Servicem8

28 tools available

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

scheduling & booking proposal & invoice management

Connect Servicem8 Visit Servicem8 ↗

Connect Servicem8 to Definable to automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas call Servicem8's 28 tools directly from chat or scheduled flows. You can wire it into any persona to read, write, and react when an event fires.

Common workflows with Servicem8

Trigger on event

Listen for a new event
Parse and validate the payload
Take an action with the linked tool

Daily summary

Pull yesterday's activity
Summarise with the model of your choice
Send the digest via email or Slack

Cross-tool sync

Read records from one app
Transform with a persona
Write the result back via this integration

Servicem8 actions 28

Every Servicem8 action below is a callable tool any Definable persona can invoke.

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

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."

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."

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.

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.

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.

List All Assets

Tool to list all ServiceM8 assets. Use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.

List All Clients

Tool to list all ServiceM8 clients. Use when you need a complete set of customer records for integrations or reporting.

List All Document Templates

Tool to list document templates. Use when you need to retrieve available template UUIDs and names before generating job documents.

List All Forms

Tool to list all ServiceM8 forms. Use when you need to fetch available form templates with optional filters.

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.

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).

List All Jobs

Tool to list all jobs. Use when you need to fetch all job records from your ServiceM8 account.

List All Locations

Lists all ServiceM8 locations. Use to fetch configured service areas, office locations, or warehouses for job assignments, mapping, or reporting.

List All Materials

Retrieve 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_inventory' OAuth scope.

List All Tasks

Retrieves 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. Requires 'read_tasks' OAuth scope.

Retrieve ServiceM8 Client

Tool to retrieve details of a specific client by its UUID. Use after confirming the client's UUID is valid.

Retrieve Form

Retrieve 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 to be enabled in ServiceM8.

Retrieve Job

Tool to retrieve details of a specific job by its UUID. Use when you have the Job UUID and need its full record.

Retrieve Job Activity

Tool 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 Note

Retrieve 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, timestamps, and the associated job reference.

Retrieve Job Payment

Retrieve 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 deposit or regular payment - View which staff member processed a payment - Verify payment information for a job Prerequisites: You need the job payment UUID, which can be obtained from the 'List All Job Payments' action or from creating a new job payment.

Retrieve Job Queue

Tool to retrieve details of a specific job queue by its UUID. Use when you need full queue metadata before dispatching work.

Retrieve Location

Retrieve 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), contact phone number, and active status. Use this when you have a known location UUID and need its full details. To list all available locations, use the List All Locations action first.

Retrieve ServiceM8 Material

Retrieve 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 from a job or list operation and need complete details like current stock levels or pricing information.

Retrieve Staff Member

Tool 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.

Update a ServiceM8 Job Note

Tool to update details of an existing job note. Use when modifying a note after its creation.

Update Job Payment

Update 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.

Frequently asked questions

What can I automate with Servicem8 on Definable?

Anything Servicem8 exposes through its API. Common scheduling & booking workflows on Definable include automate repetitive tasks, sync data with the rest of your stack, trigger on real-world events. Personas can call any of the 28 Servicem8 tools directly, then chain the result into another integration without you writing code.

How does Servicem8 authentication work?

Servicem8 uses OAUTH2 on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Servicem8 integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 28 Servicem8 tools. You only need a separate Servicem8 subscription if Servicem8 itself charges per seat or per API call.

Is using Servicem8 through Definable secure?

Every call from a persona to Servicem8 is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Servicem8 on Definable?

Sign up for Definable, open the integrations page, find Servicem8, and connect via OAuth or API key. You can immediately attach Servicem8 to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Servicem8 actions does Definable expose?

Definable exposes all 28 Servicem8 actions as callable tools — including `ServiceM8 Create Job Note`, `ServiceM8 Create Job Payment`, `Create a new Job`, plus 25 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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