ServiceM8 Integration – How It Works

Modified on Wed, 26 Nov at 3:28 PM

Industry type - Lettings, Block and BTR


Available with - All


Please note that access to Fixflo's Contractor Marketplace is a paid feature.


Fixflo integrates with ServiceM8 so that any repair and maintenance issues created in Fixflo can be pushed into ServiceM8  and quotes, jobs and invoices progressed in ServiceM8 will update in Fixflo automatically. Jobs and invoices progressed in ServiceM8 will update in Fixflo automatically. This allows jobs assigned in Fixflo to sync directly to your ServiceM8 dashboard with all the info you need to quote and schedule!


For information on how to set up the integration, please click here.


Issue Syncing:


The sync frequency between ServiceM8 and Fixflo is instant. Any time data is changed in either ServiceM8 or Fixflo, you will see the system update straight away.


When a quote has been requested for a new job in Fixflo, a Quote Job will appear in ServiceM8.



Once you submit the quote in ServiceM8, the Fixflo status will be moved to ‘Quote awaiting approval’, ready to be reviewed by an agent.


When a job is instructed to a contractor in Fixflo, a Works Order will appear in ServiceM8 under the correct Client (Agency), and Site (property), along with a clear, combined description, and any files or photos.




You can then drag the job to the ServiceM8 scheduler, which will sync across the correct date & time to Fixflo.



If a tenant or agent declines the job in Fixflo, the appointment will then be marked as Cancelled within ServiceM8 for you to rebook.


If you mark the job as ‘Unsuccessful’ in ServiceM8, the Fixflo status will be moved to ‘Job declined’.



Once you have completed the job in ServiceM8, the Fixflo status will be moved to ‘Job completed’. If you didn’t provide a quote, this is when you will submit costs in ServiceM8.



Please see below a full chart of the issue statuses in Fixflo with the equal status in ServiceM8:


Fixflo Status

ServiceM8 Status

Quotes Requested

Quote Job created

Quotes/Job Declined

Unsuccessful

Awaiting Review

Quote Submitted

Job Awarded Awaiting Appointment Date

Works Order created

Job Awarded Appointment Date Declined

Cancelled

Awaiting Job Completion

Open Works Order
Job Completed Ready For Closure

Costs Submitted

Job Completed Ready For Closure

Completed


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