Connect ServiceM8 to your AI Employee to let callers check availability, book field-service jobs, reschedule or cancel them, look up job status, and request quotes — all through a phone or chat conversation, directly in the practice's ServiceM8 account. ServiceM8 is a field-service management platform where tradespeople manage jobs, schedules, staff, and client records.
Before you begin
An active ServiceM8 account with staff members and job categories configured (in ServiceM8, go to Settings > Job Categories).
A ServiceM8 API key (generated in ServiceM8 under Settings > Developer > API Keys).
Access to the Builder with publish permissions.
Add a project
Add the ServiceM8 integration module to the customer's Builder. Follow the steps in Create a new project using these values:
Field | Value |
|
|
|
|
|
|
|
|
Ensure Auto update enabled is on, then click Create. Once created, click the three dots next to the project and select Force Update Project to pull the latest module version.
Generate a ServiceM8 API key
In ServiceM8, go to Settings > Developer > API Keys.
Create a key and copy it exactly — stray spaces will break authentication.
Configure the ServiceM8 integration in the Builder
In the Builder, go to Attributes, enable Show Hidden, and set the following. Click Save after each.
Attribute | Required | Description |
| Yes | REST API key from ServiceM8. Paste exactly, with no leading or trailing spaces. |
| Yes | Default staff member jobs and availability are assigned to. Select from the dropdown after the first publish. |
| No | Default job category UUID. Select from the dropdown after the first publish. |
| No | Default job duration in minutes. Default: |
Click Publish All. On the first publish, Newo verifies the credentials and populates the Default Staff UUID and Default Job Category UUID dropdowns from ServiceM8.
Select the default staff member (and optionally the default job category), then click Publish All again.
What the AI Employee can do
Once configured, the AI Employee can handle the following during a conversation:
Check availability — pulls open time windows from ServiceM8 staff schedules.
Book jobs — creates a field-service job, auto-generating a customer record.
Reschedule jobs — moves a scheduled job to a new date and time.
Cancel jobs — marks an existing job as Unsuccessful.
Look up job status — retrieves live job records and schedule details.
Draft quotes — creates a Quote-status job for an estimator to complete.
Hand off multi-site requests — transfers the caller to a human dispatcher.
Trigger phrases
The integration fires each action from an exact phrase. These must not be edited, reworded, or translated.
Action | Trigger phrase |
Check availability |
|
Book job |
|
Look up job |
|
❗❗ IMPORTANT
Do not alter any trigger phrase above. Modifying a trigger phrase will prevent the associated action from firing. If a phrase has been changed, restore it exactly and click Publish All.
Test the integration
After publishing, verify each capability through the Newo conversation interface:
Availability — ask for an appointment and confirm the offered times match the default staff member's ServiceM8 schedule.
Booking — complete a booking and verify the job (and a new customer record) appears in ServiceM8.
Reschedule — request a new time and confirm the job moves in ServiceM8.
Cancellation — request a cancellation and confirm the job is marked Unsuccessful.
Job lookup — ask for the status of an existing job and confirm the details are read back correctly.
Limitations
One staff member per project — there is no in-call staff picker.
One job per call. Multi-site requests are handed off to a human dispatcher.
Payment is not processed through the AI Employee.
One ServiceM8 account per Newo project. For multiple accounts, create separate projects.