— Job management
ServiceM8 integration for trades and field service automation
Connecting ServiceM8 job data to enquiry intake, quoting and reporting, so job records reflect real-time information without manual updates.
The workflows shown are potential implementations, not prebuilt integrations or access to your accounts. Each platform's supported API and permissions must be verified.
01What this enables
Security and access
Integration uses ServiceM8’s official API with scoped access.
Human approval
Job creation and customer communication triggered by automation are logged, and anything customer-facing is reviewable.
Who this is for
Trades and field service businesses using ServiceM8 as their job management system who want enquiry intake and quoting connected to it.
What we verify before building
- Your ServiceM8 account and the supported authentication or app-access path.
- The enquiry fields needed for a job, including customer and site matching.
- The job statuses that trigger follow-up and the person approving customer messages.
ServiceM8 API: authentication and access is the platform's reference for the access or operations described.
An example scope
A possible scope validates an enquiry, matches or creates the required records and prepares a job for the team. Missing contact or site details are routed for review. Before quoting the build, we confirm the available API operations, permissions and how repeat submissions should be handled.
Will every enquiry automatically book a job?
That depends on the agreed workflow. Creating a job record is different from committing to a booking, price or customer promise. Those decisions and any outgoing messages need their own validation and approval rules.
Agree the build and support
Acceptance covers the agreed records, validation, duplicate handling, failure visibility and human approvals. Ongoing support and any third-party account costs are scoped explicitly.
Remote delivery is available worldwide from Newcastle, Australia. See engagement options and AUD pricing or describe the tools and workflow you want to connect.
See other integrations