ServiceM8
About ServiceM8
Job Management
• Manage jobs from start to finish
• Access all client & job details in the field
• Ensure job quality & consistency with built-in checklists
• Capture electronic signatures
Communication
• Connect your office, field staff & clients
• Email & text clients directly from the app
• Save time with email & text templates
• Send On-the-Way text messages to clients
• Automate booking confirmations, reminders & follow-ups to clients
Scheduling
• View your schedule & job info, anywhere
• See a real-time map view of staff & job locations
• Dispatch urgent jobs, instantly
• Receive push notifications about schedule changes
• Get ‘next-job’ reminders to help stay on schedule
Quoting & Invoicing
• Create professional PDF quotes & invoices on site
• Email or text quotes & invoices to clients from the app
• Clients can view quotes & pay invoices online
Mobile & Online Payments
• Take card payments on site, through the app
• Send online invoices via email & SMS, supporting card payment
Digital Forms & Assets
• Complete digital reports, procedures & certificates on site, through the app
• Create custom forms for your business & industry
• Catalogue client assets & view their service history
Job History
• Access a full history of work done for every client
• Attach notes, photos, videos, emails & messages to jobs
• Automatic back-up & secure cloud storage
Accounting Integrations
• Connect to Xero, MYOB or QuickBooks Online
• Sync invoices & payments from ServiceM8
• Streamline invoicing, payments & accounting
CarPlay
• See your schedule, call clients & navigate to jobs directly from your vehicle’s CarPlay screen
Add-ons
• Extend ServiceM8’s functionality with a range of add-ons
Pricing
• A range of monthly plans to suit your business & requirements
• Plans bundle jobs, SMSs & add-ons into a single monthly price
• No contracts, setup fees, or ‘per-user’ fees.
• Unlimited users & storage
• 14-day free trial — create an account at www.servicem8.com
Support
• Free, 24/7 email & chat support
• Self-serve Help Centre with articles & videos
• Global network of ServiceM8 Partners offering setup services
Pricing starting from:
$0.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of ServiceM8
A better system for trades & services
ServiceM8 solves age-old issues experienced by field service businesses, transforming how you communicate and manage scheduling, jobs, staff & customers. ServiceM8 instils great process and workflows to help you get work, get it done & get paid.
Customer service
Better scheduling, automated reminders, integrated Caller ID, and templates for emails, texts, quotes & invoices ensure professional client communication & better customer service.
Productivity & efficiency
With fast quotes, automated communication, smart scheduling, integrated navigation & easy job documentation, you can win more work, complete it faster, and earn repeat customers.
Cash flow
With the ability to invoice & collect payment on site through the ServiceM8 app, or online, and set automated payment reminders to customers, your business gets paid as soon as possible.
Visibility & control
All job statuses, scheduling changes, staff locations & updates sync across the business in real time. Work from anywhere and run the business from the palm of your hand.
Central administration & record keeping
A central, cloud-based record of all client details, job history, notes, photos, quotes, invoices, forms & client communication, in one paperless system.
Lifestyle & Customer Success
Better processes, automations and the ability for staff to finalise jobs on site means business owners don’t need to work into the night on paperwork & invoicing.
This means you can rediscover a love for your job and the reasons you started your business, and create the lifestyle you want.
If business growth is your version of success, ServiceM8 provides a platform to help you achieve this.
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premises
Supported Languages
English
Pricing starting from:
$0.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of ServiceM8: 131
Alternatives
Klipboard
SimplifyEm
Joblogic
Housecall Pro
Reviews
Already have ServiceM8?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Small Service Business Gold
Reviewed on 02/08/2018
I have ServiceM8 open right now, and do most days. This is simply the best deal for the money....
I have ServiceM8 open right now, and do most days. This is simply the best deal for the money. Period.
Pros
I've tried multiple platforms for my small handyman/remodeling company. ServiceM8 is by far the best value for the money. Easy to use, Easy to setup and it integrates with QuickBooks. I use it every day and could not imagine keeping up with clients, contractors and jobs without it.
Cons
Only con -- it only works on Mac/IOs platforms. I completely understand why they've made this decision, but it is limiting. It's also feature-lite, if you need something beefy this may not be for you, but for a small business that only needs the basics, it's without equal.
