
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
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.
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Reviews
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- 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 9.0 /10
Essential to the efficient running of our business
Reviewed on 2016-08-11
ServiceM8 is a wonderful product and plays an essential role in the running of our business. My...
ServiceM8 is a wonderful product and plays an essential role in the running of our business. My boss uses the app on his iPad and iPhone to undertake the work whilst I am in the office using the ServiceM8 website to control his jobs and send out invoices. There is no more duplication as everything is recorded in ServiceM8 and, once completed, jobs are automatically added to our accounting package. There have been great efficiency gains since we moved over to ServiceM8.
Pros
Too many to mention including ease of use in all aspects from booking work to sending invoices, storage of information, communication between workers and admin staff, can work anywhere where an internet connection is available, system availability (I don't remember a single outage in the 4.5 years we've been using it) and, of equal importance , support from the ServiceM8 support team who have always been quick to respond.
Cons
Not much, only that suggestions for change require votes from other users to lift the suggestion's priority before it is implemented. I have made some very useful suggestions to improve the product and frustrated as there is no support from other users but I suspect they are all too busy to look at them and therefore no change.
- Industry: Information Technology & Services
- Company size: Self Employed
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Still getting started, but it seems pretty good
Reviewed on 2017-04-14
I started attempting to use ServiceM8 about a year ago. I also changed my books from good old...
I started attempting to use ServiceM8 about a year ago. I also changed my books from good old Cashflow Manager to Xero, which I setup to sync with ServiceM8. I am a one-man show.
I say "attempted" to use ServiceM8, because, at the time, I was many months behind on my books/invoices, and the situation really got even worse. I have now got my books up to date, and I am working through doing many months of invoices.
I had my accountant assist me setting up Xero. All was more or less working, but I had big issues with the bank feeds, especially PayPal, basically I got a huge mess, then I wiped it all out to start again, and got much the same mess again. Frustrated, I went back to my good old trusty Cashflow Manager program and did the whole set of books for the entire financial year to date (and 2 BAS statements) in an afternoon. So I have ditched the Xero-ServiceM8 sync, and am now going to use ServiceM8 with Cashflow Manager manually. None of this is in any ServiceM8's fault, Its either mine or Xero's, probably a bit of both.
Basically I will maintain my books in Cashflow Manager, do the invoices and job tracking in ServiceM8, and then manually enter the payments into Cashflow Manager, much like I used to. A nuisance, but not a big deal.
As for ServiceM8, I have only really started exploring it and using it the last few days. I have been trying to for ages, but either forget, or left my iPad at home. I have learnt a lot about it in the last few days.
I have looked at the competition, but most of them (at a similar price point at least) had apps that don't work offline. ServiceM8 will work without an internet connection (with some features not working naturally), so it was the obvious choice for me in a rural area with poor telecommunications.
So far, it seems to work well, is easy to use, the app is fast, and the website seems fast enough on the odd occasion I have used it on a decent internet connection. Just now (a public holiday) i got a response (and solution) from their support in 14mins. That is my first contact with them.
It is quite cheap and I feel that it is quite a good fit for my business. But it will only work as well as you make it, and you will have to put some time into learning it and incorporating it into your daily routine.
I highly recommend giving it a shot to all small service businesses that are struggling to manage their jobs, invoices etc. Bonus points if you can start using it before you get overwhelmed by work.
Pros
Works offline.
Seems fairly simple.
Fast.
Plenty of features.
Should end up saving me plenty of time.
Cons
Im still a bit nervous about keeping important business data "in the cloud" in someone else's hands.
- 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: 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: 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: US$9.00/month
- Pricing model: 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:
iPhone (Mobile), iPad (Mobile)
Q. What other apps does ServiceM8 integrate with?
ServiceM8 integrates with the following applications:
Deputy, Google Analytics 360, 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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