ServiceM8

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

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

Reasons for Choosing ServiceM8

Reasons for Switching to ServiceM8

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

This is what we DID like about the software: While it might be a negative for some people, we love the fact that this system is Apple only. This greatly simplifies training, deploying, and working with it. And of course it's all done on Apple's interface which is second to none. It handles everything a field service company needs, with the exception of inventory, and it USED to do all this very well. It empowers the techs in the field to complete a great many tasks that previously were assigned to administration. This includes job creation, quoting, invoicing and collecting. 2 years ago they launch a VOIP phone app and this was incredibly helpful and a real time saver. It integrates with Xero (our accounting package) and Stripe very well. It has a pretty good API so we are able to connect some useful 3rd party apps to further expand our possibilities, and it is genuinely intuitive.

Cons

That it no longer functions properly. A year ago that statement would not have been true. But today, in February 2023, it unfortunately is.

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

Reasons for Choosing ServiceM8

Reasons for Switching to ServiceM8