? Are there any 3rd party addons or something i could connect with zapier to do this?

Hi can someone please investigate why our supplier invoice isnt able to be recognized when trying to apply total amount or line items into the billing. This supplier is our main supplier of materials, its crucial to have this function working as it does with some of our other supplier invoices

Hi can someone please investigate why our supplier invoice isnt able to be recognized when trying to apply total amount or line items into the billing. This supplier is our main supplier of materials, its crucial to have this function working as it does with some of our other supplier invoices

Hi everyone,

Previous to the latest update on Servicem8 you could set a Job Template to a specific customer. This way I could have job information, billing descriptions, pricing etc all customised to that customer. It was great for a business like mine who would often visit the same customer. I could go to the side list of job templates and select that customer and all the information is there - all I had to do was schedule. However now you are unable to set a customer on a job template. I don't really understand why this is the case, or what harm it could do by leaving that feature on. It was a great customisable way for us to schedule and we're a bit lost without it. Any feedback on whether this can be turned on again - or other work arounds would be appreciated.

Is there a api endpoint for timesheet clock on and clock off not related to jobs