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Let your agent book jobs, log notes, and check job status in ServiceM8 during the call.

Field service businesses use ServiceM8 to schedule jobs, send quotes, and track invoices. With AgentCalls connected, your agent can work inside that same system while it talks to a caller. It can find a client, create a quote job for a new enquiry, attach a note about the problem the caller described, and record a payment taken over the phone. Connect ServiceM8 in one click from the AgentCalls dashboard, and your agent starts using your existing jobs, clients, and templates straight away.

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What your agent can do with Servicem8

  • Create a new job or quote from details the caller gives during the call
  • Look up existing clients and their records before booking or answering
  • Attach job notes with access details, symptoms, or special instructions
  • Record a card or cash payment against a job at the end of a visit
  • Pull document templates so the right quote or form is attached to the job

Servicem8 exposes 36 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New quote request from a plumbing enquiry

  1. Caller

    Hi, I've got a leaking tap in the kitchen and I need someone to look at it this week.

  2. Agent

    I can get that booked in for you. What's the address, and what day suits you best?

  3. Caller

    It's 42 Harbor Road. Thursday morning would be great.

  4. Agent

    Thanks. I've created a quote job for 42 Harbor Road on Thursday morning and added a note about the leaking kitchen tap. You'll get a confirmation shortly.

Checking job status for a returning client

  1. Caller

    Hi, I'm calling about the boiler service. Has someone been assigned yet?

  2. Agent

    Let me check that for you. Can I take the name on the account?

  3. Caller

    It's Maria Lopez.

  4. Agent

    Found it. Your boiler service is booked for Tuesday at 10:30 am, and Daniel is the technician assigned to it.

Following up on an unpaid invoice

  1. Agent

    Hello, this is a call from Brightside Cleaning about your invoice for the office clean on 3 March. Is now a good time?

  2. Caller

    Yes, I meant to pay that. I can do it now with my card.

  3. Agent

    Perfect. I've recorded a 180.00 card payment against that job. Thanks, and have a good afternoon.

How to connect Servicem8

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Servicem8

    From Integrations in the dashboard, choose Servicem8 and sign in with your account. Connecting takes one click and can be revoked at any time.

  3. 3

    Choose the actions

    In the agent editor, enable the Servicem8 actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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All Calendars & booking integrations

Questions, answered.

Does the agent work with ServiceM8 during the call or only after it?

Both. Your agent can look up clients, create jobs, add notes, and record payments while the call is happening. It can also log outcomes once the call ends.

What do I need to connect ServiceM8?

You need an existing ServiceM8 account. Sign in to ServiceM8 from the AgentCalls dashboard with one click, and the connection is set up.

Which plan includes the ServiceM8 integration?

Integrations, including ServiceM8, are included from the Growth plan.

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Put your agent to work with Servicem8.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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