ServiceM8 Features

ServiceM8

We're for small business

4.67/5 (283 reviews)

Competitor Feature Comparison

API
Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Asset Management
Assignment Management
Attendance Tracking
Audit Trail
Auto-Responders
Automated Billing
Automated Scheduling
Automatic Backup
Automatic Notifications
Availability Indicator
Barcode Scanning
Billing & Invoicing
Booking Management
Business Analysis
CRM Integration
Calendar Management
Calendar Sync with Google
Charting
Chat
Client Management
Client Portal
Communication Management
Contact Database
Contact History
Content Filter
Cost Estimating
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Extraction
Data Import
Data Import/Export
Data Visualization
Digital Signature
Dispatch Management
Document Storage
Drag & Drop Interface
Drip Marketing
Electronic Payments
Electronic Signature Capture
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
Fixed Asset Management
Forms Management
GPS
GPS Integration
Geographic Maps
History Tracking
IT Asset Tracking
Inventory Management
Inventory Tracking
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Knowledge Base Management
Location Tracking
Maintenance Scheduling
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Mobile Workforce Control
Multi-Location
Offline Access
Online Booking Integration
Partial Payments
Physical Asset Tracking
Progress Tracking
Project Notes
Project Time Tracking
QuickBooks Integration
Quote Management
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Receipt Management
Receiving
Recurring Billing
Recurring Tasks
Referral Tracking
Reminders
Reporting & Statistics
Route Optimization
SMS Integration
SSL Security
Sales Tax Management
Search Functionality
Secure Data Storage
Security Auditing
Self Service Portal
Software Development Kit
Status Reporting
Status Tracking
Subcontractor Management
Summary Reports
Tagging
Task Scheduling
Team Calendars
Third Party Integration
Time & Expense Tracking
Time Clock Integration
Timesheets
Web Forms
Work History
Work Order Management
Workflow Management
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API
Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Asset Management
Assignment Management
Attendance Tracking
Audit Trail
Auto-Responders
Automated Billing
Automated Scheduling
Automatic Backup
Automatic Notifications
Availability Indicator
Barcode Scanning
Billing & Invoicing
Booking Management
Business Analysis
CRM Integration
Calendar Management
Calendar Sync with Google
Charting
Chat
Client Management
Client Portal
Communication Management
Contact Database
Contact History
Content Filter
Cost Estimating
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Extraction
Data Import
Data Import/Export
Data Visualization
Digital Signature
Dispatch Management
Document Storage
Drag & Drop Interface
Drip Marketing
Electronic Payments
Electronic Signature Capture
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
Fixed Asset Management
Forms Management
GPS
GPS Integration
Geographic Maps
History Tracking
IT Asset Tracking
Inventory Management
Inventory Tracking
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Knowledge Base Management
Location Tracking
Maintenance Scheduling
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Mobile Workforce Control
Multi-Location
Offline Access
Online Booking Integration
Partial Payments
Physical Asset Tracking
Progress Tracking
Project Notes
Project Time Tracking
QuickBooks Integration
Quote Management
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Receipt Management
Receiving
Recurring Billing
Recurring Tasks
Referral Tracking
Reminders
Reporting & Statistics
Route Optimization
SMS Integration
SSL Security
Sales Tax Management
Search Functionality
Secure Data Storage
Security Auditing
Self Service Portal
Software Development Kit
Status Reporting
Status Tracking
Subcontractor Management
Summary Reports
Tagging
Task Scheduling
Team Calendars
Third Party Integration
Time & Expense Tracking
Time Clock Integration
Timesheets
Web Forms
Work History
Work Order Management
Workflow Management
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API
Access Control
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Asset Management
Assignment Management
Attendance Tracking
Audit Trail
Auto-Responders
Automated Billing
Automated Scheduling
Automatic Backup
Automatic Notifications
Availability Indicator
Barcode Scanning
Billing & Invoicing
Booking Management
Business Analysis
CRM Integration
Calendar Management
Calendar Sync with Google
Charting
Chat
Client Management
Client Portal
Communication Management
Contact Database
Contact History
Content Filter
Cost Estimating
Credit Card Integration
Credit Card Processing
Custom Fields
Custom Forms
Customer Accounts
Customer Database
Customer History
Customizable Branding
Customizable Reporting
Customizable Templates
Data Extraction
Data Import
Data Import/Export
Data Visualization
Digital Signature
Dispatch Management
Document Storage
Drag & Drop Interface
Drip Marketing
Electronic Payments
Electronic Signature Capture
Email Integration
Email Marketing Management
Email Notifications
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Estimating
Event Calendar
Fixed Asset Management
Forms Management
GPS
GPS Integration
Geographic Maps
History Tracking
IT Asset Tracking
Inventory Management
Inventory Tracking
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Knowledge Base Management
Location Tracking
Maintenance Scheduling
Mobile Alerts
Mobile Integration
Mobile Signature Capture
Mobile Workforce Control
Multi-Location
Offline Access
Online Booking Integration
Partial Payments
Physical Asset Tracking
Progress Tracking
Project Notes
Project Time Tracking
QuickBooks Integration
Quote Management
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real Time Updates
Receipt Management
Receiving
Recurring Billing
Recurring Tasks
Referral Tracking
Reminders
Reporting & Statistics
Route Optimization
SMS Integration
SSL Security
Sales Tax Management
Search Functionality
Secure Data Storage
Security Auditing
Self Service Portal
Software Development Kit
Status Reporting
Status Tracking
Subcontractor Management
Summary Reports
Tagging
Task Scheduling
Team Calendars
Third Party Integration
Time & Expense Tracking
Time Clock Integration
Timesheets
Web Forms
Work History
Work Order Management
Workflow Management
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Mobile apps

