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ServiceM8 vs WorkflowMax Comparison (2026)

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ServiceM8 logo

ServiceM8

WorkflowMax logo

WorkflowMax

Overview

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.

Assign staff to jobs and track who is doing what and when. You can manage every aspect of a project, from quotes through to invoicing, on a single platform.

  • 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

Pricing

Starting from

29

Per month

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

Starting from

36

Per month

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

User reviews

4.5

311

5

4

3

2

1

212

79

7

4

9

  • Value for money
  • Ease of use
  • Features
  • Customer support
87%
would recommend this app

4.3

123

5

4

3

2

1

62

44

13

3

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
55%
would recommend this app

Pros

“I paid their gold service partner a lot of money to transfer over my data and get all the forms and customization on the account completed. When I went to turn on the unlimited phone service, they have doubled its price.”
BB

Ben B.

Electrical Contractor

“There was also no option to include tasks for forms to jobs.”
GS

GWEN S.

FOUNDER AND CEO

“At a minimum, you should support Google Tag Manager (GTM) or provide a way to implement end-to-end conversion tracking.”
DN

David N.

Director

Pros

“The old WFM had extra features like the ability to upload photos of Clients (for facial recognition) and the invoice history including cancelled invoices was accessible and easy to retrieve.”
FS

Fiona S.

Office administrator

“It is a useful tool to track our part-time employees' jobs, timesheets and to send invoices and purchase order requests”
XL

Xiang L.

Director

“Also you can sort timesheets using any field.”
FS

Fiona S.

Office administrator

Cons

“The partner I paid to ensure automations and features ran properly could not provide me with a itemized invoice of what I paid for.”
HA

Heather A.

Business owner and operator

“Many features glitch and don't work properly, only chat support can rarely solve or fix problems in real time.”
HA

Heather A.

Business owner and operator

“Please prioritise adding GTM or an equivalent solution, without it, this product isn’t viable for serious advertisers.”
DN

David N.

Director

Cons

“Unfortunately the software doesn’t always calculate GST correctly. If costs in the invoice were not subject to GST, the software had problems correctly calculating the GST.”
PA

Peter A.

Director of Finance

“It will be sorely missed, as WorkflowMax by Bluerock just doesnt meet the same standard currently.”
TT

Thomas T.

Planning and Finance Executive

“Clunky interface.”
NP

Nick P.

