CRM and Sales tools
ServiceMonster by Codex Solutions International
17 min
servicemonster is a crm and field service management platform for cleaning businesses, offering scheduling, invoicing, and marketing tools integrating with make com enables automation of workflows, improving efficiency and connectivity 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=servicemonster bj9p6i 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 entry in your system, allowing you to start tracking a new task or project create a order creates a brand new order in your system delete a job deletes a specific job from your account using its unique id delete a order deletes a specific order from your account using its unique id delete an employee removes a specific employee from your system using their id get a account retrieve detailed information about an account using its id get a call activity retrieves call activity details associated with a specific account get a job retrieves detailed information about a specific job using its id get a order retrieves detailed information about a specific order using its id get all location retrieves all locations associated with a specific employee using their id get all orders of an account retrieves all orders associated with a particular account get all tasks of an account retrieves all tasks associated with a particular account get an employee retrieves detailed information about an employee using their unique id list all accounts gets a list of all your accounts, so you can easily view and manage them list all employees returns a list of all employees in your organization list all jobs retrieves a complete list of all available jobs in your account list all orders retrieves a complete list of all your orders make an api call allows you to make a custom api request to the service using your authorized account watch accounts triggers whenever a new account is created watch jobs triggers whenever a new job is added, so you can automatically take action as soon as a new job appears 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 //www servicemonster com/ https //codexsolutionsint com/servicemonster https //www make com/en/hq/app invitation/7113b64f19e61dab3047600b0d55eea7 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=servicemonster bj9p6i sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone