CRM pipeline ⇄ ServiceM8 jobs
When a qualified lead is moved into your “Ready for quote” stage, Sales Connect creates the client and job in ServiceM8. As the job is accepted, booked, completed, invoiced and paid in ServiceM8, the opportunity moves through your pipeline and the contact is tagged, so your review-request workflow fires on its own.
Install Sales Connect from your sub-account’s app marketplace, then open it from the left menu. A Sales Brain app.