ServiceM8 + Tray.io

Connect ServiceM8 to Tray.io — Automate Your Workflow

Sync data between ServiceM8 and Tray.io automatically. Eliminate manual data entry, reduce errors, and save 8+ hours/week with a custom integration built by Harvard-educated automation experts.

8+ hours/week
Saved weekly
2 weeks
Setup time
98%
Client retention
One-way
Sync direction

Why Connect ServiceM8 to Tray.io?

Manually copying data between ServiceM8 and Tray.io wastes hours every week

Data inconsistencies between ServiceM8 and Tray.io cause errors and rework

Team members forget to update both systems, leading to outdated information

No single source of truth when jobs live in two disconnected tools

How We Help

Connecting ServiceM8 (industry) with Tray.io (automation) is one of the most requested integrations among Australian Trades & Construction and Healthcare & Allied Health businesses. This integration eliminates the manual transfer of jobs and clients data, reducing errors and freeing up your team to focus on growth.

Eliminate Manual Data Entry

Stop copying jobs between ServiceM8 and Tray.io by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Reduce Errors and Inconsistencies

Automated sync eliminates typos, missed updates, and version conflicts. Every change in ServiceM8 is instantly reflected in Tray.io.

Single Source of Truth

Your team always has accurate, up-to-date information regardless of which system they're working in. No more "which one is correct?" conversations.

Custom-Built for Your Workflow

Unlike generic connectors, we build integrations tailored to how your business actually uses ServiceM8 and Tray.io. Custom field mappings, business rules, and error handling included.

ServiceM8 to Tray.io Use Cases

1

Sync jobs from ServiceM8 to Tray.io

When jobs are created or updated in ServiceM8, automatically push changes to Tray.io. No manual export/import needed.

2

Automate workflows creation

Eliminate manual data entry by automatically creating workflows in Tray.io based on activity in ServiceM8.

3

Real-time status synchronisation

Keep both systems in sync with one-way status updates. When something changes in one system, the other updates instantly.

4

Automated reporting and reconciliation

Generate consolidated reports combining data from both ServiceM8 and Tray.io. Catch discrepancies before they become problems.

Data Mapping

How data flows between ServiceM8 and Tray.io

ServiceM8Tray.ioNotes
ServiceM8 recordsTray.io recordsCore data synchronisation between systems
ServiceM8 metadataTray.io custom fieldsAdditional context mapped to custom fields
ServiceM8 timestampsTray.io activity logAudit trail for compliance and tracking
ServiceM8 statusTray.io workflow stageStatus changes trigger workflow updates

ServiceM8 + Tray.io Integration FAQ

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