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Job management

Add call backs, new enquiries and urgent messages to ServiceM8 or Fergus, ready to quote and book in.

For trades. Job management puts the work your receptionist takes in straight into your job management app, so it can be quoted and booked without anyone retyping it.

What it does

ServiceM8: a new job at the Quote stage, with a description of what the caller wants, and the caller added as the job contact. If there's a reference, it goes in the job's purchase order number.
Fergus: a new enquiry, in Fergus's own inbox for new work, with the caller's name, number and what they asked about.

Under What to add choose:

Call backs, new enquiries and urgent messages (the default)
Those, and bookings the receptionist makes
Call backs and urgent messages only

Each job says what happened, for example "URGENT message from Sam Patel", and that it was taken by your receptionist. The same call back or booking is only ever added once.

What you need

Choose Your job management app, then put one of these in API key or access token:

ServiceM8: Settings, then API Keys, then Create API key.
Fergus: Settings, then Integrations, then Personal access tokens, then Create token.

Setting it up

Open Plugins, choose Job management and click Switch on.
Choose your app and paste the key.
Choose What to add.
Click Save and test. The test only reads from your app: nothing is added.

Cost

Free. Your ServiceM8 or Fergus subscription is between you and them.

Privacy

Each job or enquiry holds the caller's name, phone number and what they asked about. It's held in your app under its rules.

Limits

It adds new work. It doesn't update or close jobs, even when you mark a call back done on the dashboard.
If your app refuses something, the plugin shows Needs attention with the reason. That item isn't tried again.

Still stuck? Write to hello@callscovered.ai with your business name and what you were trying to do, and a person will reply.