Smart job management for small business, create quotes and invoices on the go.
What is ServiceM8?
ServiceM8 is a field service management app which empowers small business to thrive.
It’s a cloud-based Software as a Service (SaaS). Field staff use the software via a native app for iPhone, iPad and Apple Watch, and office staff can access the ServiceM8 dashboard via web browser on their Mac or PC.
With powerful communication and job management capability, and real-time visibility on job status and staff location in the field, ServiceM8 is designed to help businesses win more work, complete more work, and get paid faster.
ServiceM8 will help you:
- Take control of your business
- Save time
- Win more work
- Look professional
- Improve productivity
- Boost cash flow
- Wow your customers
- Improve communication between your staff and customers
- Adopt great business processes
Who it’s for
ServiceM8 is a perfect fit for field-based trades and services businesses working in industries which involve high turnover jobs, such as:
- Plumbers & Gasfitters
- HVAC technicians
- Refrigeration specialists
- Pest control
- Computer technicians
- Gardening & lawncare
- Fire safety
- Communications & cable installers
ServiceM8 is especially suited to small field service businesses - sole operators through to businesses with up to 20 staff.
Features & Benefits
- Manage jobs from start to finish.
- Schedule, dispatch, and communicate with field staff in real-time.
- Access all client and job details from the field - anywhere, anytime.
- Field staff have all the info they need to get the job done.
- Built-in checklists and job requirements ensure each job is done right the first time.
- Work with real-time communication between your office, field staff and customers.
- Email and message clients directly from the ServiceM8 app.
- Use text and email templates to provide a consistent and professional message to clients.
- Send On-the-way Text Messages to notify customers that you're on the way to the job.
- Automatically email or SMS clients about upcoming bookings.
- No matter where they are, all staff can view their schedules and job information.
- Use simple drag-and-drop functionality to schedule jobs to staff.
- Instantly notify employees of schedule changes with push notifications.
- Receive automatic reminders about upcoming bookings.
Quoting & Invoicing
- Create professional quotes and invoices in seconds.
- Print, email, SMS or even post them to your clients while standing on site.
- Use our quote and invoice templates, or design your own.
- Allow customers to view and accept your quotes online.
- Empower staff to invoice without giving them access to MYOB.
- Take payments anywhere directly through the ServiceM8 app, or allow your customers to pay online.
- Access a full history of work done for every client, including notes, photos, emails & messages - anywhere.
- Take photos or videos from within ServiceM8 and they’re automatically saved to the job.
- All forms, certificates, reports and documents are saved to the job diary for future reference.
- Use email, SMS, quote and invoice templates to provide a consistent and professional message to clients.
- Use customisable forms, like inspection reports or site safety assessments, and immediately turn them into professional PDF reports while on site.
- Instil great processes into your business, leading to improved customer service and satisfaction.
- Impress your customers with powerful client communication features.
- Run your business from your office or the palm of your hand.
- See job status and updates in real time.
- Access client and job details, view staff locations and schedules, dispatch jobs and generate quotes or invoices - wherever you are.
- Rely on automatic cloud-based backups on ServiceM8 servers.
- View job status and all staff locations in the field, in real time.
- See all your staff on a map to help you make smart dispatch decisions, without having to interrupt them with a call or SMS.
- Access daily reports on job activity, invoicing status and revenue.
- Get great visibility across your business, giving peace of mind that you’re in complete control.
- Integrate with MYOB Essentials, MYOB AccountRight Classic, MYOB AccountRight Live and MYOB Business.
- Sync clients, items, invoices, and payments to prevent double entry, and reduce administration efforts.