📖 Help Centre

LazyTradie + ServiceM8
Help Documentation

Everything you need to get your AI receptionist set up and booking jobs straight into ServiceM8.

💬 Need help? Email hello@lazytradie.com.au — we respond within 1 business day.
?

What is LazyTradie?

LazyTradie is an AI receptionist built for Australian tradies. It answers inbound customer enquiries across SMS, web chat, and phone calls — 24 hours a day, 7 days a week.

When a customer contacts you, LazyTradie's AI handles the conversation end to end:

  • Greets the customer professionally on your behalf
  • Collects their name, job type, address, and preferred time
  • Provides an instant quote based on your pricing
  • Books the job directly into your ServiceM8 account
  • Sends the customer an SMS confirmation

You get a notification when a job lands. Everything appears in ServiceM8 exactly as if you'd entered it yourself — you never touch admin again.

✅ ServiceM8 Integration
LazyTradie connects to ServiceM8 via OAuth. Once connected, every booking your AI takes is automatically created as a job in your ServiceM8 account. Your existing ServiceM8 workflow, dispatch board, invoicing and quoting stay exactly the same.
🚀

Creating Your LazyTradie Account

1

Sign up at lazytradie.com.au

Click Get Started on the homepage. You can sign up with Google or email and password. Takes under 2 minutes.

2

Choose your plan

Select Solo ($299/month) for SMS + Web Chat, or Business ($499/month) to add Voice calls. Payment is handled securely via Stripe — your card details are never stored on LazyTradie servers.

3

Land on your dashboard

Once signed up you'll land on your LazyTradie dashboard. Your plan badge (Solo/Business) appears in the top right. From here, connect ServiceM8 and set up your knowledge base.

🔌

Connecting ServiceM8

Connecting ServiceM8 takes about 20 seconds and gives LazyTradie permission to create jobs in your account automatically.

1

Click "Connect ServiceM8" on your dashboard

Find the button in the top action bar of your LazyTradie dashboard.

2

Review the connection modal

A screen will appear explaining what LazyTradie will access. Click the orange Connect ServiceM8 button to continue.

3

The ServiceM8 verification screen

You'll see a ServiceM8 screen saying "This Add-on hasn't been verified by ServiceM8 yet."

⚠️ Heads up
This screen is completely normal. LazyTradie is a new integration currently going through ServiceM8's approval process. Click Proceed to continue. We never store your ServiceM8 password and you can disconnect at any time.
4

Authorise access

ServiceM8 will ask you to confirm the permissions LazyTradie needs — creating and reading jobs and clients. Click Allow. You'll be sent back to your LazyTradie dashboard automatically.

5

Confirm the connection

Your dashboard will show a green ServiceM8 connected badge. LazyTradie is now live and can create jobs in your account.

🧠

Setting Up Your AI Knowledge Base

The Knowledge Base is how you teach LazyTradie about your business. The AI uses this to answer customer questions, quote jobs, and book the right types of work.

1

Click "Edit knowledge base" on your dashboard

It's the orange button in the top action bar — you can't miss it.

2

Fill in your business details

The knowledge form covers:

FieldWhat to enter
Trade typee.g. Electrician, Plumber, Builder
Service areaSuburbs and postcodes you cover
Services offerede.g. switchboard upgrades, ceiling fans, hot water systems
Your pricingFixed prices or ranges per service — used for instant quotes
Available hoursWhen the AI can book jobs on your behalf
Blackout datesDays you're unavailable — AI won't book these
Booking tier rulesWhich job types auto-book (T1) vs. need your confirmation (T2)
Emergency keywordsPhrases that trigger immediate call transfer (T3)
3

Save

Changes take effect within a few minutes. You can update your knowledge base any time.

📊

Dashboard Overview

Your LazyTradie dashboard is the control centre for your AI receptionist. Here's what everything does:

ElementWhat it does
Edit knowledge baseUpdate your business info, pricing, availability and booking rules
Connect AI agent to your WebsiteGet the web chat widget embed code for your website
Connect ServiceM8Connect or manage your ServiceM8 integration
View bookingsSee your full bookings history with filters
Get WebsiteOrder a LazyTradie-built trade website
Jobs booked counterTotal jobs your AI has booked since signup
ServiceM8 connected badgeGreen = connected and syncing. Grey = not yet connected
T1 / T2 / T3 tier legendShows which tier handled each booking (see Booking Tiers section)
Recent Bookings tableYour last 6 bookings — customer name, service, date, time, tier. Click See Bookings for full history
⚡

How Bookings Flow into ServiceM8

Here's the complete journey from a customer contacting you to a job appearing in your ServiceM8 account:

