work<\/span><\/h3>\nWith professional quotes and better communication, you\u2019ll win more new work and earn repeat customers.<\/p>\n
<\/span><\/p>\nAutomate Tasks<\/span><\/h3>\nAutomate common tasks in ServiceM8 to save time, win more work, and get paid faster.<\/p>\n
<\/span><\/p>\nForms<\/strong><\/span><\/h3>\nGet staff or customers to complete simple forms as part of the job.<\/p>\n
<\/span><\/p>\nBooking Reminders<\/span><\/h3>\nAutomatically send e-mail\/SMS reminders to customers prior to scheduled bookings.<\/p>\n
<\/span><\/p>\nBadges<\/span><\/h3>\nBadges assist in passing critical job information from the office to staff in the field.<\/p>\n
<\/span><\/p>\nRecurring Jobs + Reminders<\/strong><\/span><\/h3>\nGet staff or customers to complete simple forms as part of the tasks done for the job.<\/p>\n
<\/span><\/p>\nServiceM8 Network<\/span><\/h3>\nEasily send and receive work orders and quote requests to any other business or sub-contractor even if they aren’t using ServiceM8.<\/p>\n
<\/span><\/p>\nOnline Booking<\/span><\/h3>\nAllows 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.<\/p>\n
<\/span><\/p>\nMailchimp Integration<\/strong><\/span><\/h3>\nMailChimp helps you design email newsletters, share them on social networks, and track your results.<\/p>\n
<\/span><\/p>\nZapier<\/span><\/h3>\nAutomatically connect your ServiceM8 to over 500 other software platforms using Zaps.<\/p>\n
<\/span><\/p>\nMYOB Integration<\/span><\/h3>\nMYOB 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.<\/p>\n
<\/span><\/p>\nXero Integration<\/strong><\/span><\/h3>\nSend 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!!<\/p>\n
<\/span><\/p>\nQuickbooks Integration<\/strong><\/h3>\nIntegrating ServiceM8 with QuickBooks Online allows you to sync customers, inventory and invoices to QuickBooks Online, saving you time and preventing double entry. <\/p>\n
<\/span><\/p>\nMultiple Work Locations<\/span><\/h3>\nEnables your business to have multiple office locations. Navigation assistance is then based on the closest location to the job to be serviced.<\/p>\n
<\/span><\/p>\nRecurring Jobs Auto Routing<\/strong><\/h3>\nAutomatically assign time and staff for Recurring Job bookings to minimise distance travelled.<\/p>\n
<\/span><\/p>\nStripe Payments<\/span><\/h3>\nAccept credit card payments online and in the field using ServiceM8 and your iPhone or iPad.<\/p>\n
<\/span><\/p>\niPhone Measuring<\/span><\/h3>\nYes, 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.<\/p>\n
<\/span><\/p>\nActivity Feed Reports<\/strong><\/h3>\nAutomatically 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.<\/p>\n
<\/span><\/p>\nStaff Leave<\/span><\/h3>\nSpecify times that staff are on leave, this will be displayed on the Dispatch Board Calendar and Staff Schedule.<\/p>\n
<\/span><\/p>\nServices<\/span><\/h3>\nSet 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.<\/p>\n
<\/span><\/p>\nPartial Invoicing<\/strong><\/h3>\nInvoice deposits and progress payments on partly completed work for long term jobs. <\/p>\n
<\/span><\/p>\nPayment Terms<\/span><\/h3>\nSpecify times different payment terms for specific customers so that your invoice due dates are always correct.<\/p>\n
<\/span><\/p>\nSimple Custom Reports<\/span><\/h3>\nCreate simple custom reports for your business.<\/p>\n
<\/span><\/p>\nEasy Job Allocations<\/strong><\/h3>\nA new way to schedule jobs without a specific booking date\/time. Simply drop jobs onto staff as urgent \/ morning \/ afternoon \/ anytime. <\/p>\n
<\/span><\/p>\nTime Sheet Sync<\/span><\/h3>\nSend staff clock-on \/ clock-off times to MYOB, Xero and QuickBooks Online as employee timesheets.<\/p>\n
<\/span><\/p>\nTrack My Arrival<\/span><\/h3>\nAllow customers to see staff arriving at jobs in real-time via SMS.<\/p>\n
