Realtime Bookings - Integration Help Guide

This guide will walk you through integrating your ServiceM8 account with the Realtime Bookings platform, detailing the benefits and the integration process.

Why Integrate?

Integrating ServiceM8 with Realtime Bookings simplifies your workflow and eliminates the need for double handling, constant follow ups, and multiple portal logins to different platforms.

Key benefits include:

• Single System Use: You no longer have to use multiple systems. You can continue to accept jobs, manage work, complete work, add job notes, and send your invoice all within ServiceM8.

• No Platform Login Required: You won't even have to log into the Realtime Bookings portal.

• Reduced Communication: Realtime Bookings manages all communications with the property manager, keeping them updated on the job. You no longer have to duplicate work, answer calls, emails, or texts from the Property Manager.

• Automatic Updates: When you update jobs in ServiceM8, the changes are automatically communicated to the Property Manager via Realtime Bookings. This includes job statuses (e.g., job accepted, job scheduled), job notes, photos, videos, and the final invoice.

• Faster Payment: You may even get paid quicker.

Integration Process

To begin the integration process, follow these steps:

1. Sign In to Realtime Bookings Portal: Go to the Realtime Bookings portal and sign in.

2. Enter Email: Enter the email address you used when onboarding.

3. Continue: Click "continue".

4. Enter OTP: You will receive a One-Time Password (OTP) to your email. Check your junk or spam folders if you do not receive it within a few seconds. Enter the OTP and:

5. Verify OTP: Click "verify OTP" to continue.

6. Access Integration Settings: Click on "integration" to access the settings and view your available options.

7. Select ServiceM8: You will see the option to integrate with ServiceM8. Click "integrate" to start the connection process.

8. Log In to ServiceM8: Log into your ServiceM8 account using your ServiceM8 email and password. Click "login".

9. Allow Access: You will be shown what information the system will access to facilitate the integration. Click "allow" to initiate the integration.

10. Confirmation: You will receive a "connected" notification showing that you are now integrated with your ServiceM8 platform.

Invoicing

After integration, there are two ways to submit invoices without emailing them directly to the property manager, which avoids double handling and speeds up payment:

1. Invoicing from ServiceM8: If you invoice directly from ServiceM8, the integration will handle it automatically, requiring no changes to your usual process.

2. Invoicing from Xero or Others: If you use Xero or other accounting software, you need to change the email address you send your invoices to for the agency to make payment.

• The new invoice email to use for the connected agency is invoices@email.realtimebookings.com.au 

What Happens After Integration?

Once integrated:

• Work Orders and Quote Requests: When a property manager allocates a work order or quote request to you, it will automatically appear in your ServiceM8 account.

• Continued ServiceM8 Use: You can continue using ServiceM8 as you always have, now with the added integration benefits.

• Automatic Communication: Job updates you make in ServiceM8 (e.g., status changes, notes, photos, invoice) are automatically communicated to the property manager, eliminating the need for follow-ups, phone calls, emails, and texts.

Questions and Answers (Q&A)

Q: Do I need to log into the Realtime Bookings portal after integration?

A: No, you do not have to log into the Realtime Bookings platform. You can continue using ServiceM8 as you always have.

Q: If I don't log in to the Realtime Bookings portal, what information will I miss?

A: If you do log in to the portal, you will be able to see some valuable job and data insights.

Q: How does the integration help with communication?

A: Realtime Bookings manages all communications with the property manager, keeping them across the job so you don't have to. This eliminates the need for you to answer calls, emails, and texts from the property manager and removes the need for follow-ups.

Q: Will the property manager be updated when I change a job status?

A: Yes. When you update your jobs in ServiceM8, changes like "job accepted" or "job scheduled" are automatically communicated to the property manager via Realtime Bookings.

Q: Where do I send my invoices?

A: You should change the email address for your invoices to invoices@email.realtimebookings.com.au This prevents double handling and speeds up payment. You do not need to cc or send it to the property manager at all.

Getting Support

If you have any questions or need assistance, please do not hesitate to reach out to our friendly team! You can reach us by email at support@realtimebookings.com.au or phone us on 1300 782 832.