# Servicem8 AI integration on Definable

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

## What this connects

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

Vendor: https://www.servicem8.com

## Tools available

**28** tools available. First 12:

- `SERVICEM8_CREATE_JOB_NOTE` — ServiceM8 Create Job Note — Create 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 to a specific job.
- `SERVICEM8_CREATE_JOB_PAYMENT` — ServiceM8 Create Job Payment — Tool 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-a456-426614174000 at 2023-01-01 13:00:00."
- `SERVICEM8_CREATE_JOBS` — Create a new Job — Tool 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."
- `SERVICEM8_DELETE_CUSTOM_FIELD` — Delete Custom Field — Delete 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.
- `SERVICEM8_DELETE_JOB_NOTE` — Delete Job Note — Deletes (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 than permanently removed, and can be restored later if needed. Prerequisites: You need the note's UUID, which can be obtained from the 'List All Job Notes' or 'Retrieve Job Note' actions.
- `SERVICEM8_DELETE_JOB_PAYMENT` — Delete Job Payment — Archives (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 the UI but keeps it accessible via the API. Archived records can be restored by setting their 'active' field back to 1. Use this tool when you need to remove a payment record from active use, such as when a payment was recorded in error or needs to be voided. Requires the 'manage_job_payments' OAuth scope.
- `SERVICEM8_LIST_ALL_ASSETS` — List All Assets — Tool to list all ServiceM8 assets. Use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.
- `SERVICEM8_LIST_ALL_CLIENTS` — List All Clients — Tool to list all ServiceM8 clients. Use when you need a complete set of customer records for integrations or reporting.
- `SERVICEM8_LIST_ALL_DOCUMENT_TEMPLATES` — List All Document Templates — Tool to list document templates. Use when you need to retrieve available template UUIDs and names before generating job documents.
- `SERVICEM8_LIST_ALL_FORMS` — List All Forms — Tool to list all ServiceM8 forms. Use when you need to fetch available form templates with optional filters.
- `SERVICEM8_LIST_ALL_JOB_NOTES` — List All Job Notes — List 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 active status: "active eq 1" for active notes only The response contains a list of note records with their content, timestamps, and associated job UUIDs. For large result sets, use cursor-based pagination: pass cursor='-1' for the first page, then use the 'next_cursor' value from each response to fetch subsequent pages. Each page returns up to 5,000 records.
- `SERVICEM8_LIST_ALL_JOB_QUEUES` — List All Job Queues — List 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. Returns both regular queues (for jobs waiting on external actions) and assignable queues (for staff assignments).

## Auth

Auth schemes: `OAUTH2`. Managed by Definable: `OAUTH2` — no client credentials required from the user.

## How agents use Servicem8

Inside a Definable workflow, Servicem8 is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Servicem8** — the Researcher (GPT-5.5) pulls context from Servicem8 (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Servicem8** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Servicem8 (create record, post message, draft email).
- **Designer / Engineer → Distributor → Servicem8** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Servicem8 (attach file, open PR comment, post status).

The Verifier checks every Servicem8 call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- scheduling & booking — https://definable.ai/apps/category/scheduling-&-booking/
- proposal & invoice management — https://definable.ai/apps/category/proposal-&-invoice-management/

## Related

- HTML page: https://definable.ai/apps/servicem8/
- Same category (scheduling & booking): https://definable.ai/apps/category/scheduling-&-booking/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt