ONE POSSIBLE ROBOT · FOR A TRADIE
The quote was accepted.
The materials still need ordering.
A customer accepts a quote in ServiceM8. The job already lists the materials, quantities and item codes, but somebody still has to work out which supplier each item belongs to and prepare the purchase orders.
Once each item code has an agreed supplier mapping, the robot groups the clean matches by supplier and creates draft purchase orders in Xero.
It then adds the draft PO references to the ServiceM8 job so the orders and the work stay connected.
Missing codes, unknown suppliers and quantities that look a bit ambitious stop for review.
The clean matches are ready to approve. Nothing has been ordered without a person checking it.
QUOTE ACCEPTED · 4:38PM
READY TO APPROVE
PLUMBING SUPPLIER
14 items
Draft ready
HARDWARE SUPPLIER
6 items
Draft ready
QUANTITY: 400
That looks ambitious.
Stopped for review
2 draft orders ready · nothing sent without approval
Illustrative example. The final workflow depends on the business’s supplier mappings, approval rules and available account connections.