Who Uses ServiceM8?

ServiceM8 is for electrical, plumbing, landscaping, IT, cleaning, HVAC, pest control, locksmith, real estate, security, solar, property services and appliance repair industries.

What Is ServiceM8?

ServiceM8 is for small service businesses with less than 30 staff. Powerful management of estimates, scheduling, invoicing, maintenance schedules, safety reports, customers & much more. Cut admin time dramatically by sending invoices directly into Quickbooks Online or Xero. ServiceM8 is simple to use, quick to get started and we have a free trial, so why not give it a go today?

ServiceM8 Details

ServiceM8

http://www.servicem8.com

Founded 2010

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ServiceM8 pricing overview

See pricing plans

ServiceM8 does not have a free version but does offer a free trial. ServiceM8 paid version starts at US$9.00/month.


Starting Price

US$9.00/month See pricing details

Free Version

No

Free Trial

ServiceM8 deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

ServiceM8 Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Contact Management
  • Customer Database
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Email Management
  • Employee Management
  • Financial Management
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Marketing Automation
  • Order Management
  • Performance Metrics
  • Point of Sale (POS)
  • Project Management
  • Project Time Tracking
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Scheduling
  • Task Management
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Vendor Management
  • Workflow Management

View full list of Business Management Software

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Automatic Backup
  • Billing & Invoicing
  • Calendar Management
  • Compliance Management
  • Contact Database
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Management
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Dispatch Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Estimating
  • For Commercial and/or Industrial Electrical Contractors
  • GPS
  • Inventory Management
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Location Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Mobile Signature Capture
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Scheduling
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Work Order Management

View full list of Electrical Contractor Software

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Contact Database
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dispatch Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Estimating
  • File Storage
  • GPS
  • Historical Reporting
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Location Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Online Time Clock
  • Payment Collection in the Field
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Routing
  • Scheduling
  • Service History
  • Status Tracking
  • Task Scheduling
  • Third Party Integrations
  • Work Order Management
  • Workflow Management

View full list of Field Service Management Software

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Billing & Invoicing
  • Calendar Management
  • Contact Database
  • Customer Database
  • Customer History
  • Customer Portal
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Dispatch Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Estimating
  • For HVAC Companies
  • Historical Reporting
  • Inventory Control
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Location Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Mobile Signature Capture
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Routing
  • Scheduling
  • Service History
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Work Order Management
  • Workflow Management

View full list of HVAC Software

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Billing & Invoicing
  • Calendar Management
  • Client Portal
  • Contract/License Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Dispatch Management
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Employee Management
  • Estimating
  • GPS
  • Geographic Maps
  • Groundskeeping Management
  • Inventory Control
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Irrigation Tracking
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Landscape Design
  • Maintenance Scheduling
  • Mobile Access
  • Mobile Signature Capture
  • Payroll Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Routing
  • Self Service Portal
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timesheet Management
  • Work Order Management

View full list of Landscape Software

  • Billing & Invoicing
  • CRM
  • Dispatch Management
  • For Locksmiths
  • GPS
  • Inventory Management
  • Mobile Access
  • Payment Processing
  • Scheduling
  • Work Order Management

View full list of Locksmith Software

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Barcode / Ticket Scanning
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Client Portal
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Digital Signature
  • Dispatch Management
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Management
  • Fleet Management
  • For Pest Control Companies
  • GPS
  • Geographic Maps
  • Inventory Management
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Mobile Access
  • Mobile Signature Capture
  • Multi-Location
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Property Layouts
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Routing
  • SMS Messaging
  • Scheduling
  • Technician Management
  • Third Party Integrations
  • Work Order Management
  • Workflow Management

View full list of Pest Control Software

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Automated Scheduling
  • Billing & Invoicing
  • Calendar Management
  • Contact Database
  • Customer Database
  • Customer History
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Dispatch Management
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Equipment Tracking
  • Estimating
  • Historical Reporting
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Location Tracking
  • Maintenance Scheduling
  • Mobile App
  • Mobile Signature Capture
  • Payment Processing
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Routing
  • Scheduling
  • Service History
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Timesheet Management
  • Work Order Management

View full list of Plumbing Software

  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Automatic Backup
  • Billing & Invoicing
  • Calendar Management
  • Chemical Management
  • Client Portal
  • Cost Tracking
  • Customer Database
  • Customer History
  • Customer Management
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Employee Management
  • Equipment Tracking
  • Estimating
  • Feedback Management
  • GPS
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Maintenance Scheduling
  • Mobile Access
  • Mobile Alerts
  • Mobile Signature Capture
  • Multi-Location
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Route Optimisation
  • Routing
  • Salt System Management
  • Scheduling
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Timesheet Management
  • Work Order Management
  • Workflow Management

View full list of Pool Service Software

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Cataloguing/Categorisation
  • Client Portal
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer History
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Digital Signature
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Inventory Management
  • Invoice Management
  • Order Management
  • Price / Margin Management
  • Pricing Management
  • Product Catalogue
  • Product Configurator
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Task Management
  • Template Management
  • Third Party Integrations
  • Workflow Management

