Smarter job management for trades & services
Eliminate paperwork, improve productivity & provide great service to your customers.
#1 Mobile App for Field Services, Trades and Services Jobs
Do you need to…
- Reduce admin and paperwork?
- Quickly handle forms, including your dreaded Regulatory forms?
- Navigate to clients and customers?
- Manage your staff better?
- Improve job and project management?
- Reduce business costs?
If your answer was YES to any of those questions then…
Watch a Quick Overview Of The Solution!
We are a certified ServiceM8 Partner providing Implementation, Training, Development and Assistance for your business.
Implementation | Training | Development | Assistance Services on ServiceM8.
A Mobile App and Job Management Platform For Field Services, Trades and Service Businesses
ServiceM8’s mobile app and web management platform is the solution for any field services, trade or service based business. Take control and work smarter with real-time communication between your office, field staff and customers with easy to use mobile app and website back office that runs on Apple devices such as iPhones and iPads.
Most companies are in need of a mobile app for field services, trades and services that helps them perform work each day at their customer’s home, site or office.As a business owner one of your challenges is to have better management of your staff and jobs/projects. Correct?You also want to reduce your costs and the amount of admin or paperwork that goes hand in hand with those jobs and projects. Also true? Of course yet. Both of these are the bane of every business owner. And in particular, when it comes to regulatory requirements paperwork, controls and staff management things can quickly get out of hand and fall behind.Today you are going to see the best solution to these challenges that’s so simple anyone can use it to radically improve their business.
FREE TRIAL OFFER!!
You can quickly and easily get started TODAY with your 14 DAY FREE TRIAL of all the benefits of using ServiceM8 in your business by registering a new trial account with us.
For more information about pricing, a quick demonstration or our implementation services please contact us using the form underneath or call us to set something up for you.
Call: 1300 76 9293 or +61 450 717 602
Field services made easy with mobile apps and web platforms
This is the easiest to use and full featured job management platform and mobile app combination without breaking the bank! An easy choice for our business. We schedule, navigate to jobs and invoice within a few seconds. Automated SMS messages and emails to our clients make a big difference to our service offering.
Francois
Landscaper – Fiddlestiks
Register and Download ServiceM8 Here
*register for a new free trial ServiceM8 account through our link to receive extra benefits.
Look At These Fantastic Features
Get paid faster
Produce professional invoices in seconds and even take payment before you leave the job.
Complete more work
On average businesses using ServiceM8 complete 30% more work in the first 3 months.
Win more work
With professional quotes and better communication, you’ll win more new work and earn repeat customers.
Automate Tasks
Automate common tasks in ServiceM8 to save time, win more work, and get paid faster.
Forms
Get staff or customers to complete simple forms as part of the job.
Booking Reminders
Automatically send e-mail/SMS reminders to customers prior to scheduled bookings.
Badges
Badges assist in passing critical job information from the office to staff in the field.
Recurring Jobs + Reminders
Get staff or customers to complete simple forms as part of the tasks done for the job.
ServiceM8 Network
Easily send and receive work orders and quote requests to any other business or sub-contractor even if they aren’t using ServiceM8.
Online Booking
Allows your clients to quickly make online job or service bookings on your website or Facebook Page as well as accept quotes. These will then show up in ServiceM8.
Mailchimp Integration
MailChimp helps you design email newsletters, share them on social networks, and track your results.
Zapier
Automatically connect your ServiceM8 to over 500 other software platforms using Zaps.
MYOB Integration
MYOB accounting software has made business life easier for over a million businesses. Manage your invoicing, expenses, GST, cashflow and inventory all in the one place.
Xero Integration
Send information from ServiceM8 into your Xero accounting package in the cloud. See your cashflow in real-time with online accounting, invoicing, billing & banking. This means that you won’t need to double capture those invoices into Xero any more!!
Quickbooks Integration
Integrating ServiceM8 with QuickBooks Online allows you to sync customers, inventory and invoices to QuickBooks Online, saving you time and preventing double entry.
Multiple Work Locations
Enables your business to have multiple office locations. Navigation assistance is then based on the closest location to the job to be serviced.
Recurring Jobs Auto Routing
Automatically assign time and staff for Recurring Job bookings to minimise distance travelled.
Stripe Payments
Accept credit card payments online and in the field using ServiceM8 and your iPhone or iPad.
iPhone Measuring
Yes, that’s correct. You can use your iPhone to measure and quote on a job without even getting a tape measure out of your pocket. The measuring feature is built into ServiceM8, so you have all the necessary tools in your phone for quoting.
Activity Feed Reports
Automatically posts reports to the activity feed on jobs completed each day, time spent on different jobs and an summary of active and non-active jobs.
Staff Leave
Specify times that staff are on leave, this will be displayed on the Dispatch Board Calendar and Staff Schedule.
Services
Set up services your business offers to empower customers with self-serve functions. It features advanced online booking forms for customers to book services your business offers.
Partial Invoicing
Invoice deposits and progress payments on partly completed work for long term jobs.
Payment Terms
Specify times different payment terms for specific customers so that your invoice due dates are always correct.
Simple Custom Reports
Create simple custom reports for your business.
Easy Job Allocations
A new way to schedule jobs without a specific booking date/time. Simply drop jobs onto staff as urgent / morning / afternoon / anytime.
Time Sheet Sync
Send staff clock-on / clock-off times to MYOB, Xero and QuickBooks Online as employee timesheets.
Track My Arrival
Allow customers to see staff arriving at jobs in real-time via SMS.
Customer Feedback
Allow customers to easily give feedback/testimonials about your business.
Calendar Imports
Import staff free/busy status from a Google, Office 365 or other iCal-compatible calendar.
External Calendars
View your ServiceM8 schedule in Microsoft Outlook, Google Calendar, and on your Mac or iPhone.
Advanced Reports Pack
Exportable job and client reports for MS Excel users.
Advanced Photo Branding
Control how photos are branded before being emailed to clients and suppliers.
Job Costing
Display cost and profit data so you can see how much you’re making on each job.
iOS Contacts Sync
Automatically sync your ServiceM8 customers to your iPhone/iPad contacts.
Job Templates
Create job templates which can be used to easily book new jobs with pre-filled information, items/services and more.
Office 365 Integration
Integrate ServiceM8 with Office 365 to deliver ServiceM8 emails from your own email address and see them in your Sent items folder.
Staff Licence Numbers
Allow licence numbers to be added to staff, so they can be automatically used in forms and templates.
Margin Billing
Adds Cost and Margin columns to the Quotes & Invoicing tab on the Job Card, so you can set costs per item on each job.
Reece Pricelist
Automatically import your monthly pricefile from Reece Plumbing.
BPay Reference Number
Add your BPay reference to documents that go out to clients.
Zodiac Pure Solutions Pool Water Testing
Empowers staff and technicians with the confidence to recommend the best pool chemicals for their customers.
*register for a new free trial ServiceM8 account through our link to receive free job credits.
Some Features In More Detail
Call Us Today To Book Your Free Demonstration
Recurring Jobs + Reminders
Recurring Jobs
Control your daily, weekly, monthly and yearly job schedules. Use job templates to easily manage what information is set in jobs across a job schedule, or even across a group of clients.
Reminders
While recurring jobs are great to manage pre-booked work, reminders assist in managing potential work. By using follow-ups and inbox reminders, the inbox becomes a simple tool to remind clients via E-mail or SMS that it’s time for their next service / appointment, or even one-on-one marketing using templates.
Follow Up Badges
Follow Up Badges allow you to quickly set a one off reminder for a job, give your customer a quick after service call or SMS or let them know their house, lawn, product or pool etc is due for a check-up. It’s great way to provide better customer service and drum up extra business.
Badges
Badges assist in passing critical job information from the office or dispatcher to field workers on mobile devices.ServiceM8 provides badges for a wide variety of uses, as a business you can choose which badges will be useful to you – and rename the badge so office and field staff agree to each badges meaning.
Zapier & ServiceM8 Allow Amazing Things To Happen
Zapier is a user-friendly platform for connecting and automating workflows across cloud-based apps. With Zapier, we can build customised connections between supported apps for you. These connections between apps work on a cause and effect basis i.e. you Zapier to detect a certain event in one app, which then “triggers” a certain action in another app. You can even trigger multiple actions in the one app, or across different apps.
With Zapier for example you can create an automated process which will automatically send you an email whenever a staff member assesses a job site risk as “High” or above when filling out a Job Safety Analysis form in ServiceM8.
Triggers
We can set up certain events in ServiceM8 to trigger actions in other apps you’re integrating ServiceM8 with. Triggers can be set as follows:
• New job
• New client
• ServiceM8 form completed
Actions
These ServiceM8 events can be triggered by events in other apps outside of ServiceM8.
• Create job
• Create client
Browse Zapier for ServiceM8 integrations with all the popular apps you use, like Google Sheets, HubSpot CRM, Slack, Insightly, and hundreds of others! If the connection to another piece of software doesn’t already exist then we can develop it for your business.
Stripe Allows Payments Anywhere, Anytime
ServiceM8 has integrated with Stripe, a powerful payment system accepted in most countries that gives small business more options to get the money they’re owed.
