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ServiceM8 logoServiceM8 logo

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.

Connect ServiceM8Setup guide
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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, pick a job from supported form fields, and import the details you need. Completed PDFs can attach back to job cards when PDF upload is turned on.

Import shows on supported text and date fields on most public compliance templates. Look for the link icon while you fill, or turn on Connect import to pull a whole job at once. Coverage includes NSW CCEW, QLD plumbing and building forms, NT electrical certificates, and national ACMA TCA1.

Yes. Before you connect, pick job import, schedule, staff, notes, business details, and PDF upload. Reconnect any time to add more. Disconnect and connect again if you need to remove an option.

Import only reads job and customer details into your form. Optional schedule, staff, and notes access is read-only too. If you enable PDF uploads, completed PDFs can be attached to job cards when you choose.

Yes. On a team account, one person connects for everyone. Team admins can disconnect for the whole crew.

Job software connections are after you upgrade. Free still includes guided forms and monthly PDF downloads without the import link.

Connect ServiceM8 on your next job

Sign in, link ServiceM8 securely, and pull job details into your next form without re-typing on site.

Connect ServiceM8Browse forms
  • Upgrade to link your job software
  • Free to start filling forms
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