Introducing ServiceM8 14. Unprecedented visibility & insight into what’s happening in your business, and exciting innovations to get more out of ServiceM8.
Running a business means your phone rings constantly. Every call interrupts your work, but missing calls risks lost jobs and unhappy customers. With the ServiceM8 Phone Agent, you get an AI-powered phone assistant that answers calls for you — just like a real staff member. A simple to use, AI assistant for your business, who can handle your business phone calls, any way you want.
Messages and booking requests arrive in your Inbox, for your review and action.
Sick of telemarketers and scammers? Let your Phone Agent waste their time for a change.
Get notifications in real time when your Phone Agent answers a call, then an update on what it was about.
All phone calls are recorded and transcribed according to your preferences, so you can review each call.
Provide FAQs, instructions & scenario procedures for your agent to follow — you control what they can say and do.
Set your agent to take calls during Business Hours, After Hours, and/or in a Voicemail capacity.
ServiceM8’s reporting has always been simple by design, with key metrics and reports for different areas in your business. But when you wanted to dig deeper, it didn’t have the flexibility to answer your questions. ServiceM8 14 introduces a powerful new reporting engine, letting you analyse almost any data, then filter or break it down your way, to gain the insights you’re after.
Filter data by Job Status, Category, Client, Profit & much more.
Break the data down by Staff Member, Badge, Location & more, for greater insight.
View your data across different preset time periods, or a custom range.
Compare your current data set to the previous period, to see how you’re tracking.
Group results by Cost, Invoiced Amount, Time and more to see meaningful totals and comparisons.
Choose from a range of chart types such as Line, Bar, Column and more to visualise your data.
Create custom reports, then save them for quick access next time you’re going over the numbers.
You can export data from a table to a .CSV spreadsheet if you need to.
Time groupings let you adjust the reporting detail, making it easier to identify patterns and outliers.
Meet your virtual team member. The Office Agent is an AI assistant that works inside ServiceM8, handling routine admin tasks so you can focus on real work. Assign it jobs like chasing quotes, drafting replies, or flagging overdue tasks, and stay in control with notifications and approvals.
Set what you want the Office Agent to do, and when.
Receive alerts with findings and recommendations.
Stay in control — approve or decline your agent’s suggested actions.
The Enhanced Job Card is powerful, flexible and intuitive. With ServiceM8 14, it’s easier to systemise with templates, and faster to complete core actions.
You can now apply a Job Template to an existing job, after it's been created. Learn More
If you’re using a non-default Quote or Invoice template, you can now send it via SMS too.
Save Quote & Invoices to the job’s Diary, without needing to draft or send an email. Learn More
The Job Actions bar now shows more of your core actions and add-ons, for fast access.
Copy the job number from the top-left corner of a job card, with a single click.
Click ‘New Job’ & your cursor jumps into the Client search field, so you can create jobs faster.
Checklists & Tasks are more powerful and familiar, with refinements inspired by the original job card. It’s faster than ever to create checklists, set reminders, and stay updated on progress.
Simply hover & click next to a task to assign it, or set a reminder. Edit the same way!
Quickly choose from popular reminder times, and set one with a single click.
See assigned tasks in the Diary, just like the original job card.
Get notified when a task you assigned to someone has been completed — like it was before!
Easily copy a checklist from one job to another. You can also copy a checklist from a document, or paste one to your Invoice Description.
Improvements to the visibility of assigned and unassigned tasks, based on your Security Role.
Documents scanned on site with the Document Scanner (iOS) are now named automatically, making it easier to organise and distinguish scanned PDFs.
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The Smart Writing Helper’s ability to automatically write emails can save you hours, while boosting your service and professionalism. Now, if your email doesn’t already have a subject line, it’ll write that too!
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The iPhone & iPad apps support iOS 26’s new Liquid Glass theme, with a light, translucent design which keeps your jobs front and centre.
The ability to text customers straight from a job card is great for confirming details. But while clients can message you photos, you’ve never been able to send photos back. Now, you can share photos and file attachments via SMS (at no extra cost), making communication easier and your customer service better.
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The ServiceM8 Lite app has leveled up, from capabilities appropriate for a sub-contractor, to the key requirements of a typical field staff member. Now, Android users can create and schedule jobs, message clients, produce invoices & more.
