CRM and Sales tools
ServiceMonster by Maxmel Tech
25 min
servicemonster is a business management platform for service businesses, offering scheduling, invoicing, crm, and marketing tools integrating with make com enables workflow automation, streamlining operations and connecting servicemonster data with other business applications limited documentation we currently can't provide complete documentation for servicemonster because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from servicemonster and public sources to create detailed guides about servicemonster servicemonster is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=servicemonster\&app slug=servicemonster community\&app unique id=service monster kubeqs app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/servicemonster community/ click the install button follow the on screen instructions to complete the setup servicemonster modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a job creates a new job in the system you choose, helping you manage tasks or projects more efficiently create a note creates a new note in the service you choose create a site creates a brand new site on the platform or service you choose create a task creates a new task within the project or task list you choose create an employee creates a new employee record in the system, adding all their details for you create an order creates a new order in the system using the details you provide delete a job removes a specific job from the system delete a site deletes a selected site from the specified service delete a task permanently removes a task based on the details you provide delete an employee permanently removes a selected employee’s record from the system delete an order permanently removes a selected order from your chosen service get employees fetches a complete list of all employees from your connected service get jobs fetches a complete list of all available jobs get notes fetches and displays all your saved notes get orders fetches a complete list of all your orders get tasks fetches a complete list of all your tasks get a job fetches detailed information about a specific job from the system get a note fetches a specific note from your account on the service get a site gets detailed information about a particular site you select get a task gets detailed information about a particular task you select get an employee finds and displays details for a specific employee using the id you provide get an order fetches detailed information about a specific order list sites fetches a complete list of all available sites in your account make an api call allows you to make a custom, authorized api request to the service, giving you flexibility to access any available endpoint update a job updates the information or settings for a specific job update a site updates the details of a selected site with the latest information or changes you provide update a task updates an existing task with the details you specify update an employee updates the information of an existing employee in your system, such as their name, contact details, or job title update an order updates an existing order with the information you provide, such as changes to items, quantities, or customer details watch employees this module activates whenever a new employee joins your organization, helping you stay updated with your latest team members watch events monitor and get notified whenever new events occur watch jobs this module activates whenever a new job is posted or an existing job is updated, keeping you informed about the latest job listings and changes watch notes this module activates whenever a new note is added, letting you take action as soon as a note is created watch orders this module activates whenever a new order is placed, letting you automatically respond to new purchases watch sites triggers whenever a new website is discovered, so you can stay updated with the latest additions watch tasks this module notifies you whenever a new task is added or when changes are made to an existing task templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} servicemonster resources you can have access to more resources related to this app on the following links https //servicemonster net/ https //help servicemonster net/help articles https //developer servicemonster net/ https //www make com/en/integrations/servicemonster community help us improve this documentation have experience with servicemonster? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=servicemonster\&app slug=servicemonster community\&app unique id=service monster kubeqs sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone