Add Servicem8 to your AI agent
ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking
- Things your agent can do in Servicem8
- 28
Things your AI can do in Servicem8
Your FormWise AI can handle any of these in Servicem8 — on its own, without you needing to click a button.
ServiceM8 Create Job Note
PopularCreate a new job note in ServiceM8. Requires the job's UUID (related_object_uuid) and the note content. Returns the UUID of the created note record. Use this to add comments, updates, or action items to a specific job.
ServiceM8 Create Job Payment
PopularTool to create a new job payment in ServiceM8. Use when you have collected payment details and need to record payment against a job. Example: "Create a 100.00 cash payment for job 123e4567-e89b-12d3-a456-426614174000 at 2023-01-01 13:00:00."
Create a new Job
PopularTool to create a new Job in ServiceM8. Use when you have gathered all job details and need to push a record. Example: "Create a Quote job for 123 Main St with PO #1234."
Delete Custom Field
PopularDelete a custom field in ServiceM8 by its UUID. Use this when you need to permanently remove a custom field definition from the system. This will remove the custom field and any associated data.
Delete Job Note
PopularDeletes (archives) a job note in ServiceM8 by its UUID. Use this tool when you need to remove a note from a job's diary. In ServiceM8, deletion is a soft-delete: the note is archived (active=0) rather than permanently removed, and can be restored later if needed. Prerequisites: You need the note's UUID, which can be obtained from the 'List All Job Notes' or 'Retrieve Job Note' actions.
Delete Job Payment
PopularArchives (soft-deletes) a job payment record in ServiceM8 by its UUID. In ServiceM8, records are never permanently deleted. Instead, deletion sets the record's 'active' field to 0, which hides it from the UI but keeps it accessible via the API. Archived records can be restored by setting their 'active' field back to 1. Use this tool when you need to remove a payment record from active use, such as when a payment was recorded in error or needs to be voided. Requires the 'manage_job_payments' OAuth scope.
List All Assets
PopularTool to list all ServiceM8 assets. Use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.
List All Clients
PopularTool to list all ServiceM8 clients. Use when you need a complete set of customer records for integrations or reporting.
List All Document Templates
PopularTool to list document templates. Use when you need to retrieve available template UUIDs and names before generating job documents.
List All Forms
PopularTool to list all ServiceM8 forms. Use when you need to fetch available form templates with optional filters.
List All Job Notes
PopularList all job notes from ServiceM8. Use this tool to: - Retrieve all notes across all jobs (no filter) - Get notes for a specific job using filter: "related_object_uuid eq '<job_uuid>'" - Filter by active status: "active eq 1" for active notes only The response contains a list of note records with their content, timestamps, and associated job UUIDs. For large result sets, use cursor-based pagination: pass cursor='-1' for the first page, then use the 'next_cursor' value from each response to fetch subsequent pages. Each page returns up to 5,000 records.
List All Job Queues
PopularList all job queues in ServiceM8. Job queues are virtual folders for organizing jobs on hold. Use this to fetch available queues before assigning jobs to a queue, or to check queue configurations. Returns both regular queues (for jobs waiting on external actions) and assignable queues (for staff assignments).
Show 16 more things it can do
List All Jobs
PopularTool to list all jobs. Use when you need to fetch all job records from your ServiceM8 account.
List All Locations
PopularLists all ServiceM8 locations. Use to fetch configured service areas, office locations, or warehouses for job assignments, mapping, or reporting.
List All Materials
PopularRetrieve all materials (products, labour rates, inventory items) from ServiceM8. Use this to get a complete catalog of materials for quoting, invoicing, or inventory management. Requires the 'read_inventory' OAuth scope.
List All Tasks
PopularRetrieves all tasks from a ServiceM8 account with optional filtering and cursor-based pagination. Use this to fetch task records, track task assignments, monitor completion status, or sync task data. Requires 'read_tasks' OAuth scope.
Retrieve ServiceM8 Client
PopularTool to retrieve details of a specific client by its UUID. Use after confirming the client's UUID is valid.
