ServiceM8
Run field-service jobs in ServiceM8: read and write jobs, clients and their contacts, scheduled bookings, quote and invoice line items, payments, notes, tasks, and staff.
Tools30
servicem8__get_accountFreeGet the connected ServiceM8 account (a Vendor record): business details, currency, timezone, and opening hours.Get the connected ServiceM8 account (a Vendor record): business details, currency, timezone, and opening hours.
servicem8__list_jobsFreeList jobs. Each job carries its own quote/invoice state (quote_sent, invoice_sent, ready_to_invoice, total payment fields).List jobs. Each job carries its own quote/invoice state (quote_sent, invoice_sent, ready_to_invoice, total payment fields).
servicem8__get_jobFreeGet one job by uuid.Get one job by uuid.
servicem8__create_jobFreeCreate a job. ServiceM8 requires a status, and notes that creating jobs may incur account charges.Create a job. ServiceM8 requires a status, and notes that creating jobs may incur account charges.
servicem8__update_jobFreeUpdate a job's status, description, dates, category, or quote/invoice and payment fields.Update a job's status, description, dates, category, or quote/invoice and payment fields.
servicem8__delete_jobFreeArchive a job. ServiceM8 deletes by setting `active` to 0 — the record stays readable on the API and can be restored by setting `active` back to 1.Archive a job. ServiceM8 deletes by setting `active` to 0 — the record stays readable on the API and can be restored by setting `active` back to 1.
servicem8__list_job_templatesFreeList job templates available to clone.List job templates available to clone.
servicem8__create_job_from_templateFreeCreate a job by cloning a job template, including its tasks, materials, checklists and quotes. Only job_description, company_uuid, company_name and job_address can be overridden; company_uuid and company_name are mutually exclusive.Create a job by cloning a job template, including its tasks, materials, checklists and quotes. Only job_description, company_uuid, company_name and job_address can be overridden; company_uuid and company_name are mutually exclusive.
servicem8__list_clientsFreeList clients (Company records in the API).List clients (Company records in the API).
servicem8__get_clientFreeGet one client by uuid.Get one client by uuid.
servicem8__create_clientFreeCreate a client (a Company record).Create a client (a Company record).
servicem8__update_clientFreeUpdate a client's name, addresses, billing details, or tax rate.Update a client's name, addresses, billing details, or tax rate.
servicem8__list_client_contactsFreeList client contacts (CompanyContact records).List client contacts (CompanyContact records).
servicem8__create_client_contactFreeAdd a contact to a client.Add a contact to a client.
servicem8__list_job_contactsFreeList job contacts (JobContact records).List job contacts (JobContact records).
servicem8__create_job_contactFreeAdd a contact to a job.Add a contact to a job.
servicem8__list_staffFreeList staff members.List staff members.
servicem8__list_job_activitiesFreeList job activities. `activity_was_scheduled = 1` rows are scheduled bookings; `= 0` rows are recorded time on a job.List job activities. `activity_was_scheduled = 1` rows are scheduled bookings; `= 0` rows are recorded time on a job.
servicem8__create_job_activityFreeSchedule a booking or record time on a job. Set activity_was_scheduled to 1 for a booking.Schedule a booking or record time on a job. Set activity_was_scheduled to 1 for a booking.
servicem8__update_job_activityFreeMove or re-assign an existing booking, or correct recorded time.Move or re-assign an existing booking, or correct recorded time.
servicem8__list_job_materialsFreeList job materials — the line items that make up a job's quote and invoice.List job materials — the line items that make up a job's quote and invoice.
servicem8__create_job_materialFreeAdd a quote/invoice line item to a job. ServiceM8 requires a quantity.Add a quote/invoice line item to a job. ServiceM8 requires a quantity.
servicem8__list_job_paymentsFreeList payments recorded against jobs.List payments recorded against jobs.
servicem8__create_job_paymentFreeRecord a payment against a job.Record a payment against a job.
servicem8__list_categoriesFreeList job categories.List job categories.
servicem8__list_job_notesFreeList notes. Pass job_uuid for one job's notes (matched on related_object_uuid), or filter by related_object / related_object_uuid for a client's.List notes. Pass job_uuid for one job's notes (matched on related_object_uuid), or filter by related_object / related_object_uuid for a client's.
servicem8__create_job_noteFreeAdd a note to a job or a client. Set related_object to the object type and related_object_uuid to its uuid.Add a note to a job or a client. Set related_object to the object type and related_object_uuid to its uuid.
servicem8__list_tasksFreeList tasks.List tasks.
servicem8__create_taskFreeCreate a task, optionally attached to a job and assigned to a staff member.Create a task, optionally attached to a job and assigned to a staff member.
servicem8__searchFreeText search across jobs, clients and materials, ranked by relevance.Text search across jobs, clients and materials, ranked by relevance.
