Connect Servicem8 to your AI agent

Productivity 12 actions available

ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking

We set up the connection using your own Servicem8 account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Servicem8

Each one is a real action the agent can take on its own, the same things a person clicking around Servicem8 could do. Read-only by default; write actions are confirmed against your policy.

  • Add job note Adds a note to a job specified by its UUID
  • Change job status Change the status of a job.
  • Compose email message Compose and send an email message linked to a Job UUID.
  • Create job activity Create a scheduled booking for a staff member to attend the job.
  • Create job Create a new job with client and scheduling information
  • Fetch Fetches content from a ServiceM8 resource. Supports Search Ids and ServiceM8 resource URLs (https://resource.servicem8.com/{resourceType}/{resourceUUID}).
  • Get job details Get details of a specific job
  • List job templates Lists all job templates
  • List jobs Lists all jobs with optional status filtering
  • List staff Lists all staff members in the system
  • Search Searches for resources using the provided query string and returns matching results. Can be used to search for Jobs and Clients (ie Companies).
  • Send job to queue Send a job to a queue with expiry date.
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Servicem8 account. We never see your password, and you can revoke access from Servicem8 at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Servicem8 questions, answered.

You sign in with your own Servicem8 account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Servicem8 at any time.
The actions Servicem8's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Servicem8 to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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