ServiceM8 Job
Cooledge Quote
Load customer details directly from ServiceM8
Connect your ServiceM8 account and instantly import customer details into Cooledge quotes. No more manual data entry—just enter the job number and we'll do the rest.
- One-click customer data import from ServiceM8 jobs
- Automatic linking between jobs and quotes
- Eliminate data entry errors
- Save time on every quote
How It Works
Connect once and streamline your quoting workflow
Connect ServiceM8
Connect via OAuth in portal settings
Enter Job Number
Click "Load from ServiceM8" in the Cooledge app
Auto-Fill Quote
Customer details populate instantly
What's Included
Powerful features to connect your workflow
Customer Data Import
Automatically import customer name, email, and address from ServiceM8 jobs into your Cooledge quotes.
- Load data with just a job number
- Pre-filled contact details
- Accurate address information
Job-Quote Linking
Create a permanent link between your ServiceM8 job and Cooledge quote for seamless tracking.
- Automatic relationship tracking
- Easy reference lookup
- Organized job management
Document Upload
When quotes are accepted, automatically upload PDFs and documents back to the ServiceM8 job.
- Automatic PDF upload to jobs
- Quote documents synced
- Centralized file management
Invoice & Payment Sync
Push invoice data and payment information from accepted quotes directly to ServiceM8.
- Automatic invoice creation
- Payment status updates
- Synchronized financial records
Easy Setup
Get connected in minutes
Sign up for Cooledge
Create your free account and complete the initial setup.
Connect ServiceM8
Navigate to Settings → Integrations in your portal and connect your ServiceM8 account using OAuth.
Start quoting
In the Cooledge mobile app, use the "Load from ServiceM8" button and enter your job number to auto-fill customer details.
Ready to try all the features for free?
Start your 10-quote free trial — zero setup quoting in minutes, no risk.