Platform Integration

ServiceM8 runs your jobs.
The rest still runs on sticky notes.

ServiceM8 handles scheduling, quoting, and invoicing. But when a job wraps up and you need to send a follow-up email, file the safety checklist, update your reporting dashboard, or remind a tech about an expiring license, that's all happening manually. OpenClaw connects ServiceM8 to the rest of your operation.

OpenClaw sits on top of ServiceM8 as the automation layer that bridges your job management platform to every other tool your trade business depends on.

20+

ServiceM8 event types OpenClaw can act on

100+

external tools OpenClaw connects to ServiceM8

<60s

from ServiceM8 trigger to external action

24/7

automated follow-up and compliance coverage

ServiceM8 handles jobs. Everything around the job is still manual.

Your scheduling is sorted. But the follow-ups, the compliance paperwork, and the reporting all live outside ServiceM8, and nobody's automating them.

Completed jobs don't trigger anything outside ServiceM8

A job moves to "Completed" in ServiceM8. The invoice syncs to Xero (if you've set that up). But the thank-you email? The review request? The safety form filed in Google Drive? The notification to your office? All manual. Every time. For every job.

Forms and checklists are completed but not acted on

Your techs fill out safety checklists and site assessment forms in ServiceM8. The data sits there. Nobody's automatically filing the PDFs, flagging failed inspections, or routing compliance documents to the right person. The forms exist, but the workflow around them doesn't.

Quote follow-ups depend on someone remembering

You send 30 quotes a week through ServiceM8. Some get accepted right away. The rest? They sit in your queue and get followed up on whenever someone has a spare moment, which is almost never. You're losing jobs because the follow-up didn't happen fast enough.

Badge and certification tracking is a spreadsheet nightmare

ServiceM8's badge system tracks certifications. But knowing when licenses expire, reminding staff to renew, and making sure uncertified techs don't get dispatched to restricted jobs requires manual checking. One lapsed certification on a regulated job site can cost you the contract.

What OpenClaw adds on top of ServiceM8

ServiceM8 stays your job management hub. OpenClaw connects it to everything else and automates the work that falls between systems.

Automated post-job workflows

A job moves to "Completed" in ServiceM8. OpenClaw picks up the webhook and handles everything that comes next: sends a thank-you email through your email platform, texts a review request, files job photos and forms in Google Drive, and posts a summary to your team's Slack channel. One status change, five actions, zero manual work.

Form and checklist automation

When a tech completes a form in ServiceM8, OpenClaw reads the submission and takes action. Safety checklist passed? File the PDF in the client's Google Drive folder. Failed inspection item? Alert your compliance manager in Slack with the details. Site assessment form submitted? Update your asset tracking spreadsheet with the new data.

Quote follow-up sequences

OpenClaw monitors your ServiceM8 quote queue. When a quote hasn't been accepted after 48 hours, it sends a follow-up email. After five days, another. After ten, a final check-in with an adjusted offer if you've configured one. No more lost revenue from quotes that went cold because nobody followed up.

Badge and compliance monitoring

OpenClaw tracks badge expiry dates in ServiceM8. Thirty days before a certification expires, your office manager gets a Slack alert. The staff member gets an email reminder with renewal instructions. If a badge lapses, OpenClaw can flag that tech in your scheduling notes so they don't get dispatched to jobs requiring that certification.

Cross-platform reporting

OpenClaw pulls job data, revenue figures, and staff performance metrics from ServiceM8 and compiles them into reports your team can use. Daily job summaries in Slack. Weekly Google Sheets with quote conversion rates. Monthly breakdowns by job category, staff member, or client. No more end-of-week data exports and manual spreadsheet work.

Asset tracking and maintenance alerts

ServiceM8 tracks assets at client sites. OpenClaw watches for equipment age, service history patterns, and warranty dates. When a unit hits a maintenance threshold or warranty expiration, OpenClaw notifies your team with the full asset history so they can proactively reach out to the client. Preventive outreach beats emergency callbacks every time.

What is OpenClaw?

OpenClaw is an open-source AI assistant that connects to the tools you already use and operates them for you. Email, calendar, CRM, messaging, accounting, file storage. It reads, it responds, it takes action. It runs on your own devices, so your data stays yours.

For ServiceM8 users, OpenClaw is the automation layer your job management platform doesn't have. It's the bridge between your job queue and every other system your trade business depends on, handling the follow-ups, compliance tracking, and multi-tool workflows that ServiceM8 can't reach on its own.

What this looks like in practice

Three scenarios where OpenClaw extends ServiceM8 into the rest of your business.

