You can automatically apply a ServiceM8 Badge to a Client record or Job Record within ServiceM8 when a quote is accepted in FlatRateNOW.
To ensure certain badges are applied to your Client record and/or the Job record, the ServiceM8 Badge to FlatRateNOW Task Sync will do this for you.
When a quotation is accepted in FlatRateNOW, if a task has been linked to a ServiceM8 Badge, it will trigger the application* of the badge.
*The badge may take up to 2 minutes to highlight as applied in ServiceM8 once accepted quote is uploaded.
Example 1: VIP/Membership
- Sync ServiceM8 VIP badge to a FlatRateNOW Membership Task.
- When the Task included in an accepted quote, it will apply the VIP badge to the Job and Client record
Example 2: Completed Work Requires Follow-up
- Tradie sells a specific task that would benefit from a follow up in 6 months.
- Sync ServiceM8 6 Month Follow-up Badge to FlatRateNOW Task.
- When the Task is included in an accepted quote, it will apply the 6 Month Follow-up Badge to the job to become visible in ServiceM8's follow-up process.
If you authenticated your FlatRateNOW and ServiceM8 integration prior to 6/01/2025, you will need to disconnect and reconnect to be able to access this feature.