ServiceM8

Avantages

My favorite feature is the way you can send via email, a past due notice for your invoices and how easy it is to customize all email templates. Customize your quotes, estimates, invoices, past due invoices, and schedule the past due invoice notice date

Inconvénients

Only that you can only schedule one follow-up past due invoice. I would like to send past due notices every 15, 30, 45 days and send demand for payment emails at 60 and 90 days and then a notice for collections notice at 112 days stating past due account goes into collection at 120 days - Then it is out of our hands -

Avantages

- The pricing structure is something that initially drew our attention. Instead of being per user it is a monthly fee (plus add-ons).
- The job scheduling is very easy to use and with a team scheduler add-on you can select multiple team members for the same job.
- the phone app is extremely useful. You can select to text a customer when you are on route (providing you've set it all up before hand).
- You can take payment in the field as well as invoices generating a link that customer's can click on to make payment. Payments are shown in the job diary.
- job diaries are autogenerated so you can see a good audit trail from creation to closure. You can add to existing jobs from the inbox feature.
- the network request add-on is really useful for our business where we use contractors who don't require a logon to our system but complete jobs on our behalf. We have set our templates up with forms and questions that need completion and when these are done it shows up on our portal which says time having to manually enter data in from emails.

Inconvénients

- Sometimes the navigation functions can be time consuming. It would be handy to raise a job from within the client module window (i.e. when you open a client you can view current and past jobs but you cannot raise a new one and therefore have to go to dispatch board).
- It would be good to have a shortcut to raise a new job on the main menu rather than having to select dispatch board.
- the asset scanning only appears to work with purchase stickers from ServiceM8 (unless we haven't discovered correctly how to do this with other ones...)
- It is limited to IOS so we have had to purchase iPad minis to sync with our android devices.

Avantages

The software has a lot of hidden things that are untapped like location of techs, signature, photos, tells you when to leave to arrive at your next appointment on time

Inconvénients

Not been able to talk to tech support everything is done via chat which can be a pain, the suggestion needs to be where you can more than 3 suggestions

Avantages

Stability in remote areas where signal is poor, Servicem8 holds up and we've tried them all

Inconvénients

Invoicing more than one job for one client during the month, no ability to combine jobs into one invoice? Feature requested in 2012 for batch/bulk invoicing and still nothing....

Avantages

It is a very well rounded software. Every year they add new features at no cost that improve the interaction with it.

Inconvénients

Wish they mad a version for Android. Most of my team uses Android and we have to provide them with an Apple device in order to use the software.