• ENTRY
  • OVERVIEW
  • TRACKING
  • HUMAN

How to create and track field jobs with your AI

Connect ServiceM8 to your AI client to turn chat commands into active field service tasks. Once connected, your agent handles the paperwork and keeps you updated on job status.

Ask AI about this page

Short answer

How can I use AI to manage ServiceM8 jobs?

You can tell your AI to spin up new jobs or pull up a list of existing ones. It also reads activity logs so you can check on progress without opening the app. You'll see exactly how the data moves through these steps.

The outcomes.

Where your data lands.

The AI manages the data entry and the monitoring, leaving the physical work to your crew.

ENTRY

Instant job creation

The AI uses job creation tools to set up new service requests. You get a new record in ServiceM8 immediately after chatting.

OVERVIEW

Full job lists

Your agent can pull a complete list of current jobs. This gives you a quick snapshot of your entire schedule.

TRACKING

Real-time updates

The AI reads activity logs to see what happened on-site. You get the latest status updates directly in your chat interface.

HUMAN

Field execution

The AI cannot perform the physical service. Your technicians still handle the actual labor and onsite requirements.

The workflow

What your AI does when a job is needed.

The AI acts as your digital dispatcher and supervisor.

  1. Setup the task

    When you describe a new service request, the AI translates your text into a formal job entry.

    create_job

  2. Check the schedule

    You can ask for a summary of what is currently on the books to see where the gaps are.

    list_jobs

  3. Monitor progress

    The AI looks at the history of a specific job to tell you exactly what has been completed.

    list_job_activity

  4. Verify details

    The agent can re-examine job lists to ensure no tasks were missed or duplicated.

    list_jobs

Try it

Copy these to start.

Use these prompts to trigger actions in ServiceM8.

Starting points

Swap out the bracketed info with your actual client names or job details.

ServiceM8 Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_wQ5mZEdLKtTkBdYZZ2aIkQ4jrtHm00Zr8pTEYByD/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — ServiceM8 capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "servicem8-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wQ5mZEdLKtTkBdYZZ2aIkQ4jrtHm00Zr8pTEYByD/mcp"
    }
  }
}
Copy into chat04

  • Create a new job for [Client Name] at [Address] for [Service Type].

  • Show me all the active jobs currently in ServiceM8.

  • What is the recent activity for the job assigned to [Technician Name]?

  • List all jobs scheduled for tomorrow.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect ServiceM8 once, then ask.

Just link your account through the Vinkius dashboard. Your credentials stay encrypted and secure, and you can start chatting with your data immediately.

Connect ServiceM8 to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete jobs from ServiceM8?

    No. The current tools only allow for creating jobs, listing jobs, and reading activity logs.

  • 02

    Does the AI update the job status automatically?

    No. The AI can read the activity logs to tell you what the status is, but it cannot change the status itself.

  • 03

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 04

    Will the AI schedule my technicians?

    The AI can create the job and list existing ones, but it does not have a tool to assign specific time slots or manage staff calendars.

  • 05

    How does the AI know what happened on a job?

    It uses the activity log tool to pull the most recent updates recorded in ServiceM8.

  • More questions about ServiceM8? The Connector page answers them. See everything the ServiceM8 Connector can do

Connect ServiceM8 to Claude, Cursor, ChatGPT & more