QUICKSTART (Weeks 0-6)
Get set up with ServiceM8 fast & you may receive up to $2,000 in ServiceM8 account credit
Built for trade and service businesses.
Implementation & training 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. We implement quoting, scheduling, job workflow and invoicing so you actually use ServiceM8 properly.
What you’ll get in the first 30–45 days:
Faster quoting and approvals
Cleaner scheduling & dispatch
Consistent on-site checklists and photo evidence
Faster invoicing + fewer payment delays
Visibility on job profitability and staff performance
Partner QuickStart Implementation — $2,000 (inc. GST)
Designed to align with the ServiceM8 “Setup & Training Rebate” criteria.*
What’s included:
Business workflow mapping (how you quote, schedule, dispatch, bill)
ServiceM8 account setup & configuration (job categories, workflows, forms, automations basics)
Quoting & invoicing templates (pricing, line items, T&Cs, deposits)
Field workflow setup (checklists, photos, compliance notes, customer sign-off)
Payment & reconciliation setup (where applicable)
Team training (admin + techs) + go-live support
Rebate claim support checklist (what to submit + how to avoid common mistakes)
Who it’s for:
Trades & service businesses who want ServiceM8 running in under 6 weeks
Owners who want less admin + tighter job profitability
Teams who need consistent quoting and clean invoicing
How the rebate works:
Start your ServiceM8 account correctly - we’ll guide you
Purchase first-time setup and training with a Certified Partner (that’s us)
Pay the invoice(s) and submit the rebate claim within the required timeframe
If approved, ServiceM8 applies account credit against your subscription over time*
*Rebate is offered by ServiceM8 (not Maximum Efficiency). Eligibility conditions apply (e.g., new subscribers, claim timing, subscription method, and “account credit” structure). Approval and availability are at ServiceM8’s discretion. We’ll help you follow the steps, but we can’t guarantee approval.
How the rebate works
How to stay on the eligible path:
Start your ServiceM8 account correctly (use the Partner Link)
Complete setup & training with a Certified Partner
Pay your invoice(s)
Submit the claim with proof of payment within the required timeframe
If approved, credit is applied against your ServiceM8 subscription over time*
Common mistakes
Subscribing through the wrong channel (e.g., app store / certain third-party flows)
Missing the claim window
Invoices not clearly describing setup/training
Trying to claim after already being an existing subscriber.
CASE STUDY - solar electrician
The business owner/technician and team started capturing photo’s, job details, diagrams directly into the job on their mobile phones and tablets while on the job instead of trying to email everything to the office staff to save, name and upload to job folders. The saved the administration team 5-10 hour each week and provided real time access for all team members when they needed information specific to each job.
Scheduling and rescheduling became much faster and more flexible with real-time access. The field team could see exactly where and when they needed to be at all times. It made everything so much easier than the paper job run-sheets they were using. Technicians turned up on time. Confusion was eliminated.
what happens after you book?
We will send you an email invitation to your new ServiceM8 account. Please accept this immediately.
You will receive an email with your quote. Please accept the quote and you will receive your invoice. Please arrange immediate payment for your invoice in preparation for your first coaching session.
We will schedule in your 6 x 60 minute group Zoom calls - one per week for the next 6 weeks
Between each session, you and your Certified Partner will complete homework to move the setup forward
We will assist you in preparing your rebate application.
Why maximum efficiency
Certified ServiceM8 Partner. Structured implementation. Real adoption across office + field.
ServiceM8 Certified Partner
Listed in ServiceM8 Partner Directory
6-Week go-live plan
Templates + automations included
ServiceM8 Partners are certified to provide consultation, setup and training, and are assessed as competent with the ServiceM8 application. Maximum Efficiency is listed in the official ServiceM8 Partner Directory and helps businesses get ServiceM8 set up properly—fast—so teams spend less time on admin and more time on paid work.
What we deliveR
Quoting → scheduling → job completion → invoicing → payments built as a single workflow (not random features)
Templates + standards so every job is completed consistently (photos, notes, checklists, sign-off)
Automations that remove chasing (quote follow-up, booking reminders, payment follow-up, feedback)
Team training + adoption so the system sticks after go-live
Targets We Work Towards
Quote turnaround: 7 days → 2 hours
Time-to-invoice: 2 days → 1 hour
Admin time per job: 6 hours → 20 mins
Quote win rate: 30% → 90%
Implementation Promise: You’ll have a working end-to-end workflow live by the end of the program (quote → job → invoice), provided client inputs and approvals are supplied on time.
faqs
“Is it cash?” → “No, it’s ServiceM8 account credit, applied over time if approved.”
“Can I do this myself?” → “Yes, but most businesses lose weeks and build it wrong.”
“Do you guarantee the rebate?” → “We guide compliance; ServiceM8 decides approval.”
Ready to do this properly?
If you want the rebate path to stay clean, start via the Partner Link first.
