ServiceM8 Reviews

Pros

It allows us to Bill and keep track of employees and jobs all in one place

Cons

That is only available on Apple products

Pros

It is easy to use, affordable and customisation of quotes, invoice templates. Has some great features like client reminder emails/sms
Mobile app is great for field techs
Integration with Xero

Cons

Support is via chat only and they often don't know why errors/issues occur

Illogical features such as when you reply to a client enquiry in the inbox, all email replies will go to the inbox enquiry regardless of whether you have converted the job. This means manually copying and pasting all correspondence into the job which is a huge time waster

Reoccuring jobs are based on 24 hours not work hours of 8 or whatever your work hours are set to so when booking a job over several consecqutive days its appears in the calendar incorrectly which confuses not only the clients but also field techs. Needs to be changed to work hours for our specific business

Tutorials are often not updated to the curren version of SM8 so can be confusing

Some functions perform illogically

A lack of desire to implement improvements that would benefit many trade business'

Alternatives Considered

Tradify

Reasons for Choosing ServiceM8

Cost and mobile app functionality as well as customisable templates, customer reminder feature

Reasons for Switching to ServiceM8

I wish I had of looked at more alternatives in more detail

Pros

not much the customer service is so unless

Cons

use commusoft the service m8 customer service will cost you money on your customer

Pros

It's a completely joined up system and it has streamlined our back office operation. Customers love the notifications when an engineer is enroute.

Cons

We haven't encountered major stumbling blocks with ServiceM8. The only criticisms are that it is not as intuitive as I would have imagined and integration with Google Calendar could be better (an issue with Google Calendar apparently).

Alternatives Considered

Powered Now, Tradify and Fergus

Reasons for Switching to ServiceM8

We looked seriously at three other systems. All had their pros and cons but ServiceM8 stood out with many more features and integrations.

Pros

Our business is strictly a service that we provide with a couple variations. Starting out as a small business meant I could not afford starting to pay for user licenses I could not afford. This other mob I was deal with, my first month with a discount was suppose to be $6. I then got a bill for $21 for just one day of testing. Bugger that. It was not worth the time a day to argue.

Cons

The outside sales support can be pricey. If you know exactly what you want, you can keep the implementations costs down. Especially with training. you need to practice as much as possible during your trial period.

Alternatives Considered

Jobber, Simpro and Fergus

Reasons for Choosing ServiceM8

They were too expensive

Reasons for Switching to ServiceM8

The price, the google reviews. They were all pricy. One had bad google reviews. Another product was $140/month/user. They were so inflexible with the GST calculation. My company is a international multi level marketing company and I needed a consistent and in expensive standard.

Pros

Worked for a little whileease of use when working

Cons

No customer service numberSupport is extremely poor and slowThey try to direct you to external support people who charge for their service

Alternatives Considered

AroFlo, Simpro and Fergus

Reasons for Switching to ServiceM8

On paper seemed to fit the profile of what i needed. In practice, is a very poorly supported and executed software with very low level support, poor customer service, can be extremely slow at fixed issues (currently been waiting 6 months for job auto time tracking to work.

Pros

- The pricing structure is something that initially drew our attention. Instead of being per user it is a monthly fee (plus add-ons).
- The job scheduling is very easy to use and with a team scheduler add-on you can select multiple team members for the same job.
- the phone app is extremely useful. You can select to text a customer when you are on route (providing you've set it all up before hand).
- You can take payment in the field as well as invoices generating a link that customer's can click on to make payment. Payments are shown in the job diary.
- job diaries are autogenerated so you can see a good audit trail from creation to closure. You can add to existing jobs from the inbox feature.
- the network request add-on is really useful for our business where we use contractors who don't require a logon to our system but complete jobs on our behalf. We have set our templates up with forms and questions that need completion and when these are done it shows up on our portal which says time having to manually enter data in from emails.

Cons

- Sometimes the navigation functions can be time consuming. It would be handy to raise a job from within the client module window (i.e. when you open a client you can view current and past jobs but you cannot raise a new one and therefore have to go to dispatch board).
- It would be good to have a shortcut to raise a new job on the main menu rather than having to select dispatch board.
- the asset scanning only appears to work with purchase stickers from ServiceM8 (unless we haven't discovered correctly how to do this with other ones...)
- It is limited to IOS so we have had to purchase iPad minis to sync with our android devices.

Alternatives Considered

Joblogic, Eworks Manager, Tradify, WorkflowMax, Clik Service and Simpro

Reasons for Switching to ServiceM8

cost and functionality against other providers

Pros

It is a very well rounded software. Every year they add new features at no cost that improve the interaction with it.

Cons

Wish they mad a version for Android. Most of my team uses Android and we have to provide them with an Apple device in order to use the software.

Alternatives Considered

Jobber and mHelpDesk

Reasons for Switching to ServiceM8

Pricing, ease of use and features. The basics were there on Service M8. The other ones I would have to adjust them to my needs, but they were not designed for my need.

Pros

Very cost-effective, great tools and easy to use.

Cons

It is limited to only IOS devices only. They need to change that.

Pros

My favorite feature is the way you can send via email, a past due notice for your invoices and how easy it is to customize all email templates. Customize your quotes, estimates, invoices, past due invoices, and schedule the past due invoice notice date

Cons

Only that you can only schedule one follow-up past due invoice. I would like to send past due notices every 15, 30, 45 days and send demand for payment emails at 60 and 90 days and then a notice for collections notice at 112 days stating past due account goes into collection at 120 days - Then it is out of our hands -

Pros

Works offline.
Seems fairly simple.
Fast.
Plenty of features.
Should end up saving me plenty of time.

