ServiceM8 Features & Capabilities

ServiceM8

Dynamics 365

Housecall Pro

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.

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Scheduling

Asset Tracking

Audit Trail

Automated Quoting

Automated Scheduling

Automatic Backup

Barcode/Ticket Scanning

Billing & Invoicing

Booking Management

Calendar Management

Calendar Sync

Chat/Messaging

Checklists

Client Management

Collaboration Tools

Communication Management

Communications Management

Confirmations/Reminders

Contact Database

Contract/License Management

Cost Tracking

Credit Card Processing

Customer Database

Customer History

Customer Management

Customer Service Management

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Capture and Transfer

Data Import/Export

Debit/Credit Card Processing

Dispatch Management

Document Storage

Drag & Drop

Driver ETA

Electronic Forms

Electronic Payments

Electronic Signature

Email Management

Employee Management

Employee Scheduling

Equipment Maintenance

Estimating

File Storage

Fixed Asset Management

For Commercial and/or Industrial Electrical Contractors

For Locksmiths

For Mechanical Equipment

For Pest Control Companies

For Plumbing Industry

Geographic Maps

Group Scheduling

Historical Reporting

Image Capture

Inspection Checklists 

Inventory Tracking

Invoice Management

Job Costing

Job Management

Job Scheduling

Job Tracking

Knowledge Management

Location Tracking

Maintenance Scheduling

Mobile Access

Mobile Alerts

Mobile App

Mobile Signature Capture

Multi-Location

Offline Access

Online Booking

Online Payments

Online Time Clock

Payment Collection in the Field

Payment Processing

Pest Activity Tracking

Predictive Maintenance

Preventive Maintenance

Price and Cost Calculations

Price/Margin Management

Productivity Analysis

Project Management

Property Layouts

Proposal Generation

Purchasing & Receiving

QuickBooks Integration

Quotes/Estimates

Real-Time Data

Real-Time Monitoring

Jobber

Kickserv

WorkPal

Commusoft

Synchroteam

Service Fusion

ServiceTitan

Joblogic

BigChange

ServiceWorks

Simpro

Impeccable software

After decades of experience implementing various business information systems, I have never before had such pleasure working with such a fine product.  ServiceM8 is not only exceptionally easy to use, the depth of functionality if mind boggling.  The team at ServiceM8 have re-defined  job costing and the ability to monitor job profitability.  The average trades person is able to instantly review how job profitability is tracking without obtaining a degree in Accounting, nor spend hours late into the evening crunching numbers.    As a Certified Public Accountant, I feel "Job Profitability" as calculated by ServiceM8 is more accurate than most small business accounting systems and definitely completely understandable by the average trades person.

Only a bean counter would talk about job costing first !  Job Documentation is easy, accessible, and comprehensive.  Every important aspect of a job is literally instantly captured, organised on that specific job, under a client/site code and stored in the cloud for immediate, forever access by your office team, co-workers, or yourself when you need to recall it years from now.   Documentation 'happens'  with a few simple clicks on your iPhone - even while you're on the tools.  How would a bean counter know - because I spend as much time on my tools as on the keyboard - just ask me about my Festools !  As a real life example -  ServiceM8 job documentation was presented to an enormous international product supplier after my claim of product failure while the company claimed user fault.   That product has now been removed from the market - worldwide and that company is providing complete support following their failure.   What is job documentation - photos, notes, check lists, forms, documents,  tracking/co-ordination of sub-contractors  and virtually anything you can upload.

Quoting and invoicing a  job is easier, better, and faster than any accounting system we've reviewed.  We're not suggesting the elimination of the accounting system - it's still a necessary team member - just front end the accounting system with seamless - almost magical direct integration.

And of course scheduling  click click, drag - drop .... need I say more?

ServiceM8 - The best little piece of software ever.

I do save a lot of time since i started using ServiceM8 and generally are getting paid faster. One client said the other day when i had finished, great work send your invoice if you haven't already. I said on its not done yet but was by the time i drove away. Later that night i saw that the invoice had been paid. How good is that. With all that being said, like every peace of software out in the market its not perfect and it wont suite everyone but with the way this company has it structured it can cost you nothing to try it for months whereas most only give you 14 days. I reckon if your products good and suites the user it will sell its self and you don't need to force someone into a contract when they may not be ready. Integration with MYOB my current account program is great as it updates my inventory and sales and customer areas so i don't have to do any adjustment. Using bank feeds in MYOB you easily make the invoice as paid and the information is sent back to ServiceM8 tell it the job has been paid. If i add new inventory items in MYOB they appear in ServiceM8 ready to be booked out when the job is finished.  ServiceM8 has engaged Strip as a payment gateway for credit card payments, I have only just started to use this feature, my first credit card customer the other day did it online when he received the invoice. The only thing wrong is there appears no way to add on the transaction fee.  May need to tweak our charges if lots of customers start taking this method up. Good though as there is on monthly fees only the transaction fee so if its not used these no extra overhead. ServiceM8 has quite a few add-ons some free some for a small charge but very manageable. I'm about to work with their Forms as i am getting a fair amount of compliance reporting jobs now and see that my old paper forms don't cut it time wise.  Support from ServiceM8 has always been great, submit a service ticket and the response is very quick compared to others that i can't mention. This is one piece of software I have no problem recommending to anyone in the service or small job area and some larger jobs too.


Great software for the service Industry

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

As a tiny service company competing against global powerhouses, we have been searching for a long time for a program to help us consolidate our business software. We had a system that worked for us, but it was clunky due to it being a series of stand alone programs we would multitask together.

SignNow, Quickbooks online, Notes, emails (2 different ones) and photos all worked, but took  about 1/2 the time of the actual service call to make sure all the documents were properly completed, sent and billed.

Two key features sold us on this: Integration into QuickBooks Online and the ability to create check lists for each job so nothing is forgotten.

The bonuses of individual technician scheduling, letting us have the option to still use WAZE for the GPS on the work order, time stamps for travel and on/off the job, text/email ETA from the phone to the customer all makes us look much bigger than we are.

We feel like a powerhouse vs the big boys in our industry with this program, and with the cost  based off now much we use it vs a block tier system lets us know well before hand what our costs will be each month.

We couldn't be happier. 

Please don't change this formula ServiceM8. 

It's everything we need.

Hesitant but hopeful, and pleasantly suprised.

Highly recommend

I love this product - I tell everyone about it because it transformed my business and allowed it to expand! It is so unassuming that it quietly achieves everything you could possibly want at the fraction of the cost of its competitors ( who quite often only do some of what Sm8 can do) without big noise or complicated programming- just effortless and seamless practicality- as you may be able to tell I am a huge fan - I love a great product and Servicem8 is one of them.

Great product, so clever yet so simple

Thanks Anita, really happy to hear to that you love ServiceM8.

Project management support isn't on any near horizon but we may improve support for it in the future.

Great software , I have not had any real problems 

Great Software 

When we started our company back in 2014, I researched for a CRM for a span of 4 months.  I was looking and searching almost daily, for hours at a time. Tested a lot of the CRMs, and by far, ServiceM8 was the top choice.

ServiceM8 is great out of the box, but has many useful add-ons that are both useful and easy to add. 

The cost is very economical, especially in those first few months/years when you don't have that much biz coming in. You get charge only 50 cents per job, but the first 20 jobs are free! This is amazing for a startup.

The GUI is very user friendly, slick, modern, and it works.

They have an iPhone and an iPad app.

They allow for a lot of customization.

They have so many features that I suggest you simply go to their website to take a look. We're staying with this company long term and are so happy that we found them.

Best CRM for Startup Companies

ServiceM8 is a must for project/job tracking. My business has used ServiceM8 for over 3 years, and I cannot image a day without it. 

The best part, it's affordable- pay for what you need, and forget what you don't. Quickly add new features with the click of your mouse. 

Excellent features, works seamlessly with Quickbooks Online! 

Amazing Tool for Small Business!

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.

Swimart Somerton Park

Overall it has great features but lacking one major feature for us which would cut down our admin time for invoicing and that is batch invoicing. Customer service unable to help with timelines for this upgrade or indication if it will be implemented?

Needs More Customer Focus For Future Improvement

Whilst its been good for the most part it can be very frustrating when illogical things happen and they just throw their hands up and say or well that's just how it works.

Needs Improvement

It has been a fairly steep learning curve to get going with ServiceM8 but overall, the experience has been pretty easy. You do have to mould some of your traditional working practices to fit the system, but I'm quite opening to finding newer and more efficient ways of working. There is lots of guidance available and the support team have been great. We've also hade to change from Adroid to iPhone at the same time, as ServiceM8 is only available on iPhone. ServiceM8 have helped with the cost of the change. Without doubt we have selected the most appropriate system. It has transformed the way we work. The efficiency the system has provided has probably halved our admin time.

Very pleased that we chose ServiceM8 as my work management system.

6 months later and still can't track job time or travel time. 

We've been using ServiceM8 since 2018. Every September, with great fanfare, the latest update is made available to users. They call it their "Launch Event".  It's always a very exciting time to see what new goodies and improvements will be added to the system. It has never disappointed. Until the last launch. In September 2022 ServiceM8 11.0 launched, and it has been a nightmare ever since. We've had the same tickets in now for 5 months, with nothing beyond canned responses received. The system is now extremely slow to repond, cannot complete basic search and find queries, and notifications (customers reaching on to contact you!) has pretty much stopped functioning altogether unless one is willing to sort through them over and over again trying to find which ones are new.Mind now, that before 11.0, none of these problems were in existence. But 5 months later they remain with no time line to remedy, and not even the smallest company acknowledgment of the problem. Does that sound to you like typical company behavior? Or does it sound more like a company with cashflow or ownership issues? We suspect the latter, which is the impetus of this review.It takes a great deal for a company to deploy new field service software, even intuitive ones like ServiceM8. We are now faced with the real possibility of having to do just that. We wouldn't want the same fate to befall another company without issueing a warning.

