ServiceM8

Add a new client record to ServiceM8 with contact details, billing address, and site information.

Log a new service job in ServiceM8 with description, client link, and priority, ready for dispatch.

Retrieve a specific job's full details — status, assigned staff, scheduled time, materials, and notes.

Modify an existing job's status, description, priority, or schedule without creating a duplicate record.

Return a filtered list of jobs by status, date range, or assigned staff for reporting and dispatch decisions.

Fetch a client record including contact details, site addresses, billing preferences, and job history.

Edit a client record's address, contact details, billing information, or internal notes in place.

Query all clients or a filtered subset by location, status, or last-activity date for outreach and reporting.

Append a timestamped note to a job's activity log, visible to all staff assigned to the job.

Generate a priced quote in ServiceM8 against a client and job, ready for approval and conversion.

Generate a tax-compliant invoice in ServiceM8 for a completed job, pulling confirmed labour and materials.

Dispatch a personalised SMS to the client associated with a job, using ServiceM8's built-in messaging.

Send a transactional or branded email from ServiceM8 to the client on a specific job, with optional attachments.

Add a materials or parts line item to an active job, building the billable cost list as work progresses.

Book a job into the ServiceM8 dispatch calendar with a date, time window, and assigned staff member.

Link one or more staff members to a ServiceM8 job, controlling who receives the dispatch notification.

Retrieve the roster of active ServiceM8 staff with their roles, availability flags, and contact details.

Attach a photo, document, or report file to a ServiceM8 job record, visible to all staff and the client portal.

Fires when a job is marked Complete in ServiceM8, giving agents an immediate signal to trigger invoicing, client follow-up, or review requests.

Fires when a job moves into the queue awaiting dispatch, triggering pre-dispatch preparation and client communication.

Fires when a new client record is created in ServiceM8, letting agents kick off onboarding sequences and CRM sync.

Fires when a client or technician submits a ServiceM8 form, such as a safety checklist or site-condition report.

Fires the instant a new job is created in ServiceM8, regardless of source, triggering downstream automation for every incoming work order.

Fires whenever a ServiceM8 job moves between statuses — such as Work Order to In Progress or Pending to Complete — letting agents react to real-time field activity without polling.