Quote follow-up
Run the cadence you approve, stop on response and turn buying intent into a visible next action.
Your AI employee + ServiceM8
Put an AI employee around the ServiceM8 work your team cannot get back to.
ServiceM8 remains the system of record. Your agent works across the inbox, ServiceM8, Xero and the calendar to prepare the work, follow it through and report the exceptions.
Your ServiceM8 stays the system of recordInstalled and supported
Today
Follow up the approved quotes from last week. Stop if they reply and remind me which ones need a call.
Done. I sent the two approved follow-ups, stopped the Oak Street sequence after their reply and put a call reminder beside the commercial quote for tomorrow.
Installed first roleLeads become workable jobs.01
Useful before you invent the second office job.
The installed first role answers emailed enquiries in your words, gathers the details needed to quote and prepares a clean ServiceM8 job card for your team. It begins with review and earns more autonomy from there.
InboxReads the agreed enquiry channel.ServiceM8Checks, prepares and updates the record.Your teamGets a clean handoff and exceptions.
One employee, more responsibility
Let it work around ServiceM8, not replace it.
The agent can combine ServiceM8 with email, accounting, calendars and documents. Each new office job is scoped, tested and added to the same controlled foundation.
Invoice readiness
Find completed jobs that cannot invoice and state which note, photo or approval is still missing.
Recurring-service preparation
Find customers and assets due, prepare the outreach list and leave the schedule under your control.
Supplier-document filing
Match purchase orders and invoices to jobs, flagging discrepancies instead of burying them.
Morning exception brief
Summarise unassigned work, overdue actions and records missing critical details.
Customer-history answers
Pull job notes, messages and photos together when the office needs context immediately.
Proof, with the boundary shown
A real business. A specific workflow.
We separate published customer experience from work that is installed, tested or still being built. No brochure arithmetic.
Published customer story · ServiceM8Grant · Parker Blinds and Curtains
“It follows up on things so I don’t have to, and then it flags things for me when I need to know about ’em.”
Grant described confirmation after the quote, two follow-ups when the customer stays quiet, and a reminder when he needs to call. His experience is evidence of the workflow, not a guarantee of identical results.
The operating rules
Your records stay useful. Your people stay in charge.
It uses named access, explicit instructions and review points. If the task sits outside the agreed boundary, it stops and reports instead of guessing.
Scoped access
Connect only the accounts and records required for the office job.
Visible work
Receipts show what it read, changed, prepared and escalated.
Managed change
New office jobs and permissions are tested before they enter live work.
See the agent work inside ServiceM8.
Bring one real office task. We will map the steps, the permissions and what a useful first version would look like.