ceven

Servicem8

Syncs field job data, client records, and payment status into your central operations hub and automates job creation from incoming leads.

Try Servicem8 in Ceven

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Why use Ceven?

  1. AI native Servicem8 integration

    • Describe the outcome and Ceven picks the right Servicem8 calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Servicem8 data, across all 28 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Servicem8 access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Servicem8, when, and on whose behalf.
    • The agent pauses and asks when Servicem8 is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Servicem8.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Servicem8 action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Servicem8, and when to use it.

Create job
Use this when you have gathered job details and need to push a new record into ServiceM8 for scheduling.
Create job note
Attach additional information or technician updates to a specific job using its uuid.
Create job payment
Record payment details against a job when funds are collected in the field.
List all jobs
Pull every job record from the account to generate reports or audit schedules.
List all clients
Retrieve a complete set of customer records for integration or mailing lists.
List all materials
Pull a full inventory dump to check pricing or stock levels.
List all assets
Retrieve the comprehensive asset registry including custom fields for reporting.
Retrieve job
Pull the full record for a specific job using its unique uuid.
Retrieve client
Pull detailed information for a specific client after validating their uuid.
Retrieve staff member
Pull up to date staff information for a specific technician by uuid.
Update job note
Modify the details of an existing job note after it has been created.
Update job payment
Edit payment details for a job after confirming the payment uuid.
Delete job note
Archive a specific job note by its uuid to clean up the job record.
Delete job payment
Archive a specific payment record using its uuid.
List job queues
Fetch configured queues to determine where to dispatch new work.
Retrieve location
Pull full details for a specific service location using its uuid.
ServiceM8 Create Job Note
Tool to create a new job note in servicem8. use when you need to attach additional information to a specific job after obtaining its uuid.
ServiceM8 Create Job Payment
Tool 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.
Create a new Job
Tool 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 Job Payment
Tool to delete (archive) a specific job payment by its uuid. use when you need to archive a payment record.
List All Document Templates
Tool to list document templates. use when you need to retrieve available template uuids and names before generating job documents.
List All Forms
Tool to list all servicem8 forms. use when you need to fetch available form templates with optional filters.
List All Job Notes
Tool to list all job notes in servicem8. use when you need to fetch notes, optionally filtered or paginated.
List All Job Queues
Tool to list all job queues in servicem8. use when you need to fetch configured queues before dispatching jobs.
List All Locations
Tool to list all servicem8 locations. use when you need to fetch every configured location for assignments or mapping.
List All Tasks
Tool to list all tasks in a servicem8 account. use when you need to fetch task records, optionally filtered. requires 'read tasks' oauth scope.
Retrieve ServiceM8 Client
Tool to retrieve details of a specific client by its uuid. use after confirming the client's uuid is valid.
Retrieve Form
Tool to retrieve details of a specific form by its uuid. use when you need up to date form metadata given a known form uuid.
Retrieve Job Activity
Tool to retrieve details of a specific job activity by its uuid. use when you have the job activity uuid and need its full details.
Retrieve Job Note
Tool to retrieve details of a specific job note by its uuid. use when you have the note uuid (e.g., after listing notes) and need its full record before processing or display.

30 actions · scroll to see them all

Frequently asked questions

Ceven uses OAuth 2.0 to connect to your ServiceM8 account. When you start the connection process, you are redirected to the ServiceM8 authorization page where you grant specific permissions to Ceven. Once you approve, ServiceM8 sends us a secure token that allows the agent to act on your behalf. We store this token using industry standard encryption and never see your actual login password. You can revoke this access at any time through your ServiceM8 account settings, which immediately cuts off the agent's ability to read or write data to your account.
Yes. By using the list job queues action combined with the retrieve staff member tool, the agent can identify which queue a job belongs to and which technician is currently available or assigned to that region. You can build a workflow that takes a new job request and automatically assigns it to the staff member with the lightest load for that day. This removes the need for a manual dispatcher to check the calendar and assign tasks one by one, as the agent handles the matching logic in real time.
Ceven can access custom fields through the list all assets and retrieve client tools. When the agent pulls a record, it captures the custom metadata associated with that entity. You can then use this data to trigger specific workflow paths. For example, if you have a custom field for priority level, the agent can prioritize those jobs in your notification queue or flag them for immediate attention in your communication channel. This ensures that your specific business logic is preserved when moving data between systems.
While Ceven can handle large volumes, you must be aware of the ServiceM8 API rate limits. ServiceM8 enforces a limit on the number of requests per minute to ensure platform stability. If a workflow attempts to sync thousands of jobs at once, the agent may encounter a 429 Too Many Requests error. To manage this, Ceven implements an automatic retry logic with exponential backoff. This means the agent will pause and try again after a short delay, ensuring all your data eventually syncs without crashing the workflow.
Ceven can manage the data surrounding payments through the create job payment and update job payment tools. While the agent does not process the credit card transaction itself, it records the outcome of the payment in ServiceM8. You can set up a workflow where a successful payment notification from your payment gateway triggers the agent to create a payment record in ServiceM8 and mark the job as paid. This keeps your field records and your financial records in lockstep without manual data entry.
Yes. You can create a cleanup workflow that uses the list all job notes tool to find notes older than a certain date. The agent can then evaluate the content of the note and use the delete job note tool to archive them. This is particularly useful for businesses with high job volumes that want to keep their active job views clean while maintaining a lean database. You can even set the agent to move the text of the note to a long term storage document before deleting it from ServiceM8.
The agent prevents duplication by performing a search before creation. In a typical workflow, the agent will use the list all clients tool or a search query to check if an email or phone number already exists in your database. If a match is found, the agent retrieves the existing client uuid and attaches the new job to that record instead of creating a duplicate. This maintains a clean customer history and ensures that all jobs for a single client are grouped together for easy reporting.
Yes. Because Ceven acts as a workflow layer, it can pull data from ServiceM8 and push it into tools like QuickBooks or Xero. For example, when a job is marked complete, the agent can retrieve the final job details and materials used, then create a corresponding invoice in your accounting software. This eliminates the need for manual export and import processes and ensures that your billing happens immediately after the work is finished in the field.

Alternatives to Servicem8

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

Jobber logoJobberHousecall Pro logoHousecall ProFieldEdge logoFieldEdge

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