Integrations/ServiceM8
ServiceM8 CRM integrationThe ServiceM8 CRM integration for lead response and quote follow-up.
ServiceM8 is brilliant at what it does - quoting, scheduling and invoicing the work you have already won. But the enquiry at 8pm, the quote that goes quiet and the old customer due for an upgrade all live before the job card. That is exactly where Solar AI-Q sits.
Built for Australian trades - your ServiceM8 stays exactly where it is
ServiceM8 is a Brisbane-built job management platform used by roughly 30,000 small trades businesses. Electricians, plumbers, solar sparkies and one-van operators run it because it does the field work beautifully - job cards, scheduling, on-site quotes and invoicing, priced by job volume so it scales with a small team.
None of that is the problem. The problem is what happens before a job card exists. A homeowner enquires after hours and nobody replies until the morning. A quote gets sent and then sits there, unanswered, because chasing it means stopping work on the tools. An old customer who bought two years ago never hears from you again, even though they are due for a battery or an upgrade.
ServiceM8 was never built to work that top of the funnel, and it does not claim to be. That first-response and follow-up job is where small trades quietly lose the most revenue - and it is precisely the lane Solar AI-Q is built for.
We do not replace ServiceM8. We connect it. Your quoting, scheduling and invoicing stay exactly where your team already knows them.
Solar AI-Q sits in front, capturing every lead, answering in seconds, chasing every quote, and pushing won work into ServiceM8 as a clean job card - one entry, everywhere updated.
It is a fair question, and we get it on nearly every call. Here is the straight version.
AI features inside a job management tool are single-tool assistants. They help you work faster inside ServiceM8 - drafting a message, tidying a note, speeding up an admin task on a job that already exists. That is genuinely useful, and you should use it.
But a single-tool assistant cannot answer the lead that came from your website at 9pm, because that lead is not in ServiceM8 yet. It cannot call a new enquiry back within moments, qualify them by voice, and book the appointment. It cannot watch a proposal across your quoting tool and chase it until you get a yes or a no. And it cannot reach into an old customer list and re-open conversations that went cold.
Solar AI-Q is not another assistant inside one app. It is the operating layer that connects your lead sources, your quoting, your job management and your payments and works them as one pipeline. Your AI does not sit inside a single tool - it works across all of them.
The difference in one line:
Four stages, one clean handover in each direction. Your office types things once and both systems stay in step.
Piper and Sarah answer, qualify and book - ServiceM8 stays clean, no tyre-kickers in the job system.
The moment an appointment or site inspection is booked, the full customer record pushes into ServiceM8 - contact, address, history, notes. No re-typing.
Your team runs the job in ServiceM8 exactly as today - quoting, scheduling and invoicing stay where they already work.
When the job completes, the outcome flows back - full customer context for follow-up, reviews, repeat work and support tickets.
The whole flow runs on Pipereply's own orchestration layer with direct API integrations. Custom flows, including Claude-powered workflows, are scoped on your Strategy Call.
The stages ServiceM8 does not cover, handled automatically - then handed cleanly to the tool you already run.
Every enquiry from your website, ads and lead providers is captured and answered in seconds, by voice and text, day or night.
Piper qualifies the enquiry and books it straight into your calendar, so the job starts as a real, confirmed booking.
Andy follows up every open quote until you get a clear answer, so proposals stop dying in inboxes.
When the job is won, it lands in ServiceM8 as a job card, ready for your team to schedule, run and invoice.
Solar AI-Q connects all three. The right one depends on the size and shape of your operation - and we are happy to talk it through honestly on a call.
| Platform | Best suited to | Origin | Connects to Solar AI-Q |
|---|---|---|---|
| ServiceM8 | The smallest operators and one-van teams; priced by job volume | Brisbane | Yes |
| AroFlo | Growing Australian trades; electrician-founded, part of the Simpro group | Melbourne | Yes |
| Simpro | Larger, established operations that need enterprise-grade field management | Brisbane | Yes |
Not sure which fits? Compare all integrations or book a Strategy Call and we will map it to how you actually work.
One job management integration comes with the Complete package. On Core, you can add it whenever you are ready.
Sales and service automated end to end.
$695 per month
plus one-off implementation - scoped on your Strategy Call
Already on Core and want ServiceM8 connected?
Job management integration on Core
$99 per month
plus one-off implementation - scoped on your Strategy Call
Considering two or more of Andy, Liv or job management on Core? Complete includes all three plus more - usually better value than stacking add-ons. Support is identical in every package - dedicated Slack channel, video and guide library, weekly group training. See full pricing and inclusions
G-Solar - Australian solar and battery installerOne client, G-Solar, cut admin work by 40-50% and grew sales 20-30% in about six months - through structured automation and integrated systems, not hype-driven tools.
40-50%
less admin work across the office
20-30%
sales growth over the same period
~6 mo
from kickoff to these results
98%
client retention across Pipereply
Results vary by business, but the pattern is consistent - answer faster, follow up harder, and the same lead flow produces more installs.
No. You keep ServiceM8 for quoting, scheduling and invoicing - the field work it does well. Solar AI-Q sits in front of it as the lead-to-sale engine, capturing and answering enquiries, booking appointments, chasing quotes, and creating a clean job card in ServiceM8 when the work is won. Integration first, automation second, AI on top.
AI inside ServiceM8 is a single-tool assistant that helps you work faster on jobs that already exist. It cannot answer a new website enquiry at 9pm, call a lead back to qualify and book them, chase a proposal across your quoting tool, or wake up an old customer list. Solar AI-Q is the operating layer across your lead sources, quoting, job management and payments - it runs the whole pipeline and keeps ServiceM8 fed.
Job creation, job status and project updates. When a deal is won in the CRM, a job card is created in ServiceM8 with the contact and job details already filled in. As the job moves through its stages, the status stays consistent across both systems, and key updates flow back so follow-up, reviews and reactivation can trigger off what is happening in the field.
ServiceM8 suits the smallest operators and one-van teams, with pricing by job volume. Growing Australian trades often move to AroFlo, and larger established operations tend to run Simpro. Solar AI-Q connects all three, so you are never locked in by your integration choice. Book a Strategy Call and we will help you pick honestly.
The Complete package includes one job management integration - Simpro, AroFlo or ServiceM8. If you are on Core, you can add job management for $99 per month plus a one-off implementation that is tailored to your build and scoped on your Strategy Call. If you are weighing up two or more add-ons, Complete usually works out better value. All prices are AUD ex GST with no lock-in contracts.
Jessie Nash - five-star Google review, Australian solar business running ServiceM8Pipereply also integrates seamlessly with our other applications we use for quoting (Pylon) and managing staff schedules (ServiceM8), which has made our workflow much smoother over all.
Book a free Strategy Call. We will map your lead flow, show you where enquiries and quotes are leaking, and tell you honestly whether the ServiceM8 integration fits your business.
Book a Strategy CallNo pressure. No obligation. Just a straight conversation about your business.
