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Xero vs ServiceM8 Comparison

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Overview

Category Leaders

Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation, inventory,...

Category Leaders

ServiceM8 is a job, staff & client management solution, with everything to run your day-to-day in one place — digital job...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

12

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

9

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.3

2.2K

5

4

3

2

1

1.2K

604

192

58

76

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

4.7

292

5

4

3

2

1

208

74

6

3

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

Pros

I love the app and gives me accounting on the go. Helps me track invoices and profits with ease.
The ease of use and reputation are by far the greatest part of this product. In addition to this, the range of potential integrations is fantastic.
Really easy to submit expenses, categorise them and check the progress of you submitted expense - super easy to do all from the app.

Pros

Intuitive but very powerful but when you do need help their support team is ready and able. There are so many options it is best to just click on everything.
Has been great, with great help when needed , i highly recommend this software to any business that wants to have sucsess.
Thank you for being so helpful and taking feedback in order to continue assisting us in providing services that we require. Customer service amazing.

Cons

There are no delivery notes/packing slips. They tout a "workaround" but be warned, it's exactly 10 extra clicks so it's really not an option if you need this feature.
Our main complaint is that Xero stopped doing payroll in 2018, so now you have to pay an additional fee to a payroll processor such as Gusto.
Changing accounting software from Xero is a horrible experience. They make it very difficult to pivot to other software.

Cons

Missing intervention features and worst of all is the lack of customer support and development forthcoming.
But when you find issues, you will be ignored by ServiceM8.
Since then the only contact I've had was after I complained every 2 weeks that we'd heard nothing and more duplicates were being created.
  • Vendor responds to reviews
  • Last review6 days ago
  • Vendor responds to reviews
  • Last review25 days ago

