What is ServiceM8?
ServiceM8 is a field service management solution used by field service organisations to automate and optimize their business operations. ServiceM8 is used in a variety of industries including electrical, locksmith, pest control, plumbing, and pool service. This solution includes several useful features such as online booking, quote management, scheduling, a mobile application, and invoicing.
Table of Contents
- What is ServiceM8?
- Full Review
- ServiceM8 Pricing & Cost
- ServiceM8 Features
- Industry Specializations
- ServiceM8 Alternatives & Competitors
- Is ServiceM8 Right For You?
ServiceM8 was founded in 2010 by Kim Ford. ServiceM8 was first established in Australia, and entered the US market in 2016.
ServiceM8 offers helpful features that businesses use to automate and optimize daily tasks. These features include online booking, quote management, scheduling, a mobile application, and invoicing.
ServiceM8 is typically used by small-to-medium service businesses with 1 to 30 staff members. This solution is used in a variety of industries including electrical, locksmith, pest control, plumbing, and pool service.
Overall, ServiceM8 is one of the most useful field service management solutions on the market. If your service business uses Apple devices and receives a high volume of short-term jobs, then consider testing ServiceM8. If your business relies on Android devices, consider testing other solutions such as Housecall Pro or Jobber.
ServiceM8 Pricing & Cost
ServiceM8 pricing ranges from $9 to $79 per month. The biggest difference between each plan is the number of jobs you can manage using the system. Here is an overview of ServiceM8’s pricing plans:
Below, we'll discuss the key features of ServiceM8, and how they can streamline your workflow and automate many of your day-to-day tasks. We include screenshots of the product to give you a sense of its design and layout.
ServiceM8’s online booking tool makes your business available to potential clients 24/7 and reduces your administrative burden. With this feature, prospective clients can receive live quotes, select desired times, and schedule jobs through your website or social media channels.
Questions on the online booking form are customizable, so you can tailor questions to collect the client information that you need. With ServiceM8’s intelligent quoting feature, the solution will automatically generate a live quote for your clients based on their answers to the booking form questions.
You can enter the availability and services offered by each team member. When a customer books that service, ServiceM8 will automatically book an available time slot and send the client an email confirmation.
In addition, ServiceM8’s online booking system comes with several advanced features:
- You can pick the types of services clients can automatically book online
- You can require some service requests to be approved by an admin to be scheduled
- You can set travel distance perimeters
- You can add surcharges to quotes to recoup travel costs.
ServiceM8 helps you quickly create, send, and track quotes, so you can close more leads. When you generate a quote, the first step is to add essential details such as billing information and service description.
Depending on how you charge for your services, you will add line items that include material costs, labor rates, or other billable items. You can enter each item manually, or search for saved items by code which will fill in the fields automatically.
You can send quotes to your clients by text or email. The message will include a link where your clients can accept the quote, and send deposit payments if required. ServiceM8 includes customizable text and email templates to accelerate this process.
ServiceM8 includes folders that help you organize and highlight quotes that require further action. You can drag and drop pending jobs directly into folders labeled:
- Parts on order
- Pending quotes
You can use the Quote Follow-Up Automation feature to automatically send reminder messages to clients you have sent quotes to. This message will inquire if the client has further questions, and prompt them to accept or decline the quote.
In the Clients module, you can track and manage all of your current and past clients. When you create a job for a new client in the dispatch board, ServiceM8 will automatically create a client card. Client cards are a convenient way to store essential information including:
- Billing history
- Contact information
- Job history
- Payment terms
This module is equipped with search and filtering tools to help you quickly find the clients you are looking for. Additionally, you can add badges and merge clients into groups to help you organize your list.
Scheduling and Dispatching
ServiceM8’s Dispatch Board is the primary tool that the office staff will use to schedule & dispatch team members. The Dispatch Board allows you execute several important tasks including:
- Creating and scheduling jobs
- Finding available team members
- Creating quotes and invoices
- Communicating with staff and clients
The Dispatch Board provides an intuitive way to create jobs, schedule team members, and dispatch field staff efficiently. When you create new jobs in the Dispatch Board, ServiceM8 automatically updates the job list located on the right side of the module.
