A clear trigger and a useful action
We define what starts an automation, who receives the result and how to stop or correct it. Avoid sending messages simply because a timer can run.
ServiceM8 Automations
ServiceM8 automations for the repeatable tasks
Start with the routine follow-ups and handovers that are easy to miss. Keep human approval where it matters.
PRACTICAL BY DESIGN
Built around the way you work.
Capabilities checked first
Built-in features, plan restrictions, add-ons and external integrations vary. We confirm what your account supports before proposing a specific implementation.
Test before switching on
Use safe examples to check conditions, duplicate messages and exceptions. Customer-facing actions should use wording and timing your business has approved.
FROM PLAN TO PRACTICE
A clear way forward.
- 01
Choose one repetitive task with a clear benefit.
- 02
Confirm the available features and integration options.
- 03
Configure and test the trigger, action and exceptions.
- 04
Document ownership, monitoring and a fallback process.
BEFORE WE GET STARTED
Good questions.
Clear answers.
Can you guarantee any automation I describe?
No. We first check supported features, integration access and any plan requirements. We will explain the limits before work is agreed.
Can reminders be personalised?
Where the chosen feature supports it, we can help use approved job and customer information. We also review timing and duplicate-message risks.
ONE CONNECTED PLAN
Which follow-up keeps getting missed?
Describe one repeat task you would like to simplify. We can check the available account features and work out whether an automation or a clearer process would help.