SERVICEM8 CERTIFIED PARTNER SET UP & SUPPORT
New to ServiceM8, or already using it?
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 30 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
Complete ServiceM8 Set Up & Integration
Recommended business size: All business sizes
What’s Included
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 the business owner.
Our ServiceM8 Certified Partners provide:
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.
Recommended Plan: Starter, Growing, Premium or Premium Plus
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.
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.
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. Ask our ServiceM8 Certified Partner for more information.
Receive 15% off your ServiceM8 subscription for the first 6 months.
Start your ServiceM8 14 day free trial today!
Online Group Training
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
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.
Start your ServiceM8 14 day free trial today!
