Does your Field Services business need an easy to use Job Management System?
Introducing ServiceM8
ServiceM8 is a cloud-based software platform that provides a range of tools for managing field service operations. It is designed to help small and medium-sized businesses streamline their workflows and automate their day-to-day operations.
ServiceM8 offers features such as job scheduling, job management, quoting, invoicing, time tracking, and more, all accessible from a web-based dashboard or mobile app.
With ServiceM8, field service businesses can track their jobs and employees in real-time, manage their customer database, and automate many of their administrative tasks. It is particularly popular among tradespeople, such as electricians, plumbers, and HVAC technicians, but can be used by any business that provides field services.
ServiceM8 integrates with a range of other software platforms, including accounting software like Xero and QuickBooks, as well as other tools like Zapier and Stripe. This makes it a flexible and customizable solution that can be tailored to meet the specific needs of different businesses.
Simple, affordable pricing
Plans start at
$9 AUD / Month
- 14 day free trial
- Free accounting integration
- Unlimited staff/users
- Unlimited storage
- 24/7 support
Beetle Digital is a ServiceM8 Partner
Beetle Digital are your Mackay, QLD based ServiceM8 integration experts. We work with small to medium businesses that need assistance in implementing 3rd party software applications including ServiceM8, website development, hosting, software and hardware sales.
Contact us for a consultation to see if ServiceM8 suits your business needs, and for setup and integration assistance.
Use our referral link to get 15% off your first 6 months with ServiceM8!
ServiceM8 has a HUGE set of features:
Field Service Management
Job Management
Access all client and job details from the field, anywhere, anytime. Field staff have all the info they need to get the job done.
Job History
Access a full history of work done for every client, including notes, photos, emails, and messages - anywhere.
Checklists & Tasks
Use checklists and task lists to ensure jobs are done right the first time, every time.
Photos & Videos
Take photos and record videos from within ServiceM8 and they’re saved instantly to the job, forever.
Signature Capture
Record proof that your customer is happy to proceed with a job or pay for completed work.
Dispatch Map
Visually see where your staff are in real time, to stay in tune and make better decisions.
Powerful Job Search
Bring up past jobs instantly. Search for anything from client name, job number or materials used.
Integrated Navigation
Get directions to the job site in two taps. Staff won't ever get lost again!
Technician Status
View live staff locations & job progress as technicians navigate to jobs & check in on arrival.
Scheduling
Drag-and-drop Scheduling
Simply drag new jobs onto the desired time and staff member to schedule them.
Access Anywhere, Anytime
Access to your business's full job schedule, wherever you are.
Schedule Updates
Employees are instantly notified of any changes to their schedule.
Allocation Windows
Allocate flexible jobs to a booking window rather than a specific time.
Instant Dispatch
Instantly dispatch urgent jobs by simply dragging the job directly onto the desired staff member.
Job Reminders
Automatic alerts remind you when to leave for your next booking, so you're always on time. It even calculates travel time.
Booking Confirmations
Send clients an email or text confirmation of their booking with a single tap, as part of the scheduling workflow.
Booking Suggestions
ServiceM8 will suggest booking times, which take into account staff schedules and leave, and allow for travel time from prior jobs.
SMS Booking Links
Easily coordinate booking times using SMS Booking links. Text the link and clients can choose a time that works for them & your business.
Quoting & Invoicing
Easy Invoicing
Create professional invoices in seconds, then email, text, print or even post them to your client while you're still on site.
Quotes
Create and manage quotes, and easily turn them into invoices once the work is done.
Online Quote Acceptance
Allow your customers to view and accept your quotes online.
Beautiful Templates
Select from our range of beautiful and professional template designs, which will include your logo automatically.
Live Statements
Automatically send clients a link to all outstanding invoices. The statement portal will update as invoices are paid, and new invoices added.
Quote Options
Produce several quote options and issue them to the client for online consideration and acceptance.
Bundles
Prebuild kits of labour and materials into preset 'Bundles' to streamline your quoting, invoicing & profitability.
Time Tracking
Billable Time Tracking
Easily check in & out of jobs to track your billable hours on site, and save this with the job's history.
Shift Time Tracking
Staff can clock on and off their shift directly in the ServiceM8 app, making payroll easier.
Auto Check In/Out
ServiceM8 can detect your arrival at your next job & automatically check you in if you forget.
Auto Clock On/Off
If staff forget to clock on or off their shift, ServiceM8 can assess their activity and do it automatically.
Smart Labour
Easily apply tracked time on site to a select labour rate, making charging for your time fast and accurate.
Auto Payroll Timesheets
Export staff timesheets to Xero, QuickBooks Online or MYOB to streamline your payroll.
Payments
Mobile Credit Card Processing
Simply type in the client’s credit card number and charge them on site. You’ll process the transaction then and there.
Online Invoice Payment
Email your customers an invoice that they can pay online via credit or debit card, or Apple Pay.
Apple Pay Support
Online bookings & invoices can also be paid via Apple Pay, Google Pay or Microsoft pay, making it easier to get paid.
