What is ServiceM8?
ServiceM8 offers a comprehensive job management solution tailored for contractors and service businesses, leveraging artificial intelligence to enhance productivity and professionalism. The platform integrates features such as scheduling, quoting, invoicing, and electronic forms, allowing users to manage jobs and staff efficiently from a single interface. It supports mobile access through iOS and Android apps, enabling on-site operations like capturing photos, recording notes, and accepting credit card payments.
With AI Smart Helpers, the tool automates tasks like drafting emails, generating quotes, and summarizing jobs, reducing administrative workload. ServiceM8 also includes advanced functionalities like asset management, recurring jobs, and accounting integrations with Xero and QuickBooks Online, helping businesses streamline workflows and improve cash flow. The platform is trusted globally, managing over $50 billion in jobs, and offers scalable pricing plans to suit various business sizes.
Features
- AI Smart Helpers: Automate drafting of emails, texts, quotes, and invoices to save time and improve professionalism.
- Job Management: Schedule jobs, track staff locations, and manage client history with notes, photos, and messages.
- Quoting & Invoicing: Create professional quotes and invoices on site, with options for electronic signatures and online payments.
- Mobile Access: Use iOS and Android apps for on-site operations, including navigation, photo capture, and card payments.
- Accounting Integrations: Sync data with Xero, QuickBooks Online, and MYOB to avoid double-entry and streamline finances.
- Electronic Forms: Complete reports and certificates on site, generating professional PDFs for compliance and documentation.
- Recurring Jobs: Automate repeat work by setting jobs to re-create and schedule themselves over time.
- Asset Management: Track details, location, and service history of equipment and installations for better maintenance.
Use Cases
- Streamlining job scheduling and dispatch for field technicians in trades like electrical or plumbing.
- Automating quote and invoice generation to speed up billing and improve cash flow.
- Managing client communications through AI-drafted emails and SMS for better customer service.
- Tracking asset service history and maintenance schedules for equipment-intensive businesses.
- Integrating with accounting software to sync financial data and reduce manual entry errors.
- Using electronic forms to complete compliance reports and certificates on site.
- Optimizing routes and staff allocation with GPS tracking and dispatch maps.
- Accepting online bookings and payments to attract new clients and increase revenue.
FAQs
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What happens if we exceed the job credits in our plan?
You can continue creating new jobs for 7 days; if your monthly plan resets within that time, credits refresh, otherwise you'll be prompted to upgrade. -
Can I use ServiceM8 for free?
Yes, the Free Plan allows solo operators to manage up to 30 jobs per month with essential features, and you can earn unlimited bonus jobs by accepting card payments. -
Which features are included in each plan?
All plans include job cards, scheduling, quotes, invoices, email & SMS, mobile payments, and accounting integrations; advanced features like electronic Forms are available in higher plans. -
What access do I get during the free trial?
You get full access to all features for 14 days to properly evaluate ServiceM8 for your business. -
Is ServiceM8 priced per user?
No, only the Free Plan limits users; paid plans allow unlimited users without per-user fees.