Buyer Beware

Hi there Ryan, we're sorry to see your frustration around these issues you're experiencing, it's understandable and we're sorry for the inconvenience to your business. We'll have this reviewed for you and hopefully resolved soon. Thanks, ServiceM8 Team

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 them all. I reported and also asked if we could have these jobs removed from our billing as we're on a legacy pay per job plan.

Their first response had a suggested solution - it didn't work, it instead created more duplicates and I was told that one of our staff must have created the duplicates....considering the staff they accused was on site with my husband working at the time, with her phone in the car, I know it wasn't her. We were told it had been passed on to the development team and they'd let us know. That was in November 2020.

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. Emails go unanswered. Messages to live chat got the templated 'it's with the development team' answer and I never heard back about billing. We ended up taking the long way and solved it ourselves by deleting every recurring job & setting them all back up. Then rearranged the calendar to fit in the 92 duplicate jobs. PITA

If customer service is important to you, this is probably not the app for you.

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

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 of invoices.
I had my accountant assist me setting up Xero. All was more or less working, but I had big issues with the bank feeds, especially PayPal, basically I got a huge mess, then I wiped it all out to start again, and got much the same mess again. Frustrated, I went back to my good old trusty Cashflow Manager program and did the whole set of books for the entire financial year to date (and 2 BAS statements) in an afternoon.  So I have ditched the Xero-ServiceM8 sync, and am now going to use ServiceM8 with Cashflow Manager manually. None of this is in any ServiceM8's fault, Its either mine or Xero's, probably a bit of both.
Basically I will maintain my books in Cashflow Manager, do the invoices and job tracking in ServiceM8, and then manually enter the payments into Cashflow Manager, much like I used to. A nuisance, but not a big deal.
As for ServiceM8, I have only really started exploring it and using it the last few days. I have been trying to for ages, but either forget, or left my iPad at home. I have learnt a lot about it in the last few days.
I have looked at the competition, but most of them (at a similar price point at least) had apps that don't work offline. ServiceM8 will work without an internet connection (with some features not working naturally), so it was the obvious choice for me in a rural area with poor telecommunications.
So far, it seems to work well, is easy to use, the app is fast, and the website seems fast enough on the odd occasion I have used it on a decent internet connection. Just now (a public holiday) i got a response (and solution) from their support in 14mins. That is my first contact with them.
It is quite cheap and I feel that it is quite a good fit for my business. But it will only work as well as you make it, and you will have to put some time into learning it and incorporating it into your daily routine.
I highly recommend giving it a shot to all small service businesses that are struggling to manage their jobs, invoices etc. Bonus points if you can start using it before you get overwhelmed by work.

Still getting started, but it seems pretty good

The online chat tool with support is great. Nothing ever gets lost in the translation. Support is 7 x 24 around the planet.

Pay for volume and not number of users

Horrible Customer Service

Hi Sig H.

We're sorry to hear of this experience you've had with ServiceM8.

For security reasons we can't cancel an account on a customer's behalf; it must be done by you through the secure and structured account cancellation process. We do have a public "How to cancel my account?" article in our Help Centre (https://support.servicem8.com/hc/en-us), but it's clear we let you down in our interactions if we didn't clearly explain the process from the start, direct you toward the help article, and clarify that an account can only be cancelled through the Online Dashboard login, and for this we apologize. 

If you haven't done so already, please send us an email at support@servicem8.com referencing your cancelled account and we'll be happy to see what we can do about refunding some of these subscription fees.

All the best, 
The ServiceM8 Team

We have only been using the platform for a month

A must have for trades

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. I tried literally probably 100 crms before I settled on service m8. It was a perfect balance of amazing features but a good cost 

Amazing service software 

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

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

We have been using ServiceM8 for a couple of years, we find the intergrated system very useful and time saving, the ability to communicate with our clients on multiply uses within ServiceM8 has meant speedy outcomes and happy clients. The database means we can easily check client history and be proactive to repeat business engagement. The instantaneous connection to staff schedules via the mobile app means less chance of client error occuring.  The pay as you go means there is minimal wastage on features that may not be relevant to our requirements.  

ServiceM8 is Gold

As a partner with ServiceM8 we've had exciting times with assisting businesses take advantage of powerful features the application has to offer. From creating forms through to managing staff, assigning jobs and scheduling work.

The company has really gone to a great extend to make the application as user friendly as possible. This enables users to easily understand their new process when we introduce the application in their business.

The cost involved is also of benefit to the Company as it is based on the amount of jobs processed through ServiceM8. Thus if you're going through a quite period the application tailors your subscription cost to the amount of jobs processed. An extremely favorable option amongst Trades industries.

ServiceM8 Features

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