Clients
Both ways- Both ways with the other systems: client name, contact person, email, mobile and address stay in step.
- A client with at least one completed job counts as a customer for the filters.
ServiceM8 integrations
ServiceM8 in the field, one client list in the office
CRM Connector keeps ServiceM8 clients and your schedule in sync both ways with your CRM or your books, turns accepted quotes and won deals into work orders, and turns completed jobs into draft invoices.
- ServiceM8 Add-on Store listing on its way, connect today
- Set up in five guided steps
- 7 day free trial
Pairs with 17 systems
Watch
ServiceM8 in two minutes
See what syncs between ServiceM8 and your other business systems, and how to set it up.
What syncs
What ServiceM8 keeps in step
Jobs
One way- With HubSpot, one way in the direction you pick: job to deal, or deal to work order.
- A won GoHighLevel, Salesforce or Keap opportunity, or a won Pipedrive, Zoho CRM or ActiveCampaign deal, becomes a work order (Keap on Max Classic).
- An accepted quote from your books becomes a work order, its lines as materials.
- A completed job becomes a draft invoice in those books, its materials as lines.
- With CompanyCam, every job becomes a project at the job address, archived when done.
Schedule
Both ways- Both ways with the GoHighLevel calendar, with title, start and end in step.
- Whether the work happened is decided in ServiceM8.
Works with
Pair ServiceM8 with any of these
Pick the second system in the setup wizard. Each tile lists what travels between the two, and How it syncs opens that pair's own page with every field and what is particular to the pairing.
QuickBooks OnlineContacts, Accepted quotes as jobs, Completed jobs as draft invoicesClients both ways, an accepted QuickBooks estimate becomes a work order, and a completed job a draft invoice.About QuickBooks OnlineHow it syncs
XeroContacts, Accepted quotes as jobs, Completed jobs as draft invoicesClients both ways, an accepted quote becomes a work order, and a completed job a draft invoice.About XeroHow it syncs
HubSpotContacts, Deals and jobsContacts both ways, and deals become ServiceM8 jobs or jobs become deals, in the direction you pick.About HubSpotHow it syncs
GoHighLevelContacts, Appointments, Won opportunities as jobsContacts and appointments both ways, with either system starting the integration, and a won opportunity becomes a ServiceM8 work order.About GoHighLevelHow it syncs
SquareContactsServiceM8 clients and Square customers stay the same both ways, the ServiceM8 contact person included.About SquareHow it syncs
StripeContactsStripe customers and ServiceM8 clients stay the same both ways, so whoever paid online is a client in the field.About StripeHow it syncs
CompanyCamContacts, Jobs as projectsClients both ways, and every ServiceM8 job past the Quote stage becomes a CompanyCam project at the job address, archived once the job is completed.About CompanyCamHow it syncs
PipedriveContacts, Won deals as jobsClients both ways, a won deal becomes a ServiceM8 work order, and an optional Job completed label follows the work.About PipedriveHow it syncs
FreshBooksContacts, Accepted quotes as jobs, Completed jobs as draft invoicesClients both ways, an accepted FreshBooks estimate becomes a ServiceM8 work order, and a completed job a draft FreshBooks invoice.About FreshBooksHow it syncs
SalesforceContacts, Won opportunities as jobsContacts both ways, and a won opportunity becomes a ServiceM8 work order.About SalesforceHow it syncs
Zoho CRMContacts, Won deals as jobsContacts both ways, and a won deal becomes a ServiceM8 work order.About Zoho CRMHow it syncs
Zoho BooksContacts, Accepted quotes as jobs, Completed jobs as draft invoicesClients both ways, an accepted Zoho Books estimate becomes a ServiceM8 work order, and a completed job a draft Zoho Books invoice.About Zoho BooksHow it syncs
FreeAgentContacts, Accepted quotes as jobs, Completed jobs as draft invoicesContacts both ways, an approved FreeAgent estimate becomes a ServiceM8 work order, and a completed job a draft FreeAgent invoice.About FreeAgentHow it syncs
ActiveCampaignContacts, Won deals as jobsClients both ways, a won deal becomes a ServiceM8 work order, and a finished job can tag the contact Job completed.About ActiveCampaignHow it syncs
KeapContacts, Won opportunities as jobsClients both ways, a won Keap opportunity becomes a ServiceM8 work order (Keap Max Classic), and an optional Job completed tag follows the work.About KeapHow it syncs
WooCommerceContactsShop customers and ServiceM8 clients stay the same both ways.About WooCommerceHow it syncs
Google SheetsContacts, Jobs, Schedule bookingsOne way into ServiceM8Clients, jobs with their materials and schedule bookings from your sheet land in ServiceM8.About Google SheetsHow it syncsConnecting
How ServiceM8 connects
Official sign in
OAuthSign in to CRM Connector, choose Connect, sign in to ServiceM8 and approve. An install from the ServiceM8 Add-on Store makes ServiceM8 the system records go into; an integration that sends from ServiceM8 is set up in CRM Connector afterwards.
What you need
- A CRM Connector account. Connecting happens inside the app.
- A ServiceM8 account.
You approve access on ServiceM8's own sign in page. Your ServiceM8 password never reaches CRM Connector.
Good to know
How ServiceM8 behaves
What is true for ServiceM8 whichever system you pair it with. What is particular to one pairing is on that pair's own page, linked from its tile above.
Two records, one contact
- A ServiceM8 client is a company card plus a contact person.
- The platform reads and writes both together, so you just see one clean contact on both sides.
Invoices only from completed jobs
- ServiceM8's own invoices are not synced.
- A job you complete can become a draft invoice in QuickBooks Online, Xero, FreshBooks, Zoho Books or FreeAgent, and nothing is sent to your client by the sync.
Totals to the cent
- ServiceM8 stores a unit price in whole cents and multiplies it by the quantity.
- So a line whose amount does not divide evenly over its quantity arrives as one unit at its line amount, with the quantity in its name ("3 x Labour"), and the job total matches the source.
Missing materials are added later
- When creating a work order stops after the job was made, because ServiceM8 refused a material or was busy, the next update adds the materials still missing.
- That holds as long as nobody changed the job's materials in ServiceM8 meanwhile.
A finished job stays finished
A completed or unsuccessful ServiceM8 job is never reopened by a sync, whatever the other system later says.
Deleted in ServiceM8, made again
- ServiceM8 keeps a deleted client or job in the background.
- When a client or job the sync wrote is deleted there, its next change from the other system creates it again instead of writing into a record nobody can see.
Removing the add-on
ServiceM8 offers no way for an app to revoke its own access, so after disconnecting on the platform, fully removing the add-on happens in the ServiceM8 Add-on Store.
Narrow jobs by job category
- When ServiceM8 sends jobs into HubSpot, CompanyCam or your books, tick the job categories that should travel. Tick none to send every job.
- The categories are your account's own, read live from ServiceM8.
- A job that already synced keeps syncing when its category changes.
- A ServiceM8 connection made before 7 October 2026 has to sign in once more before its categories can be read; until then every job travels.
FAQ
Questions about ServiceM8?
Answers about ServiceM8 itself. Duplicates, deletions, a dropped connection, how often a sync can run and custom fields are explained once, for every system, on How syncing works.
Yes. The platform keeps your ServiceM8 clients and your schedule in sync with GoHighLevel both ways. The separate CRM Connector app in the GoHighLevel marketplace is built for agencies that sync many systems into GoHighLevel sub accounts.
Get started
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Sign in to ServiceM8 and the system you want to pair it with, confirm what syncs, and watch the first sync run.