Deep ServiceM8 Integration

The AI Answering Service
Built for ServiceM8

Relay doesn't just answer calls — it looks up customers, checks your schedule, and books jobs directly into ServiceM8. While you're on site.

No copy-pasting messages. No calling people back. Your AI receptionist has full access to your ServiceM8 data and acts on it in real time.

What Your AI Receptionist Can Do With ServiceM8

These aren't future plans. This is what Relay does today, on every single call.

Recognise Your Customers

When a repeat customer calls, Relay looks them up in ServiceM8 by name or phone number. They get a personal greeting, not a generic script.

"Hi Mrs. Johnson, I can see we did your hot water system last March. How can I help today?"

Check Your Schedule

Relay checks your real-time ServiceM8 availability before offering appointment times. No double-booking, no guesswork.

"I can see we have availability this Thursday morning or Friday afternoon. Which works better for you?"

Book Jobs Directly

Customer agrees to a time? Relay creates the job in ServiceM8 immediately. You see it on your schedule when you're ready.

"That's booked in for Thursday at 9am. You'll get a confirmation shortly. Is there anything else I can help with?"

Know Your Services

Relay pulls your service list from ServiceM8. It knows what you offer, what you charge for callouts, and your service area.

"Yes, we do handle split system installations. Our call-out fee is $99 and we service the whole Gold Coast area."

Track Caller History

Relay remembers who's called before and can look up their job history in ServiceM8. Returning customers get the experience they deserve.

"Welcome back, Dave. I can see your last job was a ceiling fan install in February. What can we help with this time?"

After-Hours Intelligence

At 2am on a Sunday, Relay still has full access to your ServiceM8. Emergency job? Captured and booked before the sun comes up.

"I understand this is urgent. I've booked an emergency call-out for first thing Monday morning and flagged it as high priority."

Live in 3 Steps

Connect ServiceM8 and start answering calls in under 10 minutes

1

Connect ServiceM8

Two-click OAuth connection. No API keys, no technical setup. Just log in to ServiceM8 and authorise Relay.

2

We Train Your AI

Relay learns your services, business hours, service areas, and how you like calls handled. Personalised to your business.

Calls Answered, Jobs Booked

Every call is answered. Customers are recognised. Jobs are booked straight into ServiceM8. You just focus on the work.

Customer Call
Relay AI
ServiceM8

Real-time, two-way sync. Every call action is reflected in your ServiceM8 instantly.

Not Just a Message Taker

Most answering services take a name and number. Relay takes action.

Generic Answering Service

1

Customer calls

Generic greeting, no idea who they are

2

Takes a message

Name, number, "someone will call you back"

3

Emails you

You read it hours later, call back, customer may have moved on

Result: Customer waits. Maybe moves on.

RELAY + SERVICEM8

Relay + ServiceM8

1

Customer calls

Relay recognises them from ServiceM8 contacts

2

Checks availability, offers times

Real slots from your ServiceM8 schedule — no guessing

3

Books the job, notifies you

Job created in ServiceM8 instantly. Full call summary in your inbox.

Result: Job booked. Customer happy. You focus on work.

Google Calendar Too

Use Google Calendar alongside ServiceM8? Relay checks both. It syncs your availability across both systems so you never get double-booked — even if some appointments are in your calendar and others are in ServiceM8.

ServiceM8 + AI receptionist FAQ

Does Relay integrate directly with ServiceM8?
Yes. Relay connects to your ServiceM8 account and takes action during the call — creating jobs, looking up existing customers, and checking your live calendar for availability. No copy-paste, no Zapier, no middleware.
Can Relay create jobs in ServiceM8 automatically?
Yes. After qualifying the call, Relay creates a job card in ServiceM8 with the caller's name, contact details, job description, urgency, and preferred time. The job appears in your ServiceM8 dashboard immediately.
Does the ServiceM8 integration work with Xero too?
Yes. Because Leva connects both ServiceM8 and Xero, your AI receptionist has context that no standalone answering service can match. Jobs created by Relay flow through your existing ServiceM8-to-Xero sync.
How does Relay check my calendar?
Relay reads your ServiceM8 job schedule in real time. When a caller asks for an appointment, Relay can see your availability and suggest open slots — or flag that you're fully booked and take a message for callback.
Does Relay recognise returning ServiceM8 customers?
Yes. When a caller's number matches an existing contact in ServiceM8, Relay pulls up their details and job history. It can greet them by name and reference their previous work.
How do I connect Relay to my ServiceM8 account?
During onboarding, you authorise Relay to access your ServiceM8 account via OAuth — the same secure method used by other ServiceM8 integrations. Setup takes under 5 minutes and no technical knowledge is required.
Is there a setup fee for the ServiceM8 integration?
No. ServiceM8 and Xero integration are included in the $199/mo flat rate. No setup fee, no per-minute charges, and a 14-day free trial to make sure it works for your business.
Can I automate ServiceM8 to Xero with Relay?
Relay focuses on call answering and job creation in ServiceM8. For full ServiceM8-to-Xero invoice syncing, check out Leva Sync — our dedicated integration product that automates the flow between ServiceM8 and Xero.

Start Your 14-Day Free Trial

Connect ServiceM8 in 2 clicks during setup.

Your AI receptionist will be answering calls, recognising customers, and booking jobs into ServiceM8 within 10 minutes. No technical skills required.

No credit card required. Cancel anytime. Works with any ServiceM8 plan.