Integrations

The job starts in ServiceM8 and ends in ServiceM8. FlatRateNOW is the point of sale in between.

1. Create the customer and the job in ServiceM8.
2. Schedule the job on the dispatch board. It syncs automatically to the tradie with the appointment.
3. Use ServiceM8 to get to the job as you always have.
4. On site, once you have talked it through with the customer, build your quotes in FlatRateNOW and present them there.
5. Send, accept and take payment in FlatRateNOW. Everything below is written back to the ServiceM8 job on its own.

Create jobs in ServiceM8, not here Customers and jobs belong to ServiceM8. Creating them there is what keeps the dispatch board, the billing section and the job diary lining up with what you do on site.

If something does not appear Integration notifications are coming to Healthcheck on the quote screen. Until then, if something has not landed on the job, open the job in your job management system and check there before you redo the work.

Sometimes the work does not belong on the job you are standing on. You can start a new ServiceM8 job without leaving FlatRateNOW, automatically or by hand.

Switch it on first A manager needs to turn this on for your integration in Configuration. Until then neither option below will appear.

Automatically Yourself

If a quote is accepted in FlatRateNOW and the ServiceM8 job is already marked complete, a new job number is generated for you and the sale is moved onto it. Nothing for you to do.

Jobs come across on their own when the appointment is against your name. When it is not, you can go and get the job yourself.

3 4

1. Open your Job List.
2. Type the job number into the search bar.
3. Tap Run Advanced Search.
4. Tap the job that comes back.
5. Give it a moment while the job is pulled across.
6. The job then sits in your job list like any other.

Searching is covered in how to search in the Job List module.

A Simpro quote or a Simpro job, either one works. Schedule it against the employee and it turns up in their FlatRateNOW job list on its own.

1. Create the customer, then create the Simpro quote or the Simpro job.
2. Schedule it against whoever is attending.
3. Use Simpro to get to the site as you always have.
4. On site, build your options in FlatRateNOW and present them there.
5. Send, accept and take payment in FlatRateNOW. Everything below is written back to the Simpro quote or job on its own.

Some of this is optional Populating the cost centre when you send, converting an accepted quote into a job, and locking the cost centre are all switched on per integration. If they are not happening for you, check with whoever set the integration up.

If something does not appear Integration notifications are coming to Healthcheck on the quote screen. Until then, if something has not landed on the job, open the job in your job management system and check there before you redo the work.

Start a new Simpro quote or job without leaving FlatRateNOW, either yourself or off the back of an acceptance.

Yourself Automatically

1. Open the quote action menu.
2. Tap New.
3. Choose New simPRO Quote or New simPRO Job.

Work comes across on its own when it is scheduled against your name. When it is not, you can go and get it yourself.

4 5

1. Open your Job List.
2. Type the quote or job number into the search bar.
3. Choose whether you are looking for a Simpro quote or a Simpro job.
4. Tap Run Advanced Search.
5. Tap the result that comes back.
6. Give it a moment while it is pulled across.
7. It then sits in your job list like any other job.

Searching is covered in how to search in the Job List module.

The job starts in ServiceTitan and ends in ServiceTitan. FlatRateNOW is the point of sale in between.

[CONFIRM] Copied from the ServiceM8 lesson This lesson has not been checked against the ServiceTitan integration yet. Confirm every line before this page goes live.

1. Create the customer and the job in ServiceTitan.
2. Schedule the job against whoever is attending. It syncs automatically to that tradie.
3. Use ServiceTitan to get to the job as you always have.
4. On site, once you have talked it through with the customer, build your quotes in FlatRateNOW and present them there.
5. Send, accept and take payment in FlatRateNOW.

If something does not appear Integration notifications are coming to Healthcheck on the quote screen. Until then, if something has not landed on the job, open the job in your job management system and check there before you redo the work.

Start a new ServiceTitan job without leaving FlatRateNOW, automatically or by hand.

[CONFIRM] Copied from the ServiceM8 lesson This lesson has not been checked against the ServiceTitan integration yet. Confirm every line before this page goes live.

Switch it on first A manager needs to turn this on for your integration in Configuration. Until then neither option below will appear.

Automatically. [CONFIRM] If a quote is accepted in FlatRateNOW and the ServiceTitan job is already complete, a new job is generated and the sale moves onto it.

1. Open the quote action menu.
2. Tap New.
3. Choose New ServiceTitan Job.

Jobs come across on their own when the appointment is against your name. When it is not, you can go and get the job yourself.

3 4

1. Open your Job List.
2. Type the job number into the search bar.
3. Tap Run Advanced Search.
4. Tap the job that comes back.
5. Give it a moment while the job is pulled across.
6. The job then sits in your job list like any other.

The job starts in AroFlo and ends in AroFlo. FlatRateNOW is the point of sale in between.

[CONFIRM] Copied from the ServiceM8 lesson This lesson has not been checked against the AroFlo integration yet. Confirm every line before this page goes live.

1. Create the customer and the job in AroFlo.
2. Schedule the job against whoever is attending. It syncs automatically to that tradie.
3. Use AroFlo to get to the job as you always have.
4. On site, once you have talked it through with the customer, build your quotes in FlatRateNOW and present them there.
5. Send, accept and take payment in FlatRateNOW.

Payments stay in FlatRateNOW Payments are not sent to AroFlo. Take the payment in FlatRateNOW as normal, then record it in AroFlo yourself.

If something does not appear Integration notifications are coming to Healthcheck on the quote screen. Until then, if something has not landed on the job, open the job in your job management system and check there before you redo the work.

Jobs come across on their own when the task is against your name. When it is not, you can go and get the job yourself.

3 4

1. Open your Job List.
2. Type the job number into the search bar.
3. Tap Run Advanced Search.
4. Tap the job that comes back.
5. Give it a moment while the job is pulled across.
6. The job then sits in your job list like any other.