How do I connect Servicem8?

Sign up for Conductor Deck, then add a Servicem8 step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

Servicem8 + Stream Deck

scheduling-&-booking · proposal-&-invoice-management · 0 triggers · 36 actions

ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking Add Servicem8 to your Stream Deck workflows with guided setup for the connection details it needs.

Build a Servicem8 workflow — free See how it works

No code
Free tier
One Stream Deck press
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use Servicem8

Add Servicem8 to a workflow and pair it with a Stream Deck button to run it in one press — handy for scheduling-&-booking tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

Browse all templates

Triggers & actions

Steps your workflow can perform in Servicem8.

Add Job Material

Add a material line to a ServiceM8 job and return its created UUID.

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 Activity

Archive a ServiceM8 job activity by UUID. ServiceM8 deletion is reversible: it sets the activity's `active field to 0, hiding the record in the UI while leaving it accessible through the API. Restore the activity by updating active` to 1.

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 removed, and can be restored later if needed. Prerequisites: You need the note's UUID, which can be obtained from the 'List All Job Notes' or 'Retrieve Job Note' actions.

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 it accessible via the API. Archived records can be restored by setting their 'active' field back to 1. Use this tool when you need to remove a payment record from active use, such as when a payment was recorded in error or needs to be voided. Requires the 'manage_job_payments' OAuth scope.

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.

About Servicem8

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

scheduling-&-bookingproposal-&-invoice-management

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect Servicem8

Follow the setup prompts for Servicem8. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add a Servicem8 action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Assign to Stream Deck

Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.

Frequently asked questions

How do I connect Servicem8?: Sign up for Conductor Deck, then add a Servicem8 step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

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