Clustdoc + ServiceM8 Integration
Connect Clustdoc to ServiceM8 in 1 click
Free forever.Use premium features free for 14 days.1.
Application is submitted in Clustdoc Instant- Item task is completed in Clustdoc Instant
- Item spreadsheet is completed in Clustdoc Instant
- Item payment is received in Clustdoc Instant
- Item is approved in Clustdoc Instant
- Item idcheck is verified in Clustdoc Instant
- Item form is completed in Clustdoc Instant
- Item fileshare is viewed in Clustdoc Instant
- Item econtract is signed in Clustdoc Instant
- Item document is uploaded in Clustdoc Instant
- File is uploaded in Clustdoc Instant
- Application is created in Clustdoc Instant
New job is created in ServiceM8 Instant- Job is completed in ServiceM8 Instant
- New job is queued in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
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Clustdoc
Clustdoc is a client onboarding platform that automates document collection, eSignatures, workflows, checklists, portals & approvals—helping teams streamline client intake, boost compliance, and reduce manual follow‑ups.
ServiceM8
ServiceM8 helps connect, manage and track all elements of your service business: staff, clients, customers, jobs and more. It makes it easy to be compliant, efficient & profitable.
