ServiceM8 is a job management app for small trade and service businesses, popular with plumbers, electricians, cleaners, locksmiths and air conditioning installers in Australia, the UK and North America. It covers the whole job: the enquiry, the quote, scheduling on the dispatch board, the job card on the technician's phone, photos and forms, and the invoice at the end. It is quick to use on the move. Looking back across many jobs, though, still means scrolling lists or building a report.
Agentic CMMS lets an AI agent do the looking back for you. Ask in Claude, ChatGPT or another MCP client, and the agent reads jobs, quotes, invoices, clients and staff in ServiceM8. With write access, it can also create jobs and add notes, so less is typed twice.
What your AI agent can do with ServiceM8
- Clear the quote queue. "Which jobs have been waiting for a quote for more than five days?" The agent lists them with the client and the job description.
- Create a job from an email. "Here is an email from the strata manager about a leaking tap in unit 4. Make a job for it." The agent sets the client, address and description.
- Plan the day. "Which jobs are scheduled for Tom tomorrow, and where are they?"
- Find unpaid work. "Which completed jobs have invoices that are still unpaid after 14 days?"
- Know the history. "What have we done at 17 Ocean Parade before, and did we leave any notes about access?"
- Check quote win rates. "How many quotes did we send last month, and how many became work?" You see which kinds of work are worth quoting quickly.
- Add notes for the office. "Add a note to the Garcia job that the customer wants a call 30 minutes before arrival."
ServiceM8 with your other systems
Small trade businesses tend to use a few apps that each do one thing well. Connect them and the agent can answer across them:
- Check that ServiceM8 invoices and payments match your books in Xero or QuickBooks Online.
- Compare scheduled jobs with staff rosters and leave in Deputy before you promise a booking.
- Store and find certificates of compliance or site photos in Google Drive for the job they belong to.
- See how jobs and quotes compare if a sister business runs on Fergus.
For small teams that work from their phones
Most ServiceM8 users are on the tools all day, so the office work happens in short gaps. An agent that answers one question in plain language suits that rhythm. Each person approves their own agent with read-only or full access, owners decide which roles may create jobs or change them, and every action an agent takes appears in the activity log.