Discussions

How do i resend an invoice after sending with a different customers name.
I have sent a partial invoice with an incorrect name or and address needs to be changed and resent.
I have then updated my ongoing job with the correct information.

Any changes for developers?

We have created a new form, made the pdf template, and when saving it appears to time out or unable to save.
The following error comes up "Unable to produce template. You need to have internet connectivity to produce templates". We have internet, and it only does this error on this particular form.
What is the size limits for these forms?

Hi guys
I have a client who is currently linking HUBspot to Sm8 via API’s etc.
We are wanting Hubspot to be able to send the job to a SPECIFIC JOB TEMPLATE.
Is this possible? I suppose we need to know if there is a particular API at the Job Template stage.
They can currently link categories etc, but that is already within the job itself..
We need them to be able to have say a drop down box in hubspot that chooses the job template already set up in Sm8
Please reply and / or call me for further information.

We are implementing Mitrefinch and the scheduling system is not ideal for our business.
We want something that is more flexible and visual, something like ServicsM8 could be ideal. Before proceeding though, idelaly this would interface somehow to Mitrefinch, perhaps a file at the end of teh day that shows what jobs people wokred, maybe we then upload it to Mitrefinch. Do you think this software can do that?
Regards,
Greg

Hi We want to continue to use quotient but as quotes are confirmed in quotient we want the details and pictures to move through to servicem8 so the technician can see exactly what work is required.

materials selected by a customer in a "service" (self serve) automatically transfer to billing section of job card if you convert the "service" when it arrives as an inbox enquiry. When you receive the service as an inbox enquiry and opt to "attach to existing job" (not convert to new), the materials are not transferring to the billing section of the existing job card- how do i connect this?

Hi All,