Servicem8

One-click sign-inEmail & CalendarBusiness Ops

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

Reads on its own35

Agents use these right away.

List All AssetsTool to list all ServiceM8 assets.
List All ClientsTool to list all ServiceM8 clients.
List All Document TemplatesTool to list document templates.
List All FormsList ServiceM8 form templates, optionally using an OData-style filter to narrow the results.
List All Job NotesList all job notes from ServiceM8.
List All Job QueuesList all job queues in ServiceM8.
List All JobsTool to list all jobs.
List All LocationsLists all ServiceM8 locations.
List All MaterialsList ServiceM8 materials, including products, labour rates and inventory items, with optional filtering; requires the 'read_inventory' OAuth scope.
List All TasksRetrieves all tasks from a ServiceM8 account with optional filtering and cursor-based pagination.
List AttachmentsList ServiceM8 attachment metadata with filtering and cursor pagination.
List Company ContactsList company contacts, optionally narrowed by an OData filter.
List Form ResponsesList submitted ServiceM8 form responses with filtering and pagination.
List Job ActivitiesList and filter ServiceM8 job activities with cursor pagination.
List Job AllocationsList ServiceM8 job allocations, optionally filtered by public fields.
List Job CategoriesList job categories, optionally narrowed by an OData filter.
List Job ChecklistsList ServiceM8 job checklist items with filtering and cursor pagination.
List Job ContactsList contacts linked to ServiceM8 jobs, with filtering and cursor pagination.
List Job MaterialsList material assignments on ServiceM8 jobs.
List Job PaymentsList, filter, and cursor-page ServiceM8 job payments.
List Staff MembersList staff members, optionally narrowed by an OData filter.
List VendorsList vendor accounts, optionally narrowed by an OData filter.
Retrieve ServiceM8 ClientTool to retrieve details of a specific client by its UUID.
Get Company ContactRetrieve one ServiceM8 company contact by its UUID.
Retrieve FormRetrieve details of a specific form template by its UUID.
Retrieve JobTool to retrieve details of a specific job by its UUID.
Retrieve Job ActivityTool to retrieve details of a specific job activity by its UUID.
Get Job ContactRetrieve one ServiceM8 job contact by its UUID.
Get Job MaterialRetrieve one ServiceM8 job material line item by its UUID.
Retrieve Job NoteRetrieve the full details of a specific job note by its UUID.
Retrieve Job PaymentRetrieve a specific job payment record from ServiceM8 by its UUID.
Retrieve Job QueueTool to retrieve details of a specific job queue by its UUID.
Retrieve LocationRetrieve a ServiceM8 location by UUID, including available address, geographic coordinates, contact phone number, and active status.
Retrieve ServiceM8 MaterialRetrieve detailed information about a specific material/product/service by its UUID.
Retrieve Staff MemberTool to retrieve details of a specific staff member by their UUID.

Asks someone first26

Anything that sends, creates, changes or deletes waits for a person to approve it in the session’s chat.

Create ServiceM8 ClientCreate a ServiceM8 client company and retrieve its saved record.
Create Company ContactCreate a contact for a ServiceM8 client company and return its UUID.
Create Job ActivityCreate a scheduled or recorded ServiceM8 job activity and return its UUID.
Create Job ChecklistCreate a ServiceM8 job checklist item and return its UUID.
Create Job ContactAdd a contact to a ServiceM8 job and return its created UUID.
Add Job MaterialAdd a material line to a ServiceM8 job and return its created UUID.
ServiceM8 Create Job NoteCreate a new job note in ServiceM8.
ServiceM8 Create Job PaymentTool to create a new job payment in ServiceM8.
Create a new JobCreate a new ServiceM8 job and retrieve its saved record.
Create MaterialCreate a ServiceM8 material catalog record and return its UUID.
ServiceM8 Create TaskCreate a ServiceM8 task, optionally related to another ServiceM8 record.
Delete Custom FieldDelete a custom field in ServiceM8 by its UUID.
Delete Job ActivityArchive a ServiceM8 job activity by UUID.
Delete Job NoteDeletes (archives) a job note in ServiceM8 by its UUID.
Delete Job PaymentArchives (soft-deletes) a job payment record in ServiceM8 by its UUID.
Update ServiceM8 ClientUpdate a ServiceM8 client by UUID, requiring the client name, and retrieve the saved record.
Update Company ContactPartially update a company contact by UUID and retrieve the saved record.
Update ServiceM8 JobUpdate a ServiceM8 job by UUID, requiring a job status, and retrieve the saved record.
Update Job ActivityUpdate a known job activity and return it.
Update Job ContactUpdate selected fields on a ServiceM8 job contact and return the saved record.
Update Job MaterialUpdate an existing material line assigned to a ServiceM8 job.
Update a ServiceM8 Job NoteTool to update details of an existing job note.
Update Job PaymentUpdate an existing job payment record in ServiceM8.
Update ServiceM8 Job QueueUpdate a ServiceM8 job queue and return its saved provider record.
Update ServiceM8 MaterialUpdate an inventory material by UUID, requiring its name, and return its saved provider record.
ServiceM8 Update TaskUpdate a ServiceM8 task by UUID, requiring its name, and return the saved record.