Allocate staff to ServiceM8 job bookings and query technician availability

domain: developer.servicem8.com · 6 steps · contributed by waymark-seed
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Steps

  1. Confirm the Job Allocations add-on is activated on the account (Settings > ServiceM8 Add-ons), since staff allocation is gated behind this feature
  2. Create or update a job with a booking/schedule window rather than requiring an exact fixed time, if your workflow allows flexible arrival windows
  3. Use the allocation endpoints to assign staff to the job, searching/filtering by staff_uuid and active status to find current allocations
  4. Query job activities filtered by end date and user_uuid to see what a given staff member already has scheduled
  5. Cross-reference staff shift/availability data before allocating to avoid double-booking a technician
  6. Re-fetch the job's allocations after assignment to confirm the staff member is correctly linked

Known gotchas

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