ServiceM8 for your voice agent
Your voice agent can create a job, find or add the customer and add a note to a job in ServiceM8 on every plan. It connects in one click.
Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.
Integration record
- Status
- Available
- Plan
- Every plan, from Starter at A$49 a month
- How it connects
- One click. You sign in to ServiceM8 from Connected apps and approve access. There's no API key to paste.
- What it reads
- Check a job.
- What it changes
- Create a job, find or add the customer, add a note to a job and record or remove payments.
- What starts an action
- The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on. Switched on when you connect: create a job, find or add the customer, add a note to a job and check a job.
- Custom work
- None for the actions listed here. Anything they don't cover needs a custom API tool on Scale, or a Concierge build.
- Checked
- Ready-made actions added 10 November 2026, with a connection test you run after connecting ("Read your job categories"). Action list checked 14 November 2026.
Ready-made actions
- Create a jobOpen a job with the caller's details and the work needed.On when connected
- Find or add the customerMatch the caller to a client, or add a new one.On when connected
- Add a note to a jobRecord what the caller said on the job.On when connected
- Check a jobTell the caller where their job is up to.On when connected
- Record or remove paymentsAdd a payment to a job, or archive one.Off until you switch it on
ServiceM8 actions
Reads 35
- List All Assets
- List All Clients
- List All Document Templates
- List All Forms
- List All Job Notes
- List All Job Queues
- List All Jobs
- List All Locations
- List All Materials
- List All Tasks
- List Attachments
- List Company Contacts
- List Form Responses
- List Job Activities
- List Job Allocations
- List Job Categories
- List Job Checklists
- List Job Contacts
- List Job Materials
- List Job Payments
- List Staff Members
- List Vendors
- Retrieve ServiceM8 Client
- Get Company Contact
11 more
- Retrieve Form
- Retrieve Job
- Retrieve Job Activity
- Get Job Contact
- Get Job Material
- Retrieve Job Note
- Retrieve Job Payment
- Retrieve Job Queue
- Retrieve Location
- Retrieve ServiceM8 Material
- Retrieve Staff Member
Changes 22
- Create ServiceM8 Client
- Create Company Contact
- Create Job Activity
- Create Job Checklist
- Create Job Contact
- Add Job Material
- Create Job Note
- Create Job Payment
- Create a new Job
- Create Material
- Create Task
- Update ServiceM8 Client
- Update Company Contact
- Update ServiceM8 Job
- Update Job Activity
- Update Job Contact
- Update Job Material
- Update a ServiceM8 Job Note
- Update Job Payment
- Update ServiceM8 Job Queue
- Update ServiceM8 Material
- Update Task
Deletes 4
- Delete Custom Field
- Delete Job Activity
- Delete Job Note
- Delete Job Payment
ServiceM8 setup
Signing in to ServiceM8
Choose ServiceM8 in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.
Choosing the actions
The ready-made actions start in their default state. Switch any of them on or off for each agent.
Testing, then publishing
Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.
More integrations
Get started
Tell us what your callers ring about, and we build and test the agent for you.