[ Operations Automation · Auto service business ]
Two systems,one clean flow.
Mobile Techs was running two systems that didn't talk, so every job got entered twice. We built a two-way Shopmonkey ↔ ServiceBridge sync on Make.com, plus an SMS layer that keeps customers updated automatically. Live in production.
Shopmonkey ↔ ServiceBridge sync
in production
status texts + CSAT survey
[ the challenge ]
The same job, typed in twice.
Mobile Techs ran their shop on Shopmonkey and their field work on ServiceBridge, two good tools that didn't talk to each other. Every work order and status change had to be re-entered by hand across both, which burns time and invites mistakes. Meanwhile customers were left in the dark between updates, so the phone kept ringing with “what's the status?”
[ the approach ]
Wire the two systems together, then let them run.
We mapped exactly how a job moves through both systems, then built the connective tissue on Make.com so work orders and statuses sync automatically between Shopmonkey and ServiceBridge. On top of that we layered SMS updates through Twilio, triggered by status changes, and a satisfaction survey in HubSpot once a job wraps. Carrier-approved texting so the messages actually deliver.
[ what we built ]
The build sheet.
- 01A two-way integration syncing work orders and statuses between Shopmonkey and ServiceBridge, built on Make.com
- 02An SMS automation layer (Twilio) that texts customers automatically as their job changes status
- 03A satisfaction (CSAT) survey that fires in HubSpot once a job is complete
- 04A carrier-approved (A2P 10DLC) texting setup so every message reliably delivers
[ the outcome ]
What it does now.
No more double entry
Work orders and statuses flow between the two systems on their own. The team stopped re-typing the same job into a second tool.
Customers stay in the loop
Status-triggered texts update customers automatically, so fewer people call in asking where their job stands.
Live and running
The integration and the SMS automation shipped to production and run on their own. A real, working system, not a slide deck.
Make your toolstalk to each other.
If your business runs on systems that don't sync, we can wire them into one. Book a free scoping call and we'll map exactly where your team is doing double entry.
[ more work ]