Integrating ServiceM8 with Lana Account

Objective

This SOP outlines the steps to integrate your ServiceM8 account with your Lana account for seamless operation.

Key Steps

Step 1: Log into Lana Account 0:00

• Open your web browser and navigate to the Lana login page.

• Enter your credentials to log into your Lana account.

Step 2: Access Manage Subscription 0:11

• Once logged in, locate the 'Manage Subscription' option on the dashboard.

• Click on 'Manage Subscription' to proceed.

Step 3: Navigate to  ServiceM8 0:21

• In the top right corner of the dashboard, find your name.

• Click on your name to reveal a dropdown menu.

• Select 'ServiceM8' from the dropdown.

Step 4: Proceed to ServiceM8 Dashboard 0:34

• You will be redirected to the ServiceM8 dashboard.

• Click on the 'Next' button to continue.

Step 5: Log into ServiceM8 Account 0:40

• If prompted, enter your ServiceM8 account credentials.

• Follow the on-screen prompts to complete the login process.

Step 6: Notify Lana Software Team 0:47

• After successfully logging in, send an email to support@laner.software.

• Inform them that the integration process is complete.

Step 7: Receive Webhook Link 1:00

• Wait for a confirmation email from the Lana team.

• The email will include a webhook link.

Step 8: Save Webhook Link 1:09

• The webhook link contains a personal identification number.

• Ensure to save this link in a secure location for future reference.

Cautionary Notes

• Ensure that you have the correct login credentials for both Lana and ServiceM8.

• Do not share your webhook link with unauthorized personnel as it contains sensitive information.

Tips for Efficiency

• Double-check your email address before sending the notification to avoid delays.

• Keep your login credentials secure and accessible to prevent any interruptions during the integration process.

Link to Loom

https://www.loom.com/share/ef75e1610272410ab1d8fc86df14e3ba