Plumbers & electricians · Job tracking

Log every new ServiceM8 job in a Google Sheet

The problem

You want a simple running list of new jobs, for example emergency call-outs, that a partner or office helper can see without a ServiceM8 login.

The result

Each new job (optionally only one Job Category) adds a row to a shared Google Sheet.

How to set it up: Zapier

  1. Create a Google Sheet with headings, for example: Date, Customer, Address, Category, Description.
  2. Create a Zap with ServiceM8's 'New Job' trigger and, if you like, filter it by Job Category.
  3. Add a Google Sheets 'Create Spreadsheet Row' action and map the job fields to your columns.
  4. Test it with a dummy job, then switch the Zap on.

Get AI to help you build it

Paste this into ChatGPT, Copilot, Gemini or Claude:

I want to log new ServiceM8 jobs into Google Sheets with Zapier, using the 'New Job' trigger. Suggest sensible column headings for a UK trades business, and a simple weekly summary formula (jobs per category per week) I can add on a second tab.

AI tools can get menu names wrong. Check against the sources below.

Before you start

  • Think about what customer data you copy into a sheet and who can see it (UK GDPR).

Integrations used

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