Feature Overview of ServiceM8

Feature-rich modern application  for Job Management specifically designed for Field Service businesses. The quality and extent of functionality, at an affordable price, is truly exceptional.

  • Create Quotes & Job cards
  • Schedule staff, track via GPS & view on map
  • Capture signatures, add notes & photo’s
  • Forms, custom checklists & tasks
  • Customisable inspection reports creation & issue pdf
  • Automatic reminder emails and SMS to clients for upcoming jobs
  • See Job activity/ diary history
  • Track Assets and service history
  • Recurring maintenance agreements management
  • Create online booking with dynamic pricing and embed in your website
  • Online Quote acceptance features for client approval
  • “Track my Arrival” to let customers know you are on your way.
  • Email forwarding for easy job creation
  • Sync with Xero, QBO & external calendar + many integration options & API
  • Offline access for field staff, in case of internet interruptions
  • Customer feedback add-on, to allow clients to rate their service experience
  • Advanced Reporting pack

Use Cases

  • Pool services
  • Plumbing
  • Electrical
  • HVAC
  • Cleaning service providers
  • Locksmiths
  • Pest control
  • Garden Services
  • Fire safety
  • Appliance repair shops

How we can help

  • Consultation & evaluation whether this app will work for your business
  • Full-service Initial set up including training
  • Ad-hoc assistance at hourly rates for a supported “DIY implementation” project
  • Add-ons implementations
  • Custom workflows set up using Zapier
  • Accounting integrations (Xero & Quickbooks)
  • Template customisations
  • Go-live support, on-call if any of your staff have challenges in that first critical week
  • Ongoing support, we can be at your back-and-call so that your staff can be there focusing on servicing your clients

We will get you set-up and trained-up in no time. We’ve worked with entrepreneurs and mid-sized businesses for many years and know the insides of business processes end to end. From the first call or marketing initiative to operational requirements in executing the work through to accounting and financial management of your business to ensure all those efforts flow through to the bottom line. We help you stitch it all together so that your business can run like a well-oiled machine. 

We pride ourself in providing a tailored hand-on service and don’t believe in a one size fits all approach. Se we’ll get out our toolkit, look under the hood of your business, and fine-tune all aspects of the workflow.

Lastly, training and support are central element, the software side is easy, what’s hard is change management, so getting all users comfortable with the new App is absolutely key. 

Simply put: we get it done! 

Next Steps

Let’s connect on Zoom and chat and get to know each other. I’ll be happy to take you through a Demo and answer any burning questions you might have.