Field Service
Dialfyne + ServiceM8
Create customers and jobs in ServiceM8 from inbound calls.
Conversation completed
Call details captured in Dialfyne
Outcome prepared
Caller describes work needed → AI calls servicem8_create_job → finds/creates customer → creates job in ServiceM8 → confirms booking.
ServiceM8 updated
The right record now has the context
One clean handoff
From conversation to system of record.
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.
What moves automatically
ConnectedControlled setup
Connect via API key or OAuth. Configure your default job templates and staff assignments in the Dialfyne dashboard.
Visible by design
Every sync stays attached to a real conversation and outcome, so your team can review the context.
Built for the next step
The integration moves the useful detail forward instead of dumping another block of unstructured notes.
Ready when you are
Put ServiceM8 in the loop.
We’ll map the workflow with you and make sure the handoff fits how your team works.