ServiceM8
About ServiceM8
Job Management
• Manage jobs from start to finish
• Access all client & job details in the field
• Ensure job quality & consistency with built-in checklists
• Capture electronic signatures
Communication
• Connect your office, field staff & clients
• Email & text clients directly from the app
• Save time with email & text templates
• Send On-the-Way text messages to clients
• Automate booking confirmations, reminders & follow-ups to clients
Scheduling
• View your schedule & job info, anywhere
• See a real-time map view of staff & job locations
• Dispatch urgent jobs, instantly
• Receive push notifications about schedule changes
• Get ‘next-job’ reminders to help stay on schedule
Quoting & Invoicing
• Create professional PDF quotes & invoices on site
• Email or text quotes & invoices to clients from the app
• Clients can view quotes & pay invoices online
Mobile & Online Payments
• Take card payments on site, through the app
• Send online invoices via email & SMS, supporting card payment
Digital Forms & Assets
• Complete digital reports, procedures & certificates on site, through the app
• Create custom forms for your business & industry
• Catalogue client assets & view their service history
Job History
• Access a full history of work done for every client
• Attach notes, photos, videos, emails & messages to jobs
• Automatic back-up & secure cloud storage
Accounting Integrations
• Connect to Xero, MYOB or QuickBooks Online
• Sync invoices & payments from ServiceM8
• Streamline invoicing, payments & accounting
CarPlay
• See your schedule, call clients & navigate to jobs directly from your vehicle’s CarPlay screen
Add-ons
• Extend ServiceM8’s functionality with a range of add-ons
Pricing
• A range of monthly plans to suit your business & requirements
• Plans bundle jobs, SMSs & add-ons into a single monthly price
• No contracts, setup fees, or ‘per-user’ fees.
• Unlimited users & storage
• 14-day free trial — create an account at www.servicem8.com
Support
• Free, 24/7 email & chat support
• Self-serve Help Centre with articles & videos
• Global network of ServiceM8 Partners offering setup services
Pricing starting from:
A$0.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of ServiceM8
A better system for trades & services
ServiceM8 solves age-old issues experienced by field service businesses, transforming how you communicate and manage scheduling, jobs, staff & customers. ServiceM8 instils great process and workflows to help you get work, get it done & get paid.
Customer service
Better scheduling, automated reminders, integrated Caller ID, and templates for emails, texts, quotes & invoices ensure professional client communication & better customer service.
Productivity & efficiency
With fast quotes, automated communication, smart scheduling, integrated navigation & easy job documentation, you can win more work, complete it faster, and earn repeat customers.
Cash flow
With the ability to invoice & collect payment on site through the ServiceM8 app, or online, and set automated payment reminders to customers, your business gets paid as soon as possible.
Visibility & control
All job statuses, scheduling changes, staff locations & updates sync across the business in real time. Work from anywhere and run the business from the palm of your hand.
Central administration & record keeping
A central, cloud-based record of all client details, job history, notes, photos, quotes, invoices, forms & client communication, in one paperless system.
Lifestyle & Customer Success
Better processes, automations and the ability for staff to finalise jobs on site means business owners don’t need to work into the night on paperwork & invoicing.
This means you can rediscover a love for your job and the reasons you started your business, and create the lifestyle you want.
If business growth is your version of success, ServiceM8 provides a platform to help you achieve this.
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Supported Languages
English
Pricing starting from:
A$0.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of ServiceM8: 131
Alternatives
Klipboard
SimplifyEm
Joblogic
Housecall Pro
Reviews
Already have ServiceM8?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Management Consulting
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
The Simplicity of ServiceM8
Reviewed on 2016-08-15
As a partner with ServiceM8 we've had exciting times with assisting businesses take advantage of...
As a partner with ServiceM8 we've had exciting times with assisting businesses take advantage of powerful features the application has to offer. From creating forms through to managing staff, assigning jobs and scheduling work.
The company has really gone to a great extend to make the application as user friendly as possible. This enables users to easily understand their new process when we introduce the application in their business.
The cost involved is also of benefit to the Company as it is based on the amount of jobs processed through ServiceM8. Thus if you're going through a quite period the application tailors your subscription cost to the amount of jobs processed. An extremely favorable option amongst Trades industries.
Pros
- Being able to create forms directly from the mobile devices.
- New diagram feature release also available on mobile devices.
- Being able to save communication between customers and tradesman directly on a job.
- Customized document templates.
- Being able to send a quote directly via SMS
- The ability to have all your Parts & Materials and Services available in the system to add onto a job.
- The customized html code which allows Customers to make bookings directly from your website.
Cons
- The application is not available on Android devices. This is often the main decider for Tradies as most often they opt for Android devices since it is more affordable.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
A must have for trades
Reviewed on 2019-05-20
We have only been using the platform for a month
We have only been using the platform for a month
Pros
- The pricing structure is something that initially drew our attention. Instead of being per user it is a monthly fee (plus add-ons).
- The job scheduling is very easy to use and with a team scheduler add-on you can select multiple team members for the same job.
- the phone app is extremely useful. You can select to text a customer when you are on route (providing you've set it all up before hand).