To schedule a job, you can drag and drop the job directly onto the calendar or the staff schedule list. For urgent jobs, you can dispatch instantly by dragging and dropping the job directly on the staff member icons. This will automatically assign your team member to the job, and send them a push notification.
ServiceM8 includes a dispatch map which allows office staff to schedule efficient routes for your field technicians. When you create a job in ServiceM8, a pin will automatically be placed onto the address that you have entered for the job.
ServiceM8’s mobile application is the primary tool that field technicians will use on a daily basis. The mobile application allows field staff to view schedules and access important job information. The jobs tab includes a list of all scheduled jobs, a calendar, and a map.
When office staff assigns a job to a team member, the team member’s job list automatically updates in their mobile application. Additionally, the team member will receive a push notification.
ServiceM8’s mobile application allows field technicians to view job details, contact clients, and navigate to the client’s location. Additionally, the mobile application includes a time tracking feature that allows field technicians to easily clock in & out of jobs.
When your field technician is en route to your client, you can use ServiceM8 to send an on-my-way text. Additionally, ServiceM8 offers a Track My Arrival add-on feature that allows customers to track the GPS location of your field staff in real time.
While on location, field technicians can use ServiceM8’s mobile application to give quotes and invoices. The mobile application supports electronic payments and digital signatures to help streamline the invoicing process.
In addition, ServiceM8’s mobile application comes with several advanced features. The ServiceM8 mobile application is:
- Compatible with the Apple Watch
- Supports offline access and automatically syncs when connected to the internet
- Includes a barcode scanner for adding materials to invoices
ServiceM8 allows you to efficiently create, send, and manage your invoices. ServiceM8’s invoices can be customized to include important information such as:
- Balance due
- Contact information
- Material cost
- Material descriptions
- Work completed notes
Invoices can be sent as PDFs by email or texts to your clients. The message will include a link that will direct clients to an online payment portal. ServiceM8 includes conversation templates that autofills client information to accelerate the invoicing process.
Invoices that are sent to your clients can be managed in the invoicing dashboard. ServiceM8’s invoicing dashboard provides an overview of all pending and completed invoices. Additionally, this dashboard highlights important information such as money coming in and debt details.
With ServiceM8, clients can send you payments for invoices and quote deposits electronically. You can send your clients a text or email with a link to a credit card payment portal. You can also accept payments in person through the mobile application.
ServiceM8 integrates with Stripe to accept credit card payments. For US customers, Stripe will charge a 2.9% plus 30 cents transaction fee. In addition, ServiceM8 charges a 0.2% fee per transaction.
ServiceM8’s reporting feature helps visualize data and track your business’s performance. Reports can be exported to an Excel or CSV file. Here are some of the reports you can generate in ServiceM8:
- Job reports: by category, win/lose rate, material usage
- Client reports: top clients
- Revenue reports: by category, by month
- Timesheet reports: activity timesheet, weekly timesheet graph
ServiceM8 offers seamless integrations with several third-party solutions. Here are some of the solutions that ServiceM8 integrates with:
ServiceM8 is used by customers in a variety of industries. Here is a list of the industries that ServiceM8 specializes in:
- Appliance repair
- Fire safety
- IT, AV, & communications
- Lawn care
- Pool service
ServiceM8 Alternatives & Competitors
ServiceM8 competes with many other field service management solutions that offer similar functionality. The best choice for you will depend on your budget and feature preferences.
ServiceM8's top competitors are:
We've analyzed ServiceM8 compared to its top competitors. Read these in-depth analyses that evaluate ServiceM8's cost, features and ease of use compared to alternatives:
Is ServiceM8 Right For You?
ServiceM8 is a popular field service management solution used by field service organizations around the world. ServiceM8 offers a variety of useful features including online booking, quote management, scheduling, a mobile application, and invoicing.
If you are a small-to-medium field service organization that wants to automate and optimize key parts of your business, ServiceM8 is an ideal option for you. However, ServiceM8’s mobile app is exclusively available on Apple mobile devices. If your service business relies on Android mobile devices, we recommend solutions like Housecall Pro or Jobber.
If you're interested, you can try ServiceM8 today.