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ServiceM8 - Create PDF, Word, Excel Documents
ServiceM8 works with Documentero to automatically turn job and client data into ready-to-use documents. When new clients, jobs, or form responses are created in ServiceM8, that information can be sent directly into Documentero templates. This makes it easy to generate invoices, reports, or service documents in formats like PDF, DOCX, or XLSX. The integration helps small businesses reduce manual data entry and keep paperwork consistent with their branding.
ServiceM8
Documentero
Triggers
Watch New Client — Triggers when a new client is created.
Watch Form Response — Triggers when a form is completed. Requires the forms add-on to be enabled in your ServiceM8 account.
Watch Jobs — Triggers when a new job is created or a job's status is updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from ServiceM8 using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from ServiceM8 using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from new ServiceM8 jobs
Create branded DOCX reports from ServiceM8 job updates
Export ServiceM8 form responses into Excel spreadsheets
Generate client contracts in DOCX when new clients are added in ServiceM8
Produce safety compliance reports from ServiceM8 form submissions
Automatically create service certificates in PDF when jobs are completed
Generate detailed job sheets in DOCX from ServiceM8 job data
Create maintenance logs in Excel from ServiceM8 job records
Export ServiceM8 client information into custom PDF documents
Automatically generate work orders in DOCX from queued ServiceM8 jobs
How you can use ServiceM8 + Documentero
Client Welcome Pack
Automatically create a welcome letter in PDF format whenever a new client is added in ServiceM8.
Job Completion Report
Generate a detailed report in DOCX when a job is marked as completed in ServiceM8.
Form Response Export
Turn completed ServiceM8 form responses into structured Excel sheets using Documentero.
Invoice Creation
Create a branded invoice in PDF as soon as a new job is created in ServiceM8.
Work Order Document
Produce a professional work order document from ServiceM8 job details using Documentero templates.
Setup Guides
Zapier Tutorial: Integrate ServiceM8 with Documentero
- Create a new Zap in Zapier.
- Add ServiceM8 to the zap and choose one of the triggers (Watch New Client, Watch Form Response, Watch Jobs). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the ServiceM8 trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate ServiceM8 with Documentero
- Create a new scenario in Make.
- Add ServiceM8 to the scenario and choose one of the triggers (Watch New Client, Watch Form Response, Watch Jobs). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the ServiceM8 trigger.
- Run or schedule your scenario and verify the output.
