ServiceM8

We have recently become Certified Partners with ServiceM8, which is a cloud-based solution to help field service organisations manage their business.  Users can create job quotes to invoicing and payment collection, and provides real-time information on what jobs are active, what quotes have been issued to clients, and where and when employees are at client sites.

Overview

Field service management

  • Manage jobs from start to finish.
  • Schedule, dispatch and communicate with field employees in real-time.
  • Communicate with clients and provide estimates and invoices from the field.
  • Use checklists and task lists to ensure a job is done right the first time.
  • Access client and job details from the field, anywhere, anytime.

Scheduling

  • Access a daily schedule from anywhere.
  • Use simple drag and drop functionality to schedule employees.
  • Instantly notify employees of schedule changes with push notifications.

History

  • Access a full history of work done for every client, including notes, photos, emails and messages from anywhere.

Communication

  • Email and message clients directly from the ServiceM8 app.
  • Text and email templates provide a consistent and professional message to clients.

Activity feed

  • Communicate with employees using a live activity feed.
  • Notify employees of daily housekeeping items and policy changes, or share best practices.
  • Post photos to train staff, or praise good work.

Integration

  • Integrate with major accounting solution providers.
  • Sync clients, items, invoices and payments to prevent double entry and reduce administration efforts.

 

Add-ons

  • Use over twenty add-ons that provide extra functionality without additional software, allowing ServiceM8 to adapt to current business needs.
  • Generate and complete safety documents, inspection reports, or industry-specific compliance certificates.
  • Automatically remind clients of upcoming bookings.
  • Convert email work orders into jobs.
  • Simplify the management of repeat work and contracts.
  • Easily collect customer feedback.

Backup

  • Rely on automatic cloud-based backups on ServiceM8 servers.
  • Enable field employees with access to all data without internet connectivity, and data automatically syncs when connectivity is restored.