Streamlined CRM Communication
3CX ServiceM8 Integration
Transform your field service business with Aatrox’s 3CX ServiceM8 integration, connecting Australia’s #1 job management platform with crystal-clear calls to win more work, dispatch faster, and keep customers delighted.
Get Started with ServiceM8 CRM Integration
Details on CRM Integration
About ServiceM8
ServiceM8 is the leading cloud-based job management software for trades and field service businesses across Australia and New Zealand. Trusted by over 30,000 users, it handles quoting, scheduling, job management, invoicing, payments, and compliance, all from your phone. With real-time GPS tracking, digital forms, recurring jobs, and seamless Xero/QuickBooks integration, ServiceM8 eliminates paperwork and keeps teams on the same page. From solo tradies to 100+ staff companies, ServiceM8 is built to help you work smarter and grow faster.
Why Integrate ServiceM8 with 3CX?
Picture a customer calling, and before you answer, their job history, address, outstanding quotes, and last invoice instantly appear. That’s the game-changing power of 3CX ServiceM8 integration. It connects ServiceM8’s job management engine to 3CX’s reliable VoIP so every call becomes a revenue opportunity. No more “I’ll call you back”, just faster quoting, happier customers, and more jobs booked on the spot.
Instant Job Context:
See customer details, job history, and outstanding quotes the moment the phone rings.
On-Spot Quoting:
Open the job, create a quote, and send it while still on the call.
Automatic Logging:
Every call is logged against the client and job, no manual notes.
Perfect for Tradies:
Works across all devices, office, van, or phone.
Get Started
How Aatrox Makes It Happen
At Aatrox Communications, we live and breathe tradie tech. We deliver custom Local (hosted locally) ServiceM8 integration with 3CX, including secure on-premise or cloud options. Our team handles everything: API setup, field mapping, job linking, and testing, so your phone and ServiceM8 work as one. We’ve done hundreds of ServiceM8 integrations, you’re in safe hands.
Here’s how we do it:
Map your ServiceM8 clients, jobs, and quotes to 3CX events.
Configure secure API connections with OAuth2.
Set up call pop, automatic job logging, and quote creation triggers.
Test live with your team and provide ongoing Aussie-based support.
CRM Features
Features of 3CX ServiceM8 Integration
Contact Synchronization:
Auto-sync ServiceM8 clients with 3CX, caller name + business instantly displayed.
Contact Lookup:
Search ServiceM8 by mobile/landline, see job history before answering.
Call Pop:
One-click to open the exact client or job card in ServiceM8.
Call Journaling:
Automatically log answered/missed calls as notes on the client or job.
Chat Journaling:
SMS/WhatsApp/Facebook messages pushed into ServiceM8 client notes.
Click to Call:
Dial straight from ServiceM8 jobs, quotes, or client cards.
Call Recording:
Recordings auto-attached to the ServiceM8 job (where supported).
AI Transcription and Summarization:
AI transcribes and summarises calls, posted into ServiceM8 job notes. AI transcription and summarization available exclusively with an Enterprise 3CX license.
*AI transcription and summarization available exclusively with an Enterprise 3CX license.
Video Demonstration
Watch the 3CX ServiceM8 integration in action, see instant call pop, job lookup, quote creation, and automatic logging in under 90 seconds.
Case Study
From Chaos to Cashflow for a 12-Vehicle Plumbing Business
A growing plumbing company was losing jobs because staff couldn’t access customer history while on the road. Aatrox deployed a full 3CX ServiceM8 integration with custom on-premise hosting. Results in the first 90 days:
- 68% of inbound calls converted to booked jobs on the spot (up from 32%)
- 4.8 hours saved per week on admin and call-backs
- $38,000 in additional monthly revenue from faster quoting
- Zero missed messages, all calls and SMS logged automatically
They now run their entire business from ServiceM8 and 3CX, no double-handling, no lost jobs.
Explore More 3CX CRM Integrations
Ready for more time-saving connections? Aatrox delivers powerful 3CX integrations including:
- 3CX GoHighLevel CRM Integration: All-in-one marketing + sales for agencies.
- 3CX Covetrus Ascend Integration: Complete veterinary practice management.
- 3CX HotDoc Integration: Patient booking + communication for clinics.
- 3CX Method CRM Integration: QuickBooks-native CRM for tradies & wholesalers.
3CX Webhook/API Request Integration: Connect any custom app or ERP. Need bulletproof hosting? See our 3CX Hosted Solutions.
Start with us
Get Started with Aatrox
Ready to turn every phone call into a booked job with 3CX ServiceM8 integration?
Contact Aatrox Communications today, most integrations live in under a week.
FAQs
Frequently Asked Questions
A real-time connection that brings ServiceM8 client/job data into 3CX and logs every call back into ServiceM8 automatically.
Yes, works with all ServiceM8 plans and unlimited users/sub-contractors.
Absolutely, click the job card during the call and generate/send quotes instantly.
100%, works on iPhone, Android, desk phones, and the 3CX app.
Yes, Aatrox offers secure on-premise 3CX with full cloud ServiceM8 connectivity.
Yes, we can set up webhooks so missed calls automatically send your “We Missed You” SMS template.