How to Build Your Own ServiceM8

Send clients an email or text confirmation of their booking with a single tap

Set automatic emails and texts to remind clients of their upcoming booking

Automate emails and texts to clients to request feedback after job completion

Send and receive client emails directly through their job card, keeping everything in one place

Automatically SMS clients to notify you're on the way to the job, including an estimated time of arrival

See your schedule, call clients, send On-the-Way texts and navigate to jobs from your vehicle's screen

Scan barcoded items straight into your invoice using the ServiceM8 app's camera

Create and schedule jobs, email clients, quote, invoice and accept card payments with the iOS app

Access and use the ServiceM8 app without internet connectivity. All updates will sync when you're back in range

Simplified Android app for field technicians, subcontractors and temporary workers who need basic functionality

Set automatic emails and texts to request payment of outstanding invoices

Accept credit and debit card payments on site or send clients a link to pay online

Accept deposit payments from clients

Accept credit and debit card payment on site. Enter the card details or use Scan & Pay

Email and text online invoices which clients can pay by card, or with Apple Pay

Automatically divert calls after hours to the team member On Call, or a custom voicemail message

Set a Primary group of staff to route calls to, and a Secondary group as a backup

Automatically record and transcribe phone calls to the client's job card, where you can review anytime

Greet clients by name, and instantly see their active quotes and work orders on screen

Route business calls to multiple staff members, anywhere, simultaneously

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

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

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

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