What is ServiceM8?

ServiceM8 is a powerful job management software designed for trades and service businesses. It helps streamline operations, improve efficiency, and enhance customer service by offering features such as job scheduling, dispatching, quoting, invoicing, and customer communication.

Uses for ID Verification in ServiceM8

Integrating IdentityCheck with ServiceM8 allows businesses to automate ID verification processes. Here are some possible uses:

• Confirm the identity of new clients or employees before engaging in services
• Ensure compliance with local laws and regulations
• Securely verify contractors or subcontractors before they start work
• Maintain accurate and trustworthy customer records

How to Set Up IdentityCheck Integration

1. Create Accounts: Ensure you have active accounts on both IdentityCheck and ServiceM8 platforms.
2. Sign in to Zapier: Log in to your Zapier account, or create a new one at Zapier.
3. Find the Integration: Search for “ServiceM8” and “IdentityCheck” in the Zapier app directory.
4. Create a New Zap: Click “Make a Zap” to start creating a new Zap.
5. Choose Trigger App: Select “ServiceM8” as the trigger app. Choose a trigger event, such as “New Client Created”.
6. Connect ServiceM8: Connect your ServiceM8 account to Zapier by following the prompts.
7. Choose Action App: Select “IdentityCheck” as the action app. Choose the action event, such as “Verify Identity”.
8. Connect IdentityCheck: Connect your IdentityCheck account to Zapier by following the prompts.
9. Test & Activate: Test your Zap to ensure everything is working correctly, then activate it.

How to Use the ID Verification Integration

Once the integration is set up, you can start using the ID verification process seamlessly within ServiceM8:

• New Client Onboarding: When a new client is created in ServiceM8, their details are automatically sent to IdentityCheck for verification.
• Automated Notifications: Receive notifications in ServiceM8 upon successful verification or if additional information is needed.
• Safe & Secure: All verification data is transmitted securely, ensuring client information is protected.
• Compliance & Record-Keeping: Keep records of all verification actions within your ServiceM8 account for compliance purposes.