QuickFile + ServiceM8 Integration

Integrate QuickFile to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Create invoices, log client accounts, track revenue, and update your records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
Arrow Right
2.
  • QuickFile
    Create client in QuickFile
  • QuickFile
    Search client in QuickFile
  • QuickFile
    Create invoice in QuickFile
  • QuickFile
    Get invoices by ID in QuickFile
  • QuickFile
    Create item in QuickFile
  • QuickFile
    Create bank entry in QuickFile
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready WorkflowsReady Workflows ย  for QuickFile + ServiceM8 Integration

Create invoices, record client details, log payments, track financial records, and update accounts, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your QuickFile + ServiceM8 flow

Streamline payments, notify teams, and sync accounting records across your entire business stack. Pick a combination and activate it in one click.

QuickFile
ServiceM8
+
StripeStripe (3)
+
GmailGmail (3)
+
XeroXero (3)
+
TrelloTrello (3)
+
TwilioTwilio (3)
+
Google DriveGoogle Drive (3)
S
Q
S
When a job invoice is paid in ServiceM8, create a bank entry in QuickFile and charge the customer in Stripe.
Paid invoices in ServiceM8 immediately record bank entries in QuickFile while processing charges in Stripe without manual data entry.
S
Q
S
When a job quote is accepted in ServiceM8, create an invoice in QuickFile and create a payment link in Stripe.
Accepted ServiceM8 quotes immediately generate QuickFile invoices and Stripe payment links to speed up client payments.
S
Q
S
When a new job is created in ServiceM8, search client in QuickFile and create a customer in Stripe.
New ServiceM8 jobs verify QuickFile client records and set up matching customer profiles in Stripe.

Supported triggers and actions for QuickFile and ServiceM8

Mix and match to build the exact automation you need

QuickFile
QuickFile Triggers & Actions
No trigger is available
Create client in QuickFile
Generates a new client profile
Try it โ†’
Search client in QuickFile
Searches for a client
Try it โ†’
Create invoice in QuickFile
Generates invoices for sales transactions
Try it โ†’
Get invoices by ID in QuickFile
Retrieves invoices based on their unique identification number
Try it โ†’
Create item in QuickFile
Generates a new item
Try it โ†’
Create bank entry in QuickFile
Generates a new entry in the bank ledger
Try it โ†’
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it โ†’
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
Try it โ†’
Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it โ†’
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it โ†’
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it โ†’
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it โ†’
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it โ†’
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
Try it โ†’
Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
Try it โ†’
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
Try it โ†’
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it โ†’
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it โ†’
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it โ†’
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it โ†’
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it โ†’
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it โ†’
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it โ†’
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it โ†’
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it โ†’
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it โ†’
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it โ†’
Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
Try it โ†’
Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
Try it โ†’
Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
Try it โ†’
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it โ†’
Search client in ServiceM8
Searches client by name
Try it โ†’
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it โ†’
Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
Try it โ†’
Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
Try it โ†’
Create a job in ServiceM8
Creates a new job
Try it โ†’
Create a client in ServiceM8
Creates a new client record
Try it โ†’

What can you automate with QuickFile + ServiceM8?

Streamline your field service billing and accounting workflows with automated triggers and actions.

What you can automate?
๐Ÿงพ
Create invoices from completed service jobs
Generate QuickFile invoices automatically the moment a job is marked as completed in ServiceM8. Eliminate double-handling of field paperwork.
๐Ÿ“‡
Capture every submitted client detail
Sync customer names, company details, and contact info from ServiceM8 straight into QuickFile client records without manual re-typing.
๐Ÿ””
Notify accounting teams instantly
Alert your finance department the second a quote is accepted or an invoice is paid so everyone stays informed of financial activity.
๐Ÿ”€
Route transactions based on job status
Trigger different accounting actions depending on whether a job is queued, checked out, or completed in ServiceM8.
๐Ÿ”„
Keep client records up to date
Automatically update existing QuickFile client accounts whenever company information or job details change in ServiceM8.
๐Ÿ”
Search and match existing accounts
Verify client existence in QuickFile before creating new records, preventing duplicate entries in your bookkeeping system.
๐Ÿ’ณ
Record payments and bank entries
Log financial transactions and bank entries in QuickFile as soon as job invoices are paid or quotes are finalized.
๐ŸŒ
Extend workflows to external apps
Connect your QuickFile and ServiceM8 core flow with Gmail, Stripe, or Trello to notify clients and track tasks seamlessly.
And much more...

Who is QuickFile + ServiceM8 integration for?

Service businesses and finance teams automate billing and client management, removing manual bookkeeping delays and keeping accounts accurate.

Finance Managers
Finance Managers
Field Service Dispatchers
Field Service Dispatchers
Account Managers
Account Managers
Operations Directors
Operations Directors
Billing Specialists
Billing Specialists
Business Owners
Business Owners
๐Ÿ“ˆ
Finance Managers
You rely on accurate bookkeeping reports to review business performance, but your financial ledgers only update when someone manually exports records, so revenue figures are always lagging behind โ€” automating both apps means every completed job creates an invoice instantly and your accounts stay current.
โšก
Field Service Dispatchers
You need to initiate billing the moment field technicians finish a service call, and you find out about completed work too late because paperwork sits in trucks โ€” this integration means every finished task generates a QuickFile invoice immediately and your billing cycle runs without friction.
๐Ÿ“‹
Account Managers
You answer to clients who request updated billing records and payment histories, and you spend hours cross-referencing field notes with accounting files โ€” connecting these apps means client financial records update automatically and you can answer inquiries right away.
๐Ÿ”„
Operations Directors
The volume of daily service jobs is too high for your staff to keep bookkeeping records updated by hand, leading to missed invoices and billing errors โ€” automating both apps means client details and job charges flow straight into QuickFile without human entry.
๐Ÿ‘ฅ
Billing Specialists
You depend on field staff to hand over job sheets before you can generate invoices, causing cash flow bottlenecks at the end of every week โ€” integrating these apps means invoice creation triggers the second a job finishes in ServiceM8 and your billing queue remains clear.
๐Ÿ—‚๏ธ
Business Owners
You need a reliable financial history of every customer interaction, but manual data entry keeps leaving gaps between job management and cloud accounts โ€” this integration means every client and transaction syncs cleanly and your business records have zero gaps.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate QuickFile + ServiceM8

Build and manage your QuickFile + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect QuickFile + ServiceM8 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
Thatโ€™s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect QuickFile to ServiceM8?
Frequently Asked Questions
You can connect QuickFile to ServiceM8 using 1-click automations on Integrately along with Stripe, Gmail, and Google Drive. Pick a ready-made template or ask Integrately AI to build your custom workflow in minutes.
Can I automatically create invoices in QuickFile when a job is completed in ServiceM8?
Frequently Asked Questions
Can I connect QuickFile, ServiceM8, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for QuickFile and ServiceM8?
Frequently Asked Questions
How does QuickFile handle new invoices and client records?
Frequently Asked Questions
Can ServiceM8 trigger workflows when job statuses change?
Frequently Asked Questions
Do I need coding skills to automate QuickFile and ServiceM8?
Frequently Asked Questions
Is the QuickFile and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect QuickFile or ServiceM8 With 1500+ Other Apps

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ServiceM8
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