- You can take payment in the field as well as invoices generating a link that customer's can click on to make payment. Payments are shown in the job diary.
- job diaries are autogenerated so you can see a good audit trail from creation to closure. You can add to existing jobs from the inbox feature.
- the network request add-on is really useful for our business where we use contractors who don't require a logon to our system but complete jobs on our behalf. We have set our templates up with forms and questions that need completion and when these are done it shows up on our portal which says time having to manually enter data in from emails.
Cons
- Sometimes the navigation functions can be time consuming. It would be handy to raise a job from within the client module window (i.e. when you open a client you can view current and past jobs but you cannot raise a new one and therefore have to go to dispatch board).
- It would be good to have a shortcut to raise a new job on the main menu rather than having to select dispatch board.
- the asset scanning only appears to work with purchase stickers from ServiceM8 (unless we haven't discovered correctly how to do this with other ones...)
- It is limited to IOS so we have had to purchase iPad minis to sync with our android devices.
Reasons for Switching to ServiceM8
cost and functionality against other providers- Industry: Facilities Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Needs More Customer Focus For Future Improvement
Reviewed on 2016-08-11
Overall it has great features but lacking one major feature for us which would cut down our admin...
Overall it has great features but lacking one major feature for us which would cut down our admin time for invoicing and that is batch invoicing. Customer service unable to help with timelines for this upgrade or indication if it will be implemented?
Pros
Stability in remote areas where signal is poor, Servicem8 holds up and we've tried them all
Cons
Invoicing more than one job for one client during the month, no ability to combine jobs into one invoice? Feature requested in 2012 for batch/bulk invoicing and still nothing....
- Industry: Facilities Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Very pleased that we chose ServiceM8 as my work management system.
Reviewed on 2024-02-07
It has been a fairly steep learning curve to get going with ServiceM8 but overall, the experience...
It has been a fairly steep learning curve to get going with ServiceM8 but overall, the experience has been pretty easy. You do have to mould some of your traditional working practices to fit the system, but I'm quite opening to finding newer and more efficient ways of working. There is lots of guidance available and the support team have been great. We've also hade to change from Adroid to iPhone at the same time, as ServiceM8 is only available on iPhone. ServiceM8 have helped with the cost of the change. Without doubt we have selected the most appropriate system. It has transformed the way we work. The efficiency the system has provided has probably halved our admin time.
Pros
It's a completely joined up system and it has streamlined our back office operation. Customers love the notifications when an engineer is enroute.
Cons
We haven't encountered major stumbling blocks with ServiceM8. The only criticisms are that it is not as intuitive as I would have imagined and integration with Google Calendar could be better (an issue with Google Calendar apparently).
Reasons for Switching to ServiceM8
We looked seriously at three other systems. All had their pros and cons but ServiceM8 stood out with many more features and integrations.- Industry: Facilities Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Amazing service software
Reviewed on 2016-08-11
Um well I am in the pressure washing - gutter cleaning business and needed a software to keep track...
Um well I am in the pressure washing - gutter cleaning business and needed a software to keep track of customers, have 2 way sync with quick books online and easy scheduling. I tried literally probably 100 crms before I settled on service m8. It was a perfect balance of amazing features but a good cost
Pros
iOS contact integration
Qbo 2 way sync
Stripe online payments
Google? Auto fill for address!
Schedule can export to google or Apple calendars
Automated messages sent
Ability to store files to customers
Pay per job created
Auto check into job and tells you when to leave to get there on time
Also great integrations with mail chimp and other softwares
So many good things yet not perfect
Cons
I wish it had or could change the following:
Better customer organization And ability to tag customers.
Better check In check out feature because often I forget...
The job contact/ billing contact is wonky. Seems like I enter a new job and it shows up as job contact but not billing. It's just confusing
Better system to map customer routes and book jobs. You currently can see your customers in a map view but would be nice to be able to do something with it.
Automated messages should automatically be able to go out after job completion to ask for reviews ect
Be more consistent with how clients show up in list - sometimes it client will come up Last name, first name and sometimes first name last name.
No ability to add mobile number from mobile app.
ServiceM8 FAQs
Below are some frequently asked questions for ServiceM8.Q. What type of pricing plans does ServiceM8 offer?
ServiceM8 offers the following pricing plans:
- Starting from: A$0.00/month View Pricing Plans
- Pricing model: Free Version, Subscription
- Free Trial: Available
Five capped plans to choose from to suit your business size & requirements. Unlimited users for one monthly price. Plans bundle job credits, SMS credits & add-ons into a single monthly price for your business. No contracts, setup fees or 'per-user' fees. 14-day free trial.
Q. Who are the typical users of ServiceM8?
ServiceM8 has the following typical customers:
Self Employed, 2–10, 11–50
Q. What languages does ServiceM8 support?
ServiceM8 supports the following languages:
English
Q. Does ServiceM8 support mobile devices?
ServiceM8 supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does ServiceM8 integrate with?
ServiceM8 integrates with the following applications:
Deputy, Google Calendar, MYOB Business, Mailchimp, Microsoft 365, QuickBooks Online, Stripe, Workato, Xero, Zapier
Q. What level of support does ServiceM8 offer?
ServiceM8 offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, 24/7 (Live rep), Chat
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