Field Service Management
ServiceM8 Integration
Zynk's ServiceM8 integration connects the job management app used by trade and field service businesses to the accounting systems behind it. Built on Zynk Autopilot, it needs no code: you link ServiceM8 to Sage, Xero, QuickBooks or FreeAgent, agree with us what should move between them, and the office stops retyping work your engineers have already recorded on site.
Capabilities may differ depending on the product.
Benefits
Why businesses connect ServiceM8
No code to write
Zynk Autopilot is a no-code service, so connecting ServiceM8 to your accounts is a set-up task rather than a development project. There is nothing for you to build or host, and Zynk maintains the connection.
Beyond the built-in add-ons
ServiceM8's own accounting add-ons cover Xero, QuickBooks Online and MYOB. Zynk gives businesses that run Sage or FreeAgent, or that need ServiceM8 data in more than one place, a way to connect too.
Office and field on the same page
Engineers record jobs, quotes and payments in the ServiceM8 app. Connecting it to your back office means the accounts team works from what actually happened on site, not from notes handed over at the end of the week.
Less admin after every job
Each job that has to be retyped into the accounts costs office time and delays the invoice. Removing that step frees the office to schedule the next job instead of copying details from the last one.
Scoped to your process
Before anything is switched on, the Zynk team confirms which ServiceM8 records your finance process relies on and where each should land, so the integration reflects how your business actually invoices.
A team that knows the accounts side
The Zynk team specialises in connecting business systems to accounting packages, so they understand nominal codes, tax treatment and customer accounts as well as the ServiceM8 side of the job.
Capabilities
What you can do with ServiceM8
Every task the Zynk ServiceM8 connector can run, grouped by the direction data moves.
Import into ServiceM8
Data Zynk writes into ServiceM8
1 task
- Inventory → into ServiceM8
Export out of ServiceM8
Data Zynk reads out of ServiceM8
3 tasks
- Orders → out of ServiceM8
- Refunds → out of ServiceM8
- Payments → out of ServiceM8
Need something that isn't listed?
Most ServiceM8 projects include at least one custom step. Our team builds it for you.
The problem
Why integrate ServiceM8?
ServiceM8 keeps work moving in the field: quoting, scheduling, job notes and invoicing all happen in the app, and clients can pay online. The accounts usually live somewhere else, and when the two are not connected someone in the office copies the same details again, which slows invoicing and invites mistakes.
Without integration
- Job and client details typed into the accounts a second time
- Invoices raised days after the work was finished
- Office staff checking two systems to answer one customer query
- Built-in add-ons that do not cover your accounting package
- Integration ideas shelved because they seemed to need a developer
With Zynk
- ServiceM8 data reaches the accounting system without rekeying
- Finance keeps pace with the jobs your engineers complete
- Office and field teams work from the same information
- Sage and FreeAgent users connect through Zynk Autopilot
- A no-code Autopilot set-up, handled with the Zynk team
How it works
How the ServiceM8 integration works
Step 1: Tell us how you work
Start with a short conversation about how jobs become invoices in your business, which accounting system you use and what the office retypes today. That conversation sets the scope of the connection.
Step 2: Connect both accounts
Authorise Zynk to access your ServiceM8 account and your accounting system. ServiceM8 provides an API for third-party apps, so the connection runs directly between the two systems.
Step 3: Check the results
Test jobs run through first, and you compare what appears in your accounts with what was recorded in ServiceM8 before anything goes live.
Step 4: Let Autopilot run
Once you approve the results, Autopilot keeps the systems connected in the background, and the Zynk team is on hand if your process or accounting setup changes.
Integrations
What can you connect to ServiceM8?
ServiceM8 integration FAQs
What is ServiceM8?
Doesn't ServiceM8 already connect to Xero and QuickBooks?
Is there a way to connect ServiceM8 to Sage accounts?
How does Zynk talk to ServiceM8?
Do I need technical skills to use the ServiceM8 integration?
Which accounting packages work with ServiceM8 via Zynk Autopilot?
What data moves between ServiceM8 and my accounts?
Can ServiceM8 data reach more than one system?
See what Zynk can automate for your ServiceM8 setup
Book a 20-minute call. We'll review your systems, flag the quick wins and outline a practical route to going live.
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