Cons

Im still a bit nervous about keeping important business data "in the cloud" in someone else's hands.

Pros

It seemed reasonable and fitting to my business

Cons

Arrogance.Discrimination.Not having cross-functionality.I DESPISE apple phones

Pros

The mapping features amazing. My ability to look over the large service area that we cover and see where jobs are is a great tool for us to improve our routes and become more efficient.
This software links flawlessly into my Xero account and make bookkeeping a breeze.

Cons

There appears to be some double entry issues that I wish were improved. When I enter a persons address, name, number as a Job Contact it would be nice to be able to then click a box to have that info transfer to other areas like Billing Contact so I don't have to re enter the same info. (this may be possible already and I just have not learned how to do it)

Pros

Too many to mention including ease of use in all aspects from booking work to sending invoices, storage of information, communication between workers and admin staff, can work anywhere where an internet connection is available, system availability (I don't remember a single outage in the 4.5 years we've been using it) and, of equal importance , support from the ServiceM8 support team who have always been quick to respond.

Cons

Not much, only that suggestions for change require votes from other users to lift the suggestion's priority before it is implemented. I have made some very useful suggestions to improve the product and frustrated as there is no support from other users but I suspect they are all too busy to look at them and therefore no change.

Pros

It works! It is simple and easy to use. The support is super stellar!!

Cons

iOS only, no equipment tracking.

Pros

The cost is per job and not per month/per user. As a small start up company this was a great way to keep our costs low, but still be able to function with several users. I love the custom templates which allows us to create our own paperwork. The form function is a great ad on which allows us to comply with Health and Safety requirements especially when we are dealing with larger companies on a sub-contract basis. The job components such as text message, tracking, photo tags are the things that set us apart from our competition. Our customers think we are wonderful. The new job cost module is a giant improvement and something we like to use.

Cons

It doesn't capture costs from supplier bills or purchase order, we have to do this through xero. Also inventory/stock is very basic. I have to do this through another program. Doesn't allow for booking of hours for quotations visit without affecting the job costing.

Pros

It provides small/medium size business an affordable job management solution. The software is constantly evolving and new features are being added and expanded upon. For people who are after an easy to use quoting, invoicing and job management software, it's hard to look past Servicem8.

Cons

Some of the features such as badges are a bit basic and feel like they could be fleshed out more. I've no doubt this will happen over time though.
iOS only for the phone apps leaves the android market out in the cold. Would love to see the software expand onto the android platform as well.

Pros

Easy to Use.
Affordably scalable.
Cloud based, mobile and desktop friendly.
Networkable.
Helps us keep great communication between field workers and customers in a way that puts us in a class above the rest.
Live tracking of field workers for both head office and customers.
Integrated 'Request a Quote' web button on our site that converts all the web-request form info into a SM8 job in an instant.
Support is fast, personal and determined to find or create solutions.

Cons

Features I find myself wishing for:
customisable fields for added data collection on jobs (e.g. a way of recording and reporting marketing information. We always ask, "Where did you find us?" but there's nowhere in SM* to record that information in a way that I can print a report at the end of each month to show where our advertising is working.)

Pros

The system gives us full visibility of all our jobs and how they are progressing. It provides our staff with instant access to the information they require to complete their work in a professional and timely fashion, and allows them to instantly invoice clients for completed work (and even take immediate payments), which dramatically improves our cashflow.

Cons

Can't think of any cons.

Pros

It provides a central record for everyone on the team, so if in doubt, stick it with the job (or client) record then nothing gets lost. It's cloud based, so no more server worries. It integrates with Xero. The support team are fast to respond and helpful.

Cons

Trying to make our own forms :(
No standard mark-up available for quoting
Quoting system doesn't really work for us

Pros

The fact that it is so simple to use. People with zero computer skills can log what work has been done, photograph it and create invoices.

Cons

It doesn't have an app for android.

Pros

ease of use on web page and iOS. quote, convert complete and invoice in the palm of your hand. Reporting details, custom set-up and calander interaction.

Cons

Searching within the app for current jobs. It could be the way I'm using it however when I search id like it to order in level of most recent.

Pros

Flexibility of being able to have multiple level logins.
Great real time messaging and being able to check photo's to help with tech supporting on road staff!
The ability to bill then and there and have your whole pricelist at the touch of your fingertips!

Cons

It would be great if you could tell if the staff member was checked into a job, by the job changing colour or have some sort of symbol on it to say it was being actioned.

Pros

The ease of use. The interface is very intuitive and easy to see things at a glance. Extremely easy to get our field technicians trained on it and they loved it the same day. A vast improvement over the old software we were using.

Cons

Two things I'd like to see improved about this software and then I don't think there'd be anything I don't like. I'd like to see a GPS timestamp of where our field techs are when they clock in and out of a job. Second I'd love if the job number from servicem8 did not overwrite my existing invoice number sequence in quickbooks but I'm not sure that's a quickbooks problem or a servicem8 problem.

Pros

The ease of operation and live up to date information.

Cons

Not being able to open up multiple jobs at once and also when a job is open it need to be bigger to see more of it on the screen