Field Service

ServiceM8

Create customers and jobs in ServiceM8 from inbound calls.

How it works

Creates customers and jobs in ServiceM8 from inbound calls. The AI handles duplicate detection by phone/email, creates new customer records when needed, and books jobs with start/due dates and work descriptions. Supports API key direct connection or OAuth with automatic token refresh.

During a call

Caller describes work needed → AI calls servicem8_create_job → finds/creates customer → creates job in ServiceM8 → confirms booking.

Features

Duplicate detection by phone/email
New customer record creation
Job booking with start/due dates
Work description capture
API key or OAuth support
Automatic token refresh

Setup

Connect via API key or OAuth. Configure your default job templates and staff assignments in the Dialfyne dashboard.

Ready to connect ServiceM8?

Book a free audit and we will get you set up in under 48 hours.