When your Hubspot deal has reached a certain stage in it’s pipeline, all necessary information will synchronise with ServiceM8 and create a job for you which you can then assign to an available installer in your team.
You can effortlessly send extensive Hubspot data and files automatically to populate ServiceM8 jobs, this includes site notes, roof type, machinery requirements and much more.
ServiceM8 is a popular job management software platform, designed to support small service businesses to maintain their jobs more effectively. A summary of the features included in serviceM8 is as follows: Job Management (simple job booking process), quoting & invoicing (has predefined templates that you can personalise with your branding), scheduling and dispatching (get real-time updates and notifications as you allocate jobs to field staff), GPS tracking, reporting and analytics and much more.
By using a job management system, you can easily keep your team informed and managed to carry out solar installations out in the field. You can use the built in analytics and reporting to see how you can improve your current processes and operations even further. By integrating Hubspot with your ServiceM8 account you can keep both platforms synchronised and reduce any additional data entry that you input in one system as it will push the data to the other linked system.
This integration removes the requirement for data entry across two or more platforms depending on the extent of the integration. Simply put the time and effort put into generating a solar design & quote in the solar platform of your choosing, won’t require any additional time & resources to input those same details into another system.
The two or more platforms will synchronise, therefore removing the time required to manually input the same information into the linked platforms. This will free up your administrator/account manager to focus on other tasks, rather than manual data entry.
The monthly subscription fee covers several costs incurred as a result of the integration. These costs include the Snapflow running costs, on-going maintenance, support related costs and any refactor costs which arise from when either platforms updates their API (Application Programming Interface) structure or the linked platform makes changes to their API structure.
Our integration process involves an initial consultation to understand your needs, followed by a tailored implementation plan. We then configure and test the integration to ensure it meets your requirements.
Integrations with other platforms can vastly streamline your operations, improve data accuracy, reduce manual data entry, enhance reporting capabilities, and provide a seamless workflow across different tools.
We prioritize security in all our integrations. We use industry-standard encryption and secure APIs to ensure that your data is protected throughout the integration process. We have also hired independent security audit companies to check for vulnerabilities and ensure best practice is utilized.
Ongoing support and maintenance services to ensure that the integration continues to function smoothly. This includes troubleshooting, updates, and any necessary adjustments as platforms regularly make changes in new version releases. This results in changes made to the API (Application Programming Interface) structure, which we utilise to build the integrations.
Our goal is to enhance, not hinder, your existing systems. We carefully design integrations to ensure optimal performance and minimal impact on your current operations. We have gone as far to build our own inhouse integration platform rather than rely on third-party integration tools.
Phone 1300 655 722
Email info@snapfrozen.com.au
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Snapfrozen specialises in web application development and cloud infrastructure.
At Snapfrozen, we're a professional team of web developers and technical problem solvers.
We're proudly based in Coffs Harbour, New South Wales, servicing clients world wide.
We’ve been making the web work for business since 2001.
