What are the various ServiceM8 date fields?

What are the various ServiceM8 date fields?

Due to historical reasons, Wink doesn't always name the fields verbatim the same as inside ServiceM8.

Here are the date fields in Jobs:




Opened Date: This is the date when the job was created in ServiceM8.
Completed Date: The date when the job's status was last changed to 'Completed'.
Quoted Date: The date when the status was changed to 'Quote'.
Accepted Date: The ServiceM8 job was last changed to 'Work Order' on this date.
Invoice Ready Date: When the job was marked 'ready to invoice' in ServiceM8.
Invoiced Date:  The date when the invoice was emailed to the client. If no email was sent then the date will not be populated.
Paid Date: The date when the final payment was received and update on the job.
Rejected Date: The job was last moved to status 'Unsuccessful' on this date.
Estimated End Date: This is the date of the last appointment currently scheduled for this job.
First Payment Date: The date when the first payment was received for this job (if there are multiple payments).

ServiceM8 does not record every instance when the above happens, only the last instance. For example if a job was move to Worked Order, then Completed and then re-opened back to Work Order, the "Accepted Date" will be the second time it was moved to Work Order.

Similarly editing a Completed Job appears to 'reset' the Completed Date to the current date.
    • Related Articles

    • Using Aggregations

      Created by: Gavin Hodge Modified on: Tue, 13 Feb, 2018 at 5:10 PM This tutorial will step you through using aggregation to summarise large amounts of information in reports. This will let you analyse large amounts of information (we're talking ...
    • Designing a conversion rate report

      Created by: Gavin Hodge Modified on: Tue, 18 Sep, 2018 at 2:06 PM A conversion rate report is one of the more advanced uses of the report designer. It requires use of many features of the designer including value formulas, Excel style formulas, ...
    • Merging Reports

      Created by: Johann Du Toit Modified on: Tue, 3 Dec, 2019 at 12:45 PM This tutorial will give a quick overview of how you can merge multiple reports and data sources into a single report. Note: This functionality is only available on Professional and ...
    • Running Reports

      Created by: Gavin Hodge Modified on: Wed, 14 Feb, 2018 at 3:38 PM Executing reports is the core part of Wink Reports. This reference will cover changing filter values, exporting, using saved filters, parameter lists, and creating sharing URLs. The ...
    • How to pivot horizontally in the report designer

      Created by: Gavin Hodge Modified on: Tue, 18 Sep, 2018 at 2:06 PM The report designer supports pivoting data horizontally into columns. For example, you might want to group figures by month and have a column per month. This is called a horizontal ...