Jobs are created in ServiceM8 and assigned to Plumbers. These Jobs are automatically sent to Flat Rate NOW for pricing and quoting before being written back to Service M8 for invoicing and payment.
Configuring Flat Rate Now to talk to ServiceM8
- In the Flat Rate NOW management console choose >Partners >Users, tap Create and enter Flat Rate NOW users to mirror those in ServiceM8 – don’t forget to Save each one
- In the Flat Rate NOW management console, select >Configuration, tap the Configration tab and in >Feature Mode >Mode pick ServiceM8 Integration.
- Add your ServiceM8 username and password.
- Tap Test Access to confirm your connection.
TIP: First and Last Names need to match exactly for ServiceM8 jobs to be correctly assigned…