Scheduling & Booking

Connect your AI agent to Servicem8

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

Set it up in Melso

1In Melso, open Settings → Agent Apps and hit Connect on Servicem8.
2Finish the OAUTH2 sign-in in the window that opens. Melso stores the connection, not your credentials.
3Open your agent, go to its Agent Apps tab, and allow Servicem8.
4Give the agent a task. It calls Servicem8 itself when the work needs it.

Get Melso

Servicem8

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Scheduling & BookingProposal & Invoice Management

What you get

What Servicem8 gives your agent

The tools, permissions, and events Servicem8 exposes — the same ones your agent can use once the app is authorized.

What you sign in with

Servicem8 connects with OAUTH2.

Client id
Client secret

Permissions

staff_locationsstaff_activitypublish_smspublish_emailvendorvendor_logovendor_email

Related apps

Compare nearby apps

Other Scheduling & Booking connections your agents can use.

Google Calendar

Connect to Google Calendar

Google Calendar is a time management tool providing scheduling features, event reminders, and integration with email and other apps for streamlined organization

45 toolsOAUTH2

Cal

Connect to Cal

Cal simplifies meeting coordination by providing shareable booking pages, calendar syncing, and availability management to streamline the scheduling process

168 toolsAPI_KEY / OAUTH2

Tools Servicem8 exposes

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.