Key features

  • Total features173
  • "What If" Scenarios
  • 401(k) Tracking
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Asset Accounting
  • Asset Tracking
  • Attendance Tracking
  • Audit Trail
  • Automated Quoting
  • Automated Scheduling
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Barcode / Ticket Scanning
  • Benefits Management
  • Billing & Invoicing
  • Billing Portal
  • Booking Management
  • Budgeting/Forecasting
  • CPA Firms
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Cash Flow Management
  • Cash Management
  • Cataloging/Categorization
  • Check Printing
  • Check Processing
  • Check Writing
  • Checklists & Inspection
  • Client Management
  • Client Portal
  • Communications Management
  • Compliance Management
  • Confirmation/Reminders
  • Consolidation/Roll-Up
  • Construction Breakdowns
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Core Accounting
  • Cost Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Currency Conversion
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Debit/Credit Card Processing
  • Digital Signature
  • Direct Deposit
  • Discount Management
  • Dispatch Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Dunning Management
  • Duplicate Payment Alert
  • Electronic Forms
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Templates
  • Employee Management
  • Equipment Maintenance
  • Estimating
  • Expense Claims
  • Expense Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Storage
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For AEC Industry
  • For Accountants
  • For CPA Firms
  • For Government
  • For HVAC Companies
  • For Locksmiths
  • For Pest Control Companies
  • For Plumbing Industry
  • For Real Estate
  • For Religious Organizations
  • For Restaurants
  • For Schools
  • For Small Businesses
  • Forecasting
  • Fraud Detection
  • Fund Accounting
  • GPS
  • General Ledger
  • Geographic Maps
  • Historical Reporting
  • Hourly Billing
  • Image Capture
  • Income & Balance Sheet
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Kitting
  • Location Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Monitoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multi-Location
  • Multi-State
  • Nonprofits
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Online Time Clock
  • Order Management
  • Order Processing
  • Order Tracking
  • Overpayment Processing
  • Overrun Reporting
  • Partial Payments
  • Payment Collection
  • Payment Collection in the Field
  • Payment Processing
  • Performance Metrics
  • Pest Activity Tracking
  • Predictive Maintenance
  • Preventive Maintenance
  • Price / Margin Management
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Identification
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Time Tracking
  • Property Layouts
  • Purchase Order Management
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Appointments
  • Recurring Invoicing
  • Recurring Orders
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Reminders
  • Remote Access/Control
  • Reorder Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Retail Inventory Management
  • Revenue Recognition
  • Route Optimization
  • Routing
  • SMS Messaging
  • Sales Reports
  • Sales Tax Management
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Service History
  • Shipping Management
  • Sourcing Management
  • Spend Management
  • Staff Management
  • Status Tracking
  • Stock Management
  • Supplier Management
  • Task Management
  • Task Scheduling
  • Tax Calculation
  • Tax Management
  • Technician Management
  • Template Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Transaction History
  • Trust Accounting
  • Vacation/Leave Tracking
  • Vendor Management
  • W-2 Preparation
  • Wage Garnishment
  • Warehouse Management
  • Work Order Creation
  • Work Order Management
  • Workflow Management
  • Total features110
  • "What If" Scenarios
  • 401(k) Tracking
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Asset Accounting
  • Asset Tracking
  • Attendance Tracking
  • Audit Trail
  • Automated Quoting
  • Automated Scheduling
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Barcode / Ticket Scanning
  • Benefits Management
  • Billing & Invoicing
  • Billing Portal
  • Booking Management
  • Budgeting/Forecasting
  • CPA Firms
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Management
  • Cash Flow Management
  • Cash Management
  • Cataloging/Categorization
  • Check Printing
  • Check Processing
  • Check Writing
  • Checklists & Inspection
  • Client Management
  • Client Portal
  • Communications Management
  • Compliance Management
  • Confirmation/Reminders
  • Consolidation/Roll-Up
  • Construction Breakdowns
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Core Accounting
  • Cost Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Currency Conversion
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Debit/Credit Card Processing
  • Digital Signature
  • Direct Deposit
  • Discount Management
  • Dispatch Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Dunning Management
  • Duplicate Payment Alert
  • Electronic Forms
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Templates
  • Employee Management
  • Equipment Maintenance
  • Estimating
  • Expense Claims
  • Expense Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Storage
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For AEC Industry
  • For Accountants
  • For CPA Firms
  • For Government
  • For HVAC Companies
  • For Locksmiths
  • For Pest Control Companies
  • For Plumbing Industry
  • For Real Estate
  • For Religious Organizations
  • For Restaurants
  • For Schools
  • For Small Businesses
  • Forecasting
  • Fraud Detection
  • Fund Accounting
  • GPS
  • General Ledger
  • Geographic Maps
  • Historical Reporting
  • Hourly Billing
  • Image Capture
  • Income & Balance Sheet
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Kitting
  • Location Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Monitoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multi-Location
  • Multi-State
  • Nonprofits
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Online Time Clock
  • Order Management
  • Order Processing
  • Order Tracking
  • Overpayment Processing
  • Overrun Reporting
  • Partial Payments
  • Payment Collection
  • Payment Collection in the Field
  • Payment Processing
  • Performance Metrics
  • Pest Activity Tracking
  • Predictive Maintenance
  • Preventive Maintenance
  • Price / Margin Management
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Identification
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Time Tracking
  • Property Layouts
  • Purchase Order Management
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Appointments
  • Recurring Invoicing
  • Recurring Orders
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Reminders
  • Remote Access/Control
  • Reorder Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Requisition Management
  • Retail Inventory Management
  • Revenue Recognition
  • Route Optimization
  • Routing
  • SMS Messaging
  • Sales Reports
  • Sales Tax Management
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Service History
  • Shipping Management
  • Sourcing Management
  • Spend Management
  • Staff Management
  • Status Tracking
  • Stock Management
  • Supplier Management
  • Task Management
  • Task Scheduling
  • Tax Calculation
  • Tax Management
  • Technician Management
  • Template Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Transaction History
  • Trust Accounting
  • Vacation/Leave Tracking
  • Vendor Management
  • W-2 Preparation
  • Wage Garnishment
  • Warehouse Management
  • Work Order Creation
  • Work Order Management
  • Workflow Management

Integrations

  • Total integrations1209
  • Adobe Commerce
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Microsoft 365
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations32
  • Adobe Commerce
  • Authorize.Net
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Microsoft 365
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online Advanced
  • Quickbooks Online
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ServiceM8 logo

ServiceM8

Service M8 Review

Reviewed 6 years ago

Extremely happy with service m8, very helpful support desk who have helped me set up my account. Each time I have contacted them I've had a response within minutes. I've also found there online help desk very helpful. So far we have had no problems and would highly recommend other small businesses especially trades to try it!