<\/span><\/p>\nCustomer Feedback<\/strong><\/h3>\nAllow customers to easily give feedback\/testimonials about your business. <\/p>\n
<\/span><\/p>\nCalendar Imports<\/span><\/h3>\nImport staff free\/busy status from a Google, Office 365 or other iCal-compatible calendar.<\/p>\n
<\/span><\/p>\nExternal Calendars<\/span><\/h3>\nView your ServiceM8 schedule in Microsoft Outlook, Google Calendar, and on your Mac or iPhone.<\/p>\n
<\/span><\/p>\nAdvanced Reports Pack<\/strong><\/h3>\nExportable job and client reports for MS Excel users. <\/p>\n
<\/span><\/p>\nAdvanced Photo Branding<\/span><\/h3>\nControl how photos are branded before being emailed to clients and suppliers.<\/p>\n
<\/span><\/p>\nJob Costing<\/span><\/h3>\nDisplay cost and profit data so you can see how much you’re making on each job.<\/p>\n
<\/span><\/p>\niOS Contacts Sync<\/strong><\/h3>\nAutomatically sync your ServiceM8 customers to your iPhone\/iPad contacts. <\/p>\n
<\/span><\/p>\nJob Templates<\/span><\/h3>\nCreate job templates which can be used to easily book new jobs with pre-filled information, items\/services and more.<\/p>\n
<\/span><\/p>\nOffice 365 Integration<\/span><\/h3>\nIntegrate ServiceM8 with Office 365 to deliver ServiceM8 emails from your own email address and see them in your Sent items folder.<\/p>\n
<\/span><\/p>\nStaff Licence Numbers<\/strong><\/h3>\nAllow licence numbers to be added to staff, so they can be automatically used in forms and templates. <\/p>\n
<\/span><\/p>\nMargin Billing<\/span><\/h3>\nAdds Cost and Margin columns to the Quotes & Invoicing tab on the Job Card, so you can set costs per item on each job.<\/p>\n
<\/span><\/p>\nReece Pricelist<\/span><\/h3>\nAutomatically import your monthly pricefile from Reece Plumbing.<\/p>\n
<\/span><\/p>\nBPay Reference Number<\/strong><\/h3>\nAdd your BPay reference to documents that go out to clients. <\/p>\n
<\/span><\/p>\nZodiac Pure Solutions Pool Water Testing<\/span><\/h3>\nEmpowers staff and technicians with the confidence to recommend the best pool chemicals for their customers.<\/p>\n
*register for a new free trial ServiceM8 account through our link to receive free job credits.<\/p>\n
Some Features In More Detail<\/span><\/h1>\nCall Us Today To Book Your Free Demonstration <\/p>\n
<\/span><\/p>\nRecurring Jobs + Reminders<\/span><\/h1>\nRecurring Jobs<\/h3>\n
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.<\/p>\n
Reminders<\/h3>\n
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.<\/p>\n
Follow Up Badges<\/h3>\n
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\u2019s great way to provide better customer service and drum up extra business.<\/p>\n
<\/span><\/span><\/p>\nBadges<\/span><\/h1>\nBadges 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.<\/p>\n
<\/span><\/span><\/p>\nZapier & ServiceM8 Allow Amazing Things To Happen<\/span><\/h1>\nZapier 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 \u201ctriggers\u201d a certain action in another app. You can even trigger multiple actions in the one app, or across different apps.<\/p>\n
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 \u201cHigh\u201d or above when filling out a Job Safety Analysis form in ServiceM8.<\/p>\n
Triggers<\/strong><\/p>\nWe can set up certain events in ServiceM8 to trigger actions in other apps you\u2019re integrating ServiceM8 with. Triggers can be set as follows:<\/p>\n
\u2022 New job<\/p>\n
\u2022 New client<\/p>\n
\u2022 ServiceM8 form completed<\/p>\n
Actions<\/strong><\/p>\nThese ServiceM8 events can be triggered by events in other apps outside of ServiceM8.<\/p>\n
\u2022 Create job<\/p>\n
\u2022 Create client<\/p>\n
Browse Zapier<\/a> 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.<\/p>\n