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The app for HVAC & Refrigeration

Ditch paperwork, improve productivity & provide great customer experiences. ServiceM8 will transform how you manage jobs, scheduling, customers & invoicing.

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App For HVAC & Refrigeration Businesses

"From where we were this time last year, to where we are this year, it’s like night and day."

Tony Johanson

H&D Air Conditioning

Watch Clint's Story

Life of a HVAC job in ServiceM8

1
Client calls

A client calls needing their AC serviced

Client calls up with an HVAC issue
2
Job created

The client & job details are recorded in ServiceM8

Instead of using paper, diaries, calendars or spreadsheets, capture all details directly in ServiceM8.

ServiceM8 job card of HVAC work
 
3
Scheduling

The job is scheduled to a HVAC technician

Your technicians can view their schedules anywhere, and receive notifications of new jobs & schedule changes.

HVAC Scheduling Software
 
4
Complete job

The technician has all the info & completes the job

  • Access all job details on site.
  • Record job notes, photos & videos.
  • Complete checklists.
  • Complete PDF service reports on site.
HVAC Job on iPhone
 
5
Invoice

The HVAC technician adds labour & items, then produces a PDF invoice

  • Add materials with up-to-date pricing.
  • Track time on site.
  • Produce a professional, branded invoice.
  • Collect client sign-off for the work.
HVAC & Refrigeration Invoice
6
Payment

The technician can take payment straight away

  • Take credit card payments on site; or
  • Let the customer view & pay the invoice online.
HVAC Invoice Payment
7
Reconciliation

The invoice is synced to your accounting package

  • Sync invoices to your accounting package in two clicks.
  • Payments are automatically synced so the invoice is ready to be reconciled.

Simple, Affordable Pricing

14 day free trial, no credit card required.

Learn more about pricingTry ServiceM8 Free

Lite

$9
/mo

Unlimited staff

15 Jobs per month

15 Included SMS

Job Management

Access all client and job details from the field, anywhere, anytime.

Staff Scheduling

Easily manage your staff schedules from anywhere.

Quoting & Invoicing

Add materials and labour used to create professional quotes and invoices.

Credit Card Payments

Take payment through the app, or send them a link to pay online.

Online Booking

Allow your customers to get a live quote, select a time, then book a service with your business.

Recurring Jobs

Create a job once and schedule it to recur at set time intervals automatically.

Progress Invoicing

Invoice your customers for deposits and progress payments quickly and easily.

Sync clients, items, invoices, and payments with your accounting package.

Simple job, productivity and revenue reports.

Automation

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

No Recurring Jobs

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

No Progress Invoicing

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Over 20 Add-ons to help grow your business and improve efficiency. View Plan Comparison for more info.

No Asset Management

A powerful tool for businesses which install, service or inspect any kind of equipment or assets.

No Forms

Complete site audits, procedures, and checklists in the field, then immediately turn them into professional PDF reports.

Inbox converts emailed work orders into jobs. Work Order PDF's are scanned automatically and populate jobs with information.

No Inbox

See how profitable a job will be while you’re quoting and how much you've made after the job is completed.

No Job Profitability

Quickly set material and labour prices based on margin.

No Margin Billing

Brand SMS's sent to your customers with your business name instead of 'ServiceM8'.

Record & save business knowledge, expertise, tips & procedures in the form of Videos or Articles.

No Knowledge

Starter

$29
/mo

Unlimited staff

50 Jobs per month

50 Included SMS

Job Management

Access all client and job details from the field, anywhere, anytime.

Staff Scheduling

Easily manage your staff schedules from anywhere.

Quoting & Invoicing

Add materials and labour used to create professional quotes and invoices.

Credit Card Payments

Take payment through the app, or send them a link to pay online.

Online Booking

Allow your customers to get a live quote, select a time, then book a service with your business.

Recurring Jobs

Create a job once and schedule it to recur at set time intervals automatically.

Progress Invoicing

Invoice your customers for deposits and progress payments quickly and easily.

Sync clients, items, invoices, and payments with your accounting package.

Simple job, productivity and revenue reports.

Automation

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Recurring Jobs

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Progress Invoicing

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Over 20 Add-ons to help grow your business and improve efficiency. View Plan Comparison for more info.

No Asset Management

A powerful tool for businesses which install, service or inspect any kind of equipment or assets.

No Forms

Complete site audits, procedures, and checklists in the field, then immediately turn them into professional PDF reports.

Inbox converts emailed work orders into jobs. Work Order PDF's are scanned automatically and populate jobs with information.

No Inbox

See how profitable a job will be while you’re quoting and how much you've made after the job is completed.

No Job Profitability

Quickly set material and labour prices based on margin.

No Margin Billing

Brand SMS's sent to your customers with your business name instead of 'ServiceM8'.

Record & save business knowledge, expertise, tips & procedures in the form of Videos or Articles.

No Knowledge

Growing

$79
/mo

Unlimited staff

150 Jobs per month

150 Included SMS

Job Management

Access all client and job details from the field, anywhere, anytime.

Staff Scheduling

Easily manage your staff schedules from anywhere.

Quoting & Invoicing

Add materials and labour used to create professional quotes and invoices.

Credit Card Payments

Take payment through the app, or send them a link to pay online.

Online Booking

Allow your customers to get a live quote, select a time, then book a service with your business.

