Auto Work Order: Automating Work Order Processing in ServiceM8
Use AI to extract information from incoming work orders and create ServiceM8 jobs with less manual data entry.
Updated
Present Good, Better and Best options
New Add On featuring available now in the ServiceM8 Add-On's
Brix is a quoting and sales platform for HVAC, electrical and other trade businesses that integrates with ServiceM8.
It helps technicians create accurate, professional quotes on-site while protecting margins and giving customers clear options.
**Key features:**
✅ Create quotes quickly on-site
✅ More than 3,000 pre-built HVAC and electrical services
✅ Calculate pricing using costs, labour and required margins
✅ Present Good, Better and Best options
✅ Compare repair and replacement choices
✅ Online quote viewing and approval
✅ Notifications when customers open quotes
✅ Customer messaging
✅ Materials and take-off lists
✅ Sales dashboards, scorecards and leaderboards
**ServiceM8 integration:**
↔️ Sync clients, notes and document photos
➡️ Send approved Brix quotes to ServiceM8
⬅️ Create Brix quote requests from ServiceM8 jobs in Quote status
👷 Match Brix users with ServiceM8 staff
📋 Link Brix quotes to ServiceM8 jobs
📥 Import existing ServiceM8 clients
Brix handles the quoting and sales process, while ServiceM8 continues to manage scheduling, fieldwork and invoicing.
Brix offers a 30-day free trial, personalised onboarding and no lock-in contract.
🌐 https://usebrixapp.com/
📘 Integration details:
https://docs.brixco.io/integrations/servicem8/
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Use AI to extract information from incoming work orders and create ServiceM8 jobs with less manual data entry.
Improve customer access, standardise job workflows, manage commissions, track expenses and streamline scheduling with tools built around live ServiceM8 data.