Supercharge Your ServiceM8
Connect ServiceM8 with accounting, CRM, and communication systems. Automate job-to-invoice workflows and eliminate double entry for trades businesses.
Why Integrate ServiceM8 with Your Business Systems?
Job to Invoice
Completed jobs automatically create invoices in Xero with all line items and GST.
Customer Sync
Keep customer details synchronized between ServiceM8 and your accounting system.
Payment Tracking
See payment status in ServiceM8 when customers pay through Xero.
Popular ServiceM8 Integration Solutions
Connect ServiceM8 with your entire business ecosystem
ServiceM8 + Xero
Complete job management to accounting integration
- Auto invoicing
- Customer sync
- Payment tracking
ServiceM8 + CRM
Sync jobs and customers with your sales system
- Lead tracking
- Job history
- Customer value
ServiceM8 + Communication
Automate customer notifications and follow-ups
- Job updates
- Review requests
- Appointment reminders
ServiceM8 + Scheduling
Sync dispatch with team calendars and maps
- Calendar sync
- Route optimization
- Real-time tracking
Systems We Connect with ServiceM8
Plus 100+ more systems - if you use it, we can integrate it with ServiceM8
How ServiceM8 Integration Works
Connect Your Systems
We securely connect ServiceM8 with your other business applications using official APIs and best practices.
Map Your Data
Configure how data flows between systems - which fields map where, what triggers sync, and business rules.
Automate Forever
Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.
Data Flow Architecture
Here's how data flows between ServiceM8 and your connected systems:
┌─────────────────┐ ┌──────────────────┐ ┌─────────────────┐
│ ServiceM8 │ │ Integration │ │ Xero │
│ Job Mgmt │────▶│ Engine │────▶│ Accounting │
└─────────────────┘ └──────────────────┘ └─────────────────┘
│ │ │
│ ▼ │
│ ┌──────────────────┐ │
│ │ Job Process │ │
│ │ • Materials │ │
│ │ • Labour │ │
│ │ • Tax codes │ │
│ └──────────────────┘ │
│ │ │
▼ ▼ ▼
┌─────────┐ ┌─────────────┐ ┌──────────┐
│ Webhook │ │ Customer │ │ Payment │
│ (Job) │ │ Sync │ │ Notify │
└─────────┘ └─────────────┘ └──────────┘
Example: ServiceM8 Job Completed → Xero Invoice
══════════════════════════════════════════════════════
1. Technician marks job complete in ServiceM8 app
2. ServiceM8 fires webhook: job.status_changed
3. Integration receives job UUID and new status
4. Fetches full job details via GET /jobs/{uuid}
5. Retrieves job_materials and job_labour line items
6. Looks up customer in Xero (by email or creates new)
7. Maps materials → Xero line items with:
- Description from ServiceM8 material name
- Quantity and unit price
- Tax type (OUTPUT2 for GST)
- Optional: Link to Xero inventory ItemCode
8. Maps labour → Xero line items with hourly rates
9. Creates invoice in Xero (AUTHORISED status)
10. Updates ServiceM8 job with invoice number
11. Customer receives Xero invoice emailCommon Field Mappings
| Source Field | Target Field | Notes |
|---|---|---|
| client.name | Contact.Name | Customer/company name for matching |
| client.email | Contact.EmailAddress | Primary matching field |
| client.billing_address | Contact.Addresses[] | Invoice address |
| job_materials[].name | LineItem.Description | Material description |
| job_materials[].quantity | LineItem.Quantity | Material quantity |
| job_materials[].unit_cost | LineItem.UnitAmount | Material unit price |
| job_materials[].sku | LineItem.ItemCode | Optional Xero inventory link |
| job_labour[].name | LineItem.Description | Labour description |
| job_labour[].hours | LineItem.Quantity | Hours worked |
| job_labour[].rate | LineItem.UnitAmount | Hourly rate |
| job.generated_job_id | Invoice.Reference | Job number for cross-reference |
Example API Response
Sample data structure when syncing from ServiceM8:
// ServiceM8 Job Details (GET /jobs/{uuid}.json)
{
"uuid": "a1b2c3d4-5e6f-7890-abcd-ef1234567890",
"generated_job_id": "JOB-001234",
"status": "Completed",
