ServiceM8 + Simpro Integration
Integrate ServiceM8 to Simpro in one click, or tell Integrately AI how you want each job handled. Create service jobs, sync client details, update quotes, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Job review is received in ServiceM8 Instant- Job status is changed in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Job is queued in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- Job is checked in in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
Contact is created in Simpro Instant- Invoice is created in Simpro Instant
- Invoice is updated in Simpro Instant
- Recurring invoice is created in Simpro Instant
- Recurring invoice is updated in Simpro Instant
- Job is created in Simpro Instant
- Company customer created in Simpro Instant
- Job is updated in Simpro Instant
- Company customer updated in Simpro Instant
- Site is created in Simpro Instant
- Site is updated in Simpro Instant
- Individual customer created in Simpro Instant
- Individual customer updated in Simpro Instant
- Quote is created in Simpro Instant
- Quote is updated in Simpro Instant
2.
- Get job client details by company UUID in ServiceM8
- Search client in ServiceM8
- Get job details by UUID in ServiceM8
- Get staff by UUID in ServiceM8
- Get job client contact by company UUID in ServiceM8
- Create a job in ServiceM8
- Create a client in ServiceM8
- Get contact by ID in Simpro
- Create lead in Simpro
- Update contact in Simpro
- Update lead in Simpro
- Create individual customer in Simpro
- Search individual customer in Simpro
- Search company customer in Simpro
- Create contact in Simpro
- Create company customer in Simpro
- Create service job in Simpro
- Search job in Simpro
- Create site in Simpro
- Search contact in Simpro
- Search site in Simpro
- Create service quote in Simpro
- Search quote in Simpro
- Create activity schedule block in Simpro
Trusted by experts at...
Ready Workflows for ServiceM8 + Simpro Integration
Create service jobs, sync client details, update quotes, alert your team, and track invoices, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 ServiceM8 + Simpro flow
Connect accounting tools, payment gateways, and messaging apps to streamline your field service billing and team updates. Pick a combination and activate it in one click.
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Xero (8)
Xero (8) +
Stripe (8)
Stripe (8) +
QuickBooks Online (8)
QuickBooks Online (8) +
Google Drive (8)
Google Drive (8) +
Twilio (8)
Twilio (8) +
Slack (8)
Slack (8) S
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Add every new ServiceM8 job to Simpro, and create an invoice in Xero
New ServiceM8 jobs appear in Simpro instantly while Xero generates your invoice, so billing starts immediately.
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Log every new ServiceM8 client in Simpro, and create a contact in Xero
New clients in ServiceM8 automatically update Simpro and populate your Xero contact list without manual effort.
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When a Simpro job is updated, update the ServiceM8 job details and create a bill in Xero
Job updates in Simpro synchronize back to ServiceM8 and generate bills in Xero automatically.
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Create a Simpro service job for every completed ServiceM8 job, and record the payment in Xero
Completed work in ServiceM8 generates a Simpro record and logs payment tracking in Xero.
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If a Simpro quote is created, create a ServiceM8 job and generate a quote in Xero
New quotes in Simpro automatically spawn ServiceM8 jobs and prepare accounting records in Xero.
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When a Simpro invoice is created, update the ServiceM8 job and reconcile in Xero
Simpro invoices trigger ServiceM8 status changes and update your Xero accounting records.
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Use Claude to summarize every new ServiceM8 job note, create a Simpro job, and create a journal in Xero
Claude summarizes job notes before creating records in Simpro and financial entries in Xero.
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Turn every new ServiceM8 client into a Simpro customer, create a Xero contact, and notify your finance team
New clients populate Simpro and Xero while alerting your finance team immediately.
Supported triggers and actions for ServiceM8 and Simpro
Mix and match to build the exact automation you need
ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → Simpro Triggers & Actions
Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it → Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it → Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it → Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
Try it → Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
Try it → Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
Try it → Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
Try it → What can you automate with ServiceM8 + Simpro?
Streamline your field operations by connecting ServiceM8 triggers to Simpro job management actions.
📋
Create Simpro service jobs from ServiceM8 bookings
Automatically generate a corresponding service job in Simpro whenever a new job is created in ServiceM8, keeping both platforms perfectly synchronized.
📥
Capture every submitted client detail
Map all submitted client data from ServiceM8 directly into Simpro company customer profiles without missing key contact fields.
🔔
Alert your team the moment jobs happen
Notify dispatchers and field crew channels on Slack instantly whenever a job status changes or a new quote is accepted in ServiceM8.
🔀
Route records based on submitted criteria
Execute different workflows in Simpro depending on job categories or specific form answers submitted through ServiceM8.
🔄
Keep destination records updated as work progresses
Synchronize status changes, job notes, and schedule updates from ServiceM8 straight into your Simpro database in real time.
🔍
Prevent duplicate customer records
Search existing Simpro databases before creating new entries, ensuring client updates apply cleanly without creating duplicate profiles.
💳
Handle later status changes and invoice payments
Trigger automated Simpro updates and accounting actions whenever a job invoice is paid or completed in ServiceM8.
🌐
Extend your workflow to accounting and messaging apps
Connect your core ServiceM8 and Simpro pipeline to tools like Xero, Stripe, QuickBooks, or Slack for complete business automation.
And much more...
Who is ServiceM8 + Simpro integration for?
Operations teams, dispatchers, and field service managers connecting ServiceM8 and Simpro to eliminate manual data entry and keep job records synchronized.
Operations Managers
Dispatchers
Account Managers
Customer Support Leads
Field Technicians
Finance Teams
📈
Operations Managers
Managing job schedules in ServiceM8, but your reporting dashboards only update when records are exported manually so your revenue metrics are always stale — automating both apps means every job syncs instantly and your performance data stays current.
⚡
Dispatchers
Dispatching staff members in ServiceM8, but schedule changes take hours to reach Simpro so your field teams find out too late — with this integration, every dispatch update triggers instantly and your crews stay synchronized.
🤝
Account Managers
Tracking client service requests in ServiceM8, but clients ask for status updates before Simpro reflects progress so you spend hours answering emails — connecting these apps means job updates flow smoothly and clients see accurate timelines.
📞
Customer Support Leads
Processing high volumes of new client submissions in ServiceM8, but manual entry into Simpro causes severe backlogs — this integration means every record creates automatically and your team keeps pace with demand.
🔧
Field Technicians
Completing on-site jobs in ServiceM8, but billing details depend on manual handoffs to Simpro so invoicing stalls — automating both apps means completed task data passes instantly and billing starts right away.
📊
Finance Teams
Logging job notes and client details in ServiceM8, but fragmented record-keeping leaves gaps in Simpro histories — with this integration, every client update logs reliably and your audit trail stays complete.
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 ServiceM8 + Simpro
Build and manage your ServiceM8 + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ServiceM8 + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ServiceM8 + Simpro Now 
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Frequently Asked Questions
How do I connect ServiceM8 to Simpro?
You can connect ServiceM8 to Simpro in 1-click using ready-made workflows on Integrately, or by using Integrately AI to build custom flows. It also supports tools like Xero, Stripe, and Slack.
Can I automatically create a Simpro job when a new job is added in ServiceM8?
Can I connect ServiceM8, Simpro, and Slack?
What is a good Zapier alternative for ServiceM8 and Simpro?
How does ServiceM8 handle job status changes during automation?
Can Simpro update company customers automatically?
Do I need coding skills to automate ServiceM8 and Simpro?
Is the ServiceM8 and Simpro integration free?
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