ServiceM8 Set Up and Support

WHAT IS SERVICEM8?

ServiceM8 is one of the most efficient off-the-shelf apps we recommend for trades and service businesses that travel to many short-term jobs.

ServiceM8 is a simple, end to end solution, from the client’s first call through to payment which allows business owners to take back control and work smarter with real-time communication between office, field staff and customers.

It is particularly suited to field services businesses from sole trader to 20 staff such as:

servicem8 will help you…

LET US HELP YOU GET EVERYTHING BACK ON TRACK

- QUICKLY AND EASILY

Receive 15% off your ServiceM8 subscription for the first 6 months.

SERVICES WE OFFER

How we can help…

Our Efficiency Consultants are ServiceM8 Certified Partners and highly experienced in supporting small business owners to identify the best system for their business and integrate their new system quickly, with minimal interruption and full training for your team.

Uniquely, we also offer ongoing Virtual Assistance for Sole Traders that don’t yet have office staff and would like support with scheduling their jobs and team.

Services we offer include:

• consultation - is ServiceM8 the right fit for your business?

• demonstration - let us show you how ServiceM8 works and the value it will bring to your team

• set up - whether you want to DIY with support or want the whole system set up for you, we will support you the whole way

• accounts integration - we can integrate your Xero, QuickBooks Online or MYOB software

• marketing integration - with your MailChimp email lists, Facebook page and website

• form creation - automate WHS compliance and customer enquiries

• knowledge base - train your team with standardised procedures quickly and efficiently

• training and support - whether you just starting out or want to take ServiceM8 to the next level, we will be with you every step of the way

• ongoing virtual assistance - support for scheduling your jobs.

SELECT A PACKAGE THAT SUITS YOU

Set Up Only - from $350+GST

Recommended business size: 1-3 staff.

For the business that doesn't have time to set up your own account but is happy to figure out the basics by yourselves.

Recommended Plan: Starter

What’s Included

• Account Creation | Backend Configuration

• Create Staff

• 1 X Invoice Template (up to 2 revisions)

• 1 X Quote Template (up to 2 revisions)

• Customised Job Categories

• Accounting Integration

Basic - from $950+GST

On the road in 2 days

Recommended Business size: 1-5 staff.

For businesses that want to get up and running quickly but don't have the time to figure it out themselves. We will set you up with the basics and show you how to use ServiceM8 so you can hit the ground running.

Recommended Plan: Starter or Growing

What’s Included

• Initial Consultation

• Account Creation | Backend Configuration

• Create Staff

• 1 X Invoice Template (up to 2 revisions)

• 1 X Quote Template (up to 2 revisions)

• Customised Job Categories

• Accounting Integration

• Basic Dispatch Staff Training

• Basic Field Staff Training

• 1 month Phone Support

Intermediate - from $1850+GST

On the road in 3 days

Recommended business size: 5+ staff.

For businesses that are well established but need to improve on your processes and want to get an in depth knowledge of the different areas of ServiceM8.

Recommended Plan: Growing or Premium

What’s Included

• Initial Consultation

• Account Creation | Backend Configuration

• Create Staff

• 1 X Invoice Template (up to 2 revisions)

• 1 X Quote Template (up to 2 revisions)

• Customised Job Categories

• Accounting Integration

• Basic Dispatch Staff Training

• Basic Field Staff Training

• Manager Training

• Accounts Training

• 1 X Custom Security Role

• 1 x Online Booking Form

• Set Up Badges

• 1 X Work Order Template (up to 2 revisions)

• 2 X Automations Setup

• Materials & Client Import

• Set Up ServiceM8 Inbox

• 1 month Phone Support

Power User - Customised and Comprehensive - from $2450+GST

On the road in 1 week

Recommended business size: 5+ staff with requirements for advanced features.

For businesses that are well established and have multiple forms and processes in place to help manage their business. They want to get the full ServiceM8 experience and make the most of ServiceM8's full range of features and capabilities.

We will get you fully set up and train you and your team how to use ServiceM8 so you can get back on the road within 1 week.

Recommended Plan: Growing, Premium or Premium Plus

What’s Included

• Initial Consultation

• Account Creation | Backend Configuration | Public Holidays | School Holidays | Closed Dates

• Create Staff | Set Up Schedules | Leave

• 1 X Invoice Template (up to 2 revisions)

• 1 X Quote Template (up to 2 revisions)

• 1 x Proposal Template (up to 2 revisions)

• Customised Job Categories

• Accounting Integration

• 1 X Custom Security Role

• 1 x Online Booking Form

• Set Up Badges

• 1 X Work Order Template (up to 2 revisions)

• 2 X Automations Setup

• Materials & Client Import

• Set Up ServiceM8 Inbox

• Recurring Jobs

• Job Templates

• Job Reminders

• Email and Text Confirmation Templates

• Checklists

• Forms Creation

• Services Set up

• ServiceM8 Phone Set up

• Advanced Dispatch Staff Training

• Advanced Field Staff Training

• Advanced Manager Training

• Advanced Accounts Training

• Advanced Dispatch Training

• 1 month Phone Support

Complex Form Creation

We can create a ServiceM8 form specifically customised for your business. This automation investment saves the business owner and team hundred of hours in meeting compliance deadlines and providing professional reports for your customers.

