Access all client and job details from the field, anywhere, anytime. Field staff have all the info they need to get the job done.
Access a full history of work done for every client, including notes, photos, emails, and messages - anywhere.
Take photos and record videos from within ServiceM8 and they’re saved instantly to the job, forever.
Record proof that your customer is happy to proceed with a job or pay for completed work.
Bring up past jobs instantly. Search for anything from client name, job number or materials used.
Simply drag new jobs onto the desired time and staff member to schedule them.
Instantly dispatch urgent jobs by simply dragging the job directly onto the desired staff member.
Send clients an email or text confirmation of their booking with a single tap, as part of the scheduling workflow.
ServiceM8 will suggest booking times, which take into account staff schedules and leave, and allow for travel time from prior jobs.
Create professional invoices in seconds, then email, text, print or even post them to your client while you're still on site.
Select from our range of beautiful and professional template designs, which will include your logo automatically.
Automatically send clients a link to all outstanding invoices. The statement portal will update as invoices are paid, and new invoices added.
Prebuild kits of labour and materials into preset 'Bundles' to streamline your quoting, invoicing & profitability.
Create engaging proposals, with a rich online experience, images & multiple choice options.
Easily check in & out of jobs to track your billable hours on site, and save this with the job's history.
Staff can clock on and off their shift directly in the ServiceM8 app, making payroll easier.
ServiceM8 can detect your arrival at your next job & automatically check you in if you forget.
If staff forget to clock on or off their shift, ServiceM8 can assess their activity and do it automatically.
Simply type in the client’s credit card number and charge them on site. You’ll process the transaction then and there.
Clients have the option to pay future Recurring Job invoices automatically when paying by card.
Email your customers an invoice that they can pay online via credit or debit card, or Apple Pay.
Present a QR code on screen for clients to pay on their own phone via Apple Pay or Google Pay, with nothing but your iPhone.
Email and message clients directly from ServiceM8, with all client communication saved to their job card.
See all client communication on jobs, with customer reply emails automatically synced to ServiceM8.
Automatically SMS clients to notify them you're on the way to the job, with an estimated time of arrival.
Communicate with all staff using a live activity feed - update everyone on housekeeping matters, ask advice or share tips and tricks.
Activate a messaging portal with your branding for easy communication with clients via text. Customer replies save to the relevant job Diary in ServiceM8.
Use instant messaging in ServiceM8 to promote efficient communication between field & office staff.
The ServiceM8 app has impressive communication, navigation, quoting, job management and invoicing capability, tailored for ease of use in the field.
Receive and reply to staff messages from your wrist, keep track of how long you’ve been on site, and view job details at a glance.
Software designed for specific hardware means the app provides a seamless experience on both your iPhone and iPad.
When adding materials to invoices, you can select Barcode Scan. Just hold the camera over the barcode and it will instantly scan.
Ask Siri for ServiceM8-related information, to perform specific tasks in ServiceM8, or open ServiceM8 directly to a specific view.
Mark up job photos in the ServiceM8 iPad app, saved to the job Diary. Supports use with Apple Pencil.
Fill or mark up forms & plans in the ServiceM8 app. Add text, shapes & annotations.
Solely focusing on the Apple platform means a fast, high quality and reliable app which keeps pace with your business.
ServiceM8 will auto-detect and focus on a document, and once captured, crop the image to save to the job in a high-resolution PNG format.
The ServiceM8 camera's field of view is analysed in real time, and the captured image automatically tagged e.g. ‘Smoke Alarm’, ‘Switch’, ‘Shower’.
Draw & save diagrams through the ServiceM8 app, saved directly against the job record.
Show, tell & write at the same time. Voice notes in videos are auto-transcribed to text.
We take advantage of iOS feature updates faster, keeping the app and your business at the cutting edge of modern field service technology.
Say “Tag Before Job” or “Tag After Job” prior to photo capture, and it will automatically apply the tag to that photo and any that follow.
Take measurements in virtual reality using the ServiceM8 camera, then apply them when developing quotes or completing forms.
Share photos saved to a job straight into a new Facebook or Instagram post.
Create customized forms and reports to suit your business needs, such as inspection reports, certificates of compliance and safety assessments.
Simply working through a list of questions, staff can generate comprehensive and professional PDF reports while on site.
Flexible question type options, photo questions, multiple choice, signature and more.
Make your forms faster to complete but skipping questions that are not needed.
Build checklists, safety audits, site reports, inspections reports, industry certificates and more.
All forms, certificates, reports and documents are saved to the job diary for future reference.
Methodically complete installation, maintenance or inspection forms on assets with the Forms Add-on.
Generate PDF reports of all assets serviced on a job, or of all assets listed against a client.
Scan one asset’s QR Code to view & locate all others on site in Augmented Reality.
Enable customers to book your services online, day or night. Customers can request a quote or service, select a time, then book it straight into your schedule.
Teach ServiceM8 how you price your services. Answers provided by customers while filling out the form determine the price they’re quoted.
Accept pre-payment as part of the booking process via card, Apple Pay, Google Pay, or Microsoft Pay.
Create general enquiry pages, on-site quote requests, or complete service booking forms for customers.
Capture your business knowledge. Record & save business expertise, tips & procedures in the form of Videos or Articles.
Staff can search videos & articles in the app to troubleshoot jobs. Knowledge will be automatically suggested in new jobs if relevant.
Provide great customer service, streamline call workflows, and drive productive outcomes from phone enquiries.
Route business calls to multiple staff members, simultaneously. Staff can make & receive calls from anywhere on iPhone, iPad, or online.
All team members get Caller ID for clients, can see their active quotes and work orders on screen, then action the call in ServiceM8.
Set outgoing calls from all staff to display your business number, so clients always know it’s your business calling.
Automate email & texts to clients requesting feedback, or invite them to leave a Google review.
Automate communication with your customers. Automatically follow up quotes, send booking reminders, or request invoice payment.
Simplify the management of repeat work and contracts. Create a job once and schedule it to recur at set intervals.
You can set ServiceM8 to routinely process and schedule all recurring jobs, automatically.
Have supplier invoices emailed directly into a job, where you can add the cost straight to your invoice.
Built-in and automated reporting on your business. See jobs by category, job status, backlog and win/lose rates, all at a glance.
Know your numbers and monitor your cash flow with reports on invoicing, job profitability, revenue by job category, and total revenue.
Create your own reports on jobs, revenue and profitability with the built-in report builder.
Sync clients, items, invoices, and payments with Xero, to avoid double entry & cut admin time.
Build customised connections between ServiceM8 and over 500 other supported apps.
Sync clients, items, invoices, and payments to QuickBooks Online, to avoid double entry & cut admin time.
Daily syncing of all client emails in ServiceM8 with your MailChimp mailing list - just set and forget.
The ServiceM8 platform is hosted on Amazon Web Services, the world leader in cloud infrastructure.
Your account is automatically backed-up to cloud-based ServiceM8 servers in multiple locations around the world.
ServiceM8's servers are secured by SSL Certificates issued by Amazon, so all data transferred between users and ServiceM8 is encrypted.
An additional layer of security, requiring the entry of a code sent to your mobile device when you log in or perform certain actions.
Fast advice and answers to your questions with free email and live chat support.
Want to fast-track your setup? Our network of independent Partners specialise in ServiceM8 consultation, setup and training.