Delegmate for Servicem8

An AI teammate that works in Servicem8

An AI teammate with its own Google Workspace account. Connect Servicem8 and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

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About Servicem8

ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking

What it does in Servicem8

Checks Servicem8 for unpaid invoices and chases them
Reconciles payments against what was expected
Answers billing questions with the facts
Builds the weekly numbers report

How it works

1
Add a teammate
It gets its own account in your Google Workspace, with its own email, calendar and Drive.
2
Connect Servicem8
From its Apps tab in a click, with the Servicem8 account your team chooses. Or just ask it, and it sends you the link.
3
Hand it the work
Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it in gmail

Built for

Operations & Finance Professional services

Questions

How does it connect to Servicem8?

From the teammate's Apps tab in a click, or just ask it and it sends you the link. It connects with the Servicem8 account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Servicem8 without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Servicem8 seat?

No. It works through the connection your team sets up, so there is no extra Servicem8 seat to buy for it.

Is Delegmate made by Servicem8?

No. Delegmate is independent and is not affiliated with or endorsed by Servicem8. Servicem8 is a trademark of its owner.