Connect ServiceM8 once, then pull job numbers, site addresses, and customer contacts into compliance and job forms while you fill on site.
The job card has the address. The form should not start blank.
Job number, site address, and customer name get keyed in again on every CCEW or job pack.
A typo on site means a callback or a reworked form when the office compares notes.
Dispatch already logged the job in ServiceM8. They should not need a second copy in chat.
Three steps from your ServiceM8 account to filled form fields.
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.
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.
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 download.
Comparing built-in job software forms? See Tradie Forms vs job software forms.
Examples from supported compliance forms across electrical, plumbing, building, fire safety, and WHS templates.
ServiceM8 job number straight into the form header.
Formatted job address for installation and customer sections.
Company or customer name linked to the job.
Site contact phone or billing email when they are on the job card.
Company name, email, and ABN from your ServiceM8 account for provider sections.
Work description from the job record when you need it on the form.
Job schedule and completion dates formatted ready for date fields.
Staff name and contact from the job when you enable that option.
Access instructions and remarks from the job card.
Find active jobs by number, address, or from recent work without leaving the form.
Job, site, customer, and contact details are grouped so you pick the right one fast.
Import job details while you fill, keep drafts moving, and attach finished PDFs when PDF upload is turned on.
Team admins connect once for the crew. Everyone imports from the same secure link.
Sign in, link ServiceM8 securely, and pull job details into your next form without re-typing on site.
