About ServiceM8

Job Management
• Manage jobs from start to finish
• Access all client & job details in the field
• Ensure job quality & consistency with built-in checklists
• Capture electronic signatures

Communication
• Connect your office, field staff & clients
• Email & text clients directly from the app
• Save time with email & text templates
• Send On-the-Way text messages to clients
• Automate booking confirmations, reminders & follow-ups to clients

Scheduling
• View your schedule & job info, anywhere
• See a real-time map view of staff & job locations
• Dispatch urgent jobs, instantly
• Receive push notifications about schedule changes
• Get ‘next-job’ reminders to help stay on schedule

Quoting & Invoicing
• Create professional PDF quotes & invoices on site
• Email or text quotes & invoices to clients from the app
• Clients can view quotes & pay invoices online

Mobile & Online Payments
• Take card payments on site, through the app
• Send online invoices via email & SMS, supporting card payment

Digital Forms & Assets
• Complete digital reports, procedures & certificates on site, through the app
• Create custom forms for your business & industry
• Catalogue client assets & view their service history

Job History
• Access a full history of work done for every client
• Attach notes, photos, videos, emails & messages to jobs
• Automatic back-up & secure cloud storage

Accounting Integrations
• Connect to Xero, MYOB or QuickBooks Online
• Sync invoices & payments from ServiceM8
• Streamline invoicing, payments & accounting

CarPlay
• See your schedule, call clients & navigate to jobs directly from your vehicle’s CarPlay screen

Add-ons
• Extend ServiceM8’s functionality with a range of add-ons

Pricing
• A range of monthly plans to suit your business & requirements
• Plans bundle jobs, SMSs & add-ons into a single monthly price
• No contracts, setup fees, or ‘per-user’ fees.
• Unlimited users & storage
• 14-day free trial — create an account at www.servicem8.com

Support
• Free, 24/7 email & chat support
• Self-serve Help Centre with articles & videos
• Global network of ServiceM8 Partners offering setup services

Pricing starting from:

$0.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of ServiceM8

A better system for trades & services

ServiceM8 solves age-old issues experienced by field service businesses, transforming how you communicate and manage scheduling, jobs, staff & customers. ServiceM8 instils great process and workflows to help you get work, get it done & get paid.

Customer service

Better scheduling, automated reminders, integrated Caller ID, and templates for emails, texts, quotes & invoices ensure professional client communication & better customer service.

Productivity & efficiency

With fast quotes, automated communication, smart scheduling, integrated navigation & easy job documentation, you can win more work, complete it faster, and earn repeat customers.

Cash flow

With the ability to invoice & collect payment on site through the ServiceM8 app, or online, and set automated payment reminders to customers, your business gets paid as soon as possible.

Visibility & control

All job statuses, scheduling changes, staff locations & updates sync across the business in real time. Work from anywhere and run the business from the palm of your hand.

Central administration & record keeping

A central, cloud-based record of all client details, job history, notes, photos, quotes, invoices, forms & client communication, in one paperless system.

Lifestyle & Customer Success

Better processes, automations and the ability for staff to finalise jobs on site means business owners don’t need to work into the night on paperwork & invoicing.

This means you can rediscover a love for your job and the reasons you started your business, and create the lifestyle you want.

If business growth is your version of success, ServiceM8 provides a platform to help you achieve this.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premises

Markets

Australia, Canada, Ireland, New Zealand, United Kingdom and 1 others

Supported Languages

English

Pricing starting from:

$0.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

ServiceM8 Software - Smart job management
ServiceM8 Software - Run your business, anywhere
ServiceM8 Software - See staff & job locations
ServiceM8 Software - Work smart with digital job cards
ServiceM8 Software - Get jobs done right, every time
ServiceM8 Software - Save notes, photos & signatures
ServiceM8 Software - Take card payments
ServiceM8 Software - Quote & invoice on site
View 9 more
ServiceM8 video
ServiceM8 Software - Smart job management
ServiceM8 Software - Run your business, anywhere
ServiceM8 Software - See staff & job locations
ServiceM8 Software - Work smart with digital job cards
ServiceM8 Software - Get jobs done right, every time
ServiceM8 Software - Save notes, photos & signatures
ServiceM8 Software - Take card payments
ServiceM8 Software - Quote & invoice on site

Features

Total features of ServiceM8: 133

  • API
  • 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
  • CRM
  • Calendar Management
  • Calendar Sync
  • Chat/Messaging
  • Checklists
  • Client Management
  • Collaboration Tools
  • Communication Management
  • Communications Management
  • Confirmation/Reminders
  • Contact Database
  • Contract/License Management
  • Cost Tracking
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Service Management
  • Customisable Branding
  • Customisable Forms
  • Customizable Fields
  • 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 HVAC Companies
  • For Locksmiths
  • For Mechanical Equipment
  • For Pest Control Companies
  • For Plumbing Industry
  • GPS
  • 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
  • Project Time Tracking
  • Property Layouts
  • Proposal Generation
  • 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
  • Route Optimization
  • Routing
  • SMS Messaging
  • Safety Management
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Service History
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Technician Management
  • Third-Party Integration
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Work Order Creation
  • Work Order Management
  • Workflow Management

Alternatives

Klipboard

4.7
#1 Alternative to ServiceM8
Our all in one field service management software helps companies with a mobile workforce streamline operations....

