Quote to job
Convert an accepted quote into a ServiceM8 job with the approved details carried across.
ServiceM8 automation | Australia
ServiceM8 automation, less admin for tradies
ServiceM8 automation for small Australian trade and service businesses that want quotes to jobs, accounting handoffs, booking reminders and customer follow up to run without manual effort. We connect the supported ServiceM8 events to Xero or MYOB, customer messages, smart forms and the operational steps around each job.
Describe the problem in a sentence or two. Please do not send credentials or sensitive records.
Perth on site | remote across Australia | built for small field service teams- Best fit
- A repeatable ServiceM8 workflow with an accountable owner
- Main deliverable
- A tested workflow, run log and documented handover
- What we need
- A platform owner, limited access and representative records
- Commercial model
- Scoped and quoted before build, with platform costs separate
Delivery ownership
- Scope
- Connect
- Test
- Handover
The accountable team maps the workflow, connects the systems, tests the failure paths and records the handover. Platform access and ownership stay visible throughout.
One workflow to start with
A finished ServiceM8 job prepares the finance handover
Start with the job your office reopens in Xero or MYOB after the technician finishes. The selected workflow carries approved details into a draft for review.
The office still checks completed work, chargeable items and customer commitments. Incomplete jobs and disputed charges need a person before invoicing proceeds.
Platform specific workflows
Work we build in ServiceM8
Three common workflow paths, with the trigger, approval and exception rules agreed before the build starts.
Move jobs into finance
Carry the approved job record from quote through completion and into the accounting handoff.
Job completion to invoice
Prepare a draft Xero or MYOB invoice from the completed ServiceM8 job for review.Recurring job scheduling
Prepare the next maintenance job from the agreed customer and service cadence.
Keep customers informed
Send the agreed message from a real job or lead event instead of relying on office memory.
Booking confirmation and reminder
Send the agreed customer message when a job is scheduled and before attendance.Customer follow up
Send a timed service follow up or review request after the job reaches the agreed state.Missed call and web leads
Create a lead or job from a missed call or web form so it enters the queue straight away.
Coordinate field work
Keep field records and staff updates tied to the ServiceM8 job that owns them.
Smart forms and checklists
Use completed forms, photos or checklist status to set off the next step.Technician notifications
Notify assigned staff when approved job, schedule or instruction data changes.Custom ServiceM8 integration
Connect the repeatable platform handoff specific to your service workflow.
If this is the workflow causing trouble, send us the handoff and systems involved. We will tell you whether it is worth changing before anything is scoped.
Delivery feedback
A client view of the work
This feedback is about how we scope, build and hand over technical work. It is not a case study for this platform.
They actually listened to what we needed, didn't overcomplicate things, and delivered something our team could use straight away. Genuinely one of the best tech experiences I've had as a business owner.
The operating problem
The tradie admin that follows every job
Leads are returned late, bookings are confirmed individually and completed jobs are entered into the accounting system again before anyone can invoice.
ServiceM8 can be the job record while automation handles the predictable handoffs around it. We first clean up the trigger, categories and permissions, then add only the workflows the team can support.
Workflow in practice
Completion can prepare finance and follow up without losing review
Before
A completed job starts more office work
The invoice is recreated in accounting, customer follow up is scheduled separately and missed call leads remain outside ServiceM8 until someone returns them.
Controlled workflow
The job status prepares the next records
Completion prepares the draft invoice and the approved follow up. New lead events enter the ServiceM8 queue with their source and an owner, rather than skipping review.
Facts and ground rules ServiceM8 facts we verify before build
We check the platform, connector and operating facts against your setup before the workflow is quoted.
- The way we connect in
- ServiceM8 APIServiceM8 developer documentation
- Where the job hands off to accounting
- Draft invoiceproposedMapped to Xero or MYOB configuration
- Customer, financial and high value actions
- Human reviewproposedConfirmed with the workflow owner
Data and control
Your customer and job data, connected safely
We use the supported ServiceM8 API rather than shared logins or screen scraping. We limit access to what’s needed, and if something goes wrong it goes straight to a named person.
Your qualified people still make the call on invoice review and high value jobs. For the accounting side, see Xero automation or MYOB automation; for wider data controls, see data loss prevention.
Pricing
How we scope and quote the workflow
You receive a fixed project price once the workflow, access and acceptance checks are clear. The first 30 minute consult, mapping pass and written estimate cost nothing.
Before you commit
Free mapping and written estimate
The first consult, workflow mapping pass and written estimate cost nothing. You see the assumptions before deciding whether to proceed.
Approved workflow
One fixed build price
The trigger, access, approvals, exception handling, acceptance checks and handover are agreed before the project quote is issued.
Platform costs
Licences and usage listed separately
Platform licences, premium connectors, API usage and any ongoing monitoring are identified separately. Support continues only when an ongoing arrangement is agreed.
Practical details
Questions about ServiceM8 Automation
Access, platform fit, handover and control boundaries in plain language.
Most of the admin that runs between jobs, converting accepted quotes to jobs, sending booking confirmations and reminders, preparing Xero or MYOB invoices when work is complete, triggering customer follow up and review requests, capturing missed call leads, scheduling recurring jobs, and notifying staff of new assignments.
Start with one job handoff
Get the ServiceM8 admin off your plate
We will tell you if the ServiceM8 setup needs fixing before automation.Enquiries get a reply within one business day.