Index

• 1. Initial Account Setup and Integration Overview
• 2. Responding to an Offer
• 3. Responding to a Quote
• 4. Submitting an Invoice

1. Initial Account Setup and Integration Overview

An overview of the features of the OurTradie-ServiceM8 Integration. Learn how to link your OurTradie and ServiceM8 accounts, synchronize Notes and Attachments to/from OurTradie, and enable the integration for existing jobs.

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2. Responding to an Offer

Learn how to accept, schedule, and reject OurTradie jobs in ServiceM8.

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3. Responding to a Quote

Learn how to schedule an inspection, provide a quote, inform the property manager of your intention to quote, and reject OurTradie jobs in ServiceM8.

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4. Submitting an Invoice

Learn how to submit and resubmit invoices, and add payments to OurTradie jobs in ServiceM8.

Click here to access the OurTradie-ServiceM8 Integration user manual.

Maintenance OurTradie VIC

maintenance maintanance ourtradie vic

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