What happens when the same record changed on both sides?

For every two way record type you pick a leading system. When both sides changed between two syncs, the leading side wins. Everything else is applied as normal.

Will it create duplicates?

No. Records that were synced before are matched by their link. Before anything new is created, the platform looks for an existing record first, by email, phone or name for contacts and by invoice number where the system supports it, and updates that one instead.

What if a connection is disconnected?

The platform notices, switches that connection off, pauses the integrations that use it and sends you one message with a reconnect button. Reconnecting takes one click and syncing resumes.

Is there a free trial?

Yes, 7 days, once per account, with a card up front through Stripe's hosted checkout. Nothing is charged until the trial ends. Two way sync is included from the Growth plan.

CRM Connector Platform integration

ServiceM8 + Jobber Integration

Connect ServiceM8 and Jobber so both run off one client list. Clients stay in sync in both directions, and a company switching between the two brings its client list across and keeps both running during the switch.

Connect ServiceM8 See pricing

ServiceM8 in the field, Jobber in the office, one client list.

At a glance

What syncs between ServiceM8 and Jobber

Direction words mean exactly what they say. Two way means changes flow in both directions and the platform keeps the two systems agreeing. One way means data flows from the source into the destination.

Record type	Direction	What that means
Clients (contacts)	Two way	Created or changed on either side, appears and updates on the other.

For contacts you pick which system leads: when the same contact changed on both sides between syncs, the leading side wins. This pair syncs clients both ways and nothing else. Jobs, invoices and scheduling are not offered for this pair.

What is mapped

Clients, what is mapped

A ServiceM8 client is really two records: the company card and the contact person on it. The platform reads and writes both as one clean contact.

ServiceM8	Jobber	Notes
Client name	Company name	Both ways; ServiceM8 requires a name, the platform builds a sensible one when only a person is known.
Contact first and last name	First name, last name	Both ways, from the primary contact person.
Email	Email	Both ways.
Mobile	Phone	Both ways; mobile is the primary channel in ServiceM8.
Street, city, state, postcode, country	Billing address	Both ways.
Has bought before	Customer flag	Derived from completed jobs, see below.

Two records, one contact

Writing into ServiceM8 updates the client card and its primary contact person together, and creates the contact person when the client has none. You just see one clean contact on both sides.

No duplicates

Before creating a client in ServiceM8 the platform searches for an exact email match; before creating a Jobber client it checks email and phone.

Customer or lead, proven

A ServiceM8 client with at least one completed job counts as a customer. This powers the customers only and leads only sync filters.

How the sync stays safe

Built to never damage your data

Echo protection
On the two way client sync the platform remembers what it wrote, so its own update coming back is never mistaken for a new change.
Change detection
Every record has a fingerprint; unchanged records are skipped, so a settled sync is quiet.
Rejections are caught
ServiceM8 can refuse a write inside an otherwise successful response; the platform reads that envelope and reports it honestly instead of calling a rejected record synced.
Rate limit aware
ServiceM8 budgets API calls per account per day; the integration paces itself and a write is engineered to cost the minimum number of calls.

Filters and controls

You decide what travels, and when

Contact trigger
Everyone, customers only, or leads only.
Sync from date
Only records dated on or after a chosen date travel. Contacts have no date and always travel.
Frequency
From every 30 minutes to every 3 days, per plan. Every 4 hours is included on every plan; faster intervals come with the higher plans.

Connecting

How ServiceM8 connects

Official sign in (OAuth)

ServiceM8 connects with its official sign in (OAuth): click Connect, sign in to ServiceM8, approve, done. It can also start from ServiceM8 itself: the CRM Connector Platform add-on in the ServiceM8 Add-on Store signs you in and walks you through setup. One honest note the confirmation screen also makes: 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.

Connect ServiceM8

Requirements

A ServiceM8 account.

FAQ

Questions about ServiceM8 and Jobber?

Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.

Still not sure?

Tell us which systems you run and we will say exactly what syncs, in which direction, and what stays honestly one way.

As one contact. The platform reads the client card and its primary contact person together, writes both together, and creates the contact person when the client has none.