Add Job Material
Add a material line to a ServiceM8 job and return its created UUID.
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Integrate Servicem8
with your AI CRM
ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking
Explore Triggers and Actions
Create a new Job
Create a new ServiceM8 job and retrieve its saved record. The job may be created even if the subsequent retrieval fails.
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Create Company Contact
Create a contact for a ServiceM8 client company and return its UUID.
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Create Job Activity
Create a scheduled or recorded ServiceM8 job activity and return its UUID.
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Create Job Checklist
Create a ServiceM8 job checklist item and return its UUID.
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Create Job Contact
Add a contact to a ServiceM8 job and return its created UUID.
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Create Material
Create a ServiceM8 material catalog record and return its UUID.
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Create ServiceM8 Client
Create a ServiceM8 client company and retrieve its saved record. The client may be created even if the subsequent retrieval fails.
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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.
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Delete Job Activity
Archive a ServiceM8 job activity by UUID. ServiceM8 deletion is reversible: it sets the activity's ``active`` field to 0, hiding the record in the UI while leaving it accessible through the API. Restore the activity by updating ``active`` to 1.
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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.
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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.
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Get Company Contact
Retrieve one ServiceM8 company contact by its UUID.
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Get Job Contact
Retrieve one ServiceM8 job contact by its UUID.
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Get Job Material
Retrieve one ServiceM8 job material line item by its UUID.
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List All Assets
Tool to list all ServiceM8 assets. Use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.
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List All Clients
Tool to list all ServiceM8 clients. Use when you need a complete set of customer records for integrations or reporting.
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List All Document Templates
Tool to list document templates. Use when you need to retrieve available template UUIDs and names before generating job documents.
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List All Forms
List ServiceM8 form templates, optionally using an OData-style filter to narrow the results.
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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.
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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).
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List All Jobs
Tool to list all jobs. Use when you need to fetch all job records from your ServiceM8 account.
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List All Locations
Lists all ServiceM8 locations. Use to fetch configured service areas, office locations, or warehouses for job assignments, mapping, or reporting.
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List All Materials
List ServiceM8 materials, including products, labour rates and inventory items, with optional filtering; requires the 'read_inventory' OAuth scope. Numeric zero active flags are returned as active.
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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.
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List Attachments
List ServiceM8 attachment metadata with filtering and cursor pagination.
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List Company Contacts
List company contacts, optionally narrowed by an OData filter.
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List Form Responses
List submitted ServiceM8 form responses with filtering and pagination.
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List Job Activities
List and filter ServiceM8 job activities with cursor pagination.
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List Job Allocations
List ServiceM8 job allocations, optionally filtered by public fields.
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List Job Categories
List job categories, optionally narrowed by an OData filter.
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List Job Checklists
List ServiceM8 job checklist items with filtering and cursor pagination.
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List Job Contacts
List contacts linked to ServiceM8 jobs, with filtering and cursor pagination.
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List Job Materials
List material assignments on ServiceM8 jobs.
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List Job Payments
List, filter, and cursor-page ServiceM8 job payments.
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List Staff Members
List staff members, optionally narrowed by an OData filter.
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List Vendors
List vendor accounts, optionally narrowed by an OData filter.
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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.
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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.
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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.
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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.
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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.
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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.
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Retrieve Location
Retrieve a ServiceM8 location by UUID, including available address, geographic coordinates, contact phone number, and active status.
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Retrieve ServiceM8 Client
Tool to retrieve details of a specific client by its UUID. Use after confirming the client's UUID is valid.
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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.
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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.
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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.
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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."
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ServiceM8 Create Task
Create a ServiceM8 task, optionally related to another ServiceM8 record.
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ServiceM8 Update Task
Update a ServiceM8 task by UUID, requiring its name, and return the saved record.
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Update a ServiceM8 Job Note
Tool to update details of an existing job note. Use when modifying a note after its creation.
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Update Company Contact
Partially update a company contact by UUID and retrieve the saved record. The update may succeed even if the subsequent retrieval fails.
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Update Job Activity
Update a known job activity and return it. Provide at least one field to update.
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Update Job Contact
Update selected fields on a ServiceM8 job contact and return the saved record.
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Update Job Material
Update an existing material line assigned to a ServiceM8 job.
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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.
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Update ServiceM8 Client
Update a ServiceM8 client by UUID, requiring the client name, and retrieve the saved record. The update may succeed even if the subsequent retrieval fails.
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Update ServiceM8 Job
Update a ServiceM8 job by UUID, requiring a job status, and retrieve the saved record. The update may succeed even if the subsequent retrieval fails.
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Update ServiceM8 Job Queue
Update a ServiceM8 job queue and return its saved provider record.
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Update ServiceM8 Material
Update an inventory material by UUID, requiring its name, and return its saved provider record.
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How the Servicem8 integration works
The Servicem8 integration connects your Dench AI CRM directly to Servicem8, so agents can read and act on your Servicem8 data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
61 actions are available for agents to invoke on your behalf. Every call runs through Servicem8's own authorization, scoped to the account you connect.
Set up Servicem8 in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Servicem8 and click Connect — you'll authorize access through Servicem8's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Servicem8 in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Servicem8 integration work with Dench?
The Dench Servicem8 integration connects your AI CRM to Servicem8, so AI agents can work with your Servicem8 data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Servicem8 via Dench?
The Servicem8 integration currently exposes 61 actions, including Add Job Material, Create a new Job, Create Company Contact, Create Job Activity, Create Job Checklist, and Create Job Contact. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Servicem8 to Dench?
No. You connect Servicem8 from your Dench workspace using Servicem8's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Servicem8 integration secure?
Connections are authorized through Servicem8's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Servicem8 connection from your workspace settings at any time.