Integration connects ServiceM8 to the rest of your stack so the data lands where it's needed. Automation lets those connections act without anyone touching the keyboard. We scope, build, and run both as a managed service so your admin team doesn't carry it.
A short overview of how WorkM8 approaches integration and automation work. Worth watching before the consult so we can pick up where the video leaves off.
Setup is the variable cost; the ongoing managed service is flat-rate so the bill is predictable.
From $1,549 + GST
Book consultDiscovery, design, and build of the integrations and automations the business actually needs. Simple workflows land near the floor; bespoke multi-system builds with conditional logic across the office (think $8K and up) land higher. You'll know which bracket you're in after the consult.
From $79/month
Platform subscriptions, monitoring, and upkeep handled by us. If a workflow breaks at 11pm because a third party changed an API, we see it before the office does and fix it before the office's morning.
Both are useful. Often you want both. Which one removes the bottleneck depends on what's actually slowing the work down.
Connecting two or more systems together so they share the same source of truth. A completed job in ServiceM8 becomes an invoice in Xero with no one re-keying. A new contact added in your CRM shows up on the matching ServiceM8 client. The data moves; nobody types it twice.
Getting one or more systems to act without intervention. A customer books online and the booking-confirmation SMS sends without anyone touching a keyboard. A failed inspection automatically generates the follow-up job and emails the customer the report. The system decides what happens next and just does it.
Each of these is a workflow we shipped. If any of them sounds familiar, that's the conversation to bring to the consult.
Cut the office admin tail on every job. Catch follow-up work that would otherwise slip. Lift the response rate of Google reviews.
When a technician checks out, ServiceM8 prompts them through a job-completion form: was it invoiced, was it under warranty, is it Google-Review-worthy, is there follow-up work that needs a quote? An n8n automation reads the answers and applies the right next-step badges (Payment Required, Google Review), routes the job to the right queue, and triggers the follow-up form (Warranty Claim, Job Quote) when the answer warrants one.
Keep SafetyCulture for the compliance team. Land every safety form back on its originating job. Skip the manual upload step entirely.
Technicians use SafetyCulture for compliance forms, but ServiceM8 is the primary job system. A bespoke ServiceM8 add-on plus a Pipedream integration lets the technician open SafetyCulture from inside a ServiceM8 job, pre-populated with customer and asset details. The completed safety form lands back as an attachment on the originating ServiceM8 job.
Remove the timezone blind-spot from the booking flow. Cut the back-and-forth admin tax on every reschedule.
ServiceM8's native online booking only supports one timezone, a deal-breaker if your customers are spread across them. Calendly handles the customer-facing booking in their own local time, and an n8n automation converts each booking into a ServiceM8 job assigned to the right staff member. Reschedule or cancel in Calendly and the linked ServiceM8 job moves with it.
Cut the hand-cranked outreach on tens of thousands of customer asset reminders. Let the workflow handle compliance, not the team.
A nationwide equipment-maintenance business is legally required to ask the customer before scheduling a service. A ServiceM8 badge automation (1-year, 2-year, 5-year cycles) emails the customer a Fillout form pre-populated with their contact and asset details. Yes pulls preferred date, time, and site H&S induction info. No closes the job as Unsuccessful with notes. A Zapier automation upgrades a Yes into a Work Order, drops it into the admin queue, and pings the scheduler.
If one of these is you, we'll say so on the consult and either point you somewhere else or restructure the brief.
If the system you want to connect to has no public API, no webhooks, and no export, there's nothing for us to integrate against. There are workarounds (parsing emails, screen-scraping, watched dropbox folders) but they're brittle by design and expensive to maintain. Better to swap the target for one that plays nicely than to build on sand.
The viability question lives here. If the human time saved by automating a workflow is less than the time and money to build and maintain it, the integration is a vanity project. We'll run the numbers with you on the consult; if it doesn't pay back, we'll say so and decline to build it. See the Viability Calculator →
Some integrations are common enough that someone has already published a Zapier template that handles 90% of it. If that's where you are, you don't need us. We'll point you at the template, you set it up in an afternoon, you keep your money. We're worth the price when the workflow is genuinely custom or the bespoke conditional logic is what's doing the heavy lifting.
Automations layered on a shaky ServiceM8 foundation amplify the shake. If categories are wrong, queues are arbitrary, or templates haven't been thought through, automating that breakage just makes it happen faster. The right move is StartUp Coaching first, automation after. See StartUp Coaching →
The first instinct on any integration is to ask, "what does it cost?". That's the wrong question. The right one is whether it's viable: whether the build is desirable enough (how badly is it actually needed?) and feasible enough (can it actually be built?) to pay back.
Get both right and the cost question answers itself, because the workflow you're replacing was costing more than the build, and the new one keeps paying out month after month. Get one wrong and no price is the right price; the integration becomes a vanity project that nobody uses six months in.
The platform subscriptions (Zapier, n8n, Pipedream, Fillout, anything else the workflow needs) sit on our accounts. You get one invoice from us, not eight from them, and we handle renewals and tier changes when usage shifts. The number on the contract is the number on every invoice; no surprise per-task fees, no opaque platform-tier upsells.
Workflows are watched. If a step breaks at 11pm because a third party changed an API or rotated a token, we see it before the office does and fix it before the office's morning. If we can't fix it in place, we route the affected jobs the manual way until we can, and we tell you what happened.
The point of "managed" is that integration and automation stop being something the business has to think about. The office runs. The bill is predictable. If something needs your attention, we tell you in plain English and explain what we'd do about it.
Pipeline
Sequential stages, one after another.
Integration and automation aren't a standalone offering. They earn the most when the rest of the setup is doing its share.
The most useful automations are usually triggered by a form: a job-completion checklist, a customer booking, an inspection result. Forms collect the answer; automations turn the answer into action. They sit beside each other, not in competition. See Custom Forms →
And both ride on top of how ServiceM8 itself is configured. If categories, templates, and queues haven't been thought through, no amount of automation makes the office faster. If they have, automation compounds the gain. See StartUp Coaching → for the foundation, or the four-stage StartUp funnel → for the full implementation.
30 minutes on Zoom, no obligation. Bring the workflow you want to automate or the system you want to connect. We'll tell you whether it's viable, what it'd take to build, and what bracket the cost lands in. No surprise invoices.