Turn new Google Sheets rows into ServiceM8 job requests

Turns each new spreadsheet row into a ServiceM8 inbox message you can approve and convert to a job.

How the work actually flows

A straight line. A person has to approve before it continues.

Pattern: Sequence (1)

flowchart TD trig[\"new row added to sheet"\]:::trigdata s0["pull job details from row"]:::task s1["create ServiceM8 inbox message"]:::svc s2(("human converts to job")):::human trig --> s0 s0 --> s1 hg(("you review and approve")):::human s1 --> hg hg -->|"approved"| s2 hg -. "sent back" .-> s1 out[/"reviewed job created in ServiceM8"/]:::out pay{{"fewer errors before job creation"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA personResultPayoff
Build size
Starter

A small build with a couple of connected tools.

Business functions
Email AutomationSpreadsheet & Database Ops
Connects
Google SheetsServiceM8

The problem it solves

Right now you probably copy job details from a spreadsheet into ServiceM8 by hand, or you let anyone create jobs directly with no review step. That means typos, missing details, and jobs created before you've had a chance to check them.

Who it fits

A field service or trades business that collects job requests in a spreadsheet before creating jobs in ServiceM8.

How it works

  1. A new row added to your Google Sheet starts the process
  2. Customer and job details are pulled from that row
  3. A formatted inbox message is created in ServiceM8 with the job details pre-filled
  4. You review the message and convert it into a job in ServiceM8, with customer details already attached
What you get

Job requests ready for you to approve

Every new spreadsheet row shows up in ServiceM8 as a ready-made inbox message, so turning it into a job takes one click.

What you get

A pre-filled ServiceM8 inbox message ready for your review and approval.

What you need

A ServiceM8 account with API access and a Google account with access to the source spreadsheet.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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