HighLevel and ServiceM8
From won HighLevel lead to ServiceM8 work order, every booking on the schedule
Every opportunity won in HighLevel becomes a ServiceM8 work order for the same client, bookings travel between the HighLevel calendar and the ServiceM8 schedule, and the contact can be tagged once the job is done.
- Only won work reaches ServiceM8
- Bookings both ways
- Official ServiceM8 add-on
Opportunity in HighLevelKitchen install$6,200Proposal sent
Work order in ServiceM8Kitchen install$6,200Not created- Contact in HighLevelSam PatelContact tagNo tag
Every step runs on its own, on each sync.
How it works
From a won opportunity to a finished job
What happens on every sync, and where your team takes over.
- 1In HighLevel
Your clients stay the same in both
- Contacts sync both ways between HighLevel and ServiceM8, so a won opportunity's work order lands on the right client.
- 2In HighLevel
The opportunity is won
- A ServiceM8 work order is created for the same client, named after the opportunity, dated the day it was won, with its value as one material line.
- Open, lost and abandoned opportunities stay in HighLevel.
- 3In ServiceM8
Bookings stay in step
- Appointments sync both ways between the HighLevel calendar and the ServiceM8 schedule: title, start and end follow on either side.
- A HighLevel booking becomes a work order with a scheduled time on the ServiceM8 schedule.
- 4In ServiceM8
The job is done
- ServiceM8 decides whether the work happened: completing the job marks the HighLevel appointment as showed.
- Optionally the contact gets the tag "job completed" in HighLevel, so your automations can ask for a review.
Ready when you are
Create this setup in one click
This button sets up the integration for you in CRM Connector, with everything on this page already chosen. All that is left is connecting your two systems and pressing start.
Filled in for you
- Contacts, both ways
- Won opportunities become work orders
- Appointments and scheduled bookings, both ways
- The setup opens, filled inHighLevel and ServiceM8 are chosen and the record types below are ticked, exactly as on this page.
- No account yet? No problemSign in or create an account first, and you land straight back in this setup afterwards.
- You connect and checkSign in to both systems, look over the fields and filters, and change anything you like. Nothing syncs until you press Start syncing.
Set it up your way
Your choice, your rules
Pick the one that matches how you book jobs today.
Two ways to bring work into ServiceM8
- For teams that sell from a HighLevel pipeline.
- Every opportunity won from the date you pick becomes one work order, never two.
You can run both. If every won opportunity also gets a booking in HighLevel, pick one of the two, or the same job can show up twice in ServiceM8.
What you decide
From which date
Only opportunities won on or after the date you pick become work orders (60 days back by default).
From which amount
Optionally only opportunities worth at least an amount you set, compared in the opportunity's own currency.
Also works with
Not on HighLevel?
Deals from these CRMs reach ServiceM8 as work orders too.
FAQ
Questions about this setup?
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.
Get started
Set it up in about five minutesEvery plan starts with a 7 day free trial
The setup opens with HighLevel and ServiceM8 and every record type on this page filled in. Connect both systems, check it, and watch the first sync run.