Techs can now create jobs and manage clients directly from the app, on the go.
Search and find jobs by number, name, address or keyword.
Techs can now Clock On & Off their shifts, and take breaks, just like the iOS app.
The ability to send jobs to a Queue, when they require certain action, or are waiting for something to happen.
Schedule jobs to keep them moving forward.
Message clients directly from their job card, keeping correspondence & job history in one place.
Support for viewing jobs booked over multiple days in the Jobs tab.
Techs can now access Billing, add Items/Services, generate PDF Quotes & Invoices, then send them to clients.
An improved photo capture experience for Android, with the ability to take multiple photos at once.
Create clearer, more professional markups. Add text, draw neat circles, squares and lines, or drag images onto photos or documents.
Add text annotations and labels to photos for maximum clarity.
Draw and place neat circles, squares and arrows.
Drag and drop images directly onto photos and documents.
The ability to accept in-person, contactless payments, right on your iPhone — from physical debit and credit cards, to Apple Pay and other digital wallets — is now available in New Zealand, joining Australia, Canada, the UK & USA.
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Travel time can have a real impact on your day-to-day productivity. But it's time-consuming to figure out an efficient route for every staff member, every day. With a single click, the new Auto Routing add-on can optimise a staff member's schedule for the day, saving time and fuel.
Optimise routes to start from your home, or the office.
Control how much flexibility ServiceM8 has to optimise a schedule, such as whether it can move fixed-time bookings.
See how much time and distance savings each optimised route offers.
Easily visualise your routes and options to help your decision-making.
A new ability to set an Auto Routing Home Address per staff member, so they can head straight to their first job for the day.
Simply filter the jobs view to Today, switch to Map, then tap Auto Routing for instant schedule optimisation.
Auto Routing won't include Completed & Unsuccessful jobs, so you can optimise your remaining jobs halfway through the day.
In the iOS app, routes are optimised based on your current location.
Switch between your original route, and the suggested route, to compare and decide.
With ServiceM8 and CarPlay, you can see your bookings, call clients, send On-the-Way texts & navigate to jobs — directly from your vehicle's screen. Now, CarPlay supports allocated jobs such as 'Urgent' and 'Business Hours', offering complete visibility of your schedule, making it easier to stay on track throughout the day.
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Knowing where staff are and what they're doing is vital, but hard to track. ServiceM8 14 gives you more real-time visibility than ever — see where staff are, where they've been, and how their day is progressing.
See at a glance if the staff member is navigating to a scheduled job, and hover to see their ETA.
See at a glance if the staff member is Checked In, and hover to see their recorded time.
Gauge a staff member's status and progress as the job fills as their Check In time increases.
Instantly see which jobs the staff member has checked in to (and which ones they haven't), to identify jobs that may need attention.
See when other team members have the job card open, to prevent duplication or clashes, and work better as a team.
See which team members are currently Checked In to the job, and their recorded time.
Finalising invoices or reviewing job history can feel like guesswork sometimes — it can be hard to piece together what happened on site. The new Job Checkout Report gives you the full story — click any recorded time in the Diary to see a detailed breakdown of what the technician did while they were Checked In to the job.
Recorded time now shows in the job's Diary online, just like the app. Click to access the new Job Checkout Report.
See locations visited while the technician was Checked In, to confirm supplier trips or verify your billable time.
See all arrivals and departures, so you can cross-reference with recorded time.
View which Notes were saved to the job by the technician during the visit, for greater context.
See all Items added by the technician during the visit, to confirm who added what, and when.
Review any photos & videos captured during the visit, separated by Tag.
Confirm which checklist tasks were completed by the technician during the visit.
Check whether the technician completed a specific Form, or serviced Assets, during the visit.
Available in the iOS app & Online — simply tap or click the recorded time in the Diary to access.
When field staff forget to Check Out, recorded time is wrong, creating admin headaches. This makes some technicians avoid Checking In & Out altogether. Now, they can fix it themselves. Simply Check Out, tap the recorded time, and compare with GPS. Accurate records, less hassle.
Need to fix recorded time on site, hours or days after Check Out? You can now edit Job Time in the iOS app — for yourself or staff. Just open the Job Checkout Report, tap Edit, compare with GPS records, and update.
