Connect ServiceM8 to Pivra

What this integration does

When a visitor submits their details in your chatbot (either via the lead capture form or a quote request), Pivra automatically creates a new job in ServiceM8 with:

• Job status: Enquiry
• Contact name, email, and phone
• Company / billing name (if provided)
• A job description containing the enquiry source and any quote details (suburb, service type, urgency, property type, etc.)

This means your team sees a fully populated job in ServiceM8 the moment someone enquires — no manual data entry.

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Before you start

You need:

• A ServiceM8 account (any plan)
• Your ServiceM8 login email
• A ServiceM8 API key

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Step 1 — Get your ServiceM8 API key

1. Log in to ServiceM8 at go.servicem8.com
2. Click your name in the top-right corner → My Account
3. Scroll down to the API section
4. If no key exists, click Generate API key
5. Copy the key (it looks like xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx)

Keep your API key private — it gives full access to your ServiceM8 account.

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Step 2 — Connect in Pivra

1. Go to Dashboard → Integrations
2. Find ServiceM8 under Field Service & Trades and click Connect
3. Fill in:
   • ServiceM8 login email — the email you use to log in to ServiceM8
   • API key — the key you copied above
4. Click Connect

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Step 3 — Test the integration

1. Click Test on the ServiceM8 integration card
2. Log in to ServiceM8 and go to Jobs
3. A new job called "Enquiry via Pivra chatbot (Test Chatbot)" should appear within a few seconds
4. Open it — you'll see the test contact details in the job fields and description

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How quote request fields appear

If you have Quote Requests enabled on your chatbot, the quote details are automatically written into the job description. For example, a tradie chatbot might produce:

Enquiry via Pivra chatbot (My Plumbing Bot)
Email: jane@example.com
Phone: 0412 345 678

Suburb: Bondi Junction
Service Needed: Burst pipe
Description: Kitchen pipe burst under sink, water everywhere
Urgency: Emergency
Property Type: House

No extra configuration needed — any fields you add to your quote form appear here automatically.

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Frequently asked questions

Does Pivra create a client record in ServiceM8? Not automatically — ServiceM8 links the job to an existing client if the email matches, or leaves it unlinked. You can manually assign the client from the job view.

What if the test job doesn't appear?

• Check that your login email and API key are correct — they must match exactly
• Make sure your ServiceM8 account is active
• Check the error message on the integration card (click Test again to refresh)

Can I connect multiple chatbots to ServiceM8? Yes. Each chatbot can have its own integration, or you can connect one integration to all chatbots (leave Chatbot field as "All chatbots").

Does it work for quote requests as well as contact leads? Yes — both lead.captured events (contact form and quote request) trigger the integration. Quote fields appear in the job description automatically.