iOS App


94 reviews

Requires iOS 12.4 or later. Compatible with iPhone, iPad, and iPod touch.

ServiceM8 Feature Reviews

25 reviewers had the following to say about ServiceM8's features:

Mohamed Fayez

One stop shop!

2016-08-14

The interface is very intuitive and easy to use and offers a wide range of features that are needed for any field service provider.

Pros

Wide range of integrations

Cons

Does not have an inventory management software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Scott De Vere

Would be lost without it

2016-08-11

Swapped from another invoicing and job management app to servicem8 1 year ago and have never looked back

Pros

Appointment reminders

Cons

Would be good to be able to track sales data weekly sales monthly and yearly sales from app

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ServiceM8

Would also like to see information transfer over from job when setting reminders

Source: Capterra
Helpful?   Yes   No
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Timothy Sullivan

I love this product. I am a daily user and use it for all of my online invoicing for my business.

2017-12-12

A real time-saver and great for monitoring all invoice statuses -

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.

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 -

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Heather MacWilliams

Great for our small business and our clients!

2016-08-11

ServiceM8 has been a life saver for our small mobile business.

Pros

The easy of transitioning - making a quote, online quote acceptance, and online payments through the Stripe add-on.

Cons

We would love to have an inventory tracker built into the system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ServiceM8

take advantage of the trial period, It's definitely worth it.

Source: Capterra
Helpful?   Yes   No
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Shaun Dewitt

Mobile app is superb but would like more flexibility and job management features.

2017-07-18

Ease of field service

Pros

The mobile app is great.

Cons

Reports, tracking commissions, tracking jobs after tech work is complete.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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rami adra

great system

2016-08-11

been with SM8 a few years now helps manage our business very well, keeps track of all our customer notes and details very efficiently

Pros

cloud based

Cons

invoicing needs fixing, needs better reporting

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Andrew ` Piper

service m8 review

2016-08-22

overall the system has improved our job visibility and implementation has been a success. I feel the developers are too focused on adding new features rather then improving the existing ones. There are numerous, well lets say quirks to the software that are not being dealt with.

Pros

this software has allowed us to add photos ect to our invoice for our client.

Cons

Reporting Is absolutely rubbish needs massive improvement no way to track simple data like quote conversion rates ect.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10

Recommendations to others considering ServiceM8

This software has the potential to be a great product if the programming team stopped and looked at whats existing and how to make that work better. More suited to small business who might not want in depth optics into business performance.

