Servicem8 Tools
ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking
Use Servicem8 Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Servicem8 Tools. Choose from 28 supported Actions. Review each execution in Audit.
Connect Servicem8 Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
Workflow AutomationPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Servicem8 Create Job NoteCreate 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.
- Servicem8 Create Job PaymentTool 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."
- Servicem8 Create JobsTool to create a new Job in ServiceM8. Use when you have gathered all job details and need to push a record. Example: "Create a Quote job for 123 Main St with PO #1234."
- Servicem8 Delete Custom FieldDelete 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.
- Servicem8 Delete Job NoteDeletes (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:…
- Servicem8 Delete Job PaymentArchives (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 b…
- Servicem8 List All AssetsTool to list all ServiceM8 assets. Use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.
- Servicem8 List All ClientsTool to list all ServiceM8 clients. Use when you need a complete set of customer records for integrations or reporting.
- Servicem8 List All Document TemplatesTool to list document templates. Use when you need to retrieve available template UUIDs and names before generating job documents.
- Servicem8 List All FormsTool to list all ServiceM8 forms. Use when you need to fetch available form templates with optional filters.
- Servicem8 List All Job NotesList 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…
- Servicem8 List All Job QueuesList 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…
- Servicem8 List All JobsTool to list all jobs. Use when you need to fetch all job records from your ServiceM8 account.
- Servicem8 List All LocationsLists all ServiceM8 locations. Use to fetch configured service areas, office locations, or warehouses for job assignments, mapping, or reporting.
- Servicem8 List All MaterialsRetrieve all materials (products, labour rates, inventory items) from ServiceM8. Use this to get a complete catalog of materials for quoting, invoicing, or inventory management. Requires the 'read_inventory' OAuth scope.
- Servicem8 List All TasksRetrieves 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.
- Servicem8 Retrieve ClientTool to retrieve details of a specific client by its UUID. Use after confirming the client's UUID is valid.
- Servicem8 Retrieve FormRetrieve 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.
- Servicem8 Retrieve JobTool to retrieve details of a specific job by its UUID. Use when you have the Job UUID and need its full record.
- Servicem8 Retrieve Job ActivityTool to retrieve details of a specific job activity by its UUID. Use when you have the job activity UUID and need its full details.
- Servicem8 Retrieve Job NoteRetrieve 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.
- Servicem8 Retrieve Job PaymentRetrieve 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 - Ver…
- Servicem8 Retrieve Job QueueTool to retrieve details of a specific job queue by its UUID. Use when you need full queue metadata before dispatching work.
- Servicem8 Retrieve LocationRetrieve a specific ServiceM8 location by its UUID. Returns complete location details including name, address fields (street, city, state, country, postal code), geographic coordinates (lat/lng), contact phone number, and active status. Use this when you have a known location UU…
- Servicem8 Retrieve MaterialRetrieve 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 leve…
- Servicem8 Retrieve Staff MemberTool 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.
- Servicem8 Update Job NoteTool to update details of an existing job note. Use when modifying a note after its creation.
- Servicem8 Update Job PaymentUpdate 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.
Provider sources
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