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Servicem8scheduling & booking
70 available actions
What your AI agent can do in Servicem8
Give your AI agent a clear role between customer messages and the ServiceM8 records your office and field team rely on. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 70 actions.
Common starting points
- Find the right jobFind a job or customer record and bring the key details into the conversation.
- Review job progressCheck the status, schedule, diary notes and work already recorded on a job.
- Create a new jobStart a job for an existing or new customer, including the address and work description.
- Message the customerSend an email or text message and keep it linked to the relevant job.
- Update job detailsChange the address, description, work completed, status or billing details.
- Reschedule a bookingMove a booking to a new time or assign it to a different team member.
Browse all 70 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 41 actions
- Fetch ServiceM8 ResourceFetches content from a ServiceM8 resource.
- Check AvailabilityGet staff availability windows between start and end dates.
- Get Help ArticleGet a ServiceM8 Help Center article by the ID returned from search_help_center.
- Get Job DetailsGet comprehensive job details.
- Get Job DiaryGet job diary information including all diary entries, activities, and notes.
- Get Jobs in FilterGet a list of jobs using filters.
- Get Knowledge ArticleGet the full content of a Knowledge Base article by its UUID.
- List Allocation WindowsGet a list of Allocation Window resources with their identifying information
- List BadgesGet a list of Badge resources with their identifying information
- List CategoriesGet a list of Category resources with their identifying information
- List FormsGet a list of Form resources with their identifying information
- List Job FiltersGet a list of Job Filter resources with their identifying information
- List Job TemplatesLists all job templates
- List JobsLists all jobs with optional status filtering
- List Job QueuesGet a list of Job Queue resources with their identifying information
- List StaffLists all staff members in the system
- List Tax RatesGet a list of Tax Rate resources with their identifying information
- Search Help CenterSearch the ServiceM8 Help Center by keywords.
- Search KnowledgeSearch the account's Knowledge Base articles by keywords.
- Search ServiceM8Searches for resources using the provided query string and returns matching results.
- View AttachmentView a photo or image attachment.
- List Job MaterialsList the material/labour line items charged to a ServiceM8 job, with quantity, unit price and cost.
- Find MaterialSearch the ServiceM8 materials catalogue by name or item number.
- List Job PaymentsList payments recorded against a ServiceM8 job, with amount, method and date.
- List Job AttachmentsList the photos and files attached to a ServiceM8 job, with names and types.
- Download AttachmentRead the CONTENT of one ServiceM8 attachment by uuid - any file type, not just images - as base64, with its name, file type and size.
- Get Job MessagesRead the SMS and email history for a ServiceM8 job, including message bodies.
- List TasksList ServiceM8 to-do tasks, optionally only those linked to one job.
- Find ClientSearch ServiceM8 clients by name or address to find an existing client's UUID before raising a job for them, or look one up by client_uuid to confirm it exists.
- List Client SitesList the sites that sit under one ServiceM8 client.
- List Client JobsList the jobs already raised for one ServiceM8 client, newest first, so a new enquiry can be checked against the work that came before it.
- List Client ContactsList the people recorded against one ServiceM8 client - their name, email, phone, mobile and role.
- List Job ContactsList the people recorded against one ServiceM8 JOB - their name, email, phone, mobile and role.
- List Job BadgesList the badges currently on one ServiceM8 JOB, by name - the coloured markers a job card shows, such as Warranty or VIP.
- Get AttachmentDownload one ServiceM8 attachment's actual content as base64, given its UUID (get UUIDs from servicem8_list_job_attachments or servicem8_list_attachments_since).
- List Jobs Changed SinceList ServiceM8 jobs across the whole account that changed after a timestamp, newest edits included, as compact rows (uuid, generated_job_id, status, dates…
- List Job Attachments Changed SinceList job attachments across the whole ServiceM8 account that changed after a timestamp, with the job UUID each belongs to.
- List ClientsList ServiceM8 clients (uuid, name, edit_date) so company_uuid values from a job listing can be resolved to names in one pass.
