About ServiceM8

ServiceM8 is the app for trade contractors & service businesses, such as plumbing, electrical, HVAC & refrigeration contractors, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the field. ServiceM8 is a job, staff & client management solution, with everything to run your day-to-day in one place — digital job cards, scheduling, quotes, staff locations, client emails & texts, job notes & photos, online bookings, forms, asset management, invoicing & payments. You’ll eliminate paperwork, get more jobs done, provide amazing service & get paid faster. Field staff use the ServiceM8 app for iPhone & iPad. Office staff use this ServiceM8 for Desktop app. 14-day free trial! Go to www.servicem8.com to create your account, then log in on ServiceM8 for Desktop and the iOS app. Who is ServiceM8 for? ServiceM8 is ideal for contractors & service businesses with a high-turnover of short jobs, ranging in size from sole operators up to 20 staff. Industries such as: • Plumbing • Electrical • HVAC & Refrigeration • Pest Control • Appliance Repair • Locksmithing & Security • Cleaning • Pool Care • Lawn & Garden Care • IT • Property Maintenance • Fire Protection • Carpet & Flooring 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
ServiceM8 Software - Smart job management
ServiceM8 Software - See staff & job locations
ServiceM8 Software - Work smart with digital job cards
ServiceM8 Software - Save notes, photos & signatures
ServiceM8 Software - Take card payments with nothing but your iPhone
ServiceM8 Software - Quote & invoice on site
ServiceM8 Software - Smart job management - thumbnail
ServiceM8 Software - See staff & job locations - thumbnail
ServiceM8 Software - Work smart with digital job cards - thumbnail
ServiceM8 Software - Save notes, photos & signatures - thumbnail
ServiceM8 Software - Take card payments with nothing but your iPhone - thumbnail
ServiceM8 Software - Quote & invoice on site - thumbnail

ServiceM8 pricing

ServiceM8 does not have a free version but does offer a free trial. ServiceM8 paid version starts at USD 9.00/month.

Starting Price:
USD 9.00/month See pricing details
Pricing Details:
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. View Pricing Plans
Free Version:
No
Free trial:
Yes

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ServiceM8 Reviews

Feature rating

Value for Money
4.8
Functionality
4.4
Ease of Use
4.6
Customer Support
4.6
5 reviews of 290 View all reviews
Timothy S.
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 12/12/2017

I love this product. I am a daily user and use it for all of my online invoicing for my...

A real time-saver and great for monitoring all invoice statuses -

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 -

Katherine B.
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 20/05/2019

A must have for trades

We have only been using the platform for a month

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
Lauren M.
  • Industry: Facilities Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
3
Ease of Use
4
Customer Support
3

3
Reviewed on 11/08/2016

Needs More Customer Focus For Future Improvement

Overall it has great features but lacking one major feature for us which would cut down our admin time for invoicing and that is batch invoicing. Customer service unable to help with timelines for this upgrade or indication if it will be implemented?

Pros

Stability in remote areas where signal is poor, Servicem8 holds up and we've tried them all

Cons

Invoicing more than one job for one client during the month, no ability to combine jobs into one invoice? Feature requested in 2012 for batch/bulk invoicing and still nothing....

Julio e M.
  • Industry: Consumer Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 04/05/2019

Best Service Managing software I have used!

Ease to schedule, invoice, quotes and payments.

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.
Dan B.
  • Industry: Management Consulting
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 11/08/2016

ServiceM8 - The best little piece of software ever.

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.

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