ServiceM8 - Job Management App 4+

Scheduling, Quoting, Invoicing

Eroldawn Pty Ltd

    • Free
    • Offers In-App Purchases

Description

ServiceM8 is job management software for trade contractors & home service businesses, such as plumbers, electricians, HVAC & refrigeration contractors, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the field.

ServiceM8 is a job, staff & client management solution, with everything to run your day-to-day in one place — digital job cards, scheduling, quotes, staff locations, client emails & texts, job notes & photos, online bookings, forms, asset management, invoicing & payments.

You’ll cut paperwork, get more jobs done, provide amazing service & get paid faster.

Field staff use the ServiceM8 app for iPhone & iPad. Office staff can access the ServiceM8 dashboard online via web browser on Mac or PC.

Download the app & tap ‘Try Demo’ — no sign-up required.

Who is ServiceM8 for?
ServiceM8 is a simple, easy tool for contractors & field service businesses with a high-turnover of short jobs, ranging in size from sole operators up to 20 staff. Industries such as:
• Plumbing
• Electrical
• Solar
• HVAC & Refrigeration
• Pest Control
• Appliance Repair
• Locksmithing & Security
• Cleaning
• Pool Care
• Lawn Mowing & Gardening Businesses
• IT
• Property Maintenance
• Fire Protection
• Carpet & Flooring

Job Management Software
• Manage jobs from start to finish
• Access all client & job details in the field
• Ensure job quality & consistency with built-in checklists
• Capture electronic signatures

Communication & CRM
• Email & text clients directly from the app
• Save time with email & text templates
• Send On-the-Way text messages to clients
• Automate booking confirmations, reminders & follow-ups to clients

Scheduling
• View your schedule & job info, anywhere
• See a real-time map view of staff & job locations
• Dispatch jobs & urgent work, instantly
• Receive push notifications about schedule changes

Quoting & Invoicing
• Generate professional PDF quotes, estimates & invoices on site
• Email or text quotes & invoices to clients from the app
• Clients can view quotes & pay invoices online


Time tracking & Timesheets
• Track travel time & time on site, for billing purposes
• Track shift & break time, for payroll purposes
• Export payroll time sheets to Xero, MYOB or QuickBooks Online

Mobile & Online Payments
• Accept contactless payments with Tap to Pay on iPhone
• No extra dongles, terminals or hardware needed — just your iPhone

Digital Forms & Assets
• Complete digital reports, procedures & certificates on site, through the app
• Create custom forms for your business & industry
• Catalogue client assets & view their service history

Job History
• Access a full history of work done for every client
• Attach notes, photos, videos, emails & messages to jobs
• Automatic back-up & secure cloud storage

Accounting Integrations
• Connect to Xero, MYOB or QuickBooks Online
• Sync invoices & payments from ServiceM8
• Streamline invoicing, payments & accounting

Pricing
• A range of monthly plans to suit your business & requirements
• Plans bundle jobs, SMSs & add-ons into a single monthly price
• No contracts, setup fees, or ‘per-user’ fees.
• Unlimited users & storage
• 14-day free trial

Support
• Free, 24/7 email & chat support
• Self-serve Help Centre with articles & videos
• Global network of ServiceM8 Partners offering setup services

In-App Purchase Terms
When you subscribe to a plan through the ServiceM8 app, payment will be charged to your Apple ID on a recurring monthly basis. Your monthly subscription will automatically renew unless you cancel at least 24 hours before the renewal date. You can manage your subscription in the ServiceM8 app in More > Settings > ServiceM8 Account. Any unused portion of your free trial is forfeited after purchase.

Terms of Service: www.servicem8.com/terms-of-service
Privacy Policy: www.servicem8.com/privacy-policy

The ServiceM8 application uses background location. Continued use of GPS running in the background can decrease battery life.

What’s New

Version 12.0.6

Minor fixes and improvements

Ratings and Reviews

4.6 out of 5
1.8K Ratings

1.8K Ratings

timmyhaus ,

Great product for service style business

I’ve been using ServiceM8 for about 6 years now and still love it! Feature packed and I don’t have to sit in front of my pc late into the night finishing off paperwork and emails as it’s all done in the app onsite. Lots of new things being added all the time, responsive to any issues and great training resources to get setup and going. Syncs with my accounting software too.
I’ve tried several different apps over time but this one has it all.

Maverick61 ,

Great functionality but poor addons

What a great app for day to day management of jobs, personnel and quoting. Easy to manage products and services section to allocate work. Easy customer creation and management (although the swapping of First & Surname for every new client is a massive pain!). Simple search function using any detail of the customer or job. Charges are reasonable and billing is simple. Overall, it fills the role but being a service only business, it has shortcomings because the item descriptions don’t accommodate service only businesses very well.
BUT! If you want to link it to MYOB, forget it. They tell you they work together but they don’t. Name and description limitations for services only businesses make it impossible to tailor your invoices to individual clients. Invoices fail to transfer to MYOB after approval, and payments have to be processed in MYOB and you hope they are processed back to ServiceM8. Joke!

TALRES ,

TALR Electrical Supremacy’s experience and suggestions

Great CRM. Very helpful and enables the customers to get that personalised service that seems to be lost in the new generations of trades.

A recommendation I have for your development team is; create packages from parts list instead of having to calculate everything in an excel spread sheet to get the ‘package’.

Eg. Inventory item 1 + inventory item 2 + ‘x’ hours labour = ‘package 1’

This way you can track your inventory amounts with the system much easier, automatically have the hours allocated ready for the booking, and if there is 1 item in the package that has a price change- you would be able to change it in inventory and it automatically update the ‘package’.

I believe this could be a great benefit to streamlining bookings, pricing and inventory tracking. Would also work well with the margin billing application you currently have in the premium package of service you offer.

There has been a few times that entering the clients emails on my iPad has not saved the email address. Maybe a small integration bug of the system just doesn’t like entering client details in the field sometimes.

App Privacy

The developer, Eroldawn Pty Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Location
  • Contact Info
  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Wallet

    Get all of your passes, tickets, cards, and more in one place.

  • Siri

    Get things done within this app using just your voice.

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