Connect ServiceM8

Put your ServiceM8 jobs and clients on the map so you can group nearby work, plan the day and see where your customers are.

1. Open Data Sources

In GeoMaps, open the menu in the top-right corner of the map and choose Data Sources. Add a new source and select ServiceM8 to open its connection form.

2. Connect ServiceM8

ServiceM8 connects with a secure sign-in — no API key needed.

• Click Connect ServiceM8 and sign in to your ServiceM8 account.
• Approve the access GeoMaps asks for.
• Choose the objects to import — Jobs and Clients.

Jobs are placed where ServiceM8 itself located the job address, so they need no extra geocoding. A job ServiceM8 couldn't locate shows as No address; to geocode it from its text instead, switch Jobs to the Job address field. Clients are placed at their address.

3. Choose what to map

Pick the object(s) you want to plot and confirm which field holds the address (GeoMaps suggests one for you). Every record is placed on the map, geocoded only where needed, then kept in sync on a schedule as your data changes.

Good to know

• Two-way sync: click the pencil next to a field in a marker popup to change it. The edit is saved in ServiceM8 too and shows up in the data source's Logs.
• New clients: right-click the map and choose Add marker to add a client to ServiceM8. New jobs are created in ServiceM8.
• Sync: GeoMaps re-reads ServiceM8 about once an hour, which keeps well inside ServiceM8's daily API limit for add-ons.
• Jobs and clients you delete in ServiceM8 disappear from the map at the next sync.
• Owners: a job's Assigned to is the staff member of its latest booking. To let each person see only their own jobs, choose it as the owner field. See Managing who sees your data. Clients have no owner in ServiceM8.

Troubleshooting

• "ServiceM8's daily API limit for this account is used up": ServiceM8 caps the requests an add-on can make each day. Syncing continues after the limit resets.
• Many jobs show as No address: ServiceM8 couldn't locate their job addresses. Fix the address in ServiceM8, or switch Jobs to the Job address field.
• ServiceM8 won't let you add GeoMaps: check that your ServiceM8 plan includes add-ons.
• Reconnecting: open Data Sources, pick the ServiceM8 source, click Connection and then Reconnect, and sign in again. Your lists, filters and styling are kept.

Disconnect ServiceM8

Open Data Sources, pick the ServiceM8 source and click Delete data source. Its lists are removed from GeoMaps; nothing is deleted in ServiceM8. To revoke access in ServiceM8 too, turn off the GeoMaps add-on in ServiceM8's Add-on Store.