ServiceM8

After decades of experience implementing various business information systems, I have never before had such pleasure working with such a fine product. ServiceM8 is not only exceptionally easy to use, the depth of functionality if mind boggling. The team at ServiceM8 have re-defined job costing and the ability to monitor job profitability. The average trades person is able to instantly review how job profitability is tracking without obtaining a degree in Accounting, nor spend hours late into the evening crunching numbers. As a Certified Public Accountant, I feel "Job Profitability" as calculated by ServiceM8 is more accurate than most small business accounting systems and definitely completely understandable by the average trades person.

Only a bean counter would talk about job costing first ! Job Documentation is easy, accessible, and comprehensive. Every important aspect of a job is literally instantly captured, organised on that specific job, under a client/site code and stored in the cloud for immediate, forever access by your office team, co-workers, or yourself when you need to recall it years from now. Documentation 'happens' with a few simple clicks on your iPhone - even while you're on the tools. How would a bean counter know - because I spend as much time on my tools as on the keyboard - just ask me about my Festools ! As a real life example - ServiceM8 job documentation was presented to an enormous international product supplier after my claim of product failure while the company claimed user fault. That product has now been removed from the market - worldwide and that company is providing complete support following their failure. What is job documentation - photos, notes, check lists, forms, documents, tracking/co-ordination of sub-contractors and virtually anything you can upload.

Quoting and invoicing a job is easier, better, and faster than any accounting system we've reviewed. We're not suggesting the elimination of the accounting system - it's still a necessary team member - just front end the accounting system with seamless - almost magical direct integration.

And of course scheduling click click, drag - drop .... need I say more?

I do save a lot of time since i started using ServiceM8 and generally are getting paid faster. One client said the other day when i had finished, great work send your invoice if you haven't already. I said on its not done yet but was by the time i drove away. Later that night i saw that the invoice had been paid. How good is that. With all that being said, like every peace of software out in the market its not perfect and it wont suite everyone but with the way this company has it structured it can cost you nothing to try it for months whereas most only give you 14 days. I reckon if your products good and suites the user it will sell its self and you don't need to force someone into a contract when they may not be ready. Integration with MYOB my current account program is great as it updates my inventory and sales and customer areas so i don't have to do any adjustment. Using bank feeds in MYOB you easily make the invoice as paid and the information is sent back to ServiceM8 tell it the job has been paid. If i add new inventory items in MYOB they appear in ServiceM8 ready to be booked out when the job is finished. ServiceM8 has engaged Strip as a payment gateway for credit card payments, I have only just started to use this feature, my first credit card customer the other day did it online when he received the invoice. The only thing wrong is there appears no way to add on the transaction fee. May need to tweak our charges if lots of customers start taking this method up. Good though as there is on monthly fees only the transaction fee so if its not used these no extra overhead. ServiceM8 has quite a few add-ons some free some for a small charge but very manageable. I'm about to work with their Forms as i am getting a fair amount of compliance reporting jobs now and see that my old paper forms don't cut it time wise. Support from ServiceM8 has always been great, submit a service ticket and the response is very quick compared to others that i can't mention. This is one piece of software I have no problem recommending to anyone in the service or small job area and some larger jobs too.

I started attempting to use ServiceM8 about a year ago. I also changed my books from good old Cashflow Manager to Xero, which I setup to sync with ServiceM8. I am a one-man show.
I say "attempted" to use ServiceM8, because, at the time, I was many months behind on my books/invoices, and the situation really got even worse. I have now got my books up to date, and I am working through doing many months of invoices.
I had my accountant assist me setting up Xero. All was more or less working, but I had big issues with the bank feeds, especially PayPal, basically I got a huge mess, then I wiped it all out to start again, and got much the same mess again. Frustrated, I went back to my good old trusty Cashflow Manager program and did the whole set of books for the entire financial year to date (and 2 BAS statements) in an afternoon. So I have ditched the Xero-ServiceM8 sync, and am now going to use ServiceM8 with Cashflow Manager manually. None of this is in any ServiceM8's fault, Its either mine or Xero's, probably a bit of both.
Basically I will maintain my books in Cashflow Manager, do the invoices and job tracking in ServiceM8, and then manually enter the payments into Cashflow Manager, much like I used to. A nuisance, but not a big deal.
As for ServiceM8, I have only really started exploring it and using it the last few days. I have been trying to for ages, but either forget, or left my iPad at home. I have learnt a lot about it in the last few days.
I have looked at the competition, but most of them (at a similar price point at least) had apps that don't work offline. ServiceM8 will work without an internet connection (with some features not working naturally), so it was the obvious choice for me in a rural area with poor telecommunications.
So far, it seems to work well, is easy to use, the app is fast, and the website seems fast enough on the odd occasion I have used it on a decent internet connection. Just now (a public holiday) i got a response (and solution) from their support in 14mins. That is my first contact with them.
It is quite cheap and I feel that it is quite a good fit for my business. But it will only work as well as you make it, and you will have to put some time into learning it and incorporating it into your daily routine.
I highly recommend giving it a shot to all small service businesses that are struggling to manage their jobs, invoices etc. Bonus points if you can start using it before you get overwhelmed by work.

As a tiny service company competing against global powerhouses, we have been searching for a long time for a program to help us consolidate our business software. We had a system that worked for us, but it was clunky due to it being a series of stand alone programs we would multitask together.

SignNow, Quickbooks online, Notes, emails (2 different ones) and photos all worked, but took about 1/2 the time of the actual service call to make sure all the documents were properly completed, sent and billed.

Two key features sold us on this: Integration into QuickBooks Online and the ability to create check lists for each job so nothing is forgotten.

The bonuses of individual technician scheduling, letting us have the option to still use WAZE for the GPS on the work order, time stamps for travel and on/off the job, text/email ETA from the phone to the customer all makes us look much bigger than we are.

We feel like a powerhouse vs the big boys in our industry with this program, and with the cost based off now much we use it vs a block tier system lets us know well before hand what our costs will be each month.

We couldn't be happier.

Please don't change this formula ServiceM8.

It's everything we need.

I have been looking for a job Managment program for 3 years we started a 30 day trial of another product and we were having trouble interfacing to myob the Suport was very poor and many limitations on the product. The video help is so easy and every thing I need is documented.

I found servicem8 on some web searches I signed up for a free trial and enjoyed my experience bit had many questions. I received an email to attend a live demonstration in the apple shop and had a chance to ask questions I left the demonstration convicted that servicem8 was what I needed to get my company back on track. I call several cloud solution company I wanted to get up and running a soon as possible with least amount of work.I went with the one day install and set up I had done most of the basic stuff the implementer gave demotes toons and tanning and help with form development training. Within a week were all used the platform.