- Industry: Restaurants
- Company size: 201–500 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Impeccable software
Reviewed on 07/02/2023
Pros
it's really fatanstic to use it. it saves me time. Plus it works offline. Has plenty of options that a small business needs
Cons
I deplore the fact that this software is not available on android.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Absolut arrogance, No Android capability
Reviewed on 23/01/2023
Can't interact. I have an android.
Can't interact. I have an android.
Pros
It seemed reasonable and fitting to my business
Cons
Arrogance.Discrimination.Not having cross-functionality.I DESPISE apple phones
Response from ServiceM8
Hey there Scott — the way the ServiceM8 mobile app is made specially for iPhone & iPad doesn't come from a place of "arrogance". It's 100% about making the best solution for our customers. We cover this in detail here: https://www.servicem8.com/apple-exclusive . But, if you don't like Apple products, there's no way around that, and we're simply not the solution for you, (and that's OK). Thanks, ServiceM8 Team
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
ServiceM8 - The best little piece of software ever.
Reviewed on 11/08/2016
After decades of experience implementing various business information systems, I have never before...
After decades of experience implementing various business information systems, I have never before had such pleasure working with such a fine product. ServiceM8 is not only exceptionally easy to use, the depth of functionality if mind boggling. The team at ServiceM8 have re-defined job costing and the ability to monitor job profitability. The average trades person is able to instantly review how job profitability is tracking without obtaining a degree in Accounting, nor spend hours late into the evening crunching numbers. As a Certified Public Accountant, I feel "Job Profitability" as calculated by ServiceM8 is more accurate than most small business accounting systems and definitely completely understandable by the average trades person.
Only a bean counter would talk about job costing first ! Job Documentation is easy, accessible, and comprehensive. Every important aspect of a job is literally instantly captured, organised on that specific job, under a client/site code and stored in the cloud for immediate, forever access by your office team, co-workers, or yourself when you need to recall it years from now. Documentation 'happens' with a few simple clicks on your iPhone - even while you're on the tools. How would a bean counter know - because I spend as much time on my tools as on the keyboard - just ask me about my Festools ! As a real life example - ServiceM8 job documentation was presented to an enormous international product supplier after my claim of product failure while the company claimed user fault. That product has now been removed from the market - worldwide and that company is providing complete support following their failure. What is job documentation - photos, notes, check lists, forms, documents, tracking/co-ordination of sub-contractors and virtually anything you can upload.
Quoting and invoicing a job is easier, better, and faster than any accounting system we've reviewed. We're not suggesting the elimination of the accounting system - it's still a necessary team member - just front end the accounting system with seamless - almost magical direct integration.
And of course scheduling click click, drag - drop .... need I say more?
Pros
Job Documentation. Efficiently created - conveniently organised - instantly accessible now and forever.
The ServiceM8 "job" can house virtually everything which should be stored away about a job - The documentation can and should include everything from inception to completion - and everything in between. The owner of one of our clients commented "If you were here yesterday - you would have saved me $5,000". Had a simple photo of the site been stored against the job BEFORE starting work, his team could not have been blamed for pre-existing damage.
During the job, plans, quotes, drawings, product information, permits, health and safety forms can all be just a click away for reference. Communications with the customer - all recorded on the job - No more "I didn't receive that" ...... well someone opened the email at a documented time and date .... who might that have been ?
Job Completion - nothing better than a photo - stored away safely in the ServiceM8 cloud.
Most trades rely upon sub-contractor. Get a quote, send task lists, required contracts/documents by the sub-contractor - All via your ServiceM8 account with or without you sub contractor using a ServiceM8 account. All of the sub-contracted work is documented within the job.
Cons
Purchase Orders. We need the ability to accommodate the trades person who calls into the trade shop on the way to a job site for necessary job materials. I'd like to see the ability to snap a photo of the purchase order, store the transaction against the job, capture transaction details via OCR, post the transactions to the job, and pass the pending transaction to the integrated accounting system.
This is not necessarily a 'con' - it something additional that I feel should be there to expand the functionality - Wish list stuff - With a development team like the crew at ServiceM8 - there is absolutely no doubt in my mind they'll deliver - more than likely something even better than my concept.
