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

    Pushing Quantities to a Job in ServiceM8

    • Updated on 14 May 2025
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    Push Groundplan Quantities to a New or Existing ServiceM8 Job.
    Please note: Stages in Groundplan do not appear within the ServiceM8 Job.

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


    1. From the ServiceM8 Tab:
    • Update an existing Job, search using Job Number or Name
      OR
    • Click Create a New Job, type in the Job Description then click Create New Job

    servicem8-push-to-quote.png

    1. Options
    • (Default) Untick Remove existing Materials from Job
      Will leave any extras items and/or Stage names added in ServiceM8
      OR
    • Ticking Remove existing Materials from Job
      Will remove all extra items and/or Stage names added in ServiceM8
      This action is permanent
    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


    Why have items added to my Job disappeared?

    When pushing Quantities to an existing Job in ServiceM8, ensure the Options box is unticked for Remove existing Materials from Job. This will leave any extras added to the Job from ServiceM8 inside the Job.

    servicem8-faq.png


    Why are changes I have made in ServiceM8 to my bundle / material not applying?

    When an Material or Bundle is pushed to ServiceM8, it will retain the Item Code and Description from when it was first added to the Project.

    If you’ve updated the Item Code or Description after adding the item, remove the Material or Bundle from the Project and re-add it before pushing it to ServiceM8 to ensure the changes are applied.


    đź’ˇAccessed 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