Platform Connections
ETL Settings
Sync Controls
Status:
Idle
User Management
User management is being configured.
Site → Staff Mapping
Map each RosterElf Site (truck) to a ServiceM8 staff member. A site's approved hours are credited to that staff's ServiceM8 jobs on each date (FR-5.1). Unmapped sites (e.g. HEADOFFICE) are not allocated.
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Sales Workspace
Create clients and quotes in ServiceM8, and move quotes through their status lifecycle. Mandatory fields are validated before anything is sent to ServiceM8 so the data the pipeline needs is always captured.
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