SCALE PACK (Weeks 7-12)

Turn ServiceM8 Into Your Operations Engine

Automation + profit system + pipeline follow-up + retention + KPI cadence — built and implemented so your team uses it consistently (for businesses who have completed QuickStart).

OUTCOMES

• Reduce admin and chasing with automated customer comms + exception routing

• Faster quotes with margin protection + variation discipline

• Faster invoicing + fewer overdue invoices

• Repeat work engine (rebook reminders + segmentation)

• Owner dashboard cadence so improvements stick

For businesses already using ServiceM8.

Delivered in 4-6 weeks.

Fixed scope options.

Scale Pack is for you if:

• You’re using ServiceM8 but still doing too much admin manually

• Quotes go out, but follow-up and conversion are inconsistent

• Field team doesn’t complete jobs consistently (photos/notes/checklists)

• Invoicing is delayed, and overdue chasing consumes time

• You want repeat work (maintenance, rebooking, seasonal campaigns)

• You don’t have a simple weekly KPI routine to steer the business

If ServiceM8 is set up but not producing ROI, Scale Pack is the “make it work properly” phase.

What Scale Pack Delivers

Outcomes

• One consistent workflow across office + field

• Automated comms so the system runs without you

• Profit discipline built into quoting and variations

• Visibility: pipeline + cashflow + performance metrics

What’s included:

Module 1 — Profit System (Quoting + Variations)

• Pricing rules + bundles/options strategy

• Quote template rebuild + scope/exclusions standards

• Variation workflow (when to variation + template + approvals)

Module 2 — Automation System (Customer lifecycle)

• Confirmations, reminders, on-the-way, completion

• Invoice + overdue follow-ups

• Review request triggers

• Exception routing + internal alerts

Module 3 — Pipeline System (Follow-up + recovery)

• Quote follow-up cadence (Day 1/3/7)

• Lost quote reasons + recovery templates

• Lead source tagging + pipeline visibility

Module 4 — Retention System (Rebook + repeat work)

• Service intervals + reminder campaigns

• Segmentation (job type, asset type, commercial/residential)

• Seasonal follow-up templates

Module 5 — Management System (KPI cadence)

• Weekly owner dashboard (5–8 KPIs)

• Role scorecards (admin + field)

• Monthly review routine

Module 6 — Adoption lock-in

• SOP playbook pack + handover

• QA test (end-to-end flow)

• 30-day stabilisation review booked.

delivered in 4-6 weeks

Week 1: Profit system + quote structure

Week 2: Automation build (core lifecycle)

Week 3: Pipeline follow-up + recovery

Week 4: Retention + rebooking engine

Week 5: KPI dashboard + team standards

Week 6 (if needed): QA + adoption lock-in + refinements

Why maximum efficiency

Certified ServiceM8 Partner. Structured implementation. Real adoption across office + field.

• ServiceM8 Certified Partner

• Implementation-first

• Templates, automations and SOPs included

• Adoption lock-in + QA testing.

  
  

INVESTMENT

• Scale Pack Core: $4,500 - $6,000

• Scale Pack Pro: $6,500 - $8,500

What determines price: team size, number of services, complexity, integrations, commercial requirements.

faqs

• “Do we need QuickStart first?” → “Only if you’re new or the foundations aren’t set correctly.”

• “How long until we see ROI?” → “Usually within 2–4 weeks, with compounding gains after go-live.”

• “Can you guarantee results?” → “Results vary; we guarantee structured delivery.”

• “What if we already have templates?” → “We keep what works and upgrade what’s slowing you down.”

• “What if our team resists change?” → “We roll out simple standards and training so adoption sticks.”

• “What integrations do you support?” → “Accounting, lead capture, reviews, and reporting workflows.”

• “Is this the rebate?” → “No, Scale Pack is separate; rebate is for setup/training if eligible.”

• “How do we get started?” → “Book a Scale Review Call and we recommend the best-fit package.”

Ready to scale your ServiceM8 system?

We’ll review your workflow, identify bottlenecks and recommend the fastest path

(Scale Pack Core vs Pro + relevant add-ons)

testimonials