Deputy + ServiceM8
Create new Deputy tasks for ServiceM8 jobs as they come in
Efficiently manage tasks across your field service team with this useful workflow. When a new job is added in ServiceM8, a task will be created in Deputy, ensuring your staff are always on top of their work assignments. Streamline your job and task management process and save time with this seamless automation.
Efficiently manage tasks across your field service team with this useful workflow. When a new job is added in ServiceM8, a task will be created in Deputy, ensuring your staff are always on top of their work assignments. Streamline your job and task management process and save time with this seamless automation.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Task
Creates a new task for the specificed employee
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer Name
Job StatusRequired
Job Address
Billing Address
Job Description
Purchase Order Number
Work Completed
Job Contact First Name
Job Contact Last Name
Job Contact Phone
Job Contact Mobile
Job Contact E-Mail Address
Billing Contact First Name
Billing Contact Last Name
Billing Contact Phone
Billing Contact Mobile
Billing Contact E-Mail
QueueRequired
Job Category
Try ItCompleted By
Form TypeRequired
Try ItNameRequired
Address
Billing Address
Fax Number
Website
First Name
Last Name
Phone Number
Mobile Number
E-Mail Address
New Colleague
Triggers when a new individual is added to your workplace, you can see them here. This is subject to you have workplace visibility.
Try It
