How to Use ServiceM8 Integrations

ServiceM8 integrations let you build automations around your field service operations via Latenode. You can use these triggers and actions to connect ServiceM8 with CRMs and accounting software. Create workflows that react to new jobs, update client details, or track invoice statuses.

Here's How to Use ServiceM8 integration in Latenode:

• Add ServiceM8 node: Find it in the integrations menu.
• Connect account: Authorize Latenode to access your ServiceM8 data.
• Pick your trigger: Select what event starts the automation.
• Choose an action: Define what Latenode will do in ServiceM8.

These steps help you build flows that sync data between ServiceM8 and other tools. Use it with your CRM to update client info after a job. Connect it to accounting to track invoice payments. You can even send SMS alerts to clients before a tech arrives.

• Better data: Keep client records up-to-date across systems.
• Faster invoicing: Make invoice creation a result of job completion.
• Happier clients: Send timely SMS updates for better service.

• Customer Support: When ServiceM8 jobs are completed, send a Slack message to notify the client. This improves communication.
• Marketing: New ServiceM8 clients are added to Mailerlite. This helps to send targeted email campaigns.
• Finance: Create QuickBooks invoices from completed ServiceM8 jobs. This ensures accurate billing.
• Project Management: Create Asana tasks for new jobs in ServiceM8. This improves team task management.
• Sales: Add new ServiceM8 clients to a Google Sheets spreadsheet. This helps track client acquisition efforts.

Best integrations for ServiceM8 2025

These ServiceM8 integrations amplify its core strengths and unlock new automation possibilities.

Google Calendar

Automatically create or update calendar events based on ServiceM8 job schedules. This keeps your field staff and office teams aligned. Include job details, client info, and location data. Send reminders to reduce no-shows and improve time management. Sync updates across all connected calendars.

QuickBooks Online

Automate data transfer between ServiceM8 and QuickBooks Online. This eliminates manual entry for invoices and payments. Ensure accurate financial records and improve cash flow visibility. Automatically reconcile transactions. Generate reports that combine job data with financial insights. Reduce accounting errors.

Twilio

Send SMS messages directly from ServiceM8 for appointment reminders. Notify clients about job progress and updates. Enable two-way communication for quick questions. Improve response times and customer satisfaction. Track all communication within ServiceM8 for auditing. Use SMS to automate follow-ups.

Mailchimp

Add new ServiceM8 clients to Mailchimp lists for marketing campaigns. Segment audiences based on service history or job types. Send targeted emails for promotions or service reminders. Track email engagement and measure marketing ROI. Automate welcome emails for new clients. Improve customer retention.

Google Drive

Automatically upload ServiceM8 documents, photos, and reports to Google Drive. Organize files by client, job, or date. Share files easily with team members and clients. Back up important data securely in the cloud. Access files from any device. Ensure data compliance and auditability.

Slack

Send ServiceM8 notifications to specific Slack channels. Keep teams informed about new jobs, updates, or completed tasks. Facilitate real-time collaboration and improve response times. Escalate urgent issues immediately. Automate daily summaries of job progress. Improve team communication.

HubSpot

Sync ServiceM8 client data with HubSpot to improve lead management. Track customer interactions and personalize marketing efforts. Automate follow-up tasks based on service history. Qualify leads based on job data. Gain a 360-degree view of your customers. Align sales and service teams.

Microsoft Excel

Export ServiceM8 data to Excel for custom reporting and analysis. Create detailed spreadsheets to track key metrics. Analyze job costs, revenue, and customer trends. Perform ad-hoc data analysis and modeling. Share insights with stakeholders. Create custom dashboards and reports.

Zoho CRM

Integrate ServiceM8 with Zoho CRM to streamline sales and service processes. Automate lead creation from new service requests. Track job progress and update CRM records automatically. Improve data accuracy and visibility. Align sales and service teams. Enhance customer relationship management.

Discord

Send ServiceM8 alerts to Discord channels for internal team communication. Notify technicians of new job assignments or schedule changes. Enable quick response to urgent issues. Create dedicated channels for specific service areas. Improve coordination and reduce response times. Enhance team awareness.

• Jotform. When a new form is submitted, create a new client in ServiceM8 with the contact details provided in the form to manage service requests.
• HubSpot. Update ServiceM8 client details when a contact is updated in HubSpot, ensuring consistent information across platforms.
• Slack. Send ServiceM8 job completion notifications to a dedicated Slack channel for team awareness and quicker invoice generation.
• Google Sheets. Append completed ServiceM8 job data to a Google Sheets spreadsheet for detailed reporting and analysis of service operations.
• QuickBooks. Automatically create invoices in QuickBooks from completed jobs in ServiceM8 to streamline the billing process.
• Twilio. Send SMS appointment reminders to clients via Twilio based on scheduled jobs in ServiceM8, reducing no-shows.
• Mailchimp. Add new ServiceM8 clients to a Mailchimp audience for targeted marketing campaigns and service announcements.
• Calendly. Create a ServiceM8 job when a new appointment is scheduled via Calendly, linking scheduling to service dispatch.

What is ServiceM8 used for?

ServiceM8 helps manage field service businesses. It streamlines scheduling, invoicing, quoting, communication, and other tasks, all in one app, improving efficiency.

How do I schedule a job in ServiceM8?

To schedule, tap the '+' button, select 'New Job,' then fill out client and service details, and assign a staff member. Finally, choose a suitable date and time slot.

Can I send invoices through ServiceM8?

Yes, ServiceM8 allows you to create and send invoices directly from the app. You can customize them with your logo and payment details for a professional look.