ServiceM8 Overview

I’ve been meaning to do this video for a while, I decided to do a quick overview video to start with… I recorded it live so excuse the erms and ahhs lol. Hopefully, this will give you the core concept of what ServiceM8 is and how it can help you and your business. I have tried many out there and really feel this is the one that can take you and your business to the next level.

The system is very comprehensive and has so many features that you can use, so once you have watched the video please send over any questions and il be happy to answer them and if there is a common question il knock up a video dedicated to it.

Powerful job creation, dispatch, navigation, quoting, job documentation and invoicing capability – in the office or from the palm of your hand. 

Field staff have everything they need to get to the job, complete and record the work, and issue an invoice. They can even accept payment on-site through the app.

key benefits –

  • Manage jobs & staff
  • Quote & invoice on site
  • Capture signatures
  • Record notes, photos & videos
  • Complete PDF forms
  • Accept credit card payments
  • Sync with your accounting package

Below is the live video overview I created going over some of the key features that ServiceM8 can offer.

Scroll to 1 min 20 seconds to start and turn the phone to the side!

Job management

Powerful job creation, dispatch, navigation, quoting, job documentation and invoicing capability – in the office or from the palm of your hand. 

Field staff have everything they need to get to the job, complete and record the work, and issue an invoice. They can even accept payment on-site through the app.

Job History

Having a job history can sometimes be the difference between finishing the job first-time and having to schedule a second visit. Access a full history of work done for every client, including notes, photos, emails, and messages – anywhere.

Complete Plumbing Forms & Certificates

Forms let your staff complete comprehensive site audits, procedures, gas certificates or certificates of compliance in the field. Simply working through a list of questions, you can generate professional PDF documents on site.

Plumbing Checklists

With built-in checklists, you can create a list of tasks for a job to improve quality and consistency, ensuring each job’s done right the first time, every time.

Checklist of Plumbing job

Your plumber can take payment straight away.

  • Take credit card payments on site; or
  • Let the customer view and pay the invoice online
Take payment for plumbing job

Your plumber views the job details and completes it.

  • Access to all job details on site
  • Record photos and videos
  • Complete checklists
  • Produce plumbing & gas certificates electronically

Your plumber can then add labour and items and produce an invoice.

  • Add plumbing materials with up-to-date pricing
  • Add total labour automatically
  • Produce a professionally branded invoice
  • Collect client sign-off for the work
Plumbing Invoice


Author: Wayne Bettess

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