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Scheduling & Booking

Servicem8, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Servicem8 account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Scheduling & Booking
  • Signs in to your account
  • 28 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Servicem8 is

ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking

You sign in with your own Servicem8 account, the same way you already do. We never see or hold your password.

How a run works

One message in, the work done in Servicem8.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Servicem8. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Servicem8 account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

28 tools it already has

What it can do in Servicem8

These are the ready-made tools your AI employee already has in Servicem8. It is not limited to them, but it never has to be taught these.

  • Create a new JobTool 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 Job NoteTool to delete a specific job note. use when you need to archive a note by its uuid.
  • List All AssetsTool to list all servicem8 assets. use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.
  • List All ClientsTool to list all servicem8 clients. use when you need a complete set of customer records for integrations or reporting.
  • List All Document TemplatesTool to list document templates. use when you need to retrieve available template uuids and names before generating job documents.
  • List All FormsTool to list all servicem8 forms. use when you need to fetch available form templates with optional filters.
  • List All Job NotesTool to list all job notes in servicem8. use when you need to fetch notes, optionally filtered or paginated.
  • List All Job QueuesTool to list all job queues in servicem8. use when you need to fetch configured queues before dispatching jobs.
  • List All JobsTool to list all jobs. use when you need to fetch all job records from your servicem8 account.
  • List All LocationsTool to list all servicem8 locations. use when you need to fetch every configured location for assignments or mapping.
  • List All MaterialsTool to list all materials. use when you need a full inventory dump after authenticating with read inventory scope.
  • List All TasksTool to list all tasks in a servicem8 account. use when you need to fetch task records, optionally filtered. requires 'read tasks' oauth scope.
  • Retrieve FormTool to retrieve details of a specific form by its uuid. use when you need up-to-date form metadata given a known form uuid.
  • Retrieve JobTool to retrieve details of a specific job by its uuid. use when you have the job uuid and need its full record.
  • Retrieve Job ActivityTool 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 NoteTool to retrieve details of a specific job note by its uuid. use when you have the note uuid (e.g., after listing notes) and need its full record before processing or display.
  • Retrieve Job PaymentTool to retrieve details of a specific job payment by its uuid. use when you have the payment uuid and need its full record and metadata.
  • Retrieve Job QueueTool to retrieve details of a specific job queue by its uuid. use when you need full queue metadata before dispatching work.
  • Retrieve LocationTool to retrieve details of a specific location by its uuid. use when you already have the location's uuid and need full location details.
  • Retrieve ServiceM8 ClientTool to retrieve details of a specific client by its uuid. use after confirming the client's uuid is valid.
  • Retrieve ServiceM8 MaterialTool to retrieve details of a specific material by its uuid. use when you have a material uuid and need current inventory or pricing details.
  • Retrieve Staff MemberTool 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.
  • ServiceM8 Create JobTool to create a new job in servicem8. use when you have all job details and need to push a record into servicem8. example: "create a quote job for 123 main st with po 1234."
  • ServiceM8 Create Job NoteTool to create a new job note in servicem8. use when you need to attach additional information to a specific job after obtaining its uuid.
  • ServiceM8 Create Job PaymentTool 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
  • ServiceM8 Delete Job PaymentTool to delete (archive) a specific job payment by its uuid. use when you need to archive a payment record.
  • ServiceM8 Update Job PaymentTool to update details of an existing job payment. use after confirming the payment uuid and desired changes.
  • Update a ServiceM8 Job NoteTool to update details of an existing job note. use when modifying a note after its creation.
Access, and who is in charge of it

You stay the boss of your Servicem8 account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Servicem8 account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Servicem8 is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Servicem8 and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Servicem8

Can an AI employee really work inside Servicem8?
Yes. It signs in to your own Servicem8 account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Servicem8?
No. Nothing moves and nothing is replaced. Your records stay in Servicem8, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Servicem8 account?
You sign in with your own Servicem8 account, the same way you already do. We never see or hold your password. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Servicem8?
It has 28 ready-made tools in Servicem8 today, among them Create a new Job, Delete Job Note and List All Assets. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Servicem8 and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Servicem8 and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Servicem8?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Servicem8 is written down with what it did and when.