Ask for evidence of specific actions, not a general claim that a product “integrates with AI”. Use this capability matrix as a starting point.
| Platform | What public evidence establishes | What you must still confirm |
|---|---|---|
| ServiceM8 | Phone Agent documentation describes enquiry handling, messages, transfers and online-booking actions. (support.servicem8.com) | Your plan, configured booking behaviour, human escalation, recording controls and suitability for your job rules |
| Commusoft | Its UK AI:den page describes communications, quote and report assistance; developer documentation describes API authentication. (commusoft.com) | Exact endpoints, permissions, commercial access and whether the desired action is native or custom |
| Simpro | Its workflow-planning worksheet explicitly uses a notification before quote expiry as an example. (helpguide.simprogroup.com) | Current notification configuration, recipient controls, reply handling and supported integration events |
| Joblogic | Public material describes an API-access route and integrations; current API terms impose approval and scope requirements. (support.joblogic.com) | Written approval, production credentials, authorised contractor access and permission for each proposed automated write |
For Joblogic specifically, do not interpret the older self-service API-access description as unrestricted permission to launch. Ask support to reconcile that process with the September 2026 terms for your account. (support.joblogic.com)
What should your vendor email say?
We want to implement the attached workflow for our own business. Please confirm:
- Which steps are native in our current subscription?
- Which additional modules or fees apply?
- Which read and write actions are supported?
- What approval is required for AI or automated processing?
- Can we test without using production customer data?
- What happens on retries, duplicate events and service outages?
- How do we export records and disable the integration?
- Who supports the complete workflow, rather than only the individual product?
Stage exit: You have selected one of four routes: native configuration, supported connector, authorised custom integration or no build.
Sources cited on this page
- support.servicem8.com ↗support.servicem8.com
- commusoft.com ↗www.commusoft.com
- helpguide.simprogroup.com ↗helpguide.simprogroup.com
- support.joblogic.com ↗support.joblogic.com
PUT THE RESEARCH TO WORK