Using the app
ServiceM8
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
- Solo or Team subscription
- ServiceM8 account
- A supported template and field
Install from the ServiceM8 Add-on Store
- In ServiceM8, open the Add-on Store and select Tradie Forms
- Select Connect or Install
- Sign in to Tradie Forms, or create an account if you are new
- If you are on Free, upgrade to Solo or Team on the activation page
- Approve the access Tradie Forms requests
- Return to ServiceM8 or start a form in Tradie Forms
The add-on install is free. Importing job details and attaching PDFs requires a Solo or Team subscription. See Billing.
On a team workspace, only a team admin can complete the ServiceM8 connection for the crew.
Connect ServiceM8 in Tradie Forms
- Open Connections
- Choose ServiceM8
- Select the access you want
- 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 while signed in on Solo or Team
- Select the link icon beside a supported field
- Search or pick a ServiceM8 job
- Choose the field value to import
- Check the result 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.
Connect import mode
On the ServiceM8 integration page, enable Connect import to map form fields to ServiceM8 once, then import a whole job in one go.
- Open a supported form with Connect import enabled
- Follow the banner to pick a sample job
- Map each form field to the matching ServiceM8 value
- Save the mapping for that template
- On future jobs, pick a job and import all mapped fields together
When Connect import is off, use the link icon beside each field instead.
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 |
|---|---|
| Solo 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 Solo or Team, ServiceM8 is connected, and the form field supports import |