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Setup & Training Services

Get up and running fast with the help of a certified ServiceM8 Partner.

View Setup & Training Packages

How does it work?

From initial consultation through to setup and training our partners make getting started a fast and painless process.

Consultation
Find out if ServiceM8 is right for your business.
Setup
Have your account professionally setup for your business.
Training
Get personal training specific to your business & workflow.
Customisation
Help with quote & invoice templates, forms & more.
  • Rubycube Consulting
    Jade Hendriks
  • Langwarrin, 3910, Victoria
  • 0409 007 967

Rubycube Consulting

 Overview:

Specialising in Bookkeeping & Business Consulting Services We are passionate about workflow and streamlining systems & ServiceM8 ticks all the boxes. We have been using ServiceM8 on a daily basis since February 2013 and have perfected the program and processes for seamless use for all levels of computer/IT skills. So many business start the process of changing systems but never have the time to dedicate to setting it up correctly. We can set up and integrate ServiceM8 and train your staff so you can hit the ground running. We can help you with all of your accounting needs from bookkeeping to tax as well as supply you with accurate reporting to use to build your business. We can integrate your accounting package to streamline processes, write policies and procedures, assist with strategic management and create & customise templates.

 Setup & Training Packages:

Set Up Package

$
770

ServiceM8 walkthrough, back end set up and template customisation

  • ‍Initial Consultation to discuss your setup requirements
  • ServiceM8 walkthrough
  • Basic back-end configuration of your ServiceM8 account
  • Setup staff and assign security roles
  • Assist with import of clients and inventory records
  • Setup Accounting system
  • Customise 1 x Quote
  • Customise 1 x Invoice
  • Customise 1 x Email template

Note:  Travel charges may be an additional cost if onsite meetings are required.

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Set Up Package & Training

$
999

ServiceM8 walkthrough, back end set up and template customisation. Up to 2 hours of training provided.

  • ‍Initial Consultation to discuss your setup requirements
  • ServiceM8 walkthrough
  • Basic back-end configuration of your ServiceM8 account
  • Setup staff and assign security roles
  • Assist with import of clients and inventory records
  • Setup Accounting system
  • Customise 1 x Quote
  • Customise 1 x Invoice
  • Customise 1 x Email template
  • ‍Training – your choice of training for staff.  Choose from Field Staff, Management, Finance

Note:  Travel charges may be an additional cost if onsite meetings are required.

Book Now

Set Up Package & QBO / Xero Health Check

$
999

ServiceM8 walkthrough, back end set up and template customisation. A Xero/Quickbooks Online/Myob Health Check with a report supplied for findings.

  • ‍Initial Consultation to discuss your setup requirements
  • ServiceM8 walkthrough
  • Basic back-end configuration of your ServiceM8 account
  • Setup staff and assign security roles
  • Assist with import of clients and inventory records
  • Setup Accounting system
  • Customise 1 x Quote
  • Customise 1 x Invoice
  • Customise 1 x Email template
  • Quickbooks Online or Xero Health Check which includes an Accounting System and Financial Report Review.  We provide a report of our findings and suggestions for moving forward.

Note:  Travel charges may be an additional cost if onsite meetings are required.

Book Now

Rubycube Consulting

 customer feedback:

Prior to ServiceM8 I used to keep everything in my head or on pieces of scrap paper and would only invoice when I ran out of money. With Jade’s assistance in setting up ServiceM8, various workflows and completing our bookkeeping in Quickbooks we now run a paperless office and we are no longer working for free with invoices sent to our customers when we finish the job. Automated reminders and deposits upfront are keeping our cash flow moving.

Alby
GasBoys

Rubycube Consulting

 customer feedback:

Prior to ServiceM8 I used to keep everything in my head or on pieces of scrap paper and would only invoice when I ran out of money. With Jade’s assistance in setting up ServiceM8, various workflows and completing our bookkeeping in Quickbooks we now run a paperless office and we are no longer working for free with invoices sent to our customers when we finish the job. Automated reminders and deposits upfront are keeping our cash flow moving.

Alby
GasBoys

Not sure which package suits you?

Book at 15 minute free call to go over your needs and decide what the next best step for your business.

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