"job_description": "Hot water system replacement",
"job_address": "123 Smith Street, Melbourne VIC 3000",
"company_uuid": "c1d2e3f4-5678-90ab-cdef-123456789012",
"active_job_category": "Hot Water",
"total_cost": "1650.00",
"total_invoiced": "0.00",
"date": "2024-11-15",
"completion_date": "2024-11-15",
"job_contacts": [{
"first": "John",
"last": "Smith",
"email": "john@example.com.au",
"mobile": "0412345678"
}]
}
// ServiceM8 Job Materials (GET /jobmaterials.json?job_uuid=xxx)
[{
"uuid": "m1a2t3e4-r5i6-a7l8-9012-345678901234",
"name": "Rheem 250L Electric Hot Water",
"sku": "RHEEM-250E",
"quantity": 1,
"unit_cost": "1200.00",
"markup_percent": "20",
"total": "1440.00",
"is_taxable": true
}]
// ServiceM8 Job Labour (GET /joblabour.json?job_uuid=xxx)
[{
"uuid": "l1a2b3o4-u5r6-7890-abcd-ef1234567890",
"name": "Installation Labour",
"staff_uuid": "s1t2a3f4-f567-8901-2345-678901234567",
"hours": 2.5,
"rate": "85.00",
"total": "212.50",
"is_taxable": true
}]AI & Custom Integration Examples
Beyond system-to-system connections, we build custom AI solutions and interfaces powered by ServiceM8 data.
AI Job Estimation Assistant
Technicians describe the job verbally or via text, AI generates material lists and labour estimates based on historical job data from ServiceM8. "Hot water replacement for 4-person household" → AI suggests appropriate system size, typical materials needed, and estimated hours. Speeds up quoting.
Smart Scheduling Bot
AI optimizes technician schedules considering travel time, job duration estimates, technician skills, and customer preferences. Responds to natural language queries: "Who can take an urgent hot water call in Richmond tomorrow morning?" Reduces admin time and travel.
Automated Job Follow-up
AI triggers follow-up actions based on job completion. Warranty reminder emails scheduled, review requests sent at optimal times, maintenance due dates set. Analyzes customer history to personalize messaging and timing for maximum response.
Real-Time Job Costing Dashboard
Custom dashboard combining ServiceM8 job data with Xero financials. See profitability by job type, technician, or customer. Real-time margin alerts if jobs are going over budget. Identifies which services are most profitable to inform pricing strategy.
Customer Service Chatbot
AI chatbot on your website that checks job status, provides ETAs, and answers common questions by querying ServiceM8. "When is my plumber arriving?" "What was included in my last service?" Reduces phone calls and improves customer experience.
Predictive Maintenance Alerts
AI analyzes service history to predict when equipment needs maintenance or replacement. Proactively reaches out to customers before failures occur. "Your hot water system was installed 8 years ago - schedule a service check?" Generates recurring revenue.
Integration Prerequisites
Before starting your ServiceM8 integration, ensure you have:
- ServiceM8 account (any plan - all have API access)
- ServiceM8 API access: Generate App ID and App Secret in Settings > Add-ons
- Webhook URL configured in ServiceM8 for job events (job.status_changed, job.created)
- Xero or MYOB account with API access configured
- Customer matching strategy defined (by email, phone, or company name)
- Tax code mapping: ServiceM8 taxable items → Xero tax types (OUTPUT2, etc.)
- For inventory sync: SKUs in ServiceM8 matching Xero ItemCodes
- Understanding of which job statuses should trigger invoicing
Common Issues & Solutions
Webhooks not firing from ServiceM8
Customer not matching in Xero
Materials not syncing with correct prices
Job labour showing wrong hours
Duplicate invoices being created
GST not calculating correctly
Frequently Asked Questions
Does ServiceM8 integration work with complex pricing?
Can you integrate ServiceM8 with forms and checklists?
How does ServiceM8 scheduling integrate?
What about ServiceM8 badge and asset tracking?
Ready to Connect ServiceM8 with Everything?
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