ServiceM8 integrationwith automatic lead handoff options.
Send leads to ServiceM8 automatically when they are new or contacted, or send one manually. Each handoff creates a new job in Quote status. Automatic quote, won-value and job-completion updates back to Strelve are planned.
Your team prepares and sends the formal quote in ServiceM8.
How it works
Connect.Send when ready.
Manual handoff
Choose a lead to send
Send it from its Strelve lead record whenever your team is ready.
ServiceM8 Quote job
Your team prepares and sends the formal quote in ServiceM8.
Available on Strelve Professional. Handoff includes contact and location details, the price estimate, estimate-form answers, notes, and a link back to the Strelve lead. Strelve does not send or accept the formal quote. Automatic sync-back for quote values, won status and job completion is planned. The ServiceM8 add-on is free; ServiceM8 may charge your account for creating jobs.
ServiceM8 vs. Simpro, Tradify and Fergus
Compare the integrationsfor lead handoff.
- Lead handoff
- Automatic or manual
- Quote values sync back
- Planned
- Won values sync back
- Planned
- Job completion sync back
- Planned
- Trigger review and referral emails
- No
ServiceM8 can receive leads automatically when they are new or contacted, or manually from the lead page. Each handoff creates a new job in Quote status. Automatic quote, won-value and job-completion updates back to Strelve are planned.
If you use a different job-management system, . We can look at what a connection could involve and how it fits with the way your team handles leads.