# ServiceM8 (https://dev.tradieforms.com.au/docs/features/integrations/servicem8-integration)

ServiceM8 lets you bring job details into supported Tradie Forms fields without retyping them on site.

Read the overview on the [ServiceM8 integration page](https://dev.tradieforms.com.au/integrations/servicem8).

## Requirements [#requirements]

- Paid plan
- ServiceM8 account
- A supported template and field

## Install from the ServiceM8 Add-on Store [#install-from-the-servicem8-add-on-store]

### Find Tradie Forms [#find-tradie-forms]

In ServiceM8, open the **Add-on Store** and select **Tradie Forms**.

### Sign in [#sign-in]

Select **Connect** or **Install**, then sign in to Tradie Forms or create an account.

### Check your plan [#check-your-plan]

If you are on Free, upgrade to a paid plan on the activation page.

### Approve access [#approve-access]

Approve the access Tradie Forms requests, then return to ServiceM8 or start a form in Tradie Forms.

The add-on install is free. Importing job details and attaching PDFs requires a paid plan. See [Billing](https://dev.tradieforms.com.au/docs/account/billing).

On a **team workspace**, only a team admin can complete the ServiceM8 connection for the crew.

## Connect ServiceM8 in Tradie Forms [#connect-servicem8-in-tradie-forms]

### Open ServiceM8 in Connections [#open-servicem8-in-connections]

Open [**Connections**](https://tradieforms.com.au/app/integrations) and choose **ServiceM8**.

### Choose the access [#choose-the-access]

Select the job details and PDF upload access you want.

### Connect the account [#connect-the-account]

Select **Connect with ServiceM8**, sign in to ServiceM8, and approve access.

The connection is saved to your active workspace. On a team workspace, team admins manage the connection.

## Access options [#access-options]

| Option                              | What it is used for                                                                        |
| ----------------------------------- | ------------------------------------------------------------------------------------------ |
| **Import job and customer details** | Job number, job address, site contact, billing contact, customer company, and job category |
| **Job schedule**                    | Scheduled visit start and end                                                              |
| **Assigned technician**             | Staff name and contact details                                                             |
| **Job notes**                       | Notes for remarks, access, or job context fields                                           |
| **Your business details**           | Company name, email, and ABN where supported                                               |
| **Upload PDFs to job cards**        | Attach completed PDFs back to ServiceM8                                                    |

To add access, turn it on and reconnect. To remove access, disconnect and reconnect with fewer options selected.

Store installs connect with import and business details by default. Reconnect from Connections to add PDF upload or other optional access.

## Import into a form [#import-into-a-form]

### Per-field import [#per-field-import]

### Open a supported form [#open-a-supported-form]

Start the form while signed in on a paid plan.

### Pick the ServiceM8 job [#pick-the-servicem8-job]

Select the link icon Import from ServiceM8 beside a supported field, then search for the ServiceM8 job.

### Import and check the value [#import-and-check-the-value]

Choose the field value to import, then check it before download.

Supported values can include job number, site address, customer name, phone, email, billing details, assigned technician, notes, ABN, and business details.

Support is field-by-field. If a field can import from ServiceM8, it shows the link icon Import from ServiceM8 while you fill the form.

### Import a whole job at once [#import-a-whole-job-at-once]

A bar appears at the top of supported forms, where you map fields once and reuse that mapping on every later job.

### Pick a sample job [#pick-a-sample-job]

Open a supported form and select **Set up mapping** in the bar at the top. Choose a sample job so you can see real ServiceM8 values while you map.

### Map the fields [#map-the-fields]

In the mapping panel, match each form field to the correct ServiceM8 value. Every supported field on the form is listed in one place.

### Save and reuse the mapping [#save-and-reuse-the-mapping]

Select **Save mapping**. On later forms of the same type, pick a job in the bar and select **Import job** to fill every mapped field at once.

The link icon Import from ServiceM8 stays on every supported field, so you can still pull in a single value at any time.

## Attach PDFs to ServiceM8 jobs [#attach-pdfs-to-servicem8-jobs]

Enable **Upload PDFs to job cards** when connecting or reconnecting ServiceM8.

You can attach PDFs in two ways:

- From the **Your PDF is ready** sheet after download, when you imported at least one ServiceM8 field during that session
- From **Completed**, using **Send to ServiceM8**

If a stored PDF is available (Solo stored copies or Team audit trail), the stored copy can be used. Otherwise Tradie Forms regenerates the PDF from saved form data.

## Platforms and regions [#platforms-and-regions]

Tradie Forms runs in your web browser on desktop and mobile. Use it alongside the ServiceM8 Online Dashboard while you fill forms on site. Tradie Forms is not embedded inside the ServiceM8 iOS app.

Templates and compliance forms are built for **Australia**. Your ServiceM8 data stays tied to your own account and workspace.

## Disconnect [#disconnect]

Open the ServiceM8 integration page and select **Disconnect**. For team workspaces, only team admins can disconnect the shared connection.

You can also disable the add-on from the ServiceM8 Add-on Store to revoke access.

## Troubleshooting [#troubleshooting]

| Issue                   | What to do                                                                                 |
| ----------------------- | ------------------------------------------------------------------------------------------ |
| **Paid plan required**  | Upgrade, then connect again from Connections or the store activation page                  |
| **Team admin required** | Ask a team admin to connect ServiceM8 for your business workspace                          |
| **Connection expired**  | Open Connections, then reconnect ServiceM8                                                 |
| **Missing access**      | Reconnect with the options you need (for example PDF upload)                               |
| **Import icon missing** | Confirm you are on a paid plan, ServiceM8 is connected, and the form field supports import |

> **Warning**
>
> Imported job data is a shortcut, not a final check. Confirm all names, addresses, dates, and job details before issuing the PDF.