ServiceM8 + Square Integration

Integrate ServiceM8 to Square in one click, or tell Integrately AI how you want each order handled. Sync transactions, update customer records, create orders, and track payments automatically.

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1.
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job badge is added 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
  • Square
    Payment is created (all status) in Square
  • Square
    Payment is successful in Square
  • Square
    Payment is failed in Square
  • Square
    Customer is created in Square
  • Square
    Order is created in Square
Arrow Right
2.
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job details by UUID 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
  • Square
    Update customer in Square
  • Square
    Create customer in Square
  • Square
    Search customer in Square
  • Square
    Add customer to group in Square
  • Square
    Create booking in Square
  • Square
    Get order by Id in Square
  • Square
    Create paid order in Square
  • Square
    Get customer by Id in Square

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Ready WorkflowsReady Workflows ย  for ServiceM8 + Square Integration

Sync payments, create customer profiles, update orders, track job statuses, and manage your small business finances, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your ServiceM8 + Square flow

Automate accounting entries, schedule follow-up appointments, log client details, and notify your team across your entire stack. Pick a combination and activate it in one click.

ServiceM8
Square
+
XeroXero (4)
+
Google CalendarGoogle Calendar (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
GmailGmail (4)
S
S
X
When a job invoice is paid in ServiceM8, create a paid order in Square, and create a sales invoice in Xero.
Paid invoices in ServiceM8 automatically trigger a paid order in Square and a corresponding sales invoice in Xero without manual data entry.
S
S
X
When a customer is created in Square, add a client in ServiceM8, and create a contact in Xero.
New Square customers are automatically added as clients in ServiceM8 and registered as contacts in Xero.
S
S
X
When a payment is successful in Square, update the client in ServiceM8, and create a bill in Xero.
Successful Square payments update client statuses in ServiceM8 and generate accounting records in Xero.
S
S
X
When a job is completed in ServiceM8, create a paid order in Square, and reconcile the invoice in Xero.
Completed ServiceM8 jobs finalize orders in Square and update reconciliation records in Xero.

Supported triggers and actions for ServiceM8 and Square

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
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Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
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Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
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Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Search client in ServiceM8
Searches client by name
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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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
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Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
Try it โ†’
Square
Square Triggers & Actions
Payment is created (all status) in Square
Triggers the automation when a payment is created, regardless of its status
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Payment is successful in Square
Triggers the automation when a payment is successfully processed
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Payment is failed in Square
Triggers the automation when a payment fails
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Customer is created in Square
Triggers the automation when a new customer is created
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Order is created in Square
Triggers the automation when a new order is created
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Update customer in Square
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Create customer in Square
Adds a new customer to the database
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Search customer in Square
Locates and retrieves customer information
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Add customer to group in Square
Assigns a customer to a group or segment based on predefined criteria
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Create booking in Square
Schedule and confirm a booking request
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Get order by Id in Square
Retrieves an order by its id
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Create paid order in Square
Creates a new paid order
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Get customer by Id in Square
Retrieves customer information based on their id
Try it โ†’

What can you automate with ServiceM8 + Square?เคฌเคฟเคŸ

Streamline your service business operations by connecting every payment, customer record, and job milestone.

What you can automate?
๐Ÿงพ
Create Square paid orders from paid ServiceM8 invoices
Automatically generate paid orders in Square the moment a job invoice is paid in ServiceM8. Keep your sales platform perfectly aligned with your field operations.
๐Ÿ“‹
Capture every submitted customer field across apps
Map all available contact details and custom fields from ServiceM8 client profiles into Square customer records instead of just names and emails.
๐Ÿ””
Alert your team instantly on payment events
Notify your finance or support channel on Slack the second a payment is successful or failed in Square, ensuring rapid team response.
๐Ÿ”€
Route transactions based on payment amounts
Trigger different downstream actions depending on the total value of a Square payment or ServiceM8 invoice, tailoring your workflow to deal size.
๐Ÿ”„
Keep customer records updated as details change
Automatically update Square customer profiles whenever client details are modified in ServiceM8, preventing outdated contact data.
๐Ÿ”
Search and update existing records without duplicates
Check if a customer already exists in Square before creating a new profile, ensuring your database remains clean and free of duplicate entries.
โš™๏ธ
Handle later status changes and payment failures
Automate responses when payments fail or jobs are cancelled, updating client statuses in ServiceM8 and notifying your billing staff.
๐Ÿ’ฌ
Extend your workflow to messaging and email tools
Send automated customer receipts via Gmail or post transaction summaries to Slack channels as the final step of your multi-app workflow.
And much more...

Who is ServiceM8 + Square integration for?

ServiceM8 and Square integration unifies field service management with commerce payments, eliminating manual reconciliation for growing small businesses.

Financial controllers
Financial controllers
Field service managers
Field service managers
Client success teams
Client success teams
Operations directors
Operations directors
Billing specialists
Billing specialists
Compliance officers
Compliance officers
๐Ÿ“ˆ
Financial controllers
You're reconciling daily transactions across multiple apps but your payment ledger only updates when someone manually exports receipts, so the revenue counts you're reporting against are always a few hours behind โ€” with this integration, every paid invoice logs a transaction instantly and your data stays current.
โšก
Field service managers
You need to dispatch teams and track job completions fast, but you find out about unpaid invoices too late because customer records live in separate systems โ€” with this integration, every completed job triggers order creation instantly and your operational workflow stays synchronized.
๐Ÿค
Client success teams
You answer to clients who want immediate payment confirmation and accurate billing history, but manual lookups slow down your response times โ€” with this integration, every successful transaction updates client files instantly and your team provides accurate answers on the first call.
๐Ÿ“Š
Operations directors
The volume of daily service calls and commerce transactions is too high for anyone to keep up by hand, leading to missed orders and mismatched client profiles โ€” with this integration, every customer interaction flows seamlessly between systems without manual data entry.
๐Ÿ’ณ
Billing specialists
You own the invoicing process and depend on field staff to hand over job notes before you can bill clients, causing billing bottlenecks โ€” with this integration, every payment event triggers automated ledger entries and your billing cycle runs smoothly.
๐Ÿ›ก๏ธ
Compliance officers
You need a reliable history of every service transaction and customer interaction, but manual record-keeping keeps leaving audit gaps in your logs โ€” with this integration, every payment and job update is recorded automatically with complete accuracy.
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 ServiceM8 + Square

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

1,500+ apps connected
1,500+ apps connected
Connect ServiceM8 + Square 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ServiceM8 to Square?
Frequently Asked Questions
You can connect ServiceM8 to Square easily using 1-click automation templates on Integrately or by asking Integrately AI to build your workflow. Link your accounts and connect with tools like Xero, Slack, and Gmail in minutes.
Can I automatically create Square paid orders when ServiceM8 invoices are paid?
Frequently Asked Questions
Can I connect ServiceM8, Square, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Square?
Frequently Asked Questions
How does ServiceM8 handle customer data during automation?
Frequently Asked Questions
Can Square payment triggers update ServiceM8 client profiles?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Square?
Frequently Asked Questions
Is the ServiceM8 and Square integration free?
Frequently Asked Questions
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No worries โ€” just send us a message and weโ€™ll get back to you as soon as possible.

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

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