FreshBooks and ServiceM8 integration
Accepted in FreshBooks, on the schedule in ServiceM8
CRM Connector keeps FreshBooks and ServiceM8 clients the same both ways. An estimate accepted in FreshBooks becomes a ServiceM8 work order with its lines, and a completed ServiceM8 job becomes a draft FreshBooks invoice, ready to bill.
- Official sign in for both
Clients both ways, work orders from estimates, draft invoices from jobs
At a glance
Clients stay the same on both sides, accepted estimates arrive as work orders and completed jobs as draft invoices.
What syncs
- ClientsBoth ways
- Accepted estimates into work ordersOne way
- Completed jobs into draft invoicesOne way
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether FreshBooks or ServiceM8 leads when the same record changed in both since the last sync.
Options for FreshBooks and ServiceM8
- Everyone, customers only or leads only, when ServiceM8 sends, on a one way sync
- Only the ServiceM8 job categories you tick
Record by record
What syncs between FreshBooks and ServiceM8
Which FreshBooks field matches which ServiceM8 field, and what each change does.
Fields- First nameBoth waysContact first name
- Last nameBoth waysContact last name
- OrganizationBoth waysClient name
- EmailBoth waysContact email
- Business phoneBoth waysContact mobile
- StreetBoth waysAddress line 1
- Street line 2Both waysAddress line 2
- City, province, postal codeBoth waysCity, state, postcode
- CountryBoth waysCountry
- Not in FreshBooksOnly in ServiceM8Has completed jobs
It happens in FreshBooks, then in ServiceM8
A new contact
Looked for in ServiceM8 on the contact email. Updated when found, otherwise created as a client with its contact person.
Name, company, email, phone or address changes
The same change is made to the ServiceM8 client on the next sync.
FAQ
Questions about FreshBooks and ServiceM8?
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.
When you choose that rule, the estimate becomes a ServiceM8 work order for the same client, with its lines as materials, ready to schedule.
Ask your AI assistant
Ask ChatGPT or Claude about FreshBooks and ServiceM8
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect FreshBooks and ServiceM8?Start your 7 day free trial
Sign in to FreshBooks and ServiceM8, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.