Servicem8
for LuumenAI
ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking
Pull the inventories, schedules, and checklists your team keeps in Servicem8 into the thread, and write results back or book maintenance windows as reviewed actions.
The Servicem8 toolbox
28 tools: 20 read, 8 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadList All AssetsList all ServiceM8 assets.
- ReadList All ClientsList all ServiceM8 clients.
- ReadList All Document TemplatesList document templates.
- ReadList All FormsList all ServiceM8 forms.
- ReadList All Job NotesList all job notes from ServiceM8.
- ReadList All Job QueuesList all job queues in ServiceM8.
- ReadList All JobsList all jobs.
- ReadList All LocationsLists all ServiceM8 locations.
- ReadList All MaterialsRetrieve all materials (products, labour rates, inventory items) from ServiceM8.
- ReadList All TasksRetrieves all tasks from a ServiceM8 account with optional filtering and cursor-based pagination.
- ReadRetrieve ServiceM8 ClientRetrieve details of a specific client by its UUID.
- ReadRetrieve FormRetrieve details of a specific form template by its UUID.
- ReadRetrieve JobRetrieve details of a specific job by its UUID.
- ReadRetrieve Job ActivityRetrieve details of a specific job activity by its UUID.
- ReadRetrieve Job NoteRetrieve the full details of a specific job note by its UUID.
- ReadRetrieve Job PaymentRetrieve a specific job payment record from ServiceM8 by its UUID.
- ReadRetrieve Job QueueRetrieve details of a specific job queue by its UUID.
- ReadRetrieve LocationRetrieve a specific ServiceM8 location by its UUID.
- ReadRetrieve ServiceM8 MaterialRetrieve detailed information about a specific material/product/service by its UUID.
- ReadRetrieve Staff MemberRetrieve details of a specific staff member by their UUID.
- WriteServiceM8 Create Job NoteCreate a new job note in ServiceM8. Approval by default
- WriteServiceM8 Create Job PaymentCreate a new job payment in ServiceM8. Approval by default
- WriteCreate a new JobCreate a new Job in ServiceM8. Approval by default
- WriteDelete Custom FieldDelete a custom field in ServiceM8 by its UUID. Approval by default
- WriteDelete Job NoteDeletes (archives) a job note in ServiceM8 by its UUID. Approval by default
- WriteDelete Job PaymentArchives (soft-deletes) a job payment record in ServiceM8 by its UUID. Approval by default
- WriteUpdate a ServiceM8 Job NoteUpdate details of an existing job note. Approval by default
- WriteUpdate Job PaymentUpdate an existing job payment record in ServiceM8. Approval by default
Questions
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — servicem8 create job note, servicem8 create job payment, create a new job, delete custom field, and more — is shown as a plan and requires approval by default, including the 3 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to Servicem8 — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
Put Servicem8 to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.