Integration · ServiceM8 + CRMServiceM8 + CRM sync
ServiceM8 + CRM sync
two-way job and pipeline integration for field-service operators.
from $5,000 · fixed scope
We build two-way sync between ServiceM8 and Zoho CRM or GoHighLevel — so job status, customer comms, and sales pipeline stay aligned without manual data entry.
The gap
Jobs in ServiceM8. Pipeline in CRM. Updated by nobody.
Australian and UK field-service businesses run ServiceM8 for jobs and a separate CRM for sales. Without sync, won opportunities do not become jobs automatically, and job completion does not trigger review requests or pipeline updates.
What we sync
Contacts, jobs, and stages — both directions.
- New ServiceM8 client → CRM contact with source attribution
- CRM opportunity won → ServiceM8 job created with mapped fields
- Job status changes in ServiceM8 → CRM pipeline stage updated
- Automated WhatsApp customer updates at each job milestone
- Job completion → review request via WhatsApp or SMS
- Weekly job and revenue summary to owner
Also available
SimPRO + CRM for larger trades operators.
For larger UK and Australian trades contractors on SimPRO, see our SimPRO + GoHighLevel sync page. Same delivery model, different job management platform.
Common questions
Quick answers.
Start the engagement
Book a strategy call, or request a free audit.
Tell us one workflow that costs you the most manual hours each week. We'll come back with a build plan, a fixed price, and a timeline — within 48 hours.