ServiceM8 logo
Field Service Integration

Never Miss A Job Call — Booked Straight Into ServiceM8

Marlie AI answers every inbound call 24/7, qualifies the work, and creates Clients and Jobs in ServiceM8 ready to dispatch — perfect for trades, plumbing, electrical, and home services.

Phone-first job intake for businesses running on ServiceM8

Phone-first job intake for businesses running on ServiceM8

Tradespeople and field service operators live in ServiceM8, but the phone keeps ringing while they're on the tools. Missed calls are missed jobs, and after-hours work goes to whoever picks up first.

Marlie AI gives ServiceM8 customers a 24/7 phone receptionist. Every inbound call is answered, the job is qualified, and a Client and Job are created in ServiceM8 ready for dispatch — with full notes, customer details, and the right priority attached.

What You Get with Marlie + ServiceM8

Everything you need to connect your phone calls with ServiceM8 — fully automated, zero manual work.

Auto-Create Clients & Jobs

Every qualified call creates a ServiceM8 Client and Job with site address, contact details, and the work scope captured.

Job Category & Priority

Marlie sets the right job category, priority, and badge based on the call so dispatchers can triage at a glance.

Smart Dispatch Notes

Full call summary, transcript, and recording link are attached to the Job so the assigned tech has everything before they arrive.

After-Hours Job Capture

Calls outside business hours are still answered, qualified, and booked into ServiceM8 so morning routing is ready to go.

Quote & Callback Booking

Marlie can book quote visits and callbacks, set follow-up tasks on the Job, and notify the right tech in real time.

Smart Deduplication

Returning customers are matched to existing ServiceM8 Clients so your data stays clean and history is preserved.

How It Works

Get up and running with ServiceM8 in minutes — no coding required.

1

Connect ServiceM8

Authenticate ServiceM8 from the Marlie dashboard via OAuth. Works with ServiceM8 plans that include API access.

2

Map Categories & Routing

Choose which call intents map to which job categories, priorities, and badges, and where after-hours calls escalate.

3

Marlie Answers 24/7

Inbound calls are answered around the clock. Marlie qualifies the job, captures the site address, and confirms next steps.

4

ServiceM8 Stays Current

New Clients and Jobs are created in ServiceM8 in real time, with notes attached and the right tech assigned for dispatch.

Built for Real Scenarios

See how businesses use Marlie + ServiceM8 to capture more leads and streamline operations.

Plumbing & Electrical Trades

Scenario

A plumber takes 30+ calls a day — bookings, follow-ups, urgent service requests — while elbow-deep in a job.

Outcome

Marlie answers every call, books standard work straight into ServiceM8, and routes urgent issues to the on-call tech with full context.

After-Hours Service Coverage

Scenario

A small HVAC company doesn't have a night-shift dispatcher but still wants to capture after-hours work.

Outcome

Marlie answers off-hours calls, qualifies whether it's an urgent service request or a next-day booking, and creates the Job in ServiceM8 with the right priority.

Multi-Crew Home Services

Scenario

A cleaning or landscaping business runs multiple crews and needs every booking captured cleanly.

Outcome

Marlie qualifies the job, picks the right service category, and creates the Job in ServiceM8 ready for the dispatcher to assign to a crew.

Frequently Asked Questions

Common questions about the Marlie AI + ServiceM8 integration.

Which ServiceM8 plans work with Marlie?

Any ServiceM8 plan that includes API access works with Marlie. Plans without API access can still connect via Zapier-style webhooks.

Can Marlie set the right job category and priority?

Yes. You map call intents to ServiceM8 job categories, priorities, and badges in the Marlie dashboard so every Job is triaged correctly.

Will Marlie create duplicate Clients in ServiceM8?

No. Marlie matches callers to existing ServiceM8 Clients by phone and email and creates the new Job under the existing Client.

Can Marlie book quote visits and follow-ups?

Yes. Marlie can offer quote slots, book them on your calendar, and create the corresponding Job and task in ServiceM8.

Are call recordings stored in ServiceM8?

Transcripts and summaries are attached to the ServiceM8 Job. Full recordings stay in Marlie and are linked from the Job notes.

Can Marlie route urgent calls to the on-call tech?

Yes. You can configure rules so urgent service requests trigger an immediate call or SMS to the on-call tech alongside the Job creation.

Other Integrations

Marlie AI connects with more than just ServiceM8. Explore our other integrations.

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What Our Customers Say

Marlie has dramatically improved our reservation process, reducing missed calls by 40%.

Texas de Brazil Steakhouse

Our takeout orders increased by 25% since implementing Marlie to handle busy call times.

Burning Rice Restaurant

Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.

SoHo Driving School

Marlie has become an essential part of our customer service strategy across all our places.

Weiman Maclise Restaurant Group

The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.

Restaurant Powered by Shopify
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    Marlie AI + ServiceM8 Integration | AI Receptionist For Trades & Field Service