ServiceM8
Field service job management API for trades businesses — jobs, scheduling, clients, materials, invoicing, and staff.
Three ways to use ServiceM8
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with ServiceM8.
Add Note to Inbox Message
Add a note to an inbox message.
Archive or Unarchive Inbox Message
Archive or unarchive an inbox message.
Attach Inbox Message to Job
Attach an inbox message to an existing job.
Convert Inbox Message to Job
Convert an inbox message into a new job.
Create Allocation Window
Create a new Allocation Window.
Create Asset Type
Create a new Asset Type.
Get started automating ServiceM8
Ready-to-use workflows
Prompts using ServiceM8
Daily ServiceM8 dispatch briefing for your field team in Slack
Every weekday at 6:30am each technician gets a Slack run sheet with their jobs, site details, client contacts and anything that could waste a trip.
Turn website enquiries into ServiceM8 clients and jobs
Every enquiry from your website form becomes a ServiceM8 client and a job in your quoting queue, with a Slack ping so someone can call the lead back fast.
Monthly ServiceM8 job margin and underquoting report
Find out which job types you consistently underquote, with a month by month margin tracker in Sheets and a plain summary in Slack.
Find completed ServiceM8 jobs that were never invoiced
Every Monday at 8am, get a Slack list of finished ServiceM8 jobs with no invoice in Xero, ranked by dollar value with your total exposure at the top.
