Email to job: set up automatic job creation from enquiry emails (ServiceM8, Jobber, Tradify)
Step-by-step guide for automating job creation from enquiry emails using mailbox forwarding, an email parser, and field service applications.
Outlook
Create jobs from Outlook emails: ServiceM8, Jobber, Tradify and Simpro step-by-step
Methods for converting Outlook emails into job entries using platforms like ServiceM8, Tradify, Jobber, and Simpro, aimed at UK trade businesses.
How to follow up a quote: templates, timing and simple automations for trades
UK tradespeople with effective follow-up strategies, templates, and automation tips to improve quote approval rates without being pushy.
Outlook ↔ ServiceM8/Jobber/Tradify (UK): stop duplicate calendar entries and fix BST/GMT shifts
Guidance for UK plumbing, electrical, HVAC, and building firms on resolving duplicate calendar entries and time zone issues in Outlook with ServiceM8, Jobber, or Tradify.