Connect ServiceM8

Hello can send every call and chat straight into ServiceM8, so nobody retypes anything.

What you need

• A ServiceM8 account with admin access.
• An API key: in ServiceM8 go to Settings, then API Keys, and add a key with Full Access.

Connect

1. In Hello, open Integrations.
2. Paste the API key into the ServiceM8 card and press Connect.
3. Hello checks the key and shows your ServiceM8 business name.

Hello works with one job system at a time. If Fergus is connected, disconnect it first.

Choose what Hello does

• Send an enquiry (the default): each call lands in your ServiceM8 inbox with the summary, the transcript and the caller's details filled in. Convert it to a job with one click.
• Create a quote request: Hello collects the site address and creates the client and an unpriced quote job, with the transcript as a note. If the caller doesn't give a street address, it goes to your inbox instead.
• Book a visit: Hello checks your ServiceM8 schedule during the call and books the visit straight in for the staff you choose. It skips existing bookings, leave and public holidays, and leaves travel time either side. Diary booking includes a one-off setup with our team.

With Inbox first, quote requests go to your inbox for the team to convert rather than becoming jobs straight away.

Recognising customers

With Recognise existing customers on, Hello checks the caller's number against your ServiceM8 clients, greets them by name and can tell them where their open job is up to. It never reads out addresses, prices or invoice amounts.

If something goes wrong

• The card turns amber: the API key was deleted or changed. Paste a new one. Calls are held, not lost, and send once it's fixed.
• Hello couldn't book a visit: the caller is told the team will call, and you get an email with their details.
• A booking needs checking: if ServiceM8 doesn't show the visit at the time the caller was told, you get an email with a link to the job.

No per-call fees: ServiceM8 is included on every Hello plan.