Integrate ServiceM8 with Retently

Trigger NPS/CSAT surveys after job completion or invoicing, sync customer contact details and job history, and use feedback scores to improve service delivery and client management strategies.

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About ServiceM8

ServiceM8 is a field service app that assists small businesses in managing staff locations, job navigation, estimates, invoicing, scheduling, and client management.

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ServiceM8 to Retently

1

Job Completed

Triggers when a Job's status changes to Completed.
2

New Client

Triggers when a new Client is created.
3

New Job

Triggers when a new job is created.
4

Job Queued

Triggers when a Job is assigned to a Queue.
5

New Form Response

Triggers when a Form is completed, requiring the Forms add-on to be enabled in your ServiceM8 account.
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Retently to ServiceM8

1

Create Job

Creates a new job.
2

Create Client

Creates a new client.

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