Pros

Simple, integrates with Xero.

Cons

Would like to it to have more features on the app.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ServiceM8 logo

ServiceM8

Amazing and easy to use app

Reviewed 6 years ago

This app has made my life easier and it is cost effective. We are now more profitable as a business

Pros

Simple. GPs location andink to google maps. Xero connection

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

ServiceM8 logo

ServiceM8

Value job management software

Reviewed 6 years ago

Before using SeviceM8, we had to rely on several different apps in order to manage our business. This always caused confusion and information got lost. With ServiceM8 we have our job management sorted. Job description, location services, pictures, timesheet, one-way-calendar sync, JSA's, all under one app. Job well done.

Pros

Ease of use. Lots of add-ons, integration into XERO.

Cons

Following items I would love to see in this order - purchase orders out of job, for field staff as well as office staff - add pictures from camera - 2-way sync for calendar - lodging of holiday requests

Vendor response

Hi Garry, Thanks for your review! You can actually add pictures from your camera roll by pressing and holding the 'Photo' job action. Thanks, Darren

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ServiceM8 logo

ServiceM8

Simply great

Reviewed 6 years ago

Started a bit concerned but support great from partners as TradiePad more help the easier it gets, improvements come regularly which is helpfull

Pros

Mobility

Cons

Still need Xero or MYOB to do accounts with it would be great if all encompassing

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

Share this review:

ServiceM8 logo

ServiceM8

Lots to like..but when you find issues, you will be ignored by ServiceM8

Reviewed 2 years ago

Overall, the software is pretty good; it covers a lot of ground and addresses a few of the pain points. There are glitches and no software is perfect but that's not really our issue. Our problem is the lack of customer service you receive when there are issues. Last year, over the space of 6 weeks we had 92 duplicate jobs appear in our calendar. Confused the team and was a tedious pain to find & remove...

Pros

- Integrates with Xero...limited merge fields but enough to make it work - GPS & time tracking - Service reminders

Cons

- Zero followup or support when reporting glitches - Dispatch board gets very buggy and sometimes won't render correctly on desktop - On the CRM side, you need to memorise where you can edit things without it glitching e.g. you can't change payment terms via editing a client found in global search, updating a client doesn't update the recurring job - you need to also update the template...double handling, if you try to edit/add contacts or change their role from the client page it will fail to pull these into a new job.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

ServiceM8 logo

ServiceM8

Greate software for the trade

Reviewed 6 years ago

Servicem8 has given me the ability to manage my jobs in an environment where we have a high volume of jobs, in various status, at any one time.

Pros

It gives us the ability to keep a full history of our jobs, including notes, photos, quotes and invoicing. It intergrates seamlessly into Xero for financials

Cons

There are a few features missing that would be really useful for my business.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ServiceM8 logo

ServiceM8

Swimart Somerton Park

Reviewed 6 years ago

Easy to use, quoting and invoicing is made easy, keeping track of jobs and service technicians. The clocking in and out of jobs helps us for invoicing time on site and also deal with customer queries and complaints, we are able to log back into job and answer any onsite questions about time spent on site, photos help when we need to order parts etc. and notes about what was done on site. Fanstastic.

Pros

sms clients to let them know we are on out way, ease of communicating with our techs out on the field, invoicing straight to xero.

Cons

not able to delete all the existing materials as a lot of it is wrong or doubled up. Would like to deleted all the data and reload again.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ServiceM8 logo

ServiceM8

Wow! Wow! Wow!