Director

  • Vendor responds to reviews
  • Last review10 months ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features143
  • API
  • Absence Management
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Tracking
  • Assignment Management
  • Audit Trail
  • Automated Quoting
  • Automated Scheduling
  • Automatic Backup
  • Availability Management
  • Barcode/Ticket Scanning
  • Billing & Invoicing
  • Billing Portal
  • Booking Management
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Chat/Messaging
  • Checklists
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Communications Management
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Contractor Management
  • Cost Estimating
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Service Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Capture and Transfer
  • Data Import/Export
  • Debit/Credit Card Processing
  • Dispatch Management
  • Document Management
  • Document Storage
  • Documentation Management
  • Drag & Drop
  • Driver ETA
  • Electronic Forms
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Management
  • Employee Scheduling
  • Equipment Maintenance
  • Equipment Tracking
  • Estimating
  • Expense Tracking
  • File Sharing
  • File Storage
  • Fixed Asset Management
  • For Commercial and/or Industrial Electrical Contractors
  • For Locksmiths
  • For Mechanical Equipment
  • For Pest Control Companies
  • For Plumbing Industry
  • Forms Management
  • GPS
  • Generative AI
  • Geographic Maps
  • Group Scheduling
  • Historical Reporting
  • Hourly Billing
  • Image Capture
  • Inspection Checklists
  • Inspection Management
  • Interaction Tracking
  • Inventory Tracking
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Knowledge Management
  • Lead Management
  • Location Tracking
  • Maintenance Scheduling
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Signature Capture
  • Monitoring
  • Multi-Currency
  • Multi-Location
  • Multiple Projects
  • Offline Access
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Percent-Complete Tracking
  • Performance Metrics
  • Pest Activity Tracking
  • Pipeline Management
  • Predictive Maintenance
  • Preventive Maintenance
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing and Cost Calculations
  • Productivity Analysis
  • Productivity Tools
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Property Layouts
  • Proposal Generation
  • Purchase Order Management
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Real-time Scheduling
  • Recurring Appointments
  • Recurring Invoicing
  • Recurring Orders
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Allocation
  • Resource Management
  • Route Optimization
  • Routing
  • SMS Messaging
  • Safety Management
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Service History
  • Status Tracking
  • Subcontractor Management
  • Subcontractor Monitoring
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Technician Management
  • Template Management
  • Templates
  • Third-Party Integration
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Off Management
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Work Order Creation
  • Work Order Management
  • Workflow Automation
  • Workflow Management
  • Total features96
  • API
  • Absence Management
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Tracking
  • Assignment Management
  • Audit Trail
  • Automated Quoting
  • Automated Scheduling
  • Automatic Backup
  • Availability Management
  • Barcode/Ticket Scanning
  • Billing & Invoicing
  • Billing Portal
  • Booking Management
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Chat/Messaging
  • Checklists
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Communications Management
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Contractor Management
  • Cost Estimating
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Service Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Capture and Transfer
  • Data Import/Export
  • Debit/Credit Card Processing
  • Dispatch Management
  • Document Management
  • Document Storage
  • Documentation Management
  • Drag & Drop
  • Driver ETA
  • Electronic Forms
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Management
  • Employee Scheduling
  • Equipment Maintenance
  • Equipment Tracking
  • Estimating
  • Expense Tracking
  • File Sharing
  • File Storage
  • Fixed Asset Management
  • For Commercial and/or Industrial Electrical Contractors
  • For Locksmiths
  • For Mechanical Equipment
  • For Pest Control Companies
  • For Plumbing Industry
  • Forms Management
  • GPS
  • Generative AI
  • Geographic Maps
  • Group Scheduling
  • Historical Reporting
  • Hourly Billing
  • Image Capture
  • Inspection Checklists
  • Inspection Management
  • Interaction Tracking
  • Inventory Tracking
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Knowledge Management
  • Lead Management
  • Location Tracking
  • Maintenance Scheduling
  • Milestone Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Signature Capture
  • Monitoring
  • Multi-Currency
  • Multi-Location
  • Multiple Projects
  • Offline Access
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Percent-Complete Tracking
  • Performance Metrics
  • Pest Activity Tracking
  • Pipeline Management
  • Predictive Maintenance
  • Preventive Maintenance
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing and Cost Calculations
  • Productivity Analysis
  • Productivity Tools
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Property Layouts
  • Proposal Generation
  • Purchase Order Management
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Real-time Scheduling
  • Recurring Appointments
  • Recurring Invoicing
  • Recurring Orders
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Allocation
  • Resource Management
  • Route Optimization
  • Routing
  • SMS Messaging
  • Safety Management
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Service History
  • Status Tracking
  • Subcontractor Management
  • Subcontractor Monitoring
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Technician Management
  • Template Management
  • Templates
  • Third-Party Integration
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Off Management
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Work Order Creation
  • Work Order Management
  • Workflow Automation
  • Workflow Management

Integrations

  • Total integrations9
  • Box
  • Deputy
  • Dext
  • Dropbox
  • Exsalerate CRM
  • Freshdesk
  • Google Calendar
  • Google Drive
  • HubSpot CRM
  • HubSpot Marketing Hub
  • MYOB Business
  • Microsoft 365
  • QuickBooks Online
  • Salesforce Sales Cloud
  • Spotlight Reporting
  • Stripe
  • Workato
  • Xero
  • Zapier
  • Zendesk Suite
  • Total integrations14
  • Box
  • Deputy
  • Dext
  • Dropbox
  • Exsalerate CRM
  • Freshdesk
  • Google Calendar
  • Google Drive
  • HubSpot CRM
  • HubSpot Marketing Hub
  • MYOB Business
  • Microsoft 365
  • QuickBooks Online
  • Salesforce Sales Cloud
  • Spotlight Reporting
  • Stripe
  • Workato
  • Xero
  • Zapier
  • Zendesk Suite

Alternatives

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