ServiceM8

AI-powered assistance integrated throughout the platform to help with various tasks

Track and analyze the cost of jobs to understand profitability

Gauge how profitable a job will be, then back-cost to see how much you made after the job's done

Track the details, location and service history of any kind of assets and equipment

Easily view cost per billable item, and adjust the percentage markup to optimize your price

Get work day or night with online booking. Clients can get a price, select a time, then book a service

Automatically include your business name and specific job details on photos taken through the ServiceM8 app

See technician's real availability by importing free and 'Busy' times from team members' personal calendars

Access the full history of work done for every client, including notes, photos and messages, anywhere

Manage jobs from client's first call through scheduling, quoting, job completion, invoicing and payment

Work faster in the office with the ServiceM8 Desktop app for your Mac or PC

View staff and job locations on a map. Stay in tune and make smart decisions, without interrupting field staff

Scan important paperwork straight into job cards as PDFs — digitally saved, forever

Get an email address for your ServiceM8 account. Easily convert emails into new job cards for action

Complete any kind of report, procedure or certificate on site, then generate as a professional PDF

Complete and manage forms and certificates on site

Fill or mark up forms and plans in the ServiceM8 app. Add text, shapes and annotations

Access pre-built forms that can be purchased

Sync clients, items, invoices, and payments with your accounting package to save time and avoid double-entry

Automatically import emailed price list updates from suppliers

Have supplier invoices emailed directly into a job, then add the cost to your invoice

Import supplier invoices into job records

Automate the export of staff shift times to your accounting package as a timesheet every week

Send clients a link to all outstanding invoices, updating as invoices are paid and new invoices added

Invoice clients for deposits and progress payments, quickly and easily

Add materials and labour to create professional quotes and invoices, email and SMS them to clients for online viewing

Educational resources on billing best practices

Capture business expertise, tips and procedures for technicians to view anytime in the ServiceM8 app

Record notes, photos and videos through the ServiceM8 app, instantly saved to the job's record

Mark up job photos in the ServiceM8 iPad app, or sketch diagrams. Supports use with Apple Pencil

Show, tell and write at the same time. Voice notes in videos are auto-transcribed to text

Start turn-by-turn navigation to your next job, straight from the job card in the ServiceM8 app

Send work requests to other businesses and monitor job progress, even if they don't use ServiceM8

Get instant automatic notifications about changes to your day's schedule

Combine several items into a preset 'bundle', with one description for clients to see on your quotes and invoices

Allow your clients to view and accept your quotes online

Create engaging proposals with a rich online experience, images and multiple choice options

Produce several quote options and send a link for the client to view and choose

Know your numbers with productivity and revenue reports, and a custom report builder

See GPS location history of a staff member's workday, showing all jobs, visits and travel

Type what you want to see and AI reporting assistant builds the report in seconds

Optimize a staff member's route and schedule for the day, saving time and fuel

Create a job once and set it to re-create and schedule itself over time automatically

Schedule jobs to staff members in the app or online with instant push notifications to staff

Review account access and significant actions over the last 90 days for any unusual or suspicious activity

Activate additional business protection, with codes sent to your phone to log in or perform certain actions

Record proof the client is happy to proceed with your quote by signing on your iPhone or iPad

Produce a PDF Quote and email it to the client for remote signature online

Use smart checklists and tasks to ensure jobs are done right the first time, every time

Keep your team up-to-date and connected with a live activity feed, accessible in the app and online

View live staff locations, ETA's and job progress as technicians navigate to jobs and check in on arrival

Allocate urgent jobs efficiently by viewing staff proximity and availability, then instantly notify the best technician

Use preset messages to save time and provide consistent, professional messaging to clients

Create preset job cards and checklists for popular job types to save time and systemise

Let ServiceM8 automatically Clock On & Off shifts, Check In & Out of jobs throughout the day, and include travel time from your previous location, using GPS and job data

Track and charge for time based on when you checked in to and out of the job in ServiceM8

See Job Time and Shift Time for every staff member, to find billable hours and boost productivity

Opt to charge for trips to suppliers, with ServiceM8 automatically tracking this time using GPS and job data

Ask Siri to start navigating to your next scheduled job, get a job summary, send a text to the client and more

Get a professional website and email address for your business in minutes (fees apply)