Quotient + ServiceM8 Integration

Integrate Quotient to ServiceM8 in one click, or tell Integrately AI how you want each quote handled. Accept quotes, create jobs, update client records, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Quotient
    Quote is accepted in Quotient Instant
  • Quotient
    Quote is declined in Quotient Instant
  • Quotient
    New quote is sent in Quotient Instant
  • Quotient
    Customer asks a new question in Quotient Instant
  • Quotient
    Customer views a quote in Quotient Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
Arrow Right
2.
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready WorkflowsReady Workflows   for Quotient + ServiceM8 Integration

Create jobs when quotes are accepted, update client records, notify your team, and track project details, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Quotient + ServiceM8 flow

Send invoices, track payments, notify your team, and log customer communication across your entire business stack. Pick a combination and activate it in one click.

Quotient
ServiceM8
+
XeroXero (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (3)
Q
S
X
Create a ServiceM8 job and a Xero invoice whenever a quote is accepted in Quotient
Accepted Quotient quotes instantly generate a new job in ServiceM8 and a matching invoice in Xero without manual data entry.
Q
S
X
When a quote is accepted in Quotient, add the client to ServiceM8 and create their contact in Xero
New clients from accepted Quotient quotes are registered in ServiceM8 and Xero automatically to eliminate duplicate entries.
Q
S
X
Use ChatGPT to review accepted Quotient quotes, create the ServiceM8 job, and generate the Xero invoice
ChatGPT analyses accepted Quotient quotes to structure job line items before creating the ServiceM8 job and Xero invoice.

Supported triggers and actions for Quotient and ServiceM8

Mix and match to build the exact automation you need

Quotient
Quotient Triggers & Actions
Instant
Quote is accepted in Quotient
Triggers the automation when any quote is accepted
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Instant
Quote is declined in Quotient
Triggers the automation when a quote is rejected or not accepted
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Instant
New quote is sent in Quotient
Triggers the automation when a new quote is sent
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Instant
Customer asks a new question in Quotient
Triggers the automation when a customer asks a new question
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Instant
Customer views a quote in Quotient
Triggers the automation when a customer views a quote
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No action is available
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
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Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
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Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
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Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Search client in ServiceM8
Searches client by name
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
Try it →
Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
Try it →
Create a job in ServiceM8
Creates a new job
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Quotient + ServiceM8?

Connect your quoting workflow directly to field service management to eliminate duplicate data entry and speed up project dispatch.

What you can automate?
🚀
Turn accepted quotes into ServiceM8 jobs instantly
Automatically generate a new job in ServiceM8 the exact moment a customer accepts an estimate in Quotient. Eliminate manual copying and start scheduling field work right away.
📝
Capture every quote detail and client option
Map all selected quote line items and customer notes from Quotient into your ServiceM8 job records. Ensure your field technicians have complete project specifications from the start.
🔔
Notify your team when estimates are approved
Alert dispatchers and managers the second a client accepts a proposal in Quotient. Keep your entire operations team informed without checking multiple browser tabs.
🔀
Route jobs based on quote criteria
Send high-value quotes to priority ServiceM8 queues while standard estimates flow into regular job boards. Customise your operational workflow based on submitted quote data.
🔄
Keep client records updated across platforms
Automatically search and update client details in ServiceM8 whenever customer information changes or questions are submitted in Quotient.
🔍
Prevent duplicate client entries
Search existing client records in ServiceM8 before creating new profiles from incoming Quotient quote submissions. Maintain a clean and organized customer database.
⚠️
Manage declined and revised quotes
Track quote declines and customer questions automatically by updating job statuses or triggering follow-up tasks in ServiceM8 when estimates stall.
💬
Extend your workflow to Slack or email
Connect your Quotient and ServiceM8 processes with Slack or Gmail to notify team channels or send client confirmation messages automatically.
And much more...

Who is Quotient + ServiceM8 integration for?

Service business owners, estimators, and field coordinators eliminate administrative handoffs, keeping quote approvals and job dispatch perfectly synchronised across operations.

Operations directors
Operations directors
Dispatch managers
Dispatch managers
Account managers
Account managers
Business owners
Business owners
Field service coordinators
Field service coordinators
Administrative leads
Administrative leads
📈
Operations directors
You review quote conversion rates every week, but manual data entry delays job creation so your pipeline metrics are always outdated — connecting these apps means every accepted estimate creates a ServiceM8 job instantly and your reporting stays current.
Dispatch managers
You need to schedule field technicians immediately when a client agrees to terms, but notification lag leaves crews waiting idle — automating both apps means field schedules update the moment a quote is accepted and your team mobilises without delay.
🤝
Account managers
Your clients expect prompt follow-up after viewing estimates, but missing notification signals cause delayed responses — this integration means every client interaction in Quotient is tracked in ServiceM8 and your communication stays proactive.
📊
Business owners
Your estimating volume is too high for staff to keep client records synchronised by hand across separate platforms — automating both apps means client profiles and job files update automatically without administrative bottlenecks.
🔧
Field service coordinators
You depend on sales reps to hand over approved estimate details before dispatching technicians, but manual paperwork creates scheduling gaps — connecting these apps means approved quotes turn into dispatched ServiceM8 jobs seamlessly.
📋
Administrative leads
You need a reliable audit trail of quote history and job creation, but manual transcription leaves persistent gaps in client records — this integration means every proposal event writes complete history to ServiceM8 automatically.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Quotient + ServiceM8

Build and manage your Quotient + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Quotient + ServiceM8 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Quotient to ServiceM8?
Frequently Asked Questions
You can connect Quotient to ServiceM8 in 1-click using ready-made templates on Integrately, or use Integrately AI to configure custom workflows with apps like Slack, Gmail, and Xero.
Can I automatically create a ServiceM8 job when a quote is accepted in Quotient?
Frequently Asked Questions
Can I connect Quotient, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Quotient and ServiceM8?
Frequently Asked Questions
How does Quotient handle quote data during the integration?
Frequently Asked Questions
How does ServiceM8 receive client and job data from Quotient?
Frequently Asked Questions
Do I need coding skills to automate Quotient and ServiceM8?
Frequently Asked Questions
Is the Quotient and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Quotient or ServiceM8 With 1500+ Other Apps

Quotient
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ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with scheduling, invoicing, and reporting tools to keep field data working across your stack.
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