- Industry: Facilities Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great software for the service Industry
Reviewed on 11/08/2016
I do save a lot of time since i started using ServiceM8 and generally are getting paid faster. One...
I do save a lot of time since i started using ServiceM8 and generally are getting paid faster. One client said the other day when i had finished, great work send your invoice if you haven't already. I said on its not done yet but was by the time i drove away. Later that night i saw that the invoice had been paid. How good is that. With all that being said, like every peace of software out in the market its not perfect and it wont suite everyone but with the way this company has it structured it can cost you nothing to try it for months whereas most only give you 14 days. I reckon if your products good and suites the user it will sell its self and you don't need to force someone into a contract when they may not be ready. Integration with MYOB my current account program is great as it updates my inventory and sales and customer areas so i don't have to do any adjustment. Using bank feeds in MYOB you easily make the invoice as paid and the information is sent back to ServiceM8 tell it the job has been paid. If i add new inventory items in MYOB they appear in ServiceM8 ready to be booked out when the job is finished. ServiceM8 has engaged Strip as a payment gateway for credit card payments, I have only just started to use this feature, my first credit card customer the other day did it online when he received the invoice. The only thing wrong is there appears no way to add on the transaction fee. May need to tweak our charges if lots of customers start taking this method up. Good though as there is on monthly fees only the transaction fee so if its not used these no extra overhead. ServiceM8 has quite a few add-ons some free some for a small charge but very manageable. I'm about to work with their Forms as i am getting a fair amount of compliance reporting jobs now and see that my old paper forms don't cut it time wise. Support from ServiceM8 has always been great, submit a service ticket and the response is very quick compared to others that i can't mention. This is one piece of software I have no problem recommending to anyone in the service or small job area and some larger jobs too.
Pros
There are two great features that made me go with ServiceM8.
1/ As a sole operator (at the moment) the cost per month was fantastic as i was only paying for what jobs i could do in the month. Some other programs have a flat cost per month that covers x number of users, this is fine if you already have a fleet of vans on the road but can be a serious cash flow problem when your on your own.
2/ The ability to customize your invoices and quotes so they are how you like. I do a variety of small installation and service work and i track inventory, now in order to get the job total price i insert items into the invoice and use the free-form details area to wright what was done then when i produce the invoice for the client they see the worded details of what was done ant the total amount owing.
Since using ServiceM8 for over a year now it has really changed the way i work with jobs. The fact that ServiceM8 keeps everything for a job with a job for every is going to be fantastic. Only yesterday i had a call from a company i did a quote for just over a year a go, i had marked this quote as unsuccessful, he gave me the quote number put it in the search box and up came the quote, revised the price and re-emailed all in less than 15 minutes. Much better than the old days.
Cons
Probably the most cumbersome feature i have found but still use it. Partial invoicing allows me to do progress invoicing on the larger job that go for several months and i need to invoice the client at the end of each month.
Another thing i wasn't happy with at the beginning was that the app only works on iPhone / iPad but once i bit the bullet and brought an iPad (everyone needs a toy) I soon found it totally worth it in lots of ways.
ServiceM8 FAQs
Below are some frequently asked questions for ServiceM8.Q. What type of pricing plans does ServiceM8 offer?
ServiceM8 offers the following pricing plans:
- Starting from: $0.00/month View Pricing Plans
- Pricing model: Free Version, Subscription
- Free Trial: Available
Five capped plans to choose from to suit your business size & requirements. Unlimited users for one monthly price. Plans bundle job credits, SMS credits & add-ons into a single monthly price for your business. No contracts, setup fees or 'per-user' fees. 14-day free trial.
Q. Who are the typical users of ServiceM8?
ServiceM8 has the following typical customers:
Self Employed, 2–10, 11–50
Q. What languages does ServiceM8 support?
ServiceM8 supports the following languages:
English
Q. Does ServiceM8 support mobile devices?
ServiceM8 supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does ServiceM8 integrate with?
ServiceM8 integrates with the following applications:
Deputy, Google Calendar, MYOB Business, Mailchimp, Microsoft 365, QuickBooks Online, Stripe, Workato, Xero, Zapier
Q. What level of support does ServiceM8 offer?
ServiceM8 offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat
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