AI-Agents for Architecture and Engineering working with ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

Send Due Date Reminders

Remind design task owners when their deadlines change.

Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.

Works with30 tools
Send Due Date Reminders

Remind design teams about project deadlines and flag overdue tasks.

Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.

Works with30 tools
Flag Duplicate Files

Mark matching project files before design folders change hands.

You can review marked extra copies and their locations before handing a shared folder to another team.

Works with30 tools
Send New Lead Emails

Reply to design service inquiries and flag missing project details.

Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.

Works with49 tools
Notify Deal Owners

Alert deal owners when design proposals need revision.

Your deal owners get rejection emails when someone else created the proposal, so they know which offer needs revision.

Works with29 tools
Email Meeting Transcripts

Send design review transcripts with timestamps for meeting minutes.

Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.

Works with22 tools
Email New File Links

Send design reviewers the name and link of each new project file.

Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.

Works with27 tools
Find Duplicate Files

Mark extra copies of design files and link the oldest one to keep.

You get a Friday email grouping exact duplicate files. Extra copies carry review notes pointing to the oldest file to keep.

Works with27 tools
Remove Duplicate Files

Flag or trash identical drawing files and email which copy stays.

Keep your watched folder clear of exact copies of uploaded files. Choose which copy stays, then get an email showing what was flagged or trashed.

Works with26 tools
Send Client Welcome Email

Send new project clients their scope details and shared folder link.

Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.

Works with24 tools
Send Client Welcome Email

Welcome new project clients with their agreed scope and first steps.

Your new client gets a personal welcome after signing, with clear first steps and a link to share files.

Works with24 tools
Send Duplicate File Report

Email the owner which project drawings were kept and which need review.

Your duplicate file report lands in your inbox with copy locations and decisions, so you can spot anything that needs your review.

Works with24 tools
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