Connect Servicem8 with Hookshot™ and your stack

ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking

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Tools and triggers

What Agents can do in Servicem8

Available tools and events after Servicem8 is connected.

  • 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."

  • Delete Custom Field

    Delete 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.

  • Delete Job Note

    Deletes (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…

  • Delete Job Payment

    Archives (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…

  • List All Assets

    Tool to list all ServiceM8 assets. Use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.

  • List All Clients

    Tool to list all ServiceM8 clients. Use when you need a complete set of customer records for integrations or reporting.

  • 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

    List 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…

  • List All Job Queues

    List 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…

  • List All Jobs

    Tool to list all jobs. Use when you need to fetch all job records from your ServiceM8 account.

  • List All Locations

    Lists all ServiceM8 locations. Use to fetch configured service areas, office locations, or warehouses for job assignments, mapping, or reporting.

  • List All Materials

    Retrieve 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.

  • List All Tasks

    Retrieves 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…

  • Retrieve Form

    Retrieve 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…

  • Retrieve Job

    Tool to retrieve details of a specific job by its UUID. Use when you have the Job UUID and need its full record.

  • 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

    Retrieve 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…

  • Retrieve Job Payment

    Retrieve 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…

  • Retrieve Job Queue

    Tool to retrieve details of a specific job queue by its UUID. Use when you need full queue metadata before dispatching work.

  • Retrieve Location

    Retrieve 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…

  • Retrieve ServiceM8 Client

    Tool to retrieve details of a specific client by its UUID. Use after confirming the client's UUID is valid.

  • Retrieve ServiceM8 Material

    Retrieve 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…

  • Retrieve Staff Member

    Tool 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.

Setup

Connect Servicem8 in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.