Installing Wordpress Plugin

To get started installing our plugin, first you need to download the zip file for it here. Once it's downloaded, the next step is to upload it to the plugin portion of your Wordpress website.

When you log into your Wordpress website, you will see Plugins on the right-hand side. Click on the link, and it will take you to the following page:

From here, you click Add Plugin and this will bring you to the page to add and install your plugin.

Once installed, you will see it listed in the Plugins section of your website. At this point, the plugin should be installed and ready for configuration.

Configuring the Plugin

Once the plugin is installed, you can now configure the form for your needs. You can add as many form fields as you need. I highly recommend the following fields: first name, last name, email, phone number,  and address. These are required to create a job in ServiceM8.

Once you've created all the fields, it's now time to add the form to your site. In the upper right-hand cord of the page, you can copy and paste this code snippet and place it on any page in the website. I recommend a dedicated page to host the form.

The last part of set up is integrating it with our API to create a job in ServiceM8. This requires setting up an account on our new platform - Service Pro Tech. To set up a new account, you need to add our add-on. You can activate the add-on by clicking here - linktoaddon.

Once you authenticate the add-on, you'll land on this page that contains a unique API key for your account. This allows the Wordpress plugin to submit the information to ServiceM8.

The last step of set up is to copy and past the API key and put it into the Wordpress plugin along with this API url - https://app.serviceprotech.net/api/servicemate/wordpress-plugin/contact-forms/parse-and-create/. If you check "Enable API Integration", then each form submission with result in a new job created.