ServiceM8 is the app for any service business. It will guide you from job quoting through to invoicing and payment. You will have real-time information on what jobs are currently active, what quotes have been issued to clients, and where and when staff are at clients sites. ServiceM8 is designed to be used by everyone in your business, from each individual field staff member, to back office staff, through all levels of management. It is simple and effective, and best of all, it's available anywhere, anytime.
Get a bird's-eye view of your business in real-time and take control. Visually see staff and clients locations - make smart decisions like allocating the closest staff member or take travel time into account for quotes. Receive and manage jobs, produce professional quotes instantly and communicate with clients via SMS messages or email with a few clicks. Bring up any previous quote or work order in seconds. No other system makes managing your business this easy.
The dispatch board also acts as your online schedule for all staff within the business. View all unscheduled jobs and quotes, create new jobs or quotes at the click of a button. Easily allocate jobs to staff members using drag-n-drop onto their daily schedule. Staff with iPhones will have instant access to schedule changes while on the road. Print daily schedules, work orders and routing maps for each staff member.
Eliminate time wasted by constantly calling the office for client information or details on getting to your next job. Access all client details and your schedule from a few taps on your phone, even get directed to each job as required. Complete jobs at the site rather then at the end of the day, updating the office instantly - sparing staff from disruptive calls from the office. Head office is constantly updated with the advanced mobile tracking system, which displays staff locations directly on the dispatch map in real-time. Allocate any urgent jobs to the nearest vehicle, saving your business time and delivering faster service to your clients.
The job diary allows you to upload any type of file, image or quote against a job. Record history of client contact, attach notes and other relevant information during a job to ensure all staff are kept up to date. Create and allocate tasks to staff such as following up client quotes, ordering parts or scheduling manufacturing work, get notified when tasks are overdue. ServiceM8 in not an accounting package, but we still make sure you get paid for each job and nothing falls through the cracks. We're about managing your jobs to make sure that each job is either paid instantly or an invoice is raised in your accounting package.
Reporting is simple and easy to understand. Each report shows key information about your business. Get reports emailed to you on a weekly basis showing key metrics about number of jobs created and closed for the week, keeping you up to date on any changes in productivity or market conditions.
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We have only been using the platform for a month
- 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.
- 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.
After decades of experience implementing various business information systems, I have never before had such pleasure working with such a fine product. ServiceM8 is not only exceptionally easy to use, the depth of functionality if mind boggling. The team at ServiceM8 have re-defined job costing and the ability to monitor job profitability. The average trades person is able to instantly review how job profitability is tracking without obtaining a degree in Accounting, nor spend hours late into the evening crunching numbers. As a Certified Public Accountant, I feel "Job Profitability" as calculated by ServiceM8 is more accurate than most small business accounting systems and definitely completely understandable by the average trades person.
Only a bean counter would talk about job costing first ! Job Documentation is easy, accessible, and comprehensive. Every important aspect of a job is literally instantly captured, organised on that specific job, under a client/site code and stored in the cloud for immediate, forever access by your office team, co-workers, or yourself when you need to recall it years from now. Documentation 'happens' with a few simple clicks on your iPhone - even while you're on the tools. How would a bean counter know - because I spend as much time on my tools as on the keyboard - just ask me about my Festools ! As a real life example - ServiceM8 job documentation was presented to an enormous international product supplier after my claim of product failure while the company claimed user fault. That product has now been removed from the market - worldwide and that company is providing complete support following their failure. What is job documentation - photos, notes, check lists, forms, documents, tracking/co-ordination of sub-contractors and virtually anything you can upload.
Quoting and invoicing a job is easier, better, and faster than any accounting system we've reviewed. We're not suggesting the elimination of the accounting system - it's still a necessary team member - just front end the accounting system with seamless - almost magical direct integration.
And of course scheduling click click, drag - drop .... need I say more?
Job Documentation. Efficiently created - conveniently organised - instantly accessible now and forever.
The ServiceM8 "job" can house virtually everything which should be stored away about a job - The documentation can and should include everything from inception to completion - and everything in between. The owner of one of our clients commented "If you were here yesterday - you would have saved me $5,000". Had a simple photo of the site been stored against the job BEFORE starting work, his team could not have been blamed for pre-existing damage.
During the job, plans, quotes, drawings, product information, permits, health and safety forms can all be just a click away for reference. Communications with the customer - all recorded on the job - No more "I didn't receive that" ...... well someone opened the email at a documented time and date .... who might that have been ?
Job Completion - nothing better than a photo - stored away safely in the ServiceM8 cloud.
Most trades rely upon sub-contractor. Get a quote, send task lists, required contracts/documents by the sub-contractor - All via your ServiceM8 account with or without you sub contractor using a ServiceM8 account. All of the sub-contracted work is documented within the job.
Purchase Orders. We need the ability to accommodate the trades person who calls into the trade shop on the way to a job site for necessary job materials. I'd like to see the ability to snap a photo of the purchase order, store the transaction against the job, capture transaction details via OCR, post the transactions to the job, and pass the pending transaction to the integrated accounting system.
This is not necessarily a 'con' - it something additional that I feel should be there to expand the functionality - Wish list stuff - With a development team like the crew at ServiceM8 - there is absolutely no doubt in my mind they'll deliver - more than likely something even better than my concept.
