Servicem8 integration

Calendar and scheduling connector, available on Zeplik

Servicem8 is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Servicem8 and Zeplik can act on your calendar and scheduling for you: ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking. You stay in the conversation while the assistant does the work in Servicem8 directly.

Zeplik exposes 20 read actions and 8 write actions for Servicem8. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Servicem8 without your consent.

Connect Servicem8 on Zeplik

Try Servicem8 on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

What Zeplik can do with Servicem8

Read from Servicem8 (20)

Runs automatically in any conversation.

  • 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

    Tool to list all job notes in servicem8. use when you need to fetch notes, optionally filtered or paginated.

  • List all job queues

    Tool to list all job queues in servicem8. use when you need to fetch configured queues before dispatching jobs.

  • List all jobs

    Tool to list all jobs. use when you need to fetch all job records from your servicem8 account.

  • List all locations

    Tool to list all servicem8 locations. use when you need to fetch every configured location for assignments or mapping.

  • List all materials

    Tool to list all materials. use when you need a full inventory dump after authenticating with read inventory scope.

  • List all tasks

    Tool to list all tasks in a servicem8 account. use when you need to fetch task records, optionally filtered. requires 'read tasks' oauth scope.

  • Retrieve client

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

  • Retrieve form

    Tool to retrieve details of a specific form by its uuid. use when you need up-to-date form metadata given a known form uuid.

and 8 more.

Act in Servicem8 (8)

Runs only after you enable write access.

  • Create job note

    Tool to create a new job note in servicem8. use when you need to attach additional information to a specific job after obtaining its uuid.

  • 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 jobs

    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 job note

    Tool to delete a specific job note. use when you need to archive a note by its uuid.

  • Delete job payment

    Tool to delete (archive) a specific job payment by its uuid. use when you need to archive a payment record.

  • Service m8 create job

    Tool to create a new job in servicem8. use when you have all job details and need to push a record into servicem8. example: "create a quote job for 123 main st with po #1234."

  • Update job note

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

  • Update job payment

    Tool to update details of an existing job payment. use after confirming the payment uuid and desired changes.

How to connect Servicem8

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Servicem8 immediately.

  2. Connect Servicem8

    Open Settings and go to Connectors, then press Connect on Servicem8. You can also connect from the Servicem8 page in the app.

  3. Approve access to Servicem8

    Approve access on Servicem8's secure consent screen. You are returned to Zeplik and can start giving instructions that use Servicem8.

Frequently asked questions

Can I use Servicem8 with Zeplik?
Yes. Servicem8 is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Servicem8 account inside any conversation.
What can Zeplik do with Servicem8?
Once connected, Zeplik has 20 read and 8 write actions for Servicem8. ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking.
How do I connect Servicem8 to Zeplik?
You connect Servicem8 with a secure one-click sign-in (OAuth): press Connect in Settings under Connectors and approve access on Servicem8's consent screen.
Does Zeplik change things in Servicem8 without asking?
No. Zeplik reads from Servicem8 by default. Any action that changes data in Servicem8 requires write access, which stays off until you enable it in Settings under Connectors.
How much does connecting Servicem8 cost?
Connecting Servicem8 is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.

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