Reel AI + ServiceM8
Connect customer calls with the jobs and workflows behind them.
Already running your business on ServiceM8? Keep it. Our engineering team can connect Reel AI with your existing workflow so customer conversations can become useful actions inside the systems your team already uses.
A pathway looks possible. Our engineering team assesses your software and workflow first.
Capabilities depend on your software and integration scope.
Workflows
What could Reel AI and ServiceM8 automate?
Start with the workflow, then connect the technology. Below are the workflows we have confirmed a pathway for — anything not listed is assessed by our engineers before it is promised.
New job from a missed call
- 01Customer calls while the team is on the tools
- 02Reel AI answers, confirms the problem, address and access
- 03Urgency assessed against your rules
- 04Client and job created in ServiceM8 where supported
- 05Team notified with the job detail
Existing customer calling back
- 01Caller identified from the number where lookup is supported
- 02Reel AI confirms which job the question relates to
- 03Note added against the job
- 04Escalated to your team if it needs a human
- 01
Customer calls
- 02
Reel AI answers
- 03
Job type identified
- 04
Customer, location and job details captured
- 05
Relevant ServiceM8-supported workflow
- 06
Job / team workflow continues
In practice
What could this look like?
Everyday moments in a trades business. A connected workflow could allow each of these to continue inside ServiceM8.
New job enquiry
Job type identified → customer and site details captured → the job workflow continues.
Urgent job
Priority identified against your rules → the appropriate team member notified.
After-hours enquiry
Handled on the spot → job information ready for the team in the morning.
What this is worth to a trades business
- More jobs captured instead of missed
- Fewer missed calls while the team is on the tools
- Enquiries qualified before they reach anyone
- Urgent work identified and escalated
- Less interruption during billable work
- After-hours enquiries answered
How we connect it
Start with the workflow. Then connect the technology.
Tell us what you want to happen between Reel AI and ServiceM8. Our team works with you to understand the workflow first, then our engineers assess what ServiceM8 supports and determine the most appropriate connection. Any additional engineering requirements are scoped before implementation.
Integration options available subject to technical assessment
Our team works with you to understand the workflow you want to connect. Our engineers then assess the APIs, permissions and connection options supported by ServiceM8.
Talk to Us About Your Workflow →What a connected workflow could allow
- Create a client record
- Create a job with captured detail
- Attach call notes to a job
- Notify the right person on your team
- Trigger a follow-up message
Integration requirements are scoped with our team based on your software and workflow.
What we confirm before building
- • Available actions depend on your ServiceM8 plan and API access.
- • Scheduling into specific technician calendars is scoped case by case.
- • Integration options depend on your setup, available API access and required workflows — scoped with our team before anything is built.
Questions
Reel AI and ServiceM8 — the honest answers.
Integration status, capability and cost, without the sales language.
Does Reel AI integrate with ServiceM8?+
Not as a fixed, pre-built connection. Integration options with ServiceM8 are available subject to technical assessment — our engineers review the APIs, permissions and connection options available before anything is promised.
What can Reel AI do with ServiceM8?+
Reel AI can handle the customer conversation and capture the detail today. What can then flow into ServiceM8 depends on the workflow you need and what the platform supports — which our engineers assess with you.
Do I need the integration to use Reel AI?+
No. Reel AI can begin handling customer communication without a deep software integration. You can start with your Reel AI Brain and agents, then work with our team to assess which software connections would create additional value.
Can you build a custom workflow with ServiceM8?+
Our team can work with you to understand the workflow you need. Our engineers then assess the APIs, permissions and capabilities available through ServiceM8 to determine what is technically possible.
How much does a ServiceM8 integration cost?+
It depends on the workflow and technical requirements. Where additional engineering is required, our team will scope the connection with you before implementation.
Integration availability and functionality depend on the APIs, permissions and capabilities supported by the third-party software and the requirements of your workflow.
Where this fits
ServiceM8 businesses using Reel AI.
Follow the same intelligence through your industry and the agents that use this connection.
Real outcomes
What owners say once Reel AI is running.
I finally switched off. “I was burnt out from always being available. Now I leave work knowing every enquiry is covered and nothing is waiting for me to rescue it.”
Ashley M. · Agency Principal · Real Estate
My weekends came back. “Saturday used to mean calls between inspections and family plans. Now the agency keeps moving without my phone running the day.”
Daniel R. · Agency Director · Real Estate
Holidays feel like holidays again. “For the first time in years, I went away without constantly checking what the office had missed. The business just kept moving.”
Priya N. · Licensee · Real Estate
What could we take off your team's plate?
Tell us which software you use and where the repetitive work happens. We'll help determine the best way to connect Reel AI into your workflow.