When staff members forget to Clock On or Off their shift, it creates incorrect data, which causes issues with your payroll workflow. With the new Team Timesheet report, you can easily review a team member's Shift Time for any given day, cross-check it with their recorded Job Time and the new Shift GPS Report, and update as needed, for easier payroll and more accurate shift timesheets.
With a high turnover of jobs and a busy mobile team, it's hard to tell where time goes for any given staff member, on any given day. The new Team Timesheet report shows weekly Job Time and Shift Time for every staff member, helping you spot missed billable hours and boost productivity. Hover for a daily breakdown, and click to drill into the all-new Shift GPS Report.
See recorded time for all staff members for the week, in a single view.
Toggle the data between Job Time and Shift Time, depending on the insight or details you're after.
See and compare the total hours per staff member for the week.
Start the data from any day of the week to suit your preference, or match your pay runs.
Hover over any cell for a detailed breakdown of the staff member's recorded time for that day.
Need more insight into what happened for a particular staff member? Click to jump to the new Shift GPS Report for that day.
The all-new Shift GPS Report provides unprecedented visibility into which jobs and locations staff members visited on any given day, and how long they were there. View an interactive map and timeline of a staff member's workday, showing all jobs, visits and travel — giving you the tools to verify Job & Shift Time, ensure you capture billable time, and uncover productivity insights.
See GPS visits to each location, which you can cross-reference with the staff member's schedule and recorded time.
Take out the guesswork with a chronological timeline of events, such as Clock On, Travel and Check In/Out.
With a single click, jump the Team Teamsheet to the new Shift GPS Report for more insight, in a single click.
Suppliers are a part of many jobs, every day — whether you're ordering products, handling warranties, or ducking to the nearest branch for a part you need to finish a job. Now, you can save supplier contact details and locations in ServiceM8, making it faster to call, email, or navigate to a supplier when you need to.
Save the name, address and contact details for each Supplier branch you work with.
Saved Suppliers will appear on the Dispatch Map for context and to help decision-making.
With the iOS app, you can browse nearby Suppliers from the Job Actions menu, then navigate to the closest location.
When you're drafting an email, your saved Suppliers will be available to choose from — no typing or pasting required!
You can speed-dial your Suppliers from the Job Actions menu in the iOS app.
Browse and click to call your Suppliers from a job card Online, or your Contacts in the ServiceM8 Phone app.
Updating item costs and prices in job cards has always been a one-off, for that job only. If you want to make it a permanent change, you have to update the item again in your materials database. With ServiceM8 14, you can control when and how these changes apply, keeping your pricing accurate in the way that works best for you.
Update the price of an item in one job, and the next time you use that item, it'll have the updated price.
Get a reminder when changes you make to an item's cost or price will apply to future jobs.
Choose whether pricing edits on a job update your database, stay isolated, or only update when costs/prices go up.
It can be hard to spot outdated pricing on a job, until it's too late. Now, if you open an old Quote or Work Order, you'll get a warning if any of the pricing is significantly different from your current pricing. Simply update it in a single click!
Sometimes team members can't find what they're looking for, so they just create a new item. This results in duplication, clutter and inconsistent pricing. If this is a problem for your business, you can now use Security Roles to restrict the ability to create new items in your database.
When suppliers email updated price lists, ServiceM8 can import them straight into your Materials database. In ServiceM8 14, setup is easier than ever, with smarter column detection and support for more file types — keeping your pricing accurate, automatically.
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The Supplier Invoice Import add-on helps you recover material costs by sending supplier invoices straight to the job's Diary.In ServiceM8 14, it's smarter and more accurate, and when an invoice can't be matched, you'll now get a notice of what happened.
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With the Job Costing add-on, you can get a picture of how profitable a job will be while you're quoting, then how much you made after the job is complete. Now, you can compare what you estimated a job would cost when you were quoting it, against your actual time and materials used. This makes it easier to see when quotes were off the mark, improve your pricing, and keep jobs profitable.
If your schedule isn't a true reflection of your team's availability, it limits your ability to automate with features like Smart Booking Suggestions and Self-Serve Online Booking. Now, it's easier than ever to add and edit Staff Leave, directly in the Dispatch Board.
Simply type in plain text when the staff member will be on leave.
Block out an entire day, or just an hour or two.
Mark one-off absences with ease.