Retrieve Form
PopularRetrieve details of a specific form template by its UUID. Use this tool when you have a form UUID and need to fetch its metadata, such as form name, description, and status. Requires the Forms add-on to be enabled in ServiceM8.
Retrieve Job
PopularTool to retrieve details of a specific job by its UUID. Use when you have the Job UUID and need its full record.
Retrieve Job Activity
PopularTool to retrieve details of a specific job activity by its UUID. Use when you have the job activity UUID and need its full details.
Retrieve Job Note
PopularRetrieve the full details of a specific job note by its UUID. Use this action when you have a note UUID (e.g., from listing job notes) and need to view its complete record including content, timestamps, and the associated job reference.
Retrieve Job Payment
PopularRetrieve a specific job payment record from ServiceM8 by its UUID. Use this tool when you need to: - Get full details of a specific payment (amount, method, timestamp, notes) - Check if a payment is a deposit or regular payment - View which staff member processed a payment - Verify payment information for a job Prerequisites: You need the job payment UUID, which can be obtained from the 'List All Job Payments' action or from creating a new job payment.
Retrieve Job Queue
PopularTool to retrieve details of a specific job queue by its UUID. Use when you need full queue metadata before dispatching work.
Retrieve Location
PopularRetrieve a specific ServiceM8 location by its UUID. Returns complete location details including name, address fields (street, city, state, country, postal code), geographic coordinates (lat/lng), contact phone number, and active status. Use this when you have a known location UUID and need its full details. To list all available locations, use the List All Locations action first.
Retrieve ServiceM8 Material
PopularRetrieve detailed information about a specific material/product/service by its UUID. Returns pricing, inventory levels, tax settings, and identification details. Use this when you have a material UUID from a job or list operation and need complete details like current stock levels or pricing information.
Retrieve Staff Member
PopularTool to retrieve details of a specific staff member by their UUID. Use when you need up-to-date staff information given a known staff UUID.
Update a ServiceM8 Job Note
PopularTool to update details of an existing job note. Use when modifying a note after its creation.
Update Job Payment
PopularUpdate an existing job payment record in ServiceM8. Use this to modify payment details such as amount, method, note, or status. Requires the payment UUID and at least one field to update.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Servicem8 is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Servicem8, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Servicem8 for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Servicem8 work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Servicem8 to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Servicem8 in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Servicem8.
- 3
Hit "Connect"
Click "Connect Servicem8" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Servicem8
Build a quick AI Agent (it's like writing instructions, not code), and pick the Servicem8 actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Servicem8 for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Servicem8 workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Servicem8 users had before signing up
Do I need to know how to code?
Not even a little. If you can use Servicem8 today, you can set this up. You'll connect Servicem8, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Servicem8 login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Servicem8 or delete everything any time.
What happens when Servicem8 updates their app?
We handle it. When Servicem8 adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Servicem8 takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Servicem8 — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Servicem8 on FormWise
ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking
Connect Servicem8 once and your FormWise AI gets 28 things it can do inside it. That means your AI can handle the Servicem8 work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Servicem8? Take a look at www.servicem8.com.
More scheduling & booking integrations
Cal
Cal simplifies meeting coordination by providing shareable booking pages, calendar syncing, and availability management to streamline the scheduling process
Bookingmood
Bookingmood provides flexible, commission-free booking software for rental businesses of all sizes, enabling seamless integration with your website.
Tave
Tave is the best Studio Management Application for Photographers, providing tools for client management, job tracking, and business operations.
Etermin
eTermin is an online appointment scheduling platform that allows businesses to manage bookings and integrate with various applications through its REST API.
Calendly
Calendly is an appointment scheduling tool that automates meeting invitations, availability checks, and reminders, helping individuals and teams avoid email back-and-forth
Booqable
Booqable is a rental software platform that helps businesses manage inventory, bookings, and online reservations.
Stop doing the Servicem8 work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.