HubSpot ServiceM8 Integration

Tradiate connects ServiceM8 and HubSpot so your customer records, jobs and activity stay in sync without anyone typing them in twice. What syncs depends on your plan. Lite keeps contacts aligned, Grow adds jobs and deals, and Pro adds assets, service history and payments.

The integration removes duplicate admin work, streamlines quoting and job tracking, and makes it easier to nurture leads and upsell. You’ll spend less time on admin and more time winning and delivering work.

Yes. Once you’re connected, you can run a one-time sync to bring your existing ServiceM8 records into HubSpot. On Lite this covers contacts. On Grow and Pro it includes jobs and their history too, so your CRM starts with the full picture.

Yes. On every plan, contact updates flow both ways. On Grow and Pro, a deal in HubSpot can create a job in ServiceM8, and the job’s status flows back to the deal as work progresses.

Yes, on Grow and Pro. Quote and line item details carry across from the HubSpot deal into the ServiceM8 job, so your field team gets the full scope without anyone re-entering it.

On Grow and Pro, you can build dashboards that track:

• Jobs won and completed per week or month
• Total value of completed jobs
• Jobs sold by salesperson
• Revenue by lead source
• Your highest-value customers over time

If you have HubSpot Marketing Hub Starter or higher, you can also see revenue by Google Ads campaign. Pro adds asset, servicing and payment data, so you can report on upcoming services and outstanding payments too.

Lite is self-serve. Click Start Now, connect HubSpot and ServiceM8, and you’re syncing in minutes. Grow and Pro include setup with our team. We map your workflow (for example, “deal won, create job”), set up your fields and test everything before go-live. Most businesses are up and running within days. As a HubSpot Platinum Partner, we can also help with dashboards, automations and team training if you want to go further.

Ad tracking comes from HubSpot, not Tradiate. If you’re on HubSpot Marketing Hub Starter or higher, HubSpot records which ad each lead came from. On Grow and Pro, Tradiate brings your ServiceM8 jobs and their value into HubSpot as deals, so each paid job links back to the ad that started it. HubSpot can then pass that back to Google Ads, helping your campaigns find more customers like your best ones.

Yes, if you’re on Grow or Pro and have HubSpot Marketing Hub Starter or higher. You’ll see which campaigns brought in high-value jobs and which ones mostly bring in small call-outs, so you can put your budget where it’s working.

Lite ($59/month) keeps your customer records in sync between HubSpot and ServiceM8. Contacts update both ways, duplicates are handled for you, and there’s no setup fee, so you can start straight away.

Grow ($179/month + setup) adds jobs. Deals in HubSpot create jobs in ServiceM8, job status flows back to the deal, and quotes and line items carry across. It’s built for businesses that want the handoff from sales to the field to happen on its own.

Pro ($349/month + setup) adds the after-install side: asset records and history, warranty and next service dates, visit allocations, payment history and compliance forms. It suits businesses that do repeat servicing or need deeper reporting in HubSpot.

All plans are month to month, and you can move up a plan as you grow.

Lite has no setup fee. Grow and Pro have a one-off setup fee, which depends on how your workflow needs to be mapped. We’ll quote it during your demo.