ServiceM8 Overview

What is ServiceM8?

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.

Signup for free and experience ServiceM8 today.

ServiceM8 Overview

Pricing

Starting from
US$9.00/month

Pricing options

Free Trial
Subscription
Value for money

Five capped plans to choose from to suit your business size & requirements. There are no signup fees or per user fees.


ServiceM8 Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia
Supported Languages
English

Media

Job Card & Invoicing
Map View & Calendar
ServiceM8-On-All-Devices
Job Diary
Credit Card Payments
Professional Invoices
ServiceM8 video ServiceM8 screenshot: Job Card & Invoicing ServiceM8 screenshot: Map View & Calendar ServiceM8 screenshot: ServiceM8-On-All-Devices ServiceM8 screenshot: Job Diary ServiceM8 screenshot: Credit Card Payments ServiceM8 screenshot: Professional Invoices

ServiceM8 Reviews

ServiceM8 Reviews

Overall rating
4.7
/
5
Excellent
203

Very good
71

Average
6

Poor
2

Terrible
1

Value for Money
4.8
Features
4.5
Ease of Use
4.6
Customer Support
4.6
97% recommended this app
Timothy S.

I love this product. I am a daily user and use it for all of my online invoicing for my...

A real time-saver and great for monitoring all invoice statuses -


Katherine B.

A must have for trades

We have only been using the platform for a month


Lauren M.

Needs More Customer Focus For Future Improvement

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?


Julio e M.

Best Service Managing software I have used!

Ease to schedule, invoice, quotes and payments.


Sig H.

Horrible Customer Service

Very frustrating!


Timothy S.

I love this product. I am a daily user and use it for all of my online invoicing for my business.

Used Daily for 2+ years
Reviewed on 12/12/2017
Review Source: Capterra

A real time-saver and great for monitoring all invoice statuses -

Pros

My favorite feature is the way you can send via email, a past due notice for your invoices and how easy it is to customize all email templates. Customize your quotes, estimates, invoices, past due invoices, and schedule the past due invoice notice date

Cons

Only that you can only schedule one follow-up past due invoice. I would like to send past due notices every 15, 30, 45 days and send demand for payment emails at 60 and 90 days and then a notice for collections notice at 112 days stating past due account goes into collection at 120 days - Then it is out of our hands -

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Katherine B.
Industry: Construction
Company size: 2-10 Employees

A must have for trades

Used Daily for 1-5 months
Reviewed on 20/05/2019
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Lauren M.
Industry: Facilities Services
Company size: 2-10 Employees

Needs More Customer Focus For Future Improvement

Used Daily for 2+ years
Reviewed on 11/08/2016
Review Source: Capterra

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....

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Julio e M.
Industry: Consumer Services
Company size: 2-10 Employees

Best Service Managing software I have used!

Used Daily for 1+ year
Reviewed on 4/05/2019
Review Source: Capterra

Ease to schedule, invoice, quotes and payments.

Pros

It is a very well rounded software. Every year they add new features at no cost that improve the interaction with it.

Cons

Wish they mad a version for Android. Most of my team uses Android and we have to provide them with an Apple device in order to use the software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Sig H.
Industry: Environmental Services
Company size: 2-10 Employees

Horrible Customer Service

Used Daily for 6-12 months
Reviewed on 29/01/2020
Review Source: Capterra

Very frustrating!

Pros

Our franchise likes the product. I registered prior to them getting the franchise edition. I'm on the franchise edition and the single subscription. They have ServiceM8 has been double dipping on me since Oct. I've called emailed, chatted and they will not cancel nor would they direct me on how to cancel my single subscription. At least not until yesterday January 28, 2020. Oh but before I could cancel today they billed me again.

Cons

Horrible customer service when it comes to trying to cancel service. No one in chat or by email or phone knows how to cancel their service. I've been reaching out to cancel since Oct. I finally got through to someone yesterday that walked me through settings and said to click the red button. I said what red button? I'm a mobile user and have never used a PC with app. Was told to login that way and cancel. However before I was able to login today I was billed for another month of service. Cannot report them to the BBB as they are located in Australia -

Response from ServiceM8

Hi Sig H.

We're sorry to hear of this experience you've had with ServiceM8.

For security reasons we can't cancel an account on a customer's behalf; it must be done by you through the secure and structured account cancellation process. We do have a public "How to cancel my account?" article in our Help Centre (https://support.servicem8.com/hc/en-us), but it's clear we let you down in our interactions if we didn't clearly explain the process from the start, direct you toward the help article, and clarify that an account can only be cancelled through the Online Dashboard login, and for this we apologize.

If you haven't done so already, please send us an email at [email protected] referencing your cancelled account and we'll be happy to see what we can do about refunding some of these subscription fees.

All the best,
The ServiceM8 Team

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

User recommendation
9.4/10
Based on 283 user ratings
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ServiceM8 Pricing

ServiceM8 Pricing

Starting from
US$9.00/month
Free Trial
Subscription
Value for money

Five capped plans to choose from to suit your business size & requirements. There are no signup fees or per user fees.

Five capped plans to choose from to suit your business size & requirements. There are no signup fees or per user fees.

Value for Money
4.8/5
Based on 283 user ratings
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ServiceM8 Features

ServiceM8 Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customisable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.5/5
Based on 283 user ratings
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Categories

Additional information for ServiceM8

Additional information for ServiceM8

Benefits

Better Cash flow
Create invoices in the field, and process credit card payments through the ServiceM8 mobile app with no external devices required.

Improved Professionalism
Inspire confidence in your clients with professional quotes and invoices. Automatically notify clients you're on-approach to the job.

More Productive
On average businesses using ServiceM8 complete 30% more work in the first 3 months.

Better Service
With professional quotes, better communication and faster service, you’ll win more new work and earn repeat customers.

ServiceM8 FAQs

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. There are no signup fees or per user fees.

Q. What are the main features of ServiceM8?

We do not have any information about ServiceM8 features

Q. Who are the typical users of ServiceM8?

ServiceM8 has the following typical customers:

Small Business, Freelancers

Q. What languages does ServiceM8 support?

ServiceM8 supports the following languages:

English

Q. What type of pricing plans does ServiceM8 offer?

ServiceM8 has the following pricing plans:

Subscription

Q. Does ServiceM8 support mobile devices?

ServiceM8 supports the following devices:

iPhone, iPad

Q. What other apps does ServiceM8 integrate with?

ServiceM8 integrates with the following applications:

Deputy, HubSpot CRM, Insightly, MYOB Essentials, Maintenance Care, QuickBooks Online, QuickBooks Online Advanced, Wink Reports, Workato, Xero

Q. What level of support does ServiceM8 offer?

ServiceM8 offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Video Tutorials