Introduction to ServiceM8

Find out if ServiceM8 is right for your business and how it can help.

Frequently Asked Questions:

Q

Is ServiceM8 the right fit?

What kind of businesses & industries is ServiceM8 made for?

You didn’t mention my industry — how do I know if ServiceM8 is designed for my requirements?

What if we do mostly Quoted works, rather than do-and-charge?

What if we do mostly recurring/repeating jobs, how do we manage that?

What if we do longer projects, like building?

How can we use ServiceM8 with subcontractors?

What if we have a large team e.g. over 20 staff?

Some of our jobs follow a specific workflow. How can this work with ServiceM8?

Q

Features & Functionality

Can you make interactive quotes with multiple choice, optional extras, sections & images?

Can you create and schedule jobs on the ServiceM8 app?

Can you dispatch urgent call-out jobs with ServiceM8?

We don't want to invoice or take payment on site — can ServiceM8 still work for us?

Can we automatically send booking reminders, quote follow-ups and payment reminders?

How do materials and other billable items or services work in ServiceM8?

Can the Forms in ServiceM8 be customised to suit our business?

How does the processing of card payments through ServiceM8 work?

Does the ServiceM8 app work where there is no mobile/cell reception?

Can we transfer work orders received by email into ServiceM8?

Can ServiceM8 help with Inventory Management?

Does ServiceM8 help manage Purchase Orders & Supplier Invoices?

Can you accept online bookings through ServiceM8?

Can ServiceM8 suggest rescheduling or route optimisation for better efficiency?

Can ServiceM8 help with Asset Management?

We don't do many "fixed time" bookings and keep our scheduling more flexible — can ServiceM8 work for us?

Can I make and receive VoIP phone calls with ServiceM8?

Can I get a professional website & email address with ServiceM8?

If a job requires multiple visits are we able to keep it as one job?

Yes. A job can be scheduled more than once, on different days & times.

Can you set jobs to repeat over time in ServiceM8?

Yes. If you do recurring work for clients, you can use the Recurring Jobs & Reminders add-on to manage repeat bookings.

Can you set reminders to follow up jobs after they're completed?

Yes. With the Recurring Jobs & Reminders add-on, you can apply a follow-up "badge" before job Completion, to follow it up in 1, 3, 6 or 12 months.

Can you schedule jobs to more than one staff member?

Yes. A job can be scheduled to more than one staff member. Search 'Multi-staff booking' in the ServiceM8 Help Centre to learn how.

How does location tracking of staff work in ServiceM8?

Live team member locations can be seen in the App & Online Dashboard. You cannot track where staff members have been in the past.

Can ServiceM8 help with estimating job profit?

Yes. The Job Costing add-on (available on the Premium plan and above) can provide a quick estimated profitability of a job you're quoting.

Can you make phone calls with ServiceM8?

You can initiate calls to clients by tapping their phone number directly in their ServiceM8 job card. For next-level phone call efficiency & customer service, check out ServiceM8 Phone.

Can you attach emails to jobs in ServiceM8?

You can send emails to clients straight from a job card in ServiceM8, and replies will arrive in the job's Diary. Separate emails can also be forwarded into your account and attached to jobs via the Email Inbox add-on.

Can you attach files to jobs in ServiceM8?

Yes. You can drag-and-drop files into a job card Online, or Share files on your Apple device to a ServiceM8 job.

Can you draw diagrams & annotate photos with ServiceM8?

Yes. You can annotate photos taken through the ServiceM8 app, or draw diagrams. The iPad version of the ServiceM8 app also supports drawing with Apple Pencil, allowing even greater detail and accuracy.

Where can I see all ServiceM8 features?

There's a full list of ServiceM8's features in the Feature Overview page.

Q

Account Setup

What should I try with my ServiceM8 free trial?

Do I need to connect ServiceM8 with an accounting package?

How do Quote and Invoice templates work in ServiceM8?

Can clients be imported into ServiceM8?

Can you control the level of access staff have to the account?

What mobile device is best for field staff?

How do we get started with ServiceM8?

Can you help us get started with a ServiceM8 expert?

Is there a desktop computer app for ServiceM8?

Yes, to work fast when in the office, there are ServiceM8 Desktop apps for Mac & PC. Search 'ServiceM8' in the Mac App Store or Microsoft Store.

Is there an Android app for ServiceM8?

Yes, there is! While our full-featured app is optimized for iOS devices like iPhones and iPads, we now offer ServiceM8 Lite for Android. This simplified version is perfect for field technicians, subcontractors, and temporary workers who need core job management features. They can easily view their schedules, job details, complete checklists, and more with their Android devices. For the most advanced features and full management capabilities, we still recommend using iPhones or iPads.

Which accounting packages does ServiceM8 support?

ServiceM8 connects with leading cloud accounting packages for small business, being Xero, QuickBooks Online, and MYOB.

Can I import previous job data from a spreadsheet or other job management system?

No. We believe it's best to store your pre-ServiceM8 job history somewhere safe for reference, and have a clean start in your new ServiceM8 account.

How do staff get access to help trial ServiceM8?

Staff logins are created and managed through the main ServiceM8 account (i.e. staff do not create their own ServiceM8 accounts). To add staff logins, in your Online Dashboard, go to Settings > Staff > Add Staff.

Can you create and schedule jobs in the ServiceM8 app?

Yes. You can create standard jobs and schedule them in the app. Recurring jobs can only be created in the Online Dashboard.

Can a business be run only from the app?

On a day-to-day basis, you can manage job creation, scheduling, quoting, invoicing & payments through the app, on the go. However, some features are only available online, and you will need to log into the Online Dashboard occasionally to manage account settings & other matters.

Who owns the account data?

Whoever is set to the Account Owner of a ServiceM8 account owns the account data. See ServiceM8's Terms of Service & Privacy Policy.

Can I cancel my account anytime?

Yes. If ServiceM8 isn't right for you, the Account Owner can cancel the account through their account management settings.