Connecting FlatRateNOW and ServiceM8

In this article, we will guide you through connecting your FlatRateNOW with ServiceM8

You must have a subscription to both FlatRateNOW and ServiceM8 before being able to integrate. This is done from inside FlatRateNOW. Before starting, we recommend you have created your users in both ServiceM8 and FlatRateNOW, so they can be linked.

 

  • In your FlatRateNOW Office:
    • Select Configuration
    • Select Features
    • Tap Mode
    • Select ServiceM8 Integration from the drop down list
    • Tick Use ServiceM8 SDK
    • Select Connect

ServiceM8 Integration Image KB


  • Select Allow

ServiceM8 Integration allow page KB

 

You will now return to your FlatRateNOW Office and congratulated on your successful connection with the ServiceM8 Integration. Next, you will be guided through setting up your integration.

Select Start Tutorial to begin. The following steps will match the guided processes of matching your FlatRateNOW & ServiceM8 users.start tutorial

  • Match Users
    • Select Configuration
    select config 
    • Select Match Users
      match users 
      • FlatRateNOW will do its best to match your FlatRateNOW User with the ServiceM8 User however it is important you review each line to guarantee each user is matched correctly.
    • Match users that are red by selecting the icon on the far right

match user icon

select user

  • Once you have completed matching users, select Confirm & Import Recent SM8 Jobs

confirm

  • Once the jobs have been successful imported, you will receive a final notice advising you of the outcome.

sm8 setup integartion final screen

  • You are now integrated!