This tutorial will show you how to create and use a quote acceptance through a special link that you can include in Email or SMS message.Documentation Index
Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
Use this file to discover all available pages before exploring further.
Go to Settings, click Email or SMS Templates.
To create a new email template, click Add Email Template.
Then add the code {document} into your Email message. Click Save Changes.
For SMS template, click Add SMS Template.
Then insert the code {document} into your SMS message and save it.
To test is out, open a job either from the app or online, in this example will use the ServiceM8 app.
Tap Job Actions ( + )
Note: The job status must be in Quote.
Tap Email or SMS
Select the Quote Acceptance Template and send
Your client will receive a message with the special link in it as shown below.
Here is the quote acceptance preview once the link is clicked or opened.
Here they can:
Accept Quote: Approve the quote and confirm.
Email: Forward or send in another email.
Save: Download a copy on their computer.
Once the online quote acceptance is approved it will then automatically change its job status to work order and a record in the diary.