Electrical Contractor, 8 Staff

Every completed job triggers a full follow-up chain

A tech finishes a switchboard upgrade and marks the job complete in ServiceM8. Within 60 seconds, OpenClaw sends the client a thank-you email with a maintenance guide, texts a review request, files the compliance certificate in Google Drive, updates the weekly revenue tracker, and notifies the office in Slack. The tech tapped one button. Five things happened across four systems.

Plumbing Company

Quotes that follow up on themselves

You send 25 quotes a week. OpenClaw watches the ServiceM8 quote queue. Any quote not accepted within 48 hours gets an automated follow-up email. After five days, a second email with a gentle nudge. After ten days, a final check-in. Your quote conversion rate went from 35% to 52% because the follow-ups actually happen now, consistently and on time.

HVAC Company

Compliance tracking that runs itself

You have 10 techs with gas fitting licenses, electrical tickets, and working-at-heights certifications. OpenClaw checks ServiceM8 badge dates daily. Thirty days before any certification expires, the tech gets an email reminder and your office manager gets a Slack alert. No more spreadsheet audits. No more finding out a license lapsed after a tech was already on site.

How setup works

Three steps. We handle the technical work.

1

We connect OpenClaw to ServiceM8 and your other tools

We set up API access to your ServiceM8 account, configure webhooks for the events that matter (job status changes, new clients, form completions, quote updates), and connect the external tools you need: your email platform, Slack, Google Drive, your CRM, whatever your business runs on. This happens on day one.

2

We map the workflows that cross system boundaries

Which ServiceM8 events should trigger actions in other tools? What data needs to sync between systems? How should compliance alerts be routed? We map out the logic, build the connections, and configure OpenClaw to handle the automation your job management platform can't reach.

3

OpenClaw starts running your cross-platform operations

ServiceM8 events fire. OpenClaw handles the cross-platform actions. Data flows between systems. Reports generate automatically. You review the first few days, tell us what to adjust, and we fine-tune. Within a week, the bridge between ServiceM8 and everything else is running on its own.

Simple pricing

One-time setup. No monthly fees from us. No contracts.

Discovery Call

See if this makes sense for your setup.

Free

  • 15-minute video call
  • Review your ServiceM8 setup and integration gaps
  • Honest recommendation on next steps
Book a Call
Most Popular

Remote Setup

Full ServiceM8 + external tool integration over screen share.

$1,200

  • Full OpenClaw + ServiceM8 API integration
  • Connect up to 5 external tools
  • Cross-platform workflow configuration
  • 14 days of post-setup support
Get Started

In-Person Setup

We come to your office. NYC area.

$2,400

  • Everything in Remote, plus
  • On-site at your office in NYC
  • Full team training session
  • 30 days of post-setup support
Get Started

Common questions

Does OpenClaw replace ServiceM8?
No. ServiceM8 stays your job management and scheduling hub. OpenClaw is the automation layer that connects ServiceM8 to your other business tools: email platforms, Slack, Google Drive, reporting dashboards, and anything else ServiceM8 doesn't talk to natively. Your job queue, client records, and invoicing stay exactly where they are.
How is this different from ServiceM8's Xero/MYOB sync?
ServiceM8's accounting sync handles invoice and payment data with Xero or MYOB. OpenClaw handles everything else that crosses system boundaries. When a job completes, OpenClaw can send the customer a follow-up email, file the compliance forms in Google Drive, update your reporting dashboard, and flag any incomplete checklists. Accounting sync covers one connection. OpenClaw covers the rest.
How long does setup take?
Most integrations are running within 3 to 5 days. Day one covers the ServiceM8 API connection and webhook configuration. The remaining time goes toward mapping your specific workflows, connecting your external tools, and testing the full chain from ServiceM8 trigger to external action.
Will this work with our custom forms and checklists?
Yes. OpenClaw can trigger actions when specific forms are completed in ServiceM8. A safety checklist gets submitted? OpenClaw files the PDF in Google Drive, notifies your compliance officer in Slack, and updates your tracking spreadsheet. The form data flows into whatever external system needs it.
Can OpenClaw track staff badges and certification expiry?
Yes. OpenClaw monitors badge expiry dates in ServiceM8 and triggers alerts before certifications lapse. Your office manager gets a Slack message 30 days before a license expires. The staff member gets an email reminder. And a task appears in your tracking system so nothing falls through the cracks.

OpenClaw + ServiceM8 works across trades. See setup details for yours:

Compare with other field service integrations:

ServiceM8 runs the jobs. Let's connect the rest of the business.

Book a free 15-minute call. We'll look at your ServiceM8 setup, identify the integration gaps, and figure out where OpenClaw can bridge them.

Book a Free Discovery Call