Discussions

Do we have an option to track the source of the online booking customer,
When we land the customer on our website and customer sends enquiry online through servicem8 booking forms which we have set up on our website
Instead of directly landing customers to service m8 booking forms.

Hi there, I've built an app for someone, and it depends on the webhook for the app to work. We're seeing the app act as if it's not receiving webhook data, and we think it's because they are in situations with no internet access. Does the webhook retry after an elapsed time? How do we handle webhooks when the app is offline?

We have a problem with COD accounts. I have checked extensively with your support and Strip's support on this and I can't confirm the answer I am looking for. What I want is to have the customer Pre Authorize an amount at he estimate stage. Lets say the estimate for work is 300 - 500 dollars. Stripe supports the integration for Authorizing up to 500 in this case. (So that is held for 7 days. Then once the estimate process is approved which includes the preauthorized 500 amount. We do the work, and then the installer processes the invoice amount on site (this is where the customer usually disappears) then the amount is Captured by us at the invoice stage, with out customer intervention because it's pre authorized. Stripe supports this functionality. I just don't know how to implement it from my end. Ill bet that I can't. I would be willing to bet that this integration would be popular.

the current thrid party addon (zapier) has limited API intergration betwen hubspot and service m8. We are now using hubspot as part of our business but now need to build an API interface using PHP developers, we have been advised by our developers that they require a Service M8 API Key in order to intergrate the two CRM's together. Can i get or can they get access to the API key to build the intergration we need, or the alternative is we use a direct hubspot partner CRM system that has the inface in mind. Can you Assist?

Hi - we have a client who relies on a 3rd party provider to track their bookings via Google Analytics. We've set up the ServiceM8 Online Booking form as per normal, and have have configured the Google Analytics tracking ID

Hi there, we have been using ServiceM8 for a few years now, it has proved a real asset. As we move forward and set ourselves up for growth there are a few things we are starting to bump our heads on, the first being the restrictions of the online booking service.

I want to retrieve a list of tasks per job to display on a client portal, but it would be much simpler if I could get the tasks by the job id.

Hello.
We're looking to potentially use servicem8 for our plumbing business but would need to import data from our current CRM (Insightly) for this to work for us.

Hi, I am trying to set up a zap through zapier to complete dear inventory integration and am having issues with SKU information etc - could somebody help with this?

Hi ServiceM8,