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ServiceM8 + Memtro

What is booked for Tom tomorrow, and which work orders are open for this client?

Memtro reads your ServiceM8 jobs, with job number, status, client, description, work done, key dates and invoice total. It also reads the booked schedule by day and staff member, clients by name and staff by name and job title. Addresses and staff contact details are never returned. When asked, and once an administrator has granted the action by name, it adds job notes, creates and updates jobs and clients, books, moves or removes visits, allocates jobs and creates tasks. Creating a job may incur ServiceM8 account charges. Nothing is sent to the client.

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In Memtro

What you can do with ServiceM8 in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right ServiceM8 tool, reads what it needs, and answers with the source cited.

What it does

  1. 01Lists jobs with number, status, client, description, work done, key dates and invoice total, filtered by status, client and date.
  2. 02Shows booked visits for up to 31 days, with start, end, staff member and travel minutes, narrowed to one staff member if asked.
  3. 03Finds clients by name and says whether each is an individual, with no addresses, emails or phone numbers.
  4. 04Lists staff by name and job title, and whether each is hidden from the schedule.
  5. 05When asked and granted, adds a note to a job's diary, creates a job (which may incur ServiceM8 account charges), changes a job's status or work done, hides a job, and creates or updates clients.
  6. 06When asked and granted, books a staff member onto a job, moves, reassigns or removes a visit, allocates a job, and creates tasks. Nothing is sent to the client.

Acts when asked

When you ask it to

These tools change something in ServiceM8. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.

  1. 01Add a note to a job's diary
  2. 02Create a job (quote or work order) for a client, which may incur ServiceM8 account charges
  3. 03Change a job's status, description, work done, category, queue or queue assignee
  4. 04Delete a job (hidden, restorable)
  5. 05Create a client, or change a client's name, address or website
  6. 06Book a staff member onto a job for a time, move or reassign a booking, or remove it
  7. 07Allocate a job to a staff member, or remove an allocation
  8. 08Create a task, on a job or client if wanted, assigned to a staff member
In practice

Ask it like you would a colleague

Once ServiceM8 is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

ServiceM8 logoServiceM8 + Memtro

  • What is booked for Tom tomorrow?

  • Which work orders are open for Northwind?

  • What was the invoice total on jobs completed last week?

  • Add a note to the Northwind boiler job saying the parts arrive Friday.

  • Book Tom onto the Globex leak job at 9 tomorrow.

01

Tomorrow's van schedule

Dan Fletcher, operations manager at Acme Ltd, asks what Tom Reilly has booked tomorrow. Memtro reads Tom's schedule, then the jobs behind each visit. It lists three visits with start times, travel minutes and the work each job describes.

02

Squeezing in a callout

Maya Okafor, service coordinator at Northwind, asks Memtro to put Tom Reilly on the Globex leak job at 9 tomorrow. Memtro checks his schedule for clashes and books the visit, which appears in Tom's ServiceM8 app. Nothing is sent to the client.

Teams

Where it fits

The teams that lean on ServiceM8 most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in ServiceM8 is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Also in Work management

Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.

Setup

How to connect

Connect withAPI key
  1. 1

    In ServiceM8, open Settings → API Keys and add an API key named Memtro. If the menu is missing, ServiceM8 support can enable it.

  2. 2

    Choose Full Access to let Memtro make the changes an administrator grants (notes, jobs, clients, bookings, tasks), or Read Only for reads, then copy the key.

  3. 3

    In Memtro, open Connections → ServiceM8 and paste it into API key.

  4. 4

    Ask: what is booked for Tom tomorrow?

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The ServiceM8 tools are the same everywhere.

Set it up as an MCP serverClients and agents
FAQ

Questions

Can Memtro change anything in ServiceM8?+

Only when you ask, and only what it has been granted: add a note to a job's diary; create a job (quote or work order) for a client, which may incur ServiceM8 account charges; change a job's status, description, work done, category, queue or queue assignee; delete a job (hidden, restorable); create a client, or change a client's name, address or website; book a staff member onto a job for a time, move or reassign a booking, or remove it; allocate a job to a staff member, or remove an allocation; create a task, on a job or client if wanted, assigned to a staff member. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.

Who can use a ServiceM8 connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my ServiceM8 data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect ServiceM8?+

API key. In ServiceM8, open Settings → API Keys and add an API key named Memtro. If the menu is missing, ServiceM8 support can enable it.

Connect ServiceM8 in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

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Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

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