Recommended business size: All business sizes

ServiceM8 Setup Rebate for New Customers

The ServiceM8 Setup Rebate may be an option for you to consider if you are getting ServiceM8 set up for the first time. Although we can't guarantee you will receive the rebate, we can certainly support you in meeting the criteria for your best chance to receive the rebate. Please read the details here - https://www.servicem8.com/au/setup-rebate

Online Group Training and Q&A Session Membership

Recommended business size: All business sizes

What’s Included

Once your initial set-up project has been completed, subscribe to our Online Group Training and Q&A Sessions Membership for support, training, answers and suggestions to optimise ServiceM8 for your team.

Your team can quickly learn how to integrate the following ServiceM8 features to build a highly efficient business by joining our regular online training sessions. Each session starts with training and demonstration of a ServiceM8 feature followed by a time for questions. It is a great environment to learn from other people's questions. Bring your questions and exponentially increase your team's productivity and customer satisfaction, referrals and repeat business.

Simply jump onto the next scheduled Online Call to have all of your questions answered.

Recommended Plan: Starter, Growing, Premium or Premium Plus

Monthly Subscription

• $100+GST/month subscription - Sole Trader startup

• $200+GST/month subscription - Business Owner and Team Members.

Features Covered

Field Service Management

• All-in-One Job Management – Access client and job details anytime, anywhere.

• Complete Job History – View notes, photos, emails, and messages in one place.

• Checklists & Tasks – Ensure jobs are done right, every time.

• Photos, Videos & Signatures – Capture proof of work instantly.

• Live Dispatch Map – Track staff locations and make smarter scheduling decisions.

• Smart Search – Find past jobs in seconds.

• Built-in Navigation – Get directions with two taps.

• Technician Tracking – Monitor staff location and progress in real time.

Scheduling

• Drag & Drop Scheduling – Assign jobs in seconds.

• Real-Time Updates – Staff notified instantly of changes.

• Booking Windows & Reminders – Stay flexible and always on time.

• Instant Dispatch – Prioritize urgent jobs fast.

• Smart Booking Suggestions – ServiceM8 recommends the best times.

• SMS Booking Links – Let clients pick a time that works for them.

Quoting & Invoicing

• Instant Quotes & Invoices – Create and send on site.

• Online Quote Acceptance – Get faster approvals.

• Professional Templates – Beautiful, branded documents.

• Live Statements – Send clients an up-to-date view of all invoices.

• Quote Options & Proposals – Offer multiple choices to win more jobs.

• Automated Follow-Ups – Remind clients about quotes and payments.

Time Tracking & Payroll

• Billable Time Tracking – Check in/out of jobs with one tap.

• Shift Tracking & Timesheets – Simplify payroll.

• Smart Labour & Auto Timesheets – Accurate billing synced to Xero, MYOB or QuickBooks.

Payments

• On-the-Spot Payments – Process cards instantly in the field.

• Online Payments – Accept cards, Apple Pay, Google Pay, Microsoft Pay.

• Deposits & Pre-Payments – Secure upfront payments.

• Contactless Options – QR code, Tap to Pay, PayTo & PayByBank (region-specific).

Communication

• All-in-One Messaging – Email, SMS & replies saved to job cards.

• On-the-Way Texts & Arrival Tracking – Keep customers informed.

• Branded SMS – Send professional messages with your business name.

• Staff Chat & Activity Feed – Connect your field and office teams instantly.

Mobile Power

• ServiceM8 App – Full job, quote, invoicing & navigation tools in your pocket.

• Offline Access – Work without internet.

• Barcode Scanning, Forms & Photo Markup – Boost efficiency on site.

• Apple-Focused – Optimized for iPhone, iPad & Apple Watch.

Forms & Asset Management

• Custom Forms & Reports – Safety, compliance, inspections & more.

• Automatic Storage – All saved to the job diary.

• Asset Register & History – Track, maintain & report on client assets.

• Augmented Reality Tools – Locate assets and scan rooms in 3D.

Online Booking

• 24/7 Online Booking – Let clients book anytime.

• Intelligent Pricing & Scheduling – Auto-calculates costs and staff availability.

• Deposits & Pre-Payment – Secure bookings upfront.

Knowledge & AI

• Knowledge Base – Store & share procedures, videos, and tips.

• AI-Powered Tools – Draft quotes, invoices, emails & booking suggestions in seconds.

• AI Assistant – Voice-activated support for job management.

Add-ons & Integrations

• Automated Feedback & Reviews – Boost your reputation.

• Recurring Jobs & Reminders – Simplify contracts and repeat work.

• Job Costing & Supplier Imports – Stay profitable and efficient.

• Accounting Integrations – Xero, MYOB, QuickBooks Online & more.

• Zapier & API – Connect with 500+ apps.

Reports & Security

• Business Insights – Track jobs, revenue & profitability.

• Custom Reports & Exports – Get the data you need.

• Bank-Grade Security – Encrypted, backed-up, and protected with 2FA.

Flexible ServiceM8 Virtual Assistance

Need ServiceM8 admin support for your business but not ready to set up a full office and take on staff yet?

We can provide you with ServiceM8 Certified Australian Virtual Assistants to take calls, book jobs, schedule your team and keep things moving smoothly back in the office so you can be out on the road with your team keeping the jobs on track.

We have the flexibility to support you with as many or few hours as you need to get everything running efficiently and adapt as your business grows and needs change.

Contact us today for a customised package.

testimonials & case studies

contact us

Think ServiceM8 can benefit your business? Get your business systems set up to gain the competitive advantage and maximise productivity.

Receive 15% off your ServiceM8 subscription for the first 6 months.