Automate ServiceM8 Job Tracking into Google Sheets with Zapier
Budget: $30 – $250 USD
I'm seeking a skilled freelancer to create an automated system that tracks technician jobs from ServiceM8 in Google Sheets. The purpose is to monitor weekly performance for each technician, including the number of opportunities (quotes), quoted dollar amounts, converted work orders, and completed jobs, using Zapier for automation.
Key Requirements:
- Track specific metrics:
- Opportunities (quotes)
- Quoted dollar amounts
- Conversion rate (how many quotes are converted to complete)
- Average sale (total $ amount of completed jobs divided by total opportunities)
- Organize data by date ranges (weekly, monthly)
- Use of visual aids: Incorporate charts within the Google Sheets to represent data visually
Ideal Skills:
- Proficiency in Google Sheets
- Expertise in using Zapier for automation
- Experience with ServiceM8
- Data analysis and visualization capabilities
Please begin your proposal with the words I am not a bot
I need a clean, summarized view of the data that provides an at-a-glance overview of technician performance.
Key Requirements:
- Track specific metrics:
- Opportunities (quotes)
- Quoted dollar amounts
- Conversion rate (how many quotes are converted to complete)
- Average sale (total $ amount of completed jobs divided by total opportunities)
- Organize data by date ranges (weekly, monthly)
- Use of visual aids: Incorporate charts within the Google Sheets to represent data visually
Ideal Skills:
- Proficiency in Google Sheets
- Expertise in using Zapier for automation
- Experience with ServiceM8
- Data analysis and visualization capabilities
Please begin your proposal with the words I am not a bot
I need a clean, summarized view of the data that provides an at-a-glance overview of technician performance.