Field Flow CRM Setup, Integrations & Support
ServiceM8 runs the work. Field Flow runs the customer. Keep leads, follow-up, sales opportunities and customer communication moving — without your office retyping the clients and jobs they already manage in ServiceM8.
What is Field Flow CRM?
Field Flow is the customer relationship and follow-up layer for trade and field-service businesses. Built on HighLevel's powerful CRM and automation infrastructure, it brings leads, customer conversations, appointments, reminders and sales opportunities into one practical place. ServiceM8 remains your job-management system. Field Flow works alongside it to help your team follow up enquiries, manage sales activity and keep customers engaged after the quote, job or handover. With the ServiceM8 integration, clients and jobs can be connected to Field Flow without the office manually recreating the same information in two systems.
Problems It Solves
A quote is sent, a job is completed, or the enquiry changes hands — and the next follow-up is missed. Field Flow gives your team a clear pipeline, tasks and reminders so opportunities do not quietly disappear.
Your clients and jobs already exist in ServiceM8. Field Flow helps turn that information into customer follow-up and sales activity without repeatedly copying it between systems.
Some customers manage multiple sites or companies. Field Flow can keep one person as a single contact while associating their related businesses, helping reduce confusing duplicate records.
When conversations, appointments and opportunities sit outside the job system, the office loses context. Field Flow keeps customer activity connected to the ServiceM8 work your team is delivering.
Who It Suits
For trade and field-service businesses that already run jobs in ServiceM8 and want a better way to manage leads, follow-up and customer relationships.
For businesses where enquiries arrive consistently, but the next action depends too heavily on someone remembering to call, email or check in.
For teams working with property managers, multi-site customers, owners or contacts connected to more than one company or location.
For owners who want a repeatable customer process — from first enquiry through to quote follow-up, booked work and future customer communication.
Field Flow CRM Setup & ServiceM8 Integration
Get In The Cloud configures Field Flow around the way your team actually sells, follows up and delivers work. We connect it carefully with ServiceM8 so your customer process becomes clearer without disrupting the job workflow your team already relies on.
Build practical stages for enquiries, quoting, follow-up, booked work and ongoing customer care.
Configure the initial sync and choose whether individuals, companies and sites are included.
Set up the integration to keep one person connected to relevant companies while avoiding unnecessary duplicate contacts.
Connect ServiceM8 jobs to Field Flow opportunities, including practical stage mapping and access to the relevant job context.
Create sensible reminders, tasks and customer communication workflows so the right next action is visible.
Configure a clear pathway for a new Field Flow enquiry to become a ServiceM8 job when it is ready for the team to deliver.
Train your office on the workflows, sync screens and sync history so issues can be identified and resolved confidently.
Frequently Asked Questions
Related pages
Our Field Flow CRM Services
- CRM and pipeline setup
- ServiceM8 customer sync configuration
- Shared-contact handling
- Job-to-opportunity workflow
- Follow-up automations and reminders
- Team training and ongoing support
Make Your ServiceM8 Customer List Work Harder
You already have the clients and jobs in ServiceM8. Field Flow gives your team a clearer way to follow up, sell and stay connected — without creating another manual data-entry process.
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