Ready to transform calls with ServiceM8 Phone? Follow this quick-start guide and you’ll be up and running fast.
Set how you want ServiceM8 Phone to work in your business.
Pay As You Go or get Unlimited calls. Switch plans anytime.
Send calls after hours to voicemail, or a staff member On Call.
Decide whether you want to record & transcribe phone calls.
Set an automatic message to play when a client calls you.
Set the voicemail message if you can’t answer a call in business hours.
Set the voicemail message if you can’t answer a call after business hours.
Set whose phones will ring when a client calls during business hours.
Download the software on the devices you want to make & receive calls.
Download the ‘ServiceM8 Phone’ app from the App Store. This is separate to the 'ServiceM8' app.
Update to the latest version of the ‘ServiceM8 ’ app on the App Store.
Start with a computer that already has a microphone & speakers. Install here.
Try it out by making some calls, through the app & online.
Your ServiceM8 number is visible online in Settings > ServiceM8 Phone.
Call your new number from a separate phone. Try answering via the app, then online.
Call a teammate’s number from the ServiceM8 Phone app.
Call a teammate’s number through the ServiceM8 online dashboard.
If you’ll want to keep using your existing business number, try diverting it to your ServiceM8 Phone number.
Don’t need to keep an existing number? Skip this step.
Prepare to go live with ServiceM8 Phone.
Set your outgoing Caller ID i.e. the number clients see when you call them.
Confirm whose phones will ring, simultaneously, for all incoming calls.
Have field staff install the ServiceM8 Phone app & office staff install the Chrome Extension. Office staff will likely need headsets too.
Ensure all team members know how to use ServiceM8 Phone.
Ensure that all team members can make & receive calls with their ServiceM8 Phone setup.
What ServiceM8 Phone is and how it works.
A detailed video stepping through how to set up ServiceM8 Phone.
A detailed video on how to use ServiceM8 Phone.
Dozens of FAQs on ServiceM8 Phone setup, functionality & day-to-day usage.
Get in touch with a local ServiceM8 Partner for full setup & training packages.