How to Connect Gravity Forms to ServiceM8: Automated Job Dispatch Guide

Field service businesses—from plumbers, electricians, and HVAC technicians to cleaners and pest control contractors—rely on ServiceM8 to manage daily scheduling, dispatch jobs, and track technician workflows. However, manually transcribing inquiry emails into ServiceM8 job cards creates bottlenecks, delays response times, and leads to costly dispatch errors.

In this tutorial, you will learn how to connect Gravity Forms to ServiceM8 directly from WordPress, enabling instant automated job dispatch without relying on recurring Zapier or Make subscriptions.

Why Connect Gravity Forms Directly to ServiceM8?

While third-party automation platforms like Zapier can bridge forms and field apps, direct API integration offers three critical advantages:

Step 1: Install the Gravity Forms ServiceM8 Integration Add-on

Begin by downloading and activating the Gravity Forms ServiceM8 Integration Add-on from your GravityExtra account. Once activated, navigate to Forms → Settings → ServiceM8 in your WordPress dashboard.

Step 2: Authenticate with Your ServiceM8 API Credentials

Log in to your ServiceM8 web dashboard, access your developer portal, and copy your Developer App Token. Paste the token into the WordPress settings page and click Save Settings to establish a verified connection.

Step 3: Create a Service Dispatch Feed

Open the target contact or booking form in Gravity Forms, navigate to Settings → ServiceM8, and click Add New. You can configure:

• Client Information: Map Name, Email, Phone, and Billing Address.
• Job Details: Set Job Category, Job Description, and assign a primary staff member.
• Worksite Address: Map address fields to ensure technicians receive exact GPS navigation on their mobile app.

Step 4: Enable Conditional Logic & Test Live Dispatch

If your website handles multiple services (such as routine quotes vs. emergency repairs), use Gravity Forms Conditional Logic on the feed to route emergency requests immediately to ServiceM8. Submit a test form submission and check your ServiceM8 dispatch board to see the new Job card appear instantly!