Handle longer breaks — just provide the dates.
Set ongoing unavailability patterns, such as for part-time staff.
Update leave as easily as you entered it.
Manually adding closed dates is tedious, and missing one causes scheduling headaches. Now, you can sync national, state and regional holidays to your ServiceM8 schedule in a single click — automatically marking your business as closed.
Need to flag an important Inbox message you want to revisit later? You can now right-click and 'Mark as Unread'.
The Knowledge add-on lets you build a library of tips, policies & instructions for your team to search and use, anywhere. However, much of this info lives in PDFs already, and converting it into Knowledge Articles can be time-consuming. Now, you can upload PDFs as Knowledge. It’s auto-converted for optimised viewing on iOS, and you can view the original PDF at the tap of a button.
Proposals lets you craft beautiful online quotes that give clients more detail and choice. In ServiceM8 14, Proposals get even better, with highly-requested improvements to make Proposals a better fit for you & your clients.
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To keep Proposals digestible & help your clients focus on value, you can now list items by name, without itemised prices or quantities.
Some Proposals end up with multiple revisions. Now, you can review and restore past versions of a Proposal, at any time.
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While online Proposals are better as an interactive experience, some clients still need a PDF. Now, they can save a PDF.
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The Asset Management add-on is a powerful tool to catalogue the details and location of client assets, then record & track their service history. But if you take on a big client with existing assets, you could have hundreds to set up. Now, you can bulk-import assets from a CSV file, then link them to a QR code label on site in seconds.
The ServiceM8 14 app supports iPadOS 26 innovations to make the most of your screen space and improve productivity on iPad.
Get access to familiar controls and commands, just like your desktop.
Resize app windows so you can use ServiceM8 side-by-side with other apps.
Drag images straight into ServiceM8 to help clients visualise products or outcomes.
Connect ServiceM8 with AI agents like ChatGPT and Claude via Model Context Protocol (MCP), enabling new ways to leverage AI and work smarter.
AI-powered tools are making custom development more accessible than ever before. ServiceM8 14 expands the API & SDK, making it possible to extend ServiceM8 in more powerful ways. So, if there's a feature you wish ServiceM8 had to meet a requirement or opportunity in your business, there's more potential than ever to build your own solution around ServiceM8.
Want to automate, without coding? n8n is a powerful, easy-to-use tool for connecting different apps and building automated workflows. The new n8n integration sees a range of ServiceM8 triggers and actions, letting you automate workflows inside ServiceM8, or between it and other apps — saving time and working smarter.
Community nodes are now available with n8n Self-hosted.
Nodes for n8n Cloud are coming soon.
Create workflows based on triggers and actions entirely within ServiceM8, or between ServiceM8 and other apps.
Support for a range of useful trigger events, such as when jobs are Queued, a Form is completed, or a staff member Checks Out.
Support for a range of useful job actions, such as Create Job, Send Email, Post Note, Queue Job and more.
ServiceM8 Phone extends the power of ServiceM8 to your phone calls — faster answers, Caller ID, client history on screen, transcription & more. With ServiceM8 14, it's easier to get started with ServiceM8 Phone, and get the most out of it for your business.
Add additional inbound phone numbers, so you can have more than one contact number with ServiceM8 Phone.
Australian customers can now choose from mobile numbers as well as landlines. SMSs to mobile numbers arrive in the Inbox.
The ability to port your own phone number from your current service, to ServiceM8 Phone, is now available on all plans.
The new custom report engine is more powerful than ever. But, if you don’t happen to be a data analyst, it can be time-consuming to get the insights you want. Introducing the Smart Report Helper — an AI-powered reporting assistant, who can produce detailed custom reports with your ServiceM8 data. Just type what you want to see, and it builds the report for you in seconds.
Explaining what an outcome is going to look like to a client can be tricky — you can see it in your mind, but they can't. What if you could show them? Now, if you can describe it, you can bring it to life. Open a job photo from a Diary, select Imagine, describe your vision, and show clients what you mean.
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The latest ServiceM8 mobile apps are now available in their respective app stores. Many features require activation of ServiceM8 14 for your account. To upgrade, click 'Activate ServiceM8 14' below to jump into your ServiceM8 account and reveal a notice in Settings, then click 'Activate'.
Activate ServiceM8 14