View full list of Quoting Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Attendance Management
  • Attendance Tracking
  • Automated Scheduling
  • Availability Indicator
  • Availability Management
  • Booking Management
  • Calendar Management
  • Calendar Sync
  • Class Scheduling
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Drag & Drop
  • Electronic Payments
  • Email Management
  • Employee Management
  • Employee Scheduling
  • Event Scheduling
  • Facility Scheduling
  • Group Scheduling
  • Mobile Access
  • Mobile Alerts
  • Multi-Location
  • Online Booking
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Scheduling
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Resource Scheduling
  • Room Booking
  • SMS Messaging
  • Self Service Portal
  • Task Scheduling
  • Third Party Integrations
  • Timesheet Management

View full list of Scheduling Software

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Automated Scheduling
  • Billing & Invoicing
  • Calendar Management
  • Client Portal
  • Contact Database
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customisable Forms
  • Customisable Reports
  • Customizable Fields
  • Dispatch Management
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Estimating
  • GPS
  • Geographic Maps
  • Historical Reporting
  • Inventory Control
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Location Tracking
  • Maintenance Scheduling
  • Mobile Access
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Routing
  • Scheduling
  • Self Service Portal
  • Service History
  • Status Tracking
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Work Order Management

View full list of Service Dispatch Software

ServiceM8 Alternatives

More ServiceM8 alternatives

ServiceM8 Reviews

Read all 287 reviews

Average score

Overall
4.7
Ease of Use
4.6
Customer Service
4.6
Features
4.4
Value for Money
4.8

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >10,001
Timothy S.
Timothy S.
Owner
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 12/12/2017

"I love this product. I am a daily user and use it for all of my online invoicing for my business."

Comments: A real time-saver and great for monitoring all invoice statuses -

Pros: 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

Cons: 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 -

  • Reviewer Source 
  • Reviewed on 12/12/2017
Katherine B.
Director
Construction, 2-10 Employees
Used the Software for: 1-5 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 20/5/2019

"A must have for trades"

Comments: We have only been using the platform for a month

Pros: - 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.

Cons: - 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.

Alternatives Considered: Klipboard, Clik Service, Eworks Manager, Tradify, WorkflowMax, simPRO and JobLogic

Reasons for Switching to ServiceM8: cost and functionality against other providers

  • Reviewer Source 
  • Reviewed on 20/5/2019
Lauren M.
Office Manager
Facilities Services, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 11/8/2016

"Needs More Customer Focus For Future Improvement"

Comments: Overall it has great features but lacking one major feature for us which would cut down our admin time for invoicing and that is batch invoicing. Customer service unable to help with timelines for this upgrade or indication if it will be implemented?

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

Cons: 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....

  • Reviewer Source 
  • Reviewed on 11/8/2016
Julio e M.
Partner
Consumer Services, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 4/5/2019

"Best Service Managing software I have used!"

Comments: Ease to schedule, invoice, quotes and payments.

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

Cons: 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.

Alternatives Considered: mHelpDesk and Jobber

Reasons for Switching to ServiceM8: Pricing, ease of use and features. The basics were there on Service M8. The other ones I would have to adjust them to my needs, but they were not designed for my need.

  • Reviewer Source 
  • Reviewed on 4/5/2019
Dan B.
Director
Management Consulting, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 11/8/2016

"ServiceM8 - The best little piece of software ever."

Comments: 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?

Pros: Job Documentation. Efficiently created - conveniently organised - instantly accessible now and forever. The ServiceM8 "job" can house virtually everything which should be stored away about a job - The documentation can and should include everything from inception to completion - and everything in between. The owner of one of our clients commented "If you were here yesterday - you would have saved me $5,000". Had a simple photo of the site been stored against the job BEFORE starting work, his team could not have been blamed for pre-existing damage. During the job, plans, quotes, drawings, product information, permits, health and safety forms can all be just a click away for reference. Communications with the customer - all recorded on the job - No more "I didn't receive that" ...... well someone opened the email at a documented time and date .... who might that have been ? Job Completion - nothing better than a photo - stored away safely in the ServiceM8 cloud. Most trades rely upon sub-contractor. Get a quote, send task lists, required contracts/documents by the sub-contractor - All via your ServiceM8 account with or without you sub contractor using a ServiceM8 account. All of the sub-contracted work is documented within the job.

Cons: Purchase Orders. We need the ability to accommodate the trades person who calls into the trade shop on the way to a job site for necessary job materials. I'd like to see the ability to snap a photo of the purchase order, store the transaction against the job, capture transaction details via OCR, post the transactions to the job, and pass the pending transaction to the integrated accounting system. This is not necessarily a 'con' - it something additional that I feel should be there to expand the functionality - Wish list stuff - With a development team like the crew at ServiceM8 - there is absolutely no doubt in my mind they'll deliver - more than likely something even better than my concept.

  • Reviewer Source 
  • Reviewed on 11/8/2016