Source: Capterra
Helpful?   Yes   No
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Mohamed Fayez

Verified Reviewer

A system with a great potential, yet the worst customer service

2018-04-11

Pros

-ease of use -cloud based -simple interface & UX/UI -iOS compatible -perfect fit for small scale companies.

Cons

-zero customer support, you're on your own -buggy & unstable integrations -inventory & parts is actually useless

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: GetApp
Helpful?   Yes   No
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Jade Hendriks

Free time for serviced based industries

2016-08-11

By streamlining their workflow and enabling them to invoice on the job - as well as collect payment from customers on the spot it reduces a lot of the daily stress of running a small business.

Pros

Ease of use, workflow automation, price, new functionality always being released.

Cons

Reporting is a little light on but improvements are coming soon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ServiceM8

Connect with a partner and get them to help you with the integration. By selecting the right partner they will help you integrate (and improve) your current workflow and assist with other ways you can build your business.

Source: Capterra
Helpful?   Yes   No
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Jonathan Kops

Flood restoration and emergency building company using Servicem8

2016-08-11

We have gone over to a paperless system using the forms function which has drastically sped up the time that we go from the job completion to invoice sent in.

Pros

Great Forms Good job tracking Scalability Cost

Cons

Invoice tracking while present could be stronger.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering ServiceM8

20 points free to spend a month means you can do up to 20 jobs without paying a cent. There is 0 harm in joining and testing it on a few jobs to get a feel if the product is right for you.

Source: Capterra
Helpful?   Yes   No
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Sean Mudie

Very easy to use job management software. Easy to pick up on the fly and get new staff up to speed.

2018-06-08

The ability to streamline a small business with this software ensure that small business that implement Servicem8 will see an uptick in productivity and also regain time they previously spent on managing their business using paper/older systems.

Pros

For people who are after an easy to use quoting, invoicing and job management software, it's hard to look past Servicem8.

Cons

I've no doubt this will happen over time though.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Alan Steel

Good app to track important business tasks

2010-11-09

We use this product in the office and on the go to track almost anything that is important to our business from appointments to quotes, job management... It has received a good acceptance by the team without having to "sell" hard, which is the best proof of its usefulness.

Pros

iPhone app intuitive UI straightforward set-up coordination/collaboration with rest of the team

Cons

no everyone like the geo-location feature that allows you to see where your colleagues are!

Source: GetApp
4 of 5 people found this review helpful
Helpful?   Yes   No
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Rosie Margi

Marble Renewal

2016-08-12

It is easy to use but i would like it to do a bit more, like pull reports that i am after with is not available.

Pros

easy to use. Can log on anywhere

Cons

Needs a marketing field so we can track our leads

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Ross Bennion

SENSATIONAL PRODUCT - MAKES SERVICE WORK EASY & KEEPS TECH ACCOUNTABLE

2016-08-11

SERVICEM8 IS EASE TO USE, ACCESSIBLE FROM ANYWHERE ON MULTIPLE DEVICES (iPhone, iPad, PC's), REPORTING TERRIFIC

Cons

Input of products and charges from Vend, Billing to Vend, & therefore one place for stock reporting, etc

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Emmanuel M Mhlanga

Its actually not bad

2019-01-15

Team field management makes this perfect.

Pros

Serious, its not bad, it does everything you probably need it top do and also notifies the client saving me a lot of those "how far are your guys" calls every single 30 minutes.

Cons

The price though is quite high but i think its worth it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Paul Jackson

Great Mate

2016-08-11

I've been using SM8 for 12 months now and it has escalated our job organisation and customer impression significantly.

Pros

Cloud based, mobile and desktop friendly.

Cons

Features I find myself wishing for: customisable fields for added data collection on jobs (e.g. a way of recording and reporting marketing information.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ServiceM8

Don't wait.

Source: Capterra
Helpful?   Yes   No
Read more
Jennifer Morse

Great experience

2017-05-25

That has been a real time saver for us.

Pros

The on-line booking request is a great feature for us.

Cons

That would be a real time saver.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Shayne Knight

Not sure how I managed the previous 8 years without Servicem8!!!