- List Job AllocationsList active ServiceM8 job allocations account-wide as compact job_uuid/staff_uuid pairs.
- List Recorded Job TimeList active recorded ServiceM8 JobActivity rows account-wide as compact job/staff/start/end records.
- List Staff MembersList active ServiceM8 staff account-wide as compact UUID/name rows.
Create & communicateCreate records or send supported messagesView 17 actions
- Add Job NoteAdd a normal staff-authored diary note to a job.
- Send EmailCompose and send an email message linked to a Job UUID.
- Send SMSCompose and send an SMS message linked to a Job UUID.
- Schedule JobCreate a scheduled booking for a staff member to attend the job.
- Create Job AllocationCreate a job allocation to assign work to a staff member.
- Create JobCreate a new job from a job template for an existing or new client, with a job address and work description.
- Send Job to QueueSend a job to a queue with expiry date.
- Add Job MaterialAdd a material, product or labour line item to a ServiceM8 job so it appears on the invoice.
- Create MaterialAdd a new material, product or labour rate to the ServiceM8 catalogue so it can be charged to jobs.
- Record Job PaymentRecord a payment received against a ServiceM8 job.
- Attach File to JobAttach a photo, PDF or other file to a ServiceM8 job so it appears in the job diary.
- Create TaskCreate a to-do task in ServiceM8, optionally linked to a job and assigned to a staff member.
- Create ClientCreate a client in ServiceM8.
- Create Job for ClientCreate a ServiceM8 Quote or Work Order against a client you have already resolved, identified by UUID.
- Create Client ContactAdd a person to a ServiceM8 client's contact list.
- Add a Job ContactPut a person on one ServiceM8 JOB, in a named role.
- Add a Job BadgePut one badge on a ServiceM8 job - the coloured marker a job card shows, such as Warranty or VIP - WITHOUT disturbing the badges the job already has.
Update & manageChange and manage existing recordsView 6 actions
- Change Job StatusChange the status of a job.
- Update JobUpdate an existing ServiceM8 job: the client it belongs to, address, description, work done, status, category, purchase order or billing address.
- Update Job MaterialChange the quantity, unit price, cost or name of an existing line item on a ServiceM8 job.
- Update MaterialChange a catalogue material's price, cost, name or description in ServiceM8.
- Reschedule Job ActivityChange the time or assigned staff member of an existing ServiceM8 booking.
- Update ClientUpdate a ServiceM8 client's details: name, address, billing address, website or payment terms.
Remove & cancelRemove records or cancel supported workView 6 actions
- Delete Job MaterialRemove a line item from a ServiceM8 job so it no longer appears on the invoice.
- Cancel Job ActivityCancel a scheduled ServiceM8 booking so it no longer appears on the dispatch board.
- Delete AttachmentRemove a photo or file from a ServiceM8 job diary.
- Remove a Job ContactTake one person off a ServiceM8 job's contact list.
- Remove a Client ContactTake one person off a ServiceM8 client's - or a site's - contact list.
- Remove a Job BadgeTake one badge off a ServiceM8 job and LEAVE the job's other badges alone.
Connection record
A connection you can control.
- Sign-in
- OAuth sign-in
- Setup
- Sign in with your own Servicem8 account. Access is limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
What this unlocks
Less re-keying. Cleaner records. Faster handovers.
The connection is useful when it removes the small gaps between finding the job, updating the record and telling the next person what changed.
Get to the right job quickly
Look up jobs, diary entries, staff, materials and attachments without hunting through screens.
Keep the job record current
Add notes, update details and keep the record aligned with what happened in the field.
Close the loop with the office
Bring the useful result back to the team instead of leaving another status check behind.
FAQ
Before you connect Servicem8
How does the agent connect to Servicem8?
You sign in with your own Servicem8 account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Servicem8 at any time.
Can I limit which ServiceM8 actions the agent can use?
Yes. The agent only receives the ServiceM8 actions approved for its role. Read, create, update or remove access is enabled only when the agreed workflow requires it.
Is Servicem8 included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Servicem8 is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Servicem8 to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.