Contents x
    Pushing Quantities to a Job in ServiceM8
    • 17 Feb 2025
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Pushing Quantities to a Job in ServiceM8

    • Updated on 17 Feb 2025
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    Stages in Groundplan do not appear within the ServiceM8 Job.

    The values provided in this article are for example purposes only.

    Related Articles: Using ServiceM8 Items on Plans | Take-off Templates when Integrated with ServiceM8


    1. From the ServiceM8 tab
      • Search using the number or name of an existing Jobs in ServiceM8
        Used also to update Quantities for totals already pushed to the Job
      • or Click Create a New Job

    servicem8-push-to-quote.png

    1. If choosing New Job, type in the Job Description
    2. Click Create New Job

    servicem8-new-job.png

    1. Click Update

    Entering the Job before clicking Update will result in no quantities being present.

    servicem8-push-to-job-2.png

    1. Click the Job Number to enter the Job

    servicem8-push-to-job-3.png

    servicem8-push-to-job-4.png


    Frequently Asked Questions

    Why are there no Stage names in my Job?

    Due to the restrictions of the current Integration API, Stage names are not transferred to the ServiceM8 Job.

    The Stage Names can be added manually from within the Job by:

    1. Scroll to the bottom
    2. Click and type in the Stage Name into the Item name section, ensuring there is no quantity or price set

    servicem8-faq-1-2.png

    1. Use the dots on the left-hand side to move it to the correct location

    servicem8-faq-1-3.png

    servicem8-faq-1-3.png


    💡Accessed your Company's free 1-hour Training Session?

    Organise your session today! Click Help > Send us a Message and ask to book in for free training.

    Trainers can assist with:

    • Workflow solutions
    • Time-saving tips
    • Making sure you're getting the most out your subscription

    If you've accessed your free training and need further support, reach out to book a 1 or 2 hour paid session.

    Was this article helpful?
    What's Next