SimplifyEm

4.0
#2 Alternative to ServiceM8
SimplifyEm is a property management platform for property managers, landlords and real estate investors who want to...

Joblogic

4.4
#3 Alternative to ServiceM8
Joblogic is a cloud-based field service management solution which allows you to connect your back office, mobile...

Housecall Pro

4.7
#4 Alternative to ServiceM8
The #1 rated, feature-rich platform designed for cleaning businesses to save time, save money and ignite growth.

Reviews

Overall rating

4.6 /5
(302)
Value for Money
4.7/5
Features
4.4/5
Ease of Use
4.5/5
Customer Support
4.5/5

Already have ServiceM8?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 302
Andre
Overall rating
  • Industry: Management Consulting
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The Simplicity of ServiceM8

Reviewed on 15/08/2016

As a partner with ServiceM8 we've had exciting times with assisting businesses take advantage of...

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.

Pros

- Being able to create forms directly from the mobile devices.
- New diagram feature release also available on mobile devices.
- Being able to save communication between customers and tradesman directly on a job.
- Customized document templates.
- Being able to send a quote directly via SMS
- The ability to have all your Parts & Materials and Services available in the system to add onto a job.
- The customized html code which allows Customers to make bookings directly from your website.

Cons

- The application is not available on Android devices. This is often the main decider for Tradies as most often they opt for Android devices since it is more affordable.

Katherine
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A must have for trades

Reviewed on 20/05/2019

We have only been using the platform for a month

We have only been using the platform for a month

Pros

- The pricing structure is something that initially drew our attention. Instead of being per user it is a monthly fee (plus add-ons).
- The job scheduling is very easy to use and with a team scheduler add-on you can select multiple team members for the same job.
- the phone app is extremely useful. You can select to text a customer when you are on route (providing you've set it all up before hand).
- You can take payment in the field as well as invoices generating a link that customer's can click on to make payment. Payments are shown in the job diary.
- job diaries are autogenerated so you can see a good audit trail from creation to closure. You can add to existing jobs from the inbox feature.
- the network request add-on is really useful for our business where we use contractors who don't require a logon to our system but complete jobs on our behalf. We have set our templates up with forms and questions that need completion and when these are done it shows up on our portal which says time having to manually enter data in from emails.

Cons

- Sometimes the navigation functions can be time consuming. It would be handy to raise a job from within the client module window (i.e. when you open a client you can view current and past jobs but you cannot raise a new one and therefore have to go to dispatch board).
- It would be good to have a shortcut to raise a new job on the main menu rather than having to select dispatch board.
- the asset scanning only appears to work with purchase stickers from ServiceM8 (unless we haven't discovered correctly how to do this with other ones...)
- It is limited to IOS so we have had to purchase iPad minis to sync with our android devices.

Alternatives Considered

Joblogic, Eworks Manager, Tradify, WorkflowMax, Simpro and Klipboard

Reasons for Switching to ServiceM8

cost and functionality against other providers
Lauren
Overall rating
  • Industry: Facilities Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Needs More Customer Focus For Future Improvement

Reviewed on 11/08/2016

Overall it has great features but lacking one major feature for us which would cut down our admin...

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?

Pros

Stability in remote areas where signal is poor, Servicem8 holds up and we've tried them all

Cons

Invoicing more than one job for one client during the month, no ability to combine jobs into one invoice? Feature requested in 2012 for batch/bulk invoicing and still nothing....

Danielle
Overall rating
  • Industry: Facilities Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

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

Reviewed on 11/02/2021

Overall, the software is pretty good; it covers a lot of ground and addresses a few of the pain...

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.

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.

Erik
Overall rating
  • Industry: Facilities Services
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Amazing service software

Reviewed on 11/08/2016

Um well I am in the pressure washing - gutter cleaning business and needed a software to keep track...

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

Pros

iOS contact integration
Qbo 2 way sync
Stripe online payments
Google? Auto fill for address!
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

I wish it had or could change the following:
Better customer organization And ability to tag customers.
Better check In check out feature because often I forget...
The job contact/ billing contact is wonky. Seems like I enter a new job and it shows up as job contact but not billing. It's just confusing
Better system to map customer routes and book jobs. You currently can see your customers in a map view but would be nice to be able to do something with it.
Automated messages should automatically be able to go out after job completion to ask for reviews ect

Be more consistent with how clients show up in list - sometimes it client will come up Last name, first name and sometimes first name last name.

No ability to add mobile number from mobile app.

Showing 5 reviews of 302 Read all reviews

ServiceM8 FAQs

Below are some frequently asked questions for ServiceM8.

ServiceM8 offers the following pricing plans:

Five capped plans to choose from to suit every small business. Plans bundle job credits, SMS credits & add-ons into a single monthly price for your business. Upgrade, downgrade or cancel, anytime. 14-day free trial.

ServiceM8 has the following typical customers:

Self Employed, 2–10, 11–50

ServiceM8 supports the following languages:

English

ServiceM8 supports the following devices:

iPhone (Mobile), iPad (Mobile)

ServiceM8 integrates with the following applications:

Deputy, Google Calendar, MYOB Business, Mailchimp, Microsoft 365, QuickBooks Online, Stripe, Workato, Xero, Zapier

ServiceM8 offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat

Related categories

See all software categories found for ServiceM8.