ServiceM8 Setup & Custom Automation
Budget: $250 – $750 AUD
I’m rolling out ServiceM8 as our primary PSA platform and need a developer who can take us well beyond the out-of-the-box features. My priority is to have robust job management, smart scheduling/dispatch, and seamless client communication all running smoothly inside ServiceM8. To make that happen, I’ll rely on the API and some thoughtfully written scripts.
Core tasks
• Configure ServiceM8 so new jobs flow in automatically from incoming emails, complete with customer details and any attachments.
• Build custom notifications (SMS, push, and email) that trigger at key stages—booking confirmations, technician on-route alerts, job completion notices.
• Generate automated reports summarising daily workload, technician productivity, and outstanding tasks.
• Set up task reminders to keep the team on schedule and prevent jobs from stalling.
• Ensure the entire process is anchored around airtight email integration; future CRM or accounting links should remain possible but are not required right now.
Acceptance criteria
– A live demo showing automated job creation from a sample email.
– Proof that notifications, reports, and reminders fire accurately based on status changes.
– Clear, commented scripts (preferably JavaScript or Python) delivered via Git or similar.
– Written hand-off notes so my in-house admin team can tweak basic settings without you.
If you’ve previously bent the ServiceM8 API to your will—or integrated similar field-service tools—let’s talk. Clean code, concise documentation, and an eye for workflow efficiency will win this project.
Core tasks
• Configure ServiceM8 so new jobs flow in automatically from incoming emails, complete with customer details and any attachments.
• Build custom notifications (SMS, push, and email) that trigger at key stages—booking confirmations, technician on-route alerts, job completion notices.
• Generate automated reports summarising daily workload, technician productivity, and outstanding tasks.
• Set up task reminders to keep the team on schedule and prevent jobs from stalling.
• Ensure the entire process is anchored around airtight email integration; future CRM or accounting links should remain possible but are not required right now.
Acceptance criteria
– A live demo showing automated job creation from a sample email.
– Proof that notifications, reports, and reminders fire accurately based on status changes.
– Clear, commented scripts (preferably JavaScript or Python) delivered via Git or similar.
– Written hand-off notes so my in-house admin team can tweak basic settings without you.
If you’ve previously bent the ServiceM8 API to your will—or integrated similar field-service tools—let’s talk. Clean code, concise documentation, and an eye for workflow efficiency will win this project.