Picky Assist + ServiceM8 Integration

Integrate Picky Assist to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Create jobs, send client messages, update company records, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Picky Assist
    Message is received in Picky Assist Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
Arrow Right
2.
  • Picky Assist
    Send message in Picky Assist
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready WorkflowsReady Workflows   for Picky Assist + ServiceM8 Integration

Capture client details, send automated messages, update service records, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Picky Assist + ServiceM8 flow

Sync your service operations with accounting, scheduling, and marketing tools once the core workflow finishes. Pick a combination and activate it in one click.

Picky Assist
ServiceM8
+
XeroXero (4)
+
Google CalendarGoogle Calendar (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
S
X
P
Create a Xero invoice when a new job is created in ServiceM8, and send a confirmation via Picky Assist
New ServiceM8 jobs instantly generate a Xero invoice while Picky Assist sends a confirmation message, keeping billing and client communication aligned.
S
X
P
When a Job invoice is paid in ServiceM8, update the invoice in Xero and send a receipt via Picky Assist
Paid ServiceM8 invoices update your Xero records and trigger a payment receipt through Picky Assist without manual tracking.
S
X
P
Create a Xero contact when a new client is added in ServiceM8, and send a welcome message via Picky Assist
New ServiceM8 clients are automatically added to Xero while Picky Assist sends a welcome message to build engagement.
S
C
X
P
Use ChatGPT to summarise ServiceM8 job notes, record the summary in Xero, and send an update via Picky Assist
ChatGPT extracts key job notes from ServiceM8 to update Xero records and notify stakeholders through Picky Assist.

Supported triggers and actions for Picky Assist and ServiceM8

Mix and match to build the exact automation you need

Picky Assist
Picky Assist Triggers & Actions
Instant
Message is received in Picky Assist
Triggers the automation when a new message is received
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Send message in Picky Assist
Delivers a message to a designated recipient
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it →
Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
Try it →
Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
Try it →
Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
Try it →
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Search client in ServiceM8
Searches client by name
Try it →
Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
Try it →
Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
Try it →
Create a job in ServiceM8
Creates a new job
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Picky Assist + ServiceM8?

Streamline your field service operations by connecting job management with automated messaging.

What you can automate?
🚀
Trigger instant messages for new jobs
Send automated SMS or WhatsApp messages via Picky Assist the moment a new job is created in ServiceM8. Keep clients informed immediately without manual messaging.
📋
Capture every submitted service form
Automatically process form submissions from ServiceM8 and trigger follow-up actions or notifications. Ensure no customer detail or field note is ever missed.
🔔
Alert your team on status updates
Notify staff instantly whenever a job status changes or a quote is accepted. Keep your field personnel and office coordinators perfectly aligned.
🔀
Route messages based on job details
Send different message templates depending on the specific job type or client status submitted in ServiceM8. Deliver tailored communication for every scenario.
🔄
Keep client records up to date
Automatically update client contact details and company records across your software stack when information changes in ServiceM8.
🔍
Search and prevent duplicate records
Check existing client databases before creating new records to keep your system clean and organized. Avoid duplicate entries during busy dispatch periods.
💳
Automate post-payment workflows
Trigger receipts, thank-you messages, and status updates as soon as a job invoice is paid in ServiceM8. Maintain professional client relations effortlessly.
🌐
Extend flows to popular business apps
Connect your Picky Assist and ServiceM8 workflows with accounting tools like Xero or CRM platforms like HubSpot for complete end-to-end automation.
And much more...

Who is Picky Assist + ServiceM8 integration for?

Operations managers, dispatchers, and field service teams eliminate manual data entry and keep clients updated across Picky Assist and ServiceM8.

Operations Managers
Operations Managers
Dispatch Coordinators
Dispatch Coordinators
Account Managers
Account Managers
Customer Support Teams
Customer Support Teams
Field Technicians
Field Technicians
Compliance Officers
Compliance Officers
📈
Operations Managers
You oversee field service metrics and rely on accurate job tracking, but manual reporting delays your weekly reviews so your decisions are always based on outdated records — this integration means every completed job updates your records instantly and your data stays current.
Dispatch Coordinators
You need to assign field staff rapidly as requests come in, but delays in manual notifications leave technicians waiting and clients frustrated — automating both apps means every new job triggers instant messaging and staff alerts without manual intervention.
🤝
Account Managers
You answer to corporate clients who expect immediate updates on quote approvals and job progress, but manual status checks cause communication gaps — with this integration, client updates and quote acceptances sync automatically across platforms.
📞
Customer Support Teams
You handle high volumes of inbound service inquiries and struggle to keep client history synchronized between systems — connecting these apps means every customer interaction and form submission is logged without manual copy-pasting.
🔧
Field Technicians
You depend on office staff to hand over job details and notes before heading to a site visit, but missing handover data wastes valuable time — automating both apps means job notes and schedules land on your device the moment they are updated.
📋
Compliance Officers
You need a reliable history of all service completions, forms, and client sign-offs, but manual record-keeping always leaves audit gaps — integrating these apps means every form submission and job status change is recorded accurately.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Picky Assist + ServiceM8

Build and manage your Picky Assist + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Picky Assist + ServiceM8 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Picky Assist to ServiceM8?
Frequently Asked Questions
You can connect Picky Assist to ServiceM8 in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom multi-step automations with tools like Xero, Google Calendar, and HubSpot.
Can I automatically send a message when a new job is created in ServiceM8?
Frequently Asked Questions
Can I connect Picky Assist, ServiceM8, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Picky Assist and ServiceM8?
Frequently Asked Questions
How does Picky Assist handle automated messaging in this integration?
Frequently Asked Questions
Can I sync new clients from ServiceM8 to my other apps?
Frequently Asked Questions
Do I need coding skills to connect Picky Assist and ServiceM8?
Frequently Asked Questions
Is the Picky Assist and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Picky Assist or ServiceM8 With 1500+ Other Apps

Picky Assist
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