ServiceM8 helps to provide the latest mobile & cloud technology helping eliminate paperwork, improve productivity & provide great service for trades & services. Our ServiceM8 integration has been highly requested! So what does Invoco’s Call Tracking and Hosted PBX integrations into ServiceM8 do? Well, some pretty cool stuff actually…

ServiceM8 GUI
This integration will:
  • Do a lookup to your ServiceM8 database and attempt to match a telephone number to a contact,
  • If we find a match and you’ve enabled desktop notifications, you’ll see a notification pop up on your screen with the caller’s name and number.
  • If we don’t find a match and you’ve enabled automatic contact creation, you’ll see a pop-up notification with the caller’s number, labelled as the default name settings you specified earlier. Didn’t enable automatic contact creation? You’ll just see the caller’s number in the pop up.
  • You’ll then see real-time updates in client contacts, with the calls’ details and a link to the call recording.

Having Desktop Notifications turned off means that the same rules will still apply, but you just won’t have the pop-up. It will also display the caller’s name on your Invoco VoIP Phone, as long as you have the Contact Lookup feature enabled!

We hope the ServiceM8 integration helps out their users! To find out how to get set up, head over to the setup page, where you’ll find instructions and a dedicated video tutorial. Do you use another CRM? Check out the rest of our integrations.

That’s all for now! If you have any suggestions for us to work on in the future, let us know!

Jez

Jez

Posted on: 25th June 2021