ServiceM8 Integration
Submit qualifying retrofit properties to the TRUVERI Introducer Network directly from your ServiceM8 account.
Streamline Your Retrofit Referrals
The TRUVERI Introducer Network integration for ServiceM8 allows EPC assessors to submit qualifying properties with a single click, connecting homeowners with trusted retrofit specialists.
ServiceM8 Integration Screenshot
Coming soon
Prerequisites
Before you can use the TRUVERI integration, ensure you have the following:
TRUVERI Account
You must have an active TRUVERI account. If you don't have one yet, sign up for free.
Sign Up for TRUVERICompany Admin Access
Only company administrators can connect ServiceM8 to TRUVERI. If you're not an admin, contact your company administrator.
Need Help?
Contact support@truveri.co.uk if you need assistance with account setup.
Installation
Find the Add-on
In your ServiceM8 account, navigate to Settings → Add-ons → Browse Add-ons Directory.
Search for "TRUVERI Introducer Network" or "TRUVERI Retrofit Network" and click Install.
Install & Authorize
Click "Install" and follow the authorization prompts to connect your ServiceM8 account.
You'll be redirected to TRUVERI to complete the connection process.
ServiceM8 Add-ons Directory Screenshot
Coming soon
Connection Setup
Connect Your Accounts
After installing the add-on, you'll be guided through connecting your TRUVERI account:
Sign In to TRUVERI
Use your existing TRUVERI account credentials
Authorize Access
Grant ServiceM8 access to submit properties
Staff Mapping
Link ServiceM8 staff to TRUVERI profiles for attribution
TRUVERI Connection Flow Screenshot
Coming soon
Property Submission
Eligibility Criteria
You can submit properties that meet these requirements:
How to Submit
Open the Job
Navigate to the completed EPC assessment job in ServiceM8
Click "Submit to TRUVERI"
Use the new button that appears in the job actions
Confirm Submission
Review the property details and submit to the network
Property Submission Flow Screenshot
Coming soon
Lead Monitoring
Track Your Referrals
Monitor the status of all your TRUVERI referrals directly in your TRUVERI dashboard:
Real-time Status Updates
See when properties are viewed, contacted, and converted
Commission Tracking
Monitor earnings from successful retrofit projects
Performance Analytics
View conversion rates and referral success metrics
TRUVERI Referrals Dashboard Screenshot
Coming soon
Troubleshooting
"Submit to TRUVERI" button not visible
The button only appears for qualifying properties. Check that:
- • Property has an EPC rating of D, E, F, or G
- • Job notes indicate homeowner wants retrofit works
- • ServiceM8 integration is properly connected
Connection issues during setup
If you encounter problems connecting your accounts:
- • Ensure you're signed in as a company administrator
- • Check that your TRUVERI account is active
- • Try clearing your browser cache and cookies
- • Contact support if issues persist
Referral not appearing in dashboard
If submitted properties don't show up in your TRUVERI dashboard:
- • Wait a few minutes for processing
- • Check that the property meets eligibility criteria
- • Verify your staff member is properly mapped
- • Contact support with the job reference number
Need More Help?
Our support team is here to help you get the most out of the TRUVERI integration.
Contact SupportReady to Start Referring Properties?
Join the TRUVERI Introducer Network and start earning commissions on retrofit projects.