Connect ServiceM8 to Chekkit

Connect ServiceM8 to Chekkit to text customers automatically when jobs are quoted, booked, or completed — using ready-made automations you can turn on in a few clicks.

What it does

• Links your ServiceM8 account to Chekkit when you sign in to ServiceM8 and approve the connection, so job updates flow into your messaging automations.
• Lets you choose which job changes should send updates to Chekkit — job created, status changes, or badges added.
• Offers one-click quick-setup automations for quote follow-up, job booked confirmation, and review requests after completion.
• Lets you fine-tune any automation later from Automations → Message automations.

Before you start

• You need owner or location admin access in Chekkit.
• You need a ServiceM8 account with permission to connect apps to ServiceM8.
• For status-based automations (quotes, booked jobs, completed jobs), enable A job's status changes when you connect — it's pre-selected because all quick-setup templates use job status.

How to connect

1. In Chekkit, go to Settings → Connections → CRM & Tools.
2. Find ServiceM8 in Business Tools & Integrations.
3. Click Set up to open the connection dialog.

Connect ServiceM8

1. Choose an app where this connection will live. Chekkit picks one for you by default; you can use an existing app or create a new one named ServiceM8.
2. Under Text customers when…, select the job updates you want Chekkit to receive:
   • A job is created — when a new job is added in ServiceM8.
   • A job's status changes (booked, completed, etc.) — required for the quick-setup templates (Quote, Work Order, Completed).
   • A badge is added to a job — optional; use if you build custom automations around badges.
3. Click Connect ServiceM8. You'll be sent to ServiceM8 to sign in and approve the connection, then returned to Chekkit.

When the connection succeeds, the ServiceM8 row shows Connected.

Quick-setup automations

After connecting, click Set up automation (or the + button on a connected integration) to open the template picker.

Example review request (with sample data):

Hi Alex, thanks for choosing GreenScape Lawn Care! We'd love your feedback — it only takes a moment: [review link]

Real messages use each customer's name and mobile number from ServiceM8 (mobile is preferred; phone is used as a fallback).

Pick a template, click Turn on automation, and Chekkit creates and activates it. You can add the remaining templates anytime; already-added ones show as Added.

After connecting

• Open Message automations from the integration row to view, edit, or pause automations.
• If an automation says it will start once ServiceM8 sends updates, change a job status in ServiceM8 to test that everything is working.

Disconnect ServiceM8

1. In Business Tools & Integrations, open ServiceM8 and choose Remove.
2. Confirm removal in Chekkit. Chekkit also disconnects from ServiceM8 on their side.
3. Existing automations remain but will not run until ServiceM8 is connected again.

Troubleshooting

• Automations aren't firing. Make sure A job's status changes was selected when you connected. Reconnect if needed.
• Quote or booked automations never send. Confirm the job status in ServiceM8 matches what the automation expects (Quote or Work Order).
• Customers aren't receiving texts. Check that the job contact has a valid mobile number in ServiceM8.
• I want a different trigger. Duplicate or edit the automation in Message automations to match your ServiceM8 workflow.

Related articles

• How can I automatically send review invitations?
• Send Events to Chekkit Using Webhooks
• Messaging Consent

Need help?

If you're having trouble connecting ServiceM8 or setting up automations, email support@chekkit.io with your business name and a short description of the issue.