Sarah 24/7 + ServiceM8
Native ServiceM8 connection: every answered call becomes a real job and client record.
Native integration
How the ServiceM8 + Sarah 24/7 AI receptionist integration works
Every call gets answered, every caller gets qualified, and the result lands directly in ServiceM8 as a real job attached to a real client record. Sarah creates both through the native connection — no exports, no inbox of messages to re-type. Your job list fills itself while you stay on the tools.
Because the connection is built in, the details arrive clean: name, number, address, and what the caller actually needs, attached to the job your team schedules. After-hours and weekend calls stop being voicemails and start being work that is already sitting on the board when you open the app.
- Answered call becomes a ServiceM8 client plus job automatically
- After-hours and weekend calls turn into scheduled work
- Job notes carry the caller’s details and request
What ServiceM8 sees after the phone rings
A no-heat call comes in at 9:40pm. Sarah answers on the first ring, works through your triage questions — no heat or low heat, thermostat state, whether anyone in the house is vulnerable — quotes your after-hours diagnostic fee, and writes a job with the right job type and arrival window. Your on-call tech opens the app in the morning to a board that is already correct, not to seven voicemails and a guess about who called first.
What lands in ServiceM8: a dispatchable job.
Setting it up
- Connect the account. We authorise the connection during onboarding — you approve it once, and no credentials live with your front desk.
- Map job types and windows. Your job types, durations, arrival windows and which crews take what. Sarah books only into what dispatch can actually service.
- Set the triage rules. Which symptoms are emergencies, what wakes the on-call phone, what waits until morning, and what your after-hours rate is.
- Run a live test call. We call your line, book a test job, and you watch it appear on the board before a single customer hears her.
Setup is done by us, not left to you in a builder. Typical time to live: days, not weeks.
ServiceM8 questions
Is the ServiceM8 integration native?+–
Yes. ServiceM8 is a built-in Sarah 24/7 integration. Jobs and clients are created directly in your account through the native connection — no Zapier steps, no CSV imports, no manual re-keying. Connect once during onboarding and new calls start turning into jobs.
What information ends up on the job?+–
The caller’s name, phone number, address, and a summary of what they asked for, captured during the qualifying conversation. Your team opens the job in ServiceM8 with the context already there instead of phoning the customer back to ask again.
Does Sarah handle after-hours calls too?+–
Yes. Sarah answers 24/7, so a Saturday night emergency gets qualified and written into ServiceM8 the same way a Tuesday morning call does. You review new jobs in the morning instead of working through a voicemail queue.
Related tools
Put Sarah in front of ServiceM8
Leave your number — we’ll demo the exact flow on a live call.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime