Make more happen inside ServiceM8 without more admin.
ServiceM8 isn’t a requirement. It’s one example of what deep integration looks like. Real jobs, quotes and customer records written for you, enquiries routed by type, accepted quotes progressed to scheduled work, and ServiceM8 staying the system of record throughout.
Running in production on real ServiceM8 accounts since 2025.
The records it creates, updates and moves forward.
The customer and the site
- Customers
- Callers and enquiries are matched to the record that already exists, instead of a second one being created beside it.
- Properties
- Sites the business has been to before are recognised, so past jobs and past prices are in front of the workflow before anything is quoted.
The work itself
- Jobs
- Created and updated with the details captured at the first contact, not re-typed from a message afterwards.
- Quotes
- Run against your own pricing rules. The figure is the one your process produces, not one a model decided looked reasonable.
- Scheduling
- An accepted quote becomes scheduled work without anyone entering it a second time.
Everything around it
- Routing
- Enquiry types go to the right queue, the right person or the right follow-up, by the rules you set.
- Notifications
- The messages your team and your customers already expect, sent at the point in the job where they expect them.
ServiceM8 stays the system of record. The workflow writes into it rather than sitting beside it holding its own copy, because deep integration means writing real records, not sending notifications about them.
How we connect to other systems →Measured on a business that runs ServiceM8.
An exterior-cleaning business running two locations on ServiceM8. Enquiries arrive as ServiceM8 records with the customer already matched, and accepted quotes become scheduled jobs without anyone re-entering them.
258 enquiries created from AI-handled calls. 125 progressed to priced work, $135,716. 68 completed and invoiced.
Both locations of an exterior-cleaning client combined, pulled from the client’s own job records on 9 August 2026. Enquiries originated through AI-handled inbound calls.
Read the full case study →Show us where ServiceM8 stops.
Tell us where the admin creeps in around it.
- Maybe accepted quotes still get turned into jobs by hand.
- Maybe returning customers keep getting created twice.
- Maybe the job card is right and the follow-up still lives in someone’s head.
ServiceM8 stays the system of record. Show us where it stops and the admin starts, and we’ll tell you what can be written back into it automatically and what should stay a decision.
Would rather talk it through than type it out? Book a 30-minute call.
About the process
Four questions. Owen picks up the rest on the call.
Got it, thanks.
We read every one of these ourselves. Here’s what happens next.
- We look at the process you described and how it touches your systems.
- We come back within one working day. Reply to that email and it reaches Owen directly.
- If it’s worth building, we’ll tell you what we’d build and what should stay human. If it isn’t, we’ll tell you that.