ServiceM8

ServiceM8 is a job management application for trade contractors and home services. It can be used to schedule staff in the field, save notes with photos, communication with clients through email and text, and produce estimates or invoices on-site.

Features

• Job Management - Offers access all client and job details from the field, anywhere, anytime. Field staff have all the info they need to get the job done.
• Job History - A full history of work done for every client, including notes, photos, emails, and messages - anywhere.
• Checklists & Tasks - Uses checklists and task lists to ensure jobs are done right the first time, every time.
• Photos & Videos - Take photos and record videos from within ServiceM8 and they’re saved instantly to the job, forever.
• Dispatch Map - Visually displays where staff are in real time, to stay in tune and make better decisions.
• Signature Capture - Records proof that customers are happy to proceed with a job or pay for completed work.
• Drag-and-drop Scheduling - Drag-n-drop new jobs onto the desired time and staff member to schedule them.
• Allocation Windows - Allocate flexible jobs to a booking window rather than a specific time.
• Booking Confirmations - Sends clients an email or text confirmation of their booking with a single tap, as part of the scheduling workflow.
• Booking Suggestions - ServiceM8 will suggest booking times, which take into account staff schedules and leave, and allow for travel time from prior jobs.
• Invoicing - Can create professional invoices in seconds, then email, text, print or even post them to your client while you're still on site.
• Quotes - Create and manage quotes, and turn them into invoices once the work is done.
• Templates - Includes a range of beautiful and professional template designs, which will include the user's company logo automatically.
• Billable Time Tracking - Check in & out of jobs to track billable hours on site, and save this with the job's history.
• Auto Check In/Out - ServiceM8 can detect the worker's arrival at the next job & automatically check-in.
• Auto Clock On/Off - If staff forget to clock on or off their shift, ServiceM8 can assess their activity and do it automatically.
• Smart Labour - Can apply tracked time on site to a select labour rate, making charging for your time fast and accurate.
• Mobile Credit Card Processing - Users can charge customers on site and ServiceM8 processes the transaction then and there.
• Online Invoice Payment - Emails customers an invoice that they can pay online via credit or debit card, or Apple Pay.
• Contactless Payment - Staff can offer a QR code on screen for clients to pay on their own phone via Apple Pay or Google Pay, with nothing but an iPhone.
• Email & Text Communication - Email and message clients directly from ServiceM8, with all client communication saved to their job card.
• Activity Feed - Communicates with staff using a live activity feed, used to update everyone on housekeeping matters, ask advice or share tips and tricks.
• Professional PDF Forms - Customized forms and reports, such as inspection reports, certificates of compliance and safety assessments.
• Versatile Form Types - Checklists, safety audits, site reports, inspections reports, and industry certificates.
• 24/7 Online Booking System - Enables customers to book services online, day or night. Customers can request a quote or service, select a time, then book it straight into staff's schedule.
• Integrated Phone System - To provide customer service, streamline call workflows, and drive productive outcomes from phone enquiries.