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:
electrical
plumbing
horticulture and lawn care
handy man
pool care
towing
property services
roofing
painting
cleaning
pest control
HVAC
locksmiths
carpet care
mechanics
pet groomers
tiling
IT
If your business is:
feeling out of control
slow with quoting and invoicing
struggling with cash flow
slipping in customer service
needing increased productivity
drowning in paperwork
If your team is:
struggling to keep track
forgetting to invoice
losing paperwork
missing client appointments
desperate for work/life balance.
servicem8 will help you…
WIN MORE WORK
With professional quotes and better communication, you’ll win more new work and earn repeat customers.
COMPLETE MORE WORK
On average businesses using ServiceM8 complete 30% more work in the first 3 months.
GET PAID FASTER
Produce professional invoices in seconds and even take payment before you leave the job.
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 AccountRight & Essentials accounting packages
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 - $300
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 - $1200
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 - $1950
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
•Everything in Basic Package
• Manager Training
• Accounts Training
• 1 X Custom Security role
• Online booking form
• Set Up badges
• 1 X Work Order Template (up to 2 revisions)
• 2 X Automation setup
• Calendar Import
• Materials & Client Manual Import
• Set up Email Inbox
Power User - Customised
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 all the different functions available.
Recommended Plan: Growing, Premium or Premium Plus
What’s Included
• Everything from Intermediate package
• Advanced dispatch training
• Recurring Jobs
• Job Templates
• Forms Creation
• Services Set up
• ServiceM8 Phone Set up
Ongoing Phone Support
Recommended business size: All business sizes
Once your initial set-up project has been completed, we will provide you with ongoing phone support, training and optimisation recommendations to support your team to integrate ServiceM8 seamlessly into your business.
Recommended Plan: Starter, Growing, Premium or Premium Plus
What’s Included
• $300/month package - Sole Trader startup - up to 3 hours per month
• $500/month package - Team support up to 6 hours per month
• additional support - contact us today for a customised package.
Flexible Virtual Assistance Support
Need background 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
Electrician
An electrician engaged one of our Efficiency Advisors to support him in developing streamlined processes and procedures to manage the large volume of work he was receiving.
Solar Panel Maintenance
A Solar Care Professional starting up their new business heard about ServiceM8 from other tradies in their industry and how positive it had been for their businesses. He asked us to set up their account, integrate their accounting and marketing packages and create forms to streamline their WHS requirements and job reporting.
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.
