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
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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- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great for a start up
Reviewed on 3/11/2021
Great!
Great!
Pros
Great software for a startup company or even a large company. I Love the fact that when we started out we could easily afford this software and as we grew we could level up the software and still afford it. Similar software would have broke us be for we even got started plus servicem8 is more powerful software and meets all our needs now and has options that will meet all future needs. We will use Servicem8 forever and recommend it regularly.
Cons
customer support is email or chat only and sometimes I need immediate help and cant get it that fast. But a small price to pay for such great and affordable software.
- Industry: Retail
- Company size: Self Employed
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great customer support
Reviewed on 4/07/2023
Pros
Very cost-effective, great tools and easy to use.
Cons
It is limited to only IOS devices only. They need to change that.
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Buyer Beware
Reviewed on 1/02/2023
We've been using ServiceM8 since 2018. Every September, with great fanfare, the latest update is...
We've been using ServiceM8 since 2018. Every September, with great fanfare, the latest update is made available to users. They call it their "Launch Event". It's always a very exciting time to see what new goodies and improvements will be added to the system. It has never disappointed. Until the last launch. In September 2022 ServiceM8 11.0 launched, and it has been a nightmare ever since. We've had the same tickets in now for 5 months, with nothing beyond canned responses received. The system is now extremely slow to repond, cannot complete basic search and find queries, and notifications (customers reaching on to contact you!) has pretty much stopped functioning altogether unless one is willing to sort through them over and over again trying to find which ones are new.Mind now, that before 11.0, none of these problems were in existence. But 5 months later they remain with no time line to remedy, and not even the smallest company acknowledgment of the problem. Does that sound to you like typical company behavior? Or does it sound more like a company with cashflow or ownership issues? We suspect the latter, which is the impetus of this review.It takes a great deal for a company to deploy new field service software, even intuitive ones like ServiceM8. We are now faced with the real possibility of having to do just that. We wouldn't want the same fate to befall another company without issueing a warning.
Pros
This is what we DID like about the software: While it might be a negative for some people, we love the fact that this system is Apple only. This greatly simplifies training, deploying, and working with it. And of course it's all done on Apple's interface which is second to none. It handles everything a field service company needs, with the exception of inventory, and it USED to do all this very well. It empowers the techs in the field to complete a great many tasks that previously were assigned to administration. This includes job creation, quoting, invoicing and collecting. 2 years ago they launch a VOIP phone app and this was incredibly helpful and a real time saver. It integrates with Xero (our accounting package) and Stripe very well. It has a pretty good API so we are able to connect some useful 3rd party apps to further expand our possibilities, and it is genuinely intuitive.
Cons
That it no longer functions properly. A year ago that statement would not have been true. But today, in February 2023, it unfortunately is.
Response from ServiceM8
Hi there Ryan, we're sorry to see your frustration around these issues you're experiencing, it's understandable and we're sorry for the inconvenience to your business. We'll have this reviewed for you and hopefully resolved soon. Thanks, ServiceM8 Team
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
ServiceM8 - The best little piece of software ever.
Reviewed on 11/08/2016
After decades of experience implementing various business information systems, I have never before...
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?
Pros
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.
Cons
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.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Small Service Business Gold
Reviewed on 2/08/2018
I have ServiceM8 open right now, and do most days. This is simply the best deal for the money....
I have ServiceM8 open right now, and do most days. This is simply the best deal for the money. Period.
Pros
I've tried multiple platforms for my small handyman/remodeling company. ServiceM8 is by far the best value for the money. Easy to use, Easy to setup and it integrates with QuickBooks. I use it every day and could not imagine keeping up with clients, contractors and jobs without it.
Cons
Only con -- it only works on Mac/IOs platforms. I completely understand why they've made this decision, but it is limiting. It's also feature-lite, if you need something beefy this may not be for you, but for a small business that only needs the basics, it's without equal.
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
- 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, 24/7 (Live rep), Chat
Related categories
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