ServiceM8

ServiceM8 is a job management platform built for service businesses that need accurate scheduling, clear job details, and fast updates from the office to the field. It helps teams manage jobs, contacts, staff, and job-related items like materials, payments, notes, and attachments, so operational work stays organized and traceable. With robust automation support (including webhooks) and a long track record in field service and trade workflows, it’s a practical system for keeping operations moving without constant manual chasing.

Connecting ServiceM8 helps BOBs run end-to-end “work dispatch + updates” jobs: automatically create and update jobs and the related details your team needs, keep client and job records consistent across your stack, and push timely communications at every stage. Instead of waiting for manual updates, BOBs can monitor new jobs and job lifecycle events, then immediately trigger the right actions—like adding activity, notes, materials, payments, attachments, and queue updates—so your operations stay accurate from first booking through completion. This unlocks broader use cases such as automated quoting/invoicing handoffs, proactive customer notifications via email/SMS, and tighter operational coordination between intake forms, scheduling, and downstream systems. For example, when a new job is created or moves to “queued” or “completed,” BOBs can update the appropriate records and notify stakeholders instantly, reducing delays and minimizing the need for office staff to manually follow up. With ServiceM8 connected, BOBs can: Create jobs and all core job details (materials, payments, activities, contacts, attachments, notes, and job badges); manage job queues and update job status; create and update companies and contacts; keep staff information current; maintain categories; produce quotes and invoices; and send customer updates via SMS and email. BOBs can also listen to key lifecycle events and react immediately, including new job intake, jobs queued, job completion, and new client creation.