ServiceM8

Reviewed 28 July 2026

Connect ServiceM8, import job details, and attach completed PDFs

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

Read the overview on the ServiceM8 integration page.

Requirements

Paid plan
ServiceM8 account
A supported template and field

Install from the ServiceM8 Add-on Store

Find Tradie Forms

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

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

Check your plan

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

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.

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

Connect ServiceM8 in Tradie Forms

Open ServiceM8 in Connections

Open Connections and choose ServiceM8.

Choose the access

Select the job details and PDF upload access you want.

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

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

Per-field import

Open a supported form

Start the form while signed in on a paid plan.

Pick the ServiceM8 job

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

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 while you fill the form.

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

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

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

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 stays on every supported field, so you can still pull in a single value at any time.

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

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

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

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

Connections

Connect ServiceM8, Fergus, and Xero integrations, then import job details into supported form fields

Fergus

Connect with Fergus, import job details, and attach completed PDFs

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ServiceM8

Reviewed 28 July 2026

Connect ServiceM8, import job details, and attach completed PDFs

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

Read the overview on the ServiceM8 integration page.

Requirements

Paid plan
ServiceM8 account
A supported template and field

Install from the ServiceM8 Add-on Store

Find Tradie Forms

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

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

Check your plan

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

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.

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

Connect ServiceM8 in Tradie Forms

Open ServiceM8 in Connections

Open Connections and choose ServiceM8.

Choose the access

Select the job details and PDF upload access you want.

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

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

Per-field import

Open a supported form

Start the form while signed in on a paid plan.

Pick the ServiceM8 job

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

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 while you fill the form.

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

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

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

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 stays on every supported field, so you can still pull in a single value at any time.

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.

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

Connections

Connect ServiceM8, Fergus, and Xero integrations, then import job details into supported form fields

Fergus

Connect with Fergus, import job details, and attach completed PDFs