Reviewed 2 years ago

We were able to integrate ServiceM8 with Xero very easily. Every time I’ve had issues, I can get on the chat and get help within minutes.

Pros

This field software program is exploding with features - so many of them that we will probably never utilize them all!

Cons

Since this is an online field software program, occasionally the techs have problems figuring out what to email the customer when they are out in the field from their iPads.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

ServiceM8 logo

ServiceM8

Great software

Reviewed 6 years ago

After about a day of playing with the software. we are up and running and happy. The fact that it works with my accounting software is a bonus.

Pros

I am still new to the software, but the software is easy to use. I love the fact we do not have to worry about backups, let ServiceM8 deal with that. Exports to Xero.

Cons

I would like to be able to add a few custom items to the job files, not just notes.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ServiceM8 logo

ServiceM8

Servicem8 has streamlined our business immensely

Reviewed 6 years ago

We are a service business and have found quoting through to invoicing is sooo much easier with Servicem8.

Pros

- Easy to use and the search function (when working well). Also the ability to accept CC payments via stripe and push invoice details through to Xero. - Pricepoint is good and encourages businesses to utilize more areas.

Cons

- Lack of training videos. - Also difficult to work out how to update out job card for other 3rd party contacts. - Converting an email to a job seems to have changed for the worse and is much more difficult now! - It would be great to be able to oncharge a the service fee for Credit cards in the invoicing template, e.g. if the cc link is used you can set an automatic percentage amount to be added on. ie 1% or a set $ amount.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

ServiceM8 logo

ServiceM8

I kinda like ServiceM8 a whole lot.

Reviewed 6 years ago

I was on another platform that felt like it was built on matchsticks. Every time there was a update something else would collapse. ServiceM8 seems to have a solid base as I use to hold my breath when an update would come up but it just got better hassle free.

Pros

Easy of use and it kinda makes sense to us Tradies. New employees seem to pick it up very easily and they like using it. Adding multiple photos is SO easy. The sync with Xero is great also.

Cons

That you can't update Clients email addresses in the job so you need to edit it and save it in the Clients profile. But i'm sure they will be updating that soon.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ServiceM8 logo

ServiceM8

Fantastic service all round!

Reviewed 6 years ago

Where do I start?! The software is second to none. It does everything we need it to do from first going out to quote for the customer to the customer accepting the quote, booking the job to then sending over the invoice. It syncs beautifully with Xero and has made the running of our business that much easier. The support staff are excellent! I can't fault them at all. I would 100% recommend ServiceM8 to anyone that is sitting on the fence - you won't regret it!

Pros

It syncs with Xero perfectly. It is simple to use and logical. I love that I can see what happens on the job from it first being a quote to being accepted / declined, booked as a job then being invoiced.

Cons

None

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

ServiceM8 logo

ServiceM8

Great Value

Reviewed 6 years ago

We use ServiceM8 for quoting, job management and scheduling of technicians. When jobs are closed and invoiced in ServiceM8 the invoices are then passed to Xero for processing. The iOS application is very simple to use and we have customised sign in and sign out documentation to make sure steps are not missed and SWMS is covered.

Pros

Simple to use and very cost effective.

Cons

Occasionally jobs drop out of the schedule for no apparent reason, and a lack of ordering means we have to re-type the parts into Xero for ordering. As some of our projects are large this leaves room to miss items.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

ServiceM8 logo

ServiceM8

ServiceM8 EasyM8

Reviewed 6 years ago

The more i use it, the more i learn about it, the more smoother, easier, faster my business runs! It is making my business automated, from arriving to job, adding clients, quoting, employees doing the job, invoicing & linking up to Xero Accounting Software.

Pros

Main thing is just having all your jobs, client details so on at your finger tips any where you go.

Cons

Few more features that i would like to see.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

ServiceM8 logo

ServiceM8

Easy job management software

Reviewed 6 years ago

We were looking for a way to ensure that info about a new enquiry was safely logged, ServiceM8 does this and allows anyone on the team to add more details, log time spent on jobs and so on. We are now much less likely to miss out invoicing opportunities for "when you're passing" or "can you just" type jobs that really should be charged for.