With no set-up or monthly fees it makes sense to take the 5 minutes to set it up so you have the option available when you need it. If your business doesn’t have a mobile payment system, this is an excellent alternative to setting up an expensive merchant account with a bank and then having to lug around a bulky device just to accept payments.
For businesses already using a mobile payment system, we see this as an excellent backup for when the main system is not at hand, not working or not charged.
As the person in the field will always have their iPhone/iPad on them, they’ll always have a method for taking payment. Along with taking payments in the field, you can send invoices to your customers via email or SMS, which they can pay online.
Xero or MYOB Accounting Integration
Automatically send approved invoices into your Xero or MYOB accounting package.
You can watch the video underneath to see how this happens.
Booking Reminders
Automatically send e-mail and SMS reminders to customers prior to scheduled bookings.
How much time and labour does your business waste when staff arrive at jobs but the clients aren’t there? Send your customers an automated email or SMS to remind them of an upcoming booking with customisable automatic reminders. Reduce client no-shows while giving your customers even better service.
Forms On Your iPhone or iPad
Allowing you to create any form you can imagine to help you manage your business process. Forms are created using Microsoft Word.
Work Health Compliance
The Forms module in ServiceM8 allows you to systemise both compliance and processes in your business. Easily create professional compliance documents like JSA’s, WPA’s and take 5’s.
Completing a form in ServiceM8 takes seconds on your iPhone or iPad, it can immediately produce a PDF document and SM8 saves the form into the job diary, where it will be stored forever.
From there you can easily email these documents to your clients, governing bodies or any customer that requires compliance documents. All from within the mobile app or the web platform.
These are some of the types ofFormsyou can create
- Checklists
- JSAs
- Procedures
- Calculator – quotes & pricing
- Compliance certificates
- Certificates in general
- Contract variation
- Dial before you dig
- Authority to proceed
- Inspection reports (Pest, Building, Fire, maintenence)
- Customer information forms
- Emergency approval
- Whatever other form you want we can probably build for your business
How does the forms feature work?
Every form you create will be stored for editing or updating. You then make the form template available by adding them to your Templates area.
As you create your new form, your will choose a name and Servicem8 will create an icon or badge that will appear in your job diary. When you create your new job simply drag the Badge onto the job and that form will automatically appear in the job task list. Your staff will be prompted to complete it when out on site.
Take for example when you drag the JSA (Job safety analysis) badge onto all worksites that require it…All your staff will be asked to complete it on entering the site.
The staff member completes the form after which it’s automatically tranformed into a PDF document and stored in the job’s activity diary. You can even set up New Job Templates that automatically add specific forms every time that type of job is created.
For Example a Fire Inspection Company completes a Yearly Fire inspection, this job template can be stored as a “Yearly Inspection Job” with the correct inspection form automatically appearing at the correct time.
Dont Have the Time to Build your own Forms? Contact us for professional advice and assistance in getting forms designed for your business requirements.
Take Online Bookings On Your Website or Facebook Page
ServiceM8 Online Booking add-on is an easy way to allow your customers to send quote or booking requests to you from your website or Facebook page.
The booking request arrives in your ServiceM8 account with the information that was capture about the job automatically filling the job card so you don’t need to type it out again! That’s a massive time saver.
Or book directly from your Facebook page.
Automation
Set ServiceM8 to automatically email or SMS clients to remind them of upcoming bookings, request payment of an invoice, follow up a quote, or follow up a set date after a job is completed.Streamline routine communication with clients, provide better service and generate more work, automatically.
Mailchimp Integration
Mail Chimp is a natural extension to ServiceM8 that will help you grow your business allowing you to keep in touch with your customers or increase your sales with targeted campaigns to your clients’ email. Or create a campaign to develop new Customers.
MailChimp helps you design email newsletters, share them on social networks and track your results. It has an easy drag and drop editor making it easy to add content and email your customers. Gather information from readers on your signup form and then send them news they find valuable.
Multi-user accounts allow you to grant different levels of access to your staff.
Access your MailChimp account from any device, and use the iPad app to compose and edit campaigns, even when you’re not online then allowing you to send them when you are connected again.
Use mobile signup forms to collect new subscribers at trade shows, conferences, and parties—even if you don’t have an internet connection.
Get started with ServiceM8 today…
Get 20 free job credits every month to use for your business by registering a new account on ServiceM8 through us.
Every month we select one new customer and give away an additional 100 free job credits if you register for ServiceM8 through us. Apply now using the form below or call us.
For more information about pricing, a quick demonstration or implementation please contact us using the form underneath or call us to set something up for you.
Call: 1300 76 9293 or +61 450 717 602
*register for a new ServiceM8 account through our link to receive free job credits.
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