I do save a lot of time since i started using ServiceM8 and generally are getting paid faster. One client said the other day when i had finished, great work send your invoice if you haven't already. I said on its not done yet but was by the time i drove away. Later that night i saw that the invoice had been paid. How good is that. With all that being said, like every peace of software out in the market its not perfect and it wont suite everyone but with the way this company has it structured it can cost you nothing to try it for months whereas most only give you 14 days. I reckon if your products good and suites the user it will sell its self and you don't need to force someone into a contract when they may not be ready. Integration with MYOB my current account program is great as it updates my inventory and sales and customer areas so i don't have to do any adjustment. Using bank feeds in MYOB you easily make the invoice as paid and the information is sent back to ServiceM8 tell it the job has been paid. If i add new inventory items in MYOB they appear in ServiceM8 ready to be booked out when the job is finished. ServiceM8 has engaged Strip as a payment gateway for credit card payments, I have only just started to use this feature, my first credit card customer the other day did it online when he received the invoice. The only thing wrong is there appears no way to add on the transaction fee. May need to tweak our charges if lots of customers start taking this method up. Good though as there is on monthly fees only the transaction fee so if its not used these no extra overhead. ServiceM8 has quite a few add-ons some free some for a small charge but very manageable. I'm about to work with their Forms as i am getting a fair amount of compliance reporting jobs now and see that my old paper forms don't cut it time wise. Support from ServiceM8 has always been great, submit a service ticket and the response is very quick compared to others that i can't mention. This is one piece of software I have no problem recommending to anyone in the service or small job area and some larger jobs too.
There are two great features that made me go with ServiceM8.
1/ As a sole operator (at the moment) the cost per month was fantastic as i was only paying for what jobs i could do in the month. Some other programs have a flat cost per month that covers x number of users, this is fine if you already have a fleet of vans on the road but can be a serious cash flow problem when your on your own.
2/ The ability to customize your invoices and quotes so they are how you like. I do a variety of small installation and service work and i track inventory, now in order to get the job total price i insert items into the invoice and use the free-form details area to wright what was done then when i produce the invoice for the client they see the worded details of what was done ant the total amount owing.
Since using ServiceM8 for over a year now it has really changed the way i work with jobs. The fact that ServiceM8 keeps everything for a job with a job for every is going to be fantastic. Only yesterday i had a call from a company i did a quote for just over a year a go, i had marked this quote as unsuccessful, he gave me the quote number put it in the search box and up came the quote, revised the price and re-emailed all in less than 15 minutes. Much better than the old days.
Probably the most cumbersome feature i have found but still use it. Partial invoicing allows me to do progress invoicing on the larger job that go for several months and i need to invoice the client at the end of each month.
Another thing i wasn't happy with at the beginning was that the app only works on iPhone / iPad but once i bit the bullet and brought an iPad (everyone needs a toy) I soon found it totally worth it in lots of ways.
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.
Seems fairly simple.
Plenty of features.
Should end up saving me plenty of time.
Im still a bit nervous about keeping important business data "in the cloud" in someone else's hands.
As a tiny service company competing against global powerhouses, we have been searching for a long time for a program to help us consolidate our business software. We had a system that worked for us, but it was clunky due to it being a series of stand alone programs we would multitask together.
SignNow, Quickbooks online, Notes, emails (2 different ones) and photos all worked, but took about 1/2 the time of the actual service call to make sure all the documents were properly completed, sent and billed.
Two key features sold us on this: Integration into QuickBooks Online and the ability to create check lists for each job so nothing is forgotten.
The bonuses of individual technician scheduling, letting us have the option to still use WAZE for the GPS on the work order, time stamps for travel and on/off the job, text/email ETA from the phone to the customer all makes us look much bigger than we are.
We feel like a powerhouse vs the big boys in our industry with this program, and with the cost based off now much we use it vs a block tier system lets us know well before hand what our costs will be each month.
We couldn't be happier.
Please don't change this formula ServiceM8.
It's everything we need.
Hard to say: Its super easy to use, has all the features we already used and more. Stable, powerful and integrates into QBO and emails seamlessly.
Customer service communication inside the program is outstanding. Being able to ask questions without starting new emails or having an agent auto close a question ticket before all the questions are completed is being A+ customer service.
Only nitpicking things really. We run strictly OS machines, so there are a few features we cannot use because they seem to only work on Windows browsers.
Diary notes are great, but hard to edit/can't edit. Not a big deal, but never the less, our fat fingers can sometimes make us look unprofessional without the ability to edit before we email.
Switching between phone and tablet on the job. This seems to be hard for the program to do. If we check in on a phone from travel, we must check out on that same phone, we can't check out on the tablet where we ultimately do most of the work with SM8. Sometimes we don't remember to check in and out and do all the work on the tablet and not switch to the phone and we have to redo some work because of it.
Instructions. 95% of all your instructions are spot on, but some we had to ask for help even after reading them a few times. Nothing big because customer service was wonderful.
Four capped plans to choose from to suit your business size & requirements. There are no signup fees or per user fees.
Better Cash flow
Create invoices in the field, and process credit card payments through the ServiceM8 mobile app with no external devices required.
Inspire confidence in your clients with professional quotes and invoices. Automatically notify clients you're on-approach to the job.
On average businesses using ServiceM8 complete 30% more work in the first 3 months.
With professional quotes, better communication and faster service, you’ll win more new work and earn repeat customers.
Below are some frequently asked questions for ServiceM8.
ServiceM8 offers the following pricing plans:
Starting from: US$29,00/month
Pricing model: Subscription
Free Trial: Available
Four capped plans to choose from to suit your business size & requirements. There are no signup fees or per user fees.
We do not have any information about ServiceM8 features
ServiceM8 has the following typical customers:
Freelancers, Small Business
ServiceM8 supports the following languages:
ServiceM8 has the following pricing plans:
ServiceM8 supports the following devices:
ServiceM8 integrates with the following applications:
Deputy, HubSpot CRM, Insightly, MYOB Essentials, Maintenance Care, QuickBooks, QuickBooks Online, Wink Reports, Workato, Xero
ServiceM8 offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Video Tutorials