Auto-Pay Recurring Jobs
Clients have the option to pay future Recurring Job invoices automatically when paying by card.
Contactless Payment
Present a QR code on screen for clients to pay on their own phone via Apple Pay or Google Pay, with nothing but your iPhone.
Communication
Email & Text
Email and message clients directly from ServiceM8, with all client communication saved to their job card.
Customer Replies
See all client communication on jobs, with customer reply emails automatically synced to ServiceM8.
Email & Text Templates
SMS and email templates save time and provide a consistent, professional message to clients.
On-the-Way Messages
Automatically SMS clients to notify them you're on the way to the job, with an estimated time of arrival.
Activity Feed
Communicate with all staff using a live activity feed - update everyone on housekeeping matters, ask advice or share tips and tricks.
Real Time
See real-time updates of job progress on site.
Two Way SMS
Activate a messaging portal with your branding for easy communication with clients via text. Customer replies save to the relevant job Diary in ServiceM8.
Staff Messaging
Use instant messaging in ServiceM8 to promote efficient communication between field & office staff.
Track My Arrival
Let clients track your progress towards their job address, keeping them in the loop & adding a professional touch to your customer experience.
Mobile
Powerful Mobile App
The ServiceM8 app has impressive communication, navigation, quoting, job management and invoicing capability, tailored for ease of use in the field.
ServiceM8 for Apple Watch
Receive and reply to staff messages from your wrist, keep track of how long you’ve been on site, and view job details at a glance.
Offline Access
Field staff can access all job information without internet connectivity, and any updates will automatically sync when connectivity is restored.
iPhone & iPad
Software designed for specific hardware means the app provides a seamless experience on both your iPhone and iPad.
Barcode Scanning
When adding materials to invoices, you can select Barcode Scan. Just hold the camera over the barcode and it will instantly scan.
Siri Shortcuts Support
Ask Siri for ServiceM8-related information, to perform specific tasks in ServiceM8, or open ServiceM8 directly to a specific view.
Photo Markup
Mark up job photos in the ServiceM8 iPad app, saved to the job Diary. Supports use with Apple Pencil.
Apple Exclusive
Solely focusing on the Apple platform means a fast, high quality and reliable app which keeps pace with your business.
Document Scanning
ServiceM8 will auto-detect and focus on a document, and once captured, crop the image to save to the job in a high-resolution PNG format.
AI Photo Tagging
The ServiceM8 camera's field of view is analysed in real time, and the captured image automatically tagged e.g. ‘Smoke Alarm’, ‘Switch’, ‘Shower’.
Diagrams
Draw & save diagrams through the ServiceM8 app, saved directly against the job record.
Latest iOS features
We take advantage of iOS feature updates faster, keeping the app and your business at the cutting edge of modern field service technology.
Voice Photo Tagging
Say “Tag Before Job” or “Tag After Job” prior to photo capture, and it will automatically apply the tag to that photo and any that follow.
AR Measure
Take measurements in virtual reality using the ServiceM8 camera, then apply them when developing quotes or completing forms.
Share to Facebook & Instagram
Share photos saved to a job straight into a new Facebook or Instagram post.
Forms
Professional PDF Forms
Create customized forms and reports to suit your business needs, such as inspection reports, certificates of compliance and safety assessments.
Simple to Complete
Simply working through a list of questions, staff can generate comprehensive and professional PDF reports while on site.
Easy to Build
Build forms in ServiceM8's online editor.
Flexible Question Types
Flexible question type options, photo questions, multiple choice, signature and more.
Conditional Question Skipping
Make your forms faster to complete but skipping questions that are not needed.
Form Checklist Item
Make forms a checklist item so staff don't forget to complete them.
Versatility
Build checklists, safety audits, site reports, inspections reports, industry certificates and more.
Automatic Storage
All forms, certificates, reports and documents are saved to the job diary for future reference.
Form Store
An online marketplace of ServiceM8 Forms, where you can browse and buy Forms for your business.
Asset Management
Catalogue Assets
Create client-owned assets or equipment, and save their location on site.
Complete Forms
Methodically complete installation, maintenance or inspection forms on assets with the Forms Add-on.
View Service History
Open past forms against an asset, and view past responses to the same Form questions.
Asset Register & Service Reports
Generate PDF reports of all assets serviced on a job, or of all assets listed against a client.
Locate in Augmented Reality
Scan one asset’s QR Code to view & locate all others on site in Augmented Reality.
Customer Asset Portal
Customers can scan asset QR Codes to view details & report an issue online.
Online Booking
24/7 Online Booking System
Enable customers to book your services online, day or night. Customers can request a quote or service, select a time, then book it straight into your schedule.
Intelligent Quoting
Teach ServiceM8 how you price your services. Answers provided by customers while filling out the form determine the price they’re quoted.
Smart Scheduling
Set which staff are capable of performing a particular service. ServiceM8 analyses their schedules when presenting possible booking times to customers online.
