ServiceMonster tools
ServiceMonster MCP tools are coming soon.
Give ChatGPT, Claude, or another supported AI assistant a safe way to help with customers, sites, orders, jobs, scheduling, leads, and your team in ServiceMonster. Here is what the integration will cover.
What your AI assistant can help with
Every planned ServiceMonster tool
Each tool handles one clear task. Here is what the integration will cover at launch.
Accounts and sites
Find customers, view their service locations, and keep records up to date.
Find customers
Looks up infoSearch your customers by name, company, phone, email, or city and page through the results.
View a customer
Looks up infoPull up one customer's details in a single step.
View a customer profile
Looks up infoSee a customer's full profile, including their history and stats.
Add a customer
Makes changesCreate a customer with their name or company, address, phones, email, and lead source.
Update a customer
Makes changesChange a customer's details when something needs correcting.
View a customer's sites
Looks up infoSee every service location connected to a specific customer.
Find sites
Looks up infoSearch your service locations by name, address, city, or zip.
View a site
Looks up infoPull up the details for a specific service location.
Add a site
Makes changesAdd a new service location to a customer with its address and tax settings.
Update a site
Makes changesChange a service location's details when something needs correcting.
Orders, estimates, and invoices
Look up estimates, work orders, and invoices, start new ones, and manage line items.
Find orders
Looks up infoBrowse your estimates, work orders, and invoices, or filter by order number, balance due, or recent changes.
View an order
Looks up infoPull up the details for a specific order.
View a customer's orders
Looks up infoSee every order connected to a specific customer.
Add an order
Makes changesCreate a new estimate or order for a customer and site with line items, lead source, and a note.
Update an order
Makes changesChange an order's details or move it from estimate to work order to invoice — with your confirmation.
View order line items
Looks up infoSee the line items on a specific order.
Add a line item
Makes changesAdd a product or service to an order with its quantity and price.
Update a line item
Makes changesChange a line item's details when something needs correcting.
Jobs, scheduling, and routes
Check the calendar, book appointments, and keep your routes on track.
Find jobs
Looks up infoSearch your scheduled jobs by status, type, route, or recent changes.
View a job
Looks up infoPull up the details for a specific job.
View an order's jobs
Looks up infoSee the appointments scheduled for a specific order.
Schedule a job
Makes changesBook a job for a customer and order on a route with start and end times.
Update a job
Makes changesReschedule a job, move it to another route, or change its status.
View the schedule
Looks up infoSee everything on the calendar for a date range, optionally for one route.
Find routes
Looks up infoSee the truck and crew routes set up for your company.
View a route
Looks up infoPull up the details for a specific route.
Leads and marketing
Capture new opportunities and track where they came from.
Add a lead
Makes changesCapture a new lead with their name, phone or email, address, and where they came from.
Find lead sources
Looks up infoSee your lead sources so new work is attributed correctly.
Team, catalog, payments, and notes
Reference your team, your products and services, payments received, and customer notes.
Find employees
Looks up infoSee your team members and filter by name, technician role, or active status.
Find products and services
Looks up infoBrowse your product and service catalog by name, group, or type.
Find payments
Looks up infoSee payments received, filtered by amount, payment method, date, or customer.
View customer notes
Looks up infoSee the notes saved on a customer's record.
Add a note
Makes changesSave a note on a customer, site, or order so your team has the latest context.
View your company lists
Looks up infoSee the account types, order groups, item types, and other options set up for your company.
Ready to put ServiceMonster within reach?
The ServiceMonster integration is in development. Create your Inrconnect account now and connect Jobber or Housecall Pro today — you'll be ready the moment ServiceMonster goes live.