Servicem8 for AI agents
Agents read Servicem8 at once. Changes and sends are held for a person's approval by default.
About Servicem8
ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking
What an agent can do in Servicem8
Every Servicem8 action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Servicem8 without asking first. 24 actions.
- 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 NotesList all job notes from ServiceM8. Use this tool to: - Retrieve all notes across all jobs (no filter) - Get notes for a specific job using filter: "related_object_uuid eq '<job_uuid>'" - Filter by act
- List All Job QueuesList all job queues in ServiceM8. Job queues are virtual folders for organizing jobs on hold. Use this to fetch available queues before assigning jobs to a queue, or to check queue configurations. Ret
- List All JobsTool to list all jobs. Use when you need to fetch all job records from your ServiceM8 account.
- List All LocationsLists all ServiceM8 locations. Use to fetch configured service areas, office locations, or warehouses for job assignments, mapping, or reporting.
- List All MaterialsRetrieve all materials (products, labour rates, inventory items) from ServiceM8. Use this to get a complete catalog of materials for quoting, invoicing, or inventory management. Requires the 'read_inv
- List All TasksRetrieves all tasks from a ServiceM8 account with optional filtering and cursor-based pagination. Use this to fetch task records, track task assignments, monitor completion status, or sync task data.
- List Company ContactsList company contacts, optionally narrowed by an OData filter.
- List Job AllocationsList ServiceM8 job allocations, optionally filtered by public fields.
Show all 24
- List Staff MembersList staff members, optionally narrowed by an OData filter.
- List VendorsList vendor accounts, optionally narrowed by an OData filter.
- Retrieve ServiceM8 ClientTool to retrieve details of a specific client by its UUID. Use after confirming the client's UUID is valid.
- Retrieve FormRetrieve details of a specific form template by its UUID. Use this tool when you have a form UUID and need to fetch its metadata, such as form name, description, and status. Requires the Forms add-on
- 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 NoteRetrieve the full details of a specific job note by its UUID. Use this action when you have a note UUID (e.g., from listing job notes) and need to view its complete record including content, timestamp
- Retrieve Job PaymentRetrieve a specific job payment record from ServiceM8 by its UUID. Use this tool when you need to: - Get full details of a specific payment (amount, method, timestamp, notes) - Check if a payment is a
- 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 LocationRetrieve a specific ServiceM8 location by its UUID. Returns complete location details including name, address fields (street, city, state, country, postal code), geographic coordinates (lat/lng), cont
- Retrieve ServiceM8 MaterialRetrieve detailed information about a specific material/product/service by its UUID. Returns pricing, inventory levels, tax settings, and identification details. Use this when you have a material UUID
- 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.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 12 actions.
- Add Job MaterialAdd a material line to a ServiceM8 job and return its created UUID.
- ServiceM8 Create Job NoteCreate a new job note in ServiceM8. Requires the job's UUID (related_object_uuid) and the note content. Returns the UUID of the created note record. Use this to add comments, updates, or action items
- 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 123e4567-e89b-12d3-a
- 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 Custom FieldDelete a custom field in ServiceM8 by its UUID. Use this when you need to permanently remove a custom field definition from the system. This will remove the custom field and any associated data.
- Delete Job ActivityArchive a ServiceM8 job activity by UUID. ServiceM8 deletion is reversible: it sets the activity's ``active`` field to 0, hiding the record in the UI while leaving it accessible through the API. Resto
- Delete Job NoteDeletes (archives) a job note in ServiceM8 by its UUID. Use this tool when you need to remove a note from a job's diary. In ServiceM8, deletion is a soft-delete: the note is archived (active=0) rather
- Delete Job PaymentArchives (soft-deletes) a job payment record in ServiceM8 by its UUID. In ServiceM8, records are never permanently deleted. Instead, deletion sets the record's 'active' field to 0, which hides it from
- Update ServiceM8 ClientUpdate a ServiceM8 client and return the saved provider record.
- Update Company ContactPartially update a company contact and return the saved provider record.
- Update a ServiceM8 Job NoteTool to update details of an existing job note. Use when modifying a note after its creation.
- Update Job PaymentUpdate an existing job payment record in ServiceM8. Use this to modify payment details such as amount, method, note, or status. Requires the payment UUID and at least one field to update.
Changes wait in Needs you
Changes and sends in Servicem8 are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Servicem8 questions
Can an agent change data in Servicem8 on its own?
Not by default. Changes and sends in Servicem8 are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Servicem8?
This connector lists 24 read actions. Reads run at once, without waiting for approval.
How does Servicem8 connect?
It connects with OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.