Integrations / Scheduling & Booking
Servicem8 on WhatsApp: manage forms, clients and locations with an AI agent
Flann turns Servicem8 into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Servicem8 for you. Think of Servicem8 as the diary and Flann as the assistant who keeps it. Look-ups happen at once.
28 actions in Servicem8. 20 only look things up, and 8 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Servicem8
You do not need the exact wording. These are the kinds of messages Flann turns into Servicem8 actions.
“Show me my forms in Servicem8.”
“Show me my tasks in Servicem8.”
“Look up the staff member in Servicem8.”
What Flann can work with in Servicem8
Servicem8 gives Flann 28 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Clients | look up | 2 |
| Forms | look up | 2 |
| Locations | look up | 2 |
| Materials | look up | 2 |
How the same form job compares, in Servicem8 directly and through Flann.
| Compare | Opening Servicem8Log in, find it, do it | Servicem8 through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about forms | By hand, screen by screen | 20 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 8 changes, made from a message |
| Servicem8 records | All of them, one screen at a time | 8 kinds, from one chat |
| Set-up | Nothing new to set up | One sign-in to Servicem8 |
YesPartlyNo
Step by step: Servicem8 jobs you can hand to Flann
How a request turns into real Servicem8 actions, one step at a time.
Get answers about your forms
- You message Flann on WhatsApp: “What is the latest on our forms in Servicem8?”
- Flann runs
List All FormsandRetrieve Formin Servicem8 and shows you what it found. - Nothing in Servicem8 is changed: these are look-ups, so they run straight away.
Check your clients from WhatsApp
- You message Flann on WhatsApp: “Show me where our clients in Servicem8 stand.”
- Flann runs
List All ClientsandRetrieve ServiceM8 Clientin Servicem8 and shows you what it found. - Nothing in Servicem8 is changed: these are look-ups, so they run straight away.
Get answers about your locations
- You message Flann on WhatsApp: “What is the latest on our locations in Servicem8?”
- Flann runs
List All LocationsandRetrieve Locationin Servicem8 and shows you what it found. - Nothing in Servicem8 is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Servicem8
Small jobs, repeated often, are where the time goes. Here is how they change once Servicem8 is connected.
Checking availability on the spot
Today
Customers ask for a slot while your hands are full. The question waits until you can open Servicem8 and look properly, and some of them book elsewhere.
With Flann
“Anything Saturday morning for two people?”
Look-ups like this run instantly: Flann reads Saturday morning in Servicem8 and tells you which times are still open. Want one held?
What you stop doing: Availability questions get answered without you stopping what you are doing.
Following up after a webinar
Today
After an event you export registrants from Servicem8, compare them with who attended and write separate follow-ups by hand.
With Flann
“Send the replay to everyone who registered for yesterday's session but missed it”
Flann pulls the registration and attendance lists from Servicem8, separates the people who missed it from those who came, and drafts a replay message for the first group with the link already in place. You see the list and the wording.
What you stop doing: Cross-checking lists to work out who gets which message is no longer on you.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Servicem8
- Search for Servicem8 in Flann’s Connectors.
- Sign in to your Servicem8 account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Servicem8 action itself.
Of the 28 Servicem8 actions, 20 only read. The other 8 create, update, send or delete. Disconnect Servicem8 in Connectors whenever you like.
Ways to use Servicem8 with Flann
What is on today
Ask Flann for today’s schedule. It reads Servicem8 and sends you the list before you open the doors.
Rebook the no-shows
Ask who missed their appointment. Flann checks Servicem8 and drafts a friendly rebooking message for each.
Move things without the back-and-forth
Tell Flann to push a meeting to Thursday.
Everything Flann can do in Servicem8
Every Servicem8 action Flann can run, split into what it reads and what it changes.
Looks up 20
- List All Assets
- List All Clients
- List All Document Templates
- List All Forms
- List All Job Notes
- List All Job Queues
- List All Jobs
- List All Locations
- List All Materials
- List All Tasks
- Retrieve Form
- Retrieve Job
- Retrieve Job Activity
- Retrieve Job Note
- Retrieve Job Payment
- Retrieve Job Queue
- Retrieve Location
- Retrieve ServiceM8 Client
- Retrieve ServiceM8 Material
- Retrieve Staff Member
Changes 8
- Create a new Job
- Delete Custom Field
- Delete Job Note
- Delete Job Payment
- ServiceM8 Create Job Note
- ServiceM8 Create Job Payment
- Update a ServiceM8 Job Note
- Update Job Payment
More Scheduling & Booking apps Flann works with
ZoomCommon questions
What can Flann do with clients in Servicem8?
Flann can look up clients in Servicem8, using 2 actions (List All Clients, Retrieve ServiceM8 Client). All of them only look things up, so they run straight away.
What can Flann do with forms in Servicem8?
Flann can look up forms in Servicem8, using 2 actions (List All Forms, Retrieve Form). All of them only look things up, so they run straight away.
How does Flann connect to Servicem8?
Open Connectors in Flann, choose Servicem8 and sign in to your Servicem8 account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 28 actions in Servicem8.
Do I need to open Servicem8 to use it with Flann?
No. Once Servicem8 is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Servicem8.
Is Servicem8 included in my Flann plan?
Yes. Every Flann plan includes every app, Servicem8 included.