Deposits & Pre-Payment
Accept pre-payment as part of the booking process via card, Apple Pay, Google Pay, or Microsoft Pay.
Flexible Outcomes
Create general enquiry pages, on-site quote requests, or complete service booking forms for customers.
Facebook & Google
Track visits and conversions of your Booking Pages from sources linked to Google or Facebook tracking IDs.
Knowledge
ServiceM8 Knowledge
Capture your business knowledge. Record & save business expertise, tips & procedures in the form of Videos or Articles.
Accessible in the Field
Staff can search videos & articles in the app to troubleshoot jobs. Knowledge will be automatically suggested in new jobs if relevant.
Knowledge Sharing
When you or your staff take the time to capture & share knowledge, it will be posted to your ServiceM8 Activity Feed for other staff to see.
ServiceM8 Phone
Integrated Phone System
Provide great customer service, streamline call workflows, and drive productive outcomes from phone enquiries.
Work Remotely
Route business calls to multiple staff members, simultaneously. Staff can make & receive calls from anywhere on iPhone, iPad, or online.
Next-level Service
All team members get Caller ID for clients, can see their active quotes and work orders on screen, then action the call in ServiceM8.
Maintain One Number
Set outgoing calls from all staff to display your business number, so clients always know it’s your business calling.
Record & Transcribe Calls
Phone call recordings and transcripts automatically save to the ServiceM8 job card they’re related to.
Click to Call
Call clients with a single click from their job card, and instantly see a client's job history on screen when they call in.
Add-ons
Feedback & Google Reviews
Automate email & texts to clients requesting feedback, or invite them to leave a Google review.
Automation
Automate communication with your customers. Automatically follow up quotes, send booking reminders, or request invoice payment.
Convert Emails to Jobs
Convert email enquiries into new jobs with a single click. All information and attachments are saved straight into the job diary.
Recurring Jobs & Reminders
Simplify the management of repeat work and contracts. Create a job once and schedule it to recur at set intervals.
Auto-schedule Recurring Jobs
You can set ServiceM8 to routinely process and schedule all recurring jobs, automatically.
Job Costing
Quickly gauge how profitable a job will be while you're quoting, then see how much you made after the job is complete.
Markup Billing
Quickly set material and labour prices based on their cost plus a percentage markup.
Supplier Invoice Importing
Have supplier invoices emailed directly into a job, where you can add the cost straight to your invoice.
And Many More
ServiceM8 has many add-ons that extend functionality in specific areas, or assist certain industries.
Reports
Job Reports
Built-in and automated reporting on your business. See jobs by category, job status, backlog and win/lose rates, all at a glance.
Revenue Reports
Know your numbers and monitor your cash flow with reports on invoicing, job profitability, revenue by job category, and total revenue.
Feed Reports
Receive daily and weekly reports on job status, invoicing status and productivity, delivered directly into your activity feed.
Custom Reports
Create your own reports on jobs, revenue and profitability with the built-in report builder.
Job Data Export
Export data from your ServiceM8 account and generate custom reports of your own.
See the total hours a staff member was on shift, and review their start & finish times. Or, export to Xero, MYOB or QuickBooks Online.
Integrations
Xero
Sync clients, items, invoices, and payments with Xero, to avoid double entry & cut admin time.
Zapier - App Integrator
Build customised connections between ServiceM8 and over 500 other supported apps.
QuickBooks Online
Sync clients, items, invoices, and payments to QuickBooks Online, to avoid double entry & cut admin time.
Mailchimp Email Marketing
Daily syncing of all client emails in ServiceM8 with your MailChimp mailing list - just set and forget.
MYOB
Sync clients, items, invoices, and payments with MYOB, to avoid double entry & cut admin time.
Open API & SDK
Our Application Programming Interface (API) allows developers to connect ServiceM8 to third-party apps or software.
Security
Amazon Web Services
The ServiceM8 platform is hosted on Amazon Web Services, the world leader in cloud infrastructure.
Automatic Backups
Your account is automatically backed-up to cloud-based ServiceM8 servers in multiple locations around the world.
iPhone and iPad Data
In the event that one of your devices is lost or stolen, all data on your iPhone or iPad is encrypted.
Bank-grade Security
ServiceM8's servers are secured by SSL Certificates issued by Amazon, so all data transferred between users and ServiceM8 is encrypted.
Two-Step Authentication
An additional layer of security, requiring the entry of a code sent to your mobile device when you log in or perform certain actions.
Account Activity Log
A 90-day log of who is accessing your ServiceM8 account & when, and significant actions or changes.
Support
Email & Chat Support
Fast advice and answers to your questions with free email and live chat support.
Partner Network
Want to fast-track your setup? Our network of independent Partners specialise in ServiceM8 consultation, setup and training.
Help Centre
Whether you're just getting started, or looking to introduce advanced features, learn at your own pace in our comprehensive help centre.
Learning Roadmap
A structured series of videos & articles to help you get the most out of ServiceM8.
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