ServiceM8
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HubSpot ServiceM8 Integration
- Reduce Manual Data Input
- Reduce Double Handling
- Calculate ROI
See what a better
quote-to-job process
could be worth
When more quotes turn into booked jobs, the impact adds up quickly. Use the calculator to estimate the potential revenue uplift from improving follow-up, reducing admin friction, and moving work into delivery faster.
This is an illustrative estimate only. Actual results will vary depending on your current conversion rate, follow-up process, team workflow, and the ServiceM8 plan you choose.
Growing trade businesses don’t struggle because of lack of work. They struggle because their systems don’t talk to each other.
The office team lives in HubSpot, the field team lives in ServiceM8, marketing lives in Google Ads, the owner lives in spreadsheets, and no one has a clear picture of which leads turned into real revenue, where jobs are stuck, which campaigns are profitable and who dropped the ball.
It’s not a tech issue. It’s an operational blind spot.
HubSpot doesn't know what's happening on the tools.
ServiceM8 doesn't know who the customer is.
Your team is doing admin twice.
Nothing's closing the loop.
The Solution:
Less manual work. More booked jobs.
Close The Loop:
From Click to Cash
Close The Loop:
From Click to Cash
What you seen now
"I got 50 clicks on Google."
"I spent $500 on ads this month."
"I have lots of leads in HubSpot."
"Some campaigns feel better than others."
Your ads get smarter over time
Your ads get smarter over time
Set up in minutes.
Recover hours every week.
01. Connect your accounts
Link HubSpot and ServiceM8 in a few clicks
02. Map your workflow
Tell us what triggers what (e.g. "Deal Won, Create Job")
03. Go live
Your two platforms work as one, from day one
Running lean?
Running a team?
Choose the plan that fits your business
Most trade businesses make back the cost in the first week, just from the admin hours they stop wasting.
Lite
- Contacts sync
- Two-way updates
- Default field mapping
- Duplicate handling
- Basic sync logs
- Cancel anytime
Grow
- Everything in Lite
- Plus Jobs synced as Deals
- Deal → Job creation
- Job → Deal status updates
- Basic quote/line item handoff
- Job activity in HubSpot
- Job-level fields on Deals
Pro
- Everything in Grow
- Asset records
- Asset history
- Warranty / next service tracking
- Visit/allocation visibility
- Payment history
- Forms/compliance records
- Advanced automation
- Deeper reporting
Don't take our word for it.
Real trade businesses. Real results.
It connects your ServiceM8 job management system with HubSpot CRM. This means contacts, jobs, and activity sync automatically, giving you one connected view of your customers without manual data entry.
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. In the app settings you can run a one-time sync so all your existing ServiceM8 data (jobs, contacts, history) is updated in HubSpot. This ensures your CRM starts with a complete and consistent customer record.
Yes. The integration supports two-way data flows. We can customise which fields move from HubSpot into ServiceM8 — such as contact details, job updates, or custom properties — to match your processes.
Yes. You can create quotes in HubSpot and push them directly into ServiceM8. Once the customer accepts, the job automatically moves forward in ServiceM8 without duplicate data entry.
Once ServiceM8 data is in HubSpot, you can build dashboards to track performance and ROI. Examples include:
- Jobs accepted or completed per day, week, or month
- Total value of jobs completed
- Jobs sold by salesperson
- Marketing channel ROI (Google Ads, Meta, etc.)
- Highest-value customers over time
This gives you both operational insights and marketing attribution in one place.
As a HubSpot Partner, we help with full setup from customising field mappings and building workflows to creating dashboards, campaigns, and team training. Most businesses are up and running within days.
As a HubSpot Partner we can help you customise HubSpot the right way. From creating automations, dashboards or sending marketing campaigns, or even team training, feel free to ask!
When you connect all three platforms (Google Ads, HubSpot, and ServiceM8), Tradiate syncs job completion data and revenue back to HubSpot, which then informs Google Ads about which leads converted into profitable work. This helps Google Ads automatically optimize to find more high-value customers.
Yes! With our Custom plan, you can connect Google Ads to see the complete customer journey from ad click through to invoiced jobs in ServiceM8. This allows you to track true ROI and optimize your ad spend based on which campaigns generate high-value jobs, not just leads.
The Monthly and Yearly plans provide one-way sync from ServiceM8 to HubSpot. The Custom plan adds two-way integration, Google Ads reporting capabilities, and customized field mapping to match your specific business processes. Perfect for businesses that want complete marketing attribution and ROI tracking.
Already using HubSpot and ServiceM8?
Stop running two businesses.
Hey! 👋 I'm Teddy,
co-founder of ServiceM8e. If admin is costing you jobs, I'll show you exactly how we fix that in 45 minutes, no fluff.