→Customer contacts you via SMS, web chat, or phone call
→LazyTradie AI answers instantly — 24/7, in under 10 seconds
→AI collects: name, job type, address, preferred date and time
→AI checks your availability and pricing from your knowledge base
→AI provides an instant quote based on your set prices
→Tier 1: Booking confirmed automatically → job created in ServiceM8
→Tier 2: You receive an SMS notification → you confirm → job created in ServiceM8
→Tier 3: Emergency detected → call transferred directly to your mobile
→Customer receives an SMS confirmation with booking details
→Job appears in ServiceM8 with client details, address, job type and scheduled time
What appears in ServiceM8: client name and contact details (new client created if not existing), job address, job description, scheduled date and time, status: Scheduled. Your dispatch board, quoting, invoicing and all other ServiceM8 features work normally from there.
🎚️

The 3 Booking Tiers

LazyTradie uses three tiers to handle different types of jobs. You configure which services belong to which tier in your Knowledge Base.

T1 · Auto-book

Tier 1 — Auto-book ✅

Standard, straightforward jobs you're comfortable accepting automatically. The AI captures all details and books the job directly into ServiceM8 without any input from you. You're notified when it's done.

You're in control: set exactly which services are T1, which hours are bookable, and which suburbs you cover. Nothing gets booked outside your rules.

e.g. Ceiling fan installation · Tap replacement · Standard service call
T2 · Confirmation required

Tier 2 — Confirmation Required 🔔

Larger jobs, new customers, or any job type where you want to approve before confirming. The AI captures all details, then sends you an SMS notification with the job summary. You reply to confirm or pass, and the customer is notified of the outcome automatically.

e.g. Full rewiring · Bathroom renovation · Hot water system replacement
T3 · Emergency

Tier 3 — Emergency Escalation 🚨

Urgent situations that need you on the phone immediately. When the AI detects emergency keywords (e.g. "burst pipe", "flooding", "gas leak", "no power"), it stops the booking flow and transfers the call directly to your mobile in real time. No delay, no voicemail.

e.g. Burst pipe · Gas leak · Flooding · Power outage
💰

Instant Quotes — Your Pricing, Your Control

LazyTradie's AI can provide instant quotes to customers based on your own price list. You set the prices — the AI just delivers them.

Setting your prices: In your Knowledge Base, enter prices per service type:

  • Fixed price: "Tap replacement — $150"
  • Price range: "Hot water system — $800 to $1,200 depending on unit"
  • Base rate + variable: "Emergency callout — $250 base + parts"

When a customer asks "how much for a leaky tap?" the AI pulls from your price list and responds with your price instantly. No back and forth, no waiting for a callback.

If no price is set for a service, the AI will let the customer know you'll provide a quote on inspection — it never makes up a number.
📅

Rescheduling & Cancellations

📋 Policy
The 24-hour rule: Customers can only reschedule or cancel a booking if the request is made more than 24 hours before the scheduled appointment. Within 24 hours, the AI directs them to contact you directly.

How rescheduling works:

1

Customer sends a reschedule request

Via SMS or web chat — they tell the AI they need to change their booking.

2

AI checks the 24hr rule

If the appointment is more than 24 hours away, the AI proceeds. If within 24 hours, it informs the customer to contact you directly.

3

AI offers new time slots

Based on your availability. Customer selects a new time. Booking is updated in ServiceM8 and both parties are notified.

How cancellations work: Same 24hr rule applies. If eligible, the booking is cancelled in ServiceM8 and the customer receives a cancellation confirmation. You receive a notification.

🔓

Disconnecting ServiceM8

1

Go to your LazyTradie dashboard

Click Connect ServiceM8 in the action bar.

2

Click Disconnect

Your ServiceM8 OAuth token will be revoked. LazyTradie will no longer be able to create jobs in your account.

3

Your ServiceM8 data is unaffected

Disconnecting LazyTradie does not change or delete any existing data in your ServiceM8 account. You can reconnect at any time.

❓

Frequently Asked Questions

LazyTradie connects to ServiceM8 via the web. Jobs created by LazyTradie appear in both the ServiceM8 web dashboard and the ServiceM8 mobile app — exactly as any normally created job would.
No. LazyTradie checks for existing clients by name and phone number before creating a new client record. If a match is found, it uses the existing record.
LazyTradie requests permission to create and read jobs and clients. It does not access your invoices, payments, staff records, financial data, or any other areas of your ServiceM8 account.
If the ServiceM8 connection is inactive, LazyTradie still captures the booking and stores it in your LazyTradie dashboard. You'll receive a notification that the ServiceM8 sync failed, and you can manually create the job in ServiceM8 from the booking details.
Go to your dashboard → click Edit knowledge base → update your hours, services or pricing → save. Changes take effect within a few minutes.
The AI is trained on your knowledge base. For anything outside that scope, it will let the customer know the question will be passed on to you, and collect their contact details so you can follow up.
Email hello@lazytradie.com.au — we respond within 1 business day, Monday to Friday, Australian Eastern Time.