2016-08-11

No more double entries for clients information. From invoice to getting paid is so much quicker.

Pros

Excellent price! Excellent follow up to any queries I had. Never once had any issues connecting online. Great bit of software and essential to any onsite servicing business

Cons

Now that I have been able to track my inventory I would like to see this show up when entering materials to an invoice and be able produce purchase orders as well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ServiceM8

Try and you wont regret it.

Source: Capterra
Helpful?   Yes   No
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Erik Rose

Amazing service software

2016-08-11

Um well I am in the pressure washing - gutter cleaning business and needed a software to keep track of customers, have 2 way sync with quick books online and easy scheduling.

Pros

Schedule can export to google or Apple calendars Automated messages sent Ability to store files to customers Pay per job created Auto check into job and tells you when to leave to get there on time Also great integrations with mail chimp and other softwares So many good things yet not perfect

Cons

The job contact/ billing contact is wonky.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering ServiceM8

It's mostly great just get those kinks worked out of the contact names, and really looking forward to organizing customers better in order to book them. Would like to maximize sales and touches from my client list as well as book routes the most efficiently. But amazing job overall.

Source: Capterra
Helpful?   Yes   No
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Peter Gordon

Business Benefits

2016-08-11

ServiceM8 saves us time with invoice preparation and tracking, we didn't have to engage a new admin staff member when our business expanded, benefiting our bottom line.

Pros

The ease of use, integration with accounting software (saves hours of invoice preparation), the cost per job and no upfront purchase of the software.

Cons

Invoice issues - no preview of invoices before they are produced, no Job total value on invoices so customers can track their payment history.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ServiceM8

One of the best business decisions we have made for some time. Has saved us time and money and assisted in stream-lining the flow of work through our business.

Source: Capterra
Helpful?   Yes   No
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Mark Davies

ServiceM8 Excellent

2016-08-11

I was able to quote, allocate and invoice jobs in the field which shows efficiency to our clients is excellent.

Pros

Booking jobs and invoicing.

Cons

Maybe the ability to add other diary items in to use for other activities other than job allocations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ServiceM8

Maybe the ability to add other diary items in to use for other activities other than job allocations.

Source: Capterra
Helpful?   Yes   No
Read more
David G

Awesome software that's easy to use

2016-08-11

Forms are a great addition to a very comprehensive feature set. Improved our business efficiency and customer service from day one.

Pros

Easy to use, separate app, forms, recurring jobs, lots of integrations and additional features.

Cons

No equipment tracking

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Nathan Nordland

Awesome, makes job/task management a breeze. Also keeping job records well organised is exceptional.

2016-08-23

Excellent job management and client communication options that can be automatically set to run in the background.

Pros

Ease of use, excellent features, fantastic customer service, awesome price point. Almost able to be the only software needed to conduct business operations.

Cons

No Android App

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from ServiceM8


Thanks Nathan, great to hear that you're using Forms, they can be an incredibly powerful part of your business process.

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Andrew Warren

Service M8 is incredible

2016-08-11

I looked at integrating a number of field service management programs some which nearly hit $30000 to integrate and that didn't include data entry.

Pros

MYOB Intergration Job Tracking Staff Accountability Service Vehicle Locations

Cons

None as yet

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering ServiceM8

If you are not on ServiceM8 that is your first problem. Get on it and you will never look back.

Source: Capterra
Helpful?   Yes   No
Read more
Amanda Bond

Better than the rest!

2016-08-11

We're still learning as we have only been using the software for 2 weeks, but so far, its better than the other Job management systems we have tried!

Pros

Customer service it provides for our customers, text messages before arriving at jobs etc., ease of use for team members on the field.

Cons

A couple of things that don't make sense... eg. Paid invoices not going across to accounting program...

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering ServiceM8

I really like how there is a 'practice' mode, and when you understand about the program, you can delete all test info.

Source: Capterra
Helpful?   Yes   No

Response from ServiceM8


Thanks Amanda!

Paid invoices should send over to your accounting package, one of our team will be in contact to see if we can figure out what is going on.

Regards,

Darren

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