Recurring Jobs

Create a job once and schedule it to recur at set time intervals automatically.

Progress Invoicing

Invoice your customers for deposits and progress payments quickly and easily.

Sync clients, items, invoices, and payments with your accounting package.

Simple job, productivity and revenue reports.

Automation

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Recurring Jobs

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Progress Invoicing

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Over 20 Add-ons to help grow your business and improve efficiency. View Plan Comparison for more info.

Asset Management

A powerful tool for businesses which install, service or inspect any kind of equipment or assets.

Forms

Complete site audits, procedures, and checklists in the field, then immediately turn them into professional PDF reports.

Inbox converts emailed work orders into jobs. Work Order PDF's are scanned automatically and populate jobs with information.

Inbox

See how profitable a job will be while you’re quoting and how much you've made after the job is completed.

No Job Profitability

Quickly set material and labour prices based on margin.

No Margin Billing

Brand SMS's sent to your customers with your business name instead of 'ServiceM8'.

Record & save business knowledge, expertise, tips & procedures in the form of Videos or Articles.

No Knowledge

Premium

$149
/mo

Unlimited staff

500 Jobs per month

500 Included SMS

Job Management

Access all client and job details from the field, anywhere, anytime.

Staff Scheduling

Easily manage your staff schedules from anywhere.

Quoting & Invoicing

Add materials and labour used to create professional quotes and invoices.

Credit Card Payments

Take payment through the app, or send them a link to pay online.

Online Booking

Allow your customers to get a live quote, select a time, then book a service with your business.

Recurring Jobs

Create a job once and schedule it to recur at set time intervals automatically.

Progress Invoicing

Invoice your customers for deposits and progress payments quickly and easily.

Sync clients, items, invoices, and payments with your accounting package.

Simple job, productivity and revenue reports.

Automation

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Recurring Jobs

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Progress Invoicing

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Over 20 Add-ons to help grow your business and improve efficiency. View Plan Comparison for more info.

Asset Management

A powerful tool for businesses which install, service or inspect any kind of equipment or assets.

Forms

Complete site audits, procedures, and checklists in the field, then immediately turn them into professional PDF reports.

Inbox converts emailed work orders into jobs. Work Order PDF's are scanned automatically and populate jobs with information.

Inbox

See how profitable a job will be while you’re quoting and how much you've made after the job is completed.

Job Profitability

Quickly set material and labour prices based on margin.

Margin Billing

Brand SMS's sent to your customers with your business name instead of 'ServiceM8'.

Record & save business knowledge, expertise, tips & procedures in the form of Videos or Articles.

Knowledge

Premium Plus

$349
/mo

Unlimited staff

1500 Jobs per month

1500 Included SMS

Job Management

Access all client and job details from the field, anywhere, anytime.

Staff Scheduling

Easily manage your staff schedules from anywhere.

Quoting & Invoicing

Add materials and labour used to create professional quotes and invoices.

Credit Card Payments

Take payment through the app, or send them a link to pay online.

Online Booking

Allow your customers to get a live quote, select a time, then book a service with your business.

Recurring Jobs

Create a job once and schedule it to recur at set time intervals automatically.

Progress Invoicing

Invoice your customers for deposits and progress payments quickly and easily.

Sync clients, items, invoices, and payments with your accounting package.

Simple job, productivity and revenue reports.

Automation

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Recurring Jobs

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Progress Invoicing

Automate email and SMS communication with clients about upcoming bookings and outstanding quotes & invoices.

Over 20 Add-ons to help grow your business and improve efficiency. View Plan Comparison for more info.

Asset Management

A powerful tool for businesses which install, service or inspect any kind of equipment or assets.

Forms

Complete site audits, procedures, and checklists in the field, then immediately turn them into professional PDF reports.

Inbox converts emailed work orders into jobs. Work Order PDF's are scanned automatically and populate jobs with information.

Inbox

See how profitable a job will be while you’re quoting and how much you've made after the job is completed.

Job Profitability

Quickly set material and labour prices based on margin.

Margin Billing

Brand SMS's sent to your customers with your business name instead of 'ServiceM8'.

Record & save business knowledge, expertise, tips & procedures in the form of Videos or Articles.

Knowledge

Popular features

PDF forms & reports

Complete forms, service reports or certificates in the field, electronically. Simply working through a list of questions, you can generate professional PDF documents on site.

Electrician Job Safety Analysis

Job checklists

Create checklists of job requirements for quality & consistency, ensuring each job’s done right the first time.

Checklist of HVAC Job

Real time HVAC technician status

See real-time staff locations & job status to make smart scheduling decisions. Urgent call-outs can be dispatched immediately — the technician will be instantly notified, receive all job details, and be on their way.

Urgent Dispatch of HVAC job

Automated client communication

Automatically email or SMS clients to remind them of their booking time, request payment of an invoice, or follow up a quote.

Automated communication to customers

Job profitability

Estimate how profitable a job will be while you're quoting, then see how much you made after the work's done.

Profit estimating

Asset management

Catalogue the details & locations of appliances, equipment, installations, devices or machinery, then record and track each asset’s service history.

ServiceM8 asset management

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  • No credit card required
  • Getting started guide
  • Help videos to follow
  • 24/7 chat & email support
  • Professional setup partners
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