
ServiceM8 job details in your forms
Connect ServiceM8 once, then pull job numbers, site addresses, and customer contacts into compliance and job forms while you fill on site.
Stop re-typing what ServiceM8 already knows
The job card has the address. The form should not start blank.
Retyping at the switchboard
Job number, site address, and customer name get keyed in again on every CCEW or job pack.
Wrong address on the PDF
A typo on site means a callback or a reworked form when the office compares notes.
Office chases the sparkie
Dispatch already logged the job in ServiceM8. They should not need a second copy in chat.
Connect once, import on every field
Three steps from your ServiceM8 account to filled form fields.
Connect
Open Connections in Tradie Forms, choose ServiceM8, and sign in securely so we can pull job and contact details from your account.
Solo tradies connect for themselves. Teams share one connection. Full steps in the setup guide.
Pick the job
While filling a form, tap the link icon beside a supported field and search by job number or site address.
Your last job stays selected for the session so you can fill many fields quickly.
Import the field
Choose job address, customer name, contact phone, and more from the ServiceM8 list.
The value replaces what is in the field so you can still edit before export.
Comparing built-in job software forms? See Tradie Forms vs job software forms.
Fields you can import today
Examples from supported compliance forms across electrical, plumbing, building, fire safety, and WHS templates.
Job number
ServiceM8 job number straight into the form header.
Site address
Formatted job address for installation and customer sections.
Customer name
Company or customer name linked to the job.
Site and billing contacts
Site contact phone or billing email when they are on the job card.
Your business details
Company name, email, and ABN from your ServiceM8 account for provider sections.
Job description
Work description from the job record when you need it on the form.
Scheduled until
Job schedule and completion dates formatted ready for date fields.
Assigned technician
Staff name and contact from the job when you enable that option.
Job notes
Access instructions and remarks from the job card.
How ServiceM8 crews keep forms moving
Job-aware search
Find active jobs by number, address, or from recent work without leaving the form.
Grouped fields
Job, site, customer, and contact details are grouped so you pick the right one fast.
Full job details flow
Import job details while you fill, keep drafts moving, and attach finished PDFs when PDF upload is turned on.
Team-ready
Team admins connect once for the crew. Everyone imports from the same secure link.
Frequently asked questions
Connect ServiceM8 on your next job
Sign in, link ServiceM8 securely, and pull job details into your next form without re-typing on site.
- Upgrade to link your job software
- Free to start filling forms