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

ServiceM8 logo

ServiceM8

Great Service Software

Reviewed 6 years ago

We have been looking for a software that would link to Xero that would help cover our quoting, invoicing and our job bookings. We came across several, but went with Service M8 as it gave us most things that we need and we loved their costing set up.

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ServiceM8

This product saved our Business from going crazy

Reviewed 6 years ago

I love ServiceM8. I am the owner of a Irrigation Installation and Maintenance Company that service a large number of diverse customers. As my company grew I discovered that small details were slipping through the cracks and we were not delivering the great service that we knew we could. This started us looking for a software product that fit the scale of our business was easy to use and intuitive....

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)

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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ServiceM8

ServiceM8 is job management system of choice given its functionality and value for money.

Reviewed 4 years ago
Pros

It is not a difficult system to setup and ease of use enables clients to pick up the system quickly. We love that integrates with XERO and ServiceM8 staff are supportive and always willing to help. It has a selection of add-ons, syncs well and found it to be reliable. Clients enjoy using it.

Cons

I understand reasoning of building to one platform but ashame it only works with Apple products as we have clients with andriod devices. I would also like to see it integrated with more online payment providers.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ServiceM8

Great online software program

Reviewed 6 years ago

After a long search for a service program we decided to try out ServiceM8. It integrates well with Xero accounting package. We have saved a huge amount of time using ServiceM8 on our mechanic's phones - rather than paper forms. OHS forms are easy to use. Scheduling is simple. We only pay for the jobs we use - so very economical.

Pros

Ease of use. Minimal training required for mechanics. Keeps great track of time spent, items used, and work done. Pictures can be saved on the jobs for future reference. Support team is very quick to reply to emails if we are ever unsure how to use something. Price is great compared with other software on the market.

Cons

Only supports Apple products. No purchasing through this program, so accurate job costing is a bit lacking.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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ServiceM8

Makes running my business easy!

Reviewed 7 years ago

I have been using servicem8 as an Electrical Contractor now for approximately 4months and I am so glad I made the change. Quoting is very simple once you have loaded your materials and prices, full job history makes it easy to keep track of all stages during a job from initial contact to final payment and it even syncs everything over to Xero. Highly recommend.

Pros

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Cons

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Vendor response

Thanks Hayden!

Overall Rating
  • Value for money
  • Ease of use
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ServiceM8

Alpha Chemdry

Reviewed 8 years ago

ServiceM8 enables us to keep a history of each jobs details, photos and attach scanned documents and notes. The SMS and email features are great to communicate with customers and technicians. Administration time at the end of the day is reduced with the technicians being able to keep track of the time spent on each job, invoice customers and receive payments (linked with Xero).

Pros

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Cons

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Overall Rating
  • Value for money
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ServiceM8

Superb Small business software for Scheduling

Reviewed 6 years ago

Simple to use and schedule installers whilst capturing customer communications. I use this software in 2 small business operating in New Zealand construction industry and it works well in both. 1 integrated with Xero...this works well. 1 is not integrated to accounting for complexity of pricing reasons...but one day, I will reconfigure our pricing so I can. Overall, excellent software especially when you can design new processes to ensure users can populate the information and view what they need to see in a timely fashion.

Pros

Especially powerful is the remote users...managers and installers accessing and updating information from iPhones and iPads. We capture on-site photos. We capture on-site Hazard ID information and customer sign-off for quality.

Cons

no App for Androids. We have contract installers and persuading them to ditch their Samsung for an iPhone hasn't worked. (We synch with Google Calendars for them.)

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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ServiceM8

Still getting started, but it seems pretty good

Reviewed 5 years ago

I started attempting to use ServiceM8 about a year ago. I also changed my books from good old Cashflow Manager to Xero, which I setup to sync with ServiceM8. I am a one-man show. I say "attempted" to use ServiceM8, because, at the time, I was many months behind on my books/invoices, and the situation really got even worse. I have now got my books up to date, and I am working through doing many months...

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.