ServiceM8 Software

4.67 / 5 (277) FrontRunners®

About ServiceM8


ServiceM8 is a cloud-based field service management solution with landscaping business management capabilities. It enables service businesses to schedule, deploy and manage all their field activities from a single solution.

ServiceM8 enables users to schedule field staff automatically based on their availability and required skillset. Once a job is scheduled, the solution automatically routes the staff to the site. The crew can then view their routes from any location using the mobile application.  

Once the service request is completed, the crew can take and upload pictures directly from the mobile application. Users can also capture customers' signatures digitally using the app. The field crew can accept on-site payments using different payment modes such as credit cards, debit cards and online payments.

ServiceM8 also offers integration with popular accounting solutions such as QuickBooks Online, Xero and MYOB, which enables users to directly upload payment data into the accounting solution and generate financial reports on accounts payable, receivables and general ledger.



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Supported Operating System(s):

Web browser (OS agnostic)

277 Reviews of ServiceM8

Average User Ratings

Overall

4.67 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(198)

4 stars

(71)

3 stars

(5)

2 stars

(2)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 277 reviews

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April 2017

Nick from Mitiamo IT

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

April 2017

Still getting started, but it seems pretty good

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.

Pros

Works offline.
Seems fairly simple.
Fast.
Plenty of features.
Should end up saving me plenty of time.

Cons

Im still a bit nervous about keeping important business data "in the cloud" in someone else's hands.

March 2017

Skipper from Landmar Security, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2017

Hesitant but hopeful, and pleasantly suprised.

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.

Pros

Hard to say: Its super easy to use, has all the features we already used and more. Stable, powerful and integrates into QBO and emails seamlessly.

Customer service communication inside the program is outstanding. Being able to ask questions without starting new emails or having an agent auto close a question ticket before all the questions are completed is being A+ customer service.

Cons

Only nitpicking things really. We run strictly OS machines, so there are a few features we cannot use because they seem to only work on Windows browsers.

Diary notes are great, but hard to edit/can't edit. Not a big deal, but never the less, our fat fingers can sometimes make us look unprofessional without the ability to edit before we email.

Switching between phone and tablet on the job. This seems to be hard for the program to do. If we check in on a phone from travel, we must check out on that same phone, we can't check out on the tablet where we ultimately do most of the work with SM8. Sometimes we don't remember to check in and out and do all the work on the tablet and not switch to the phone and we have to redo some work because of it.

Instructions. 95% of all your instructions are spot on, but some we had to ask for help even after reading them a few times. Nothing big because customer service was wonderful.

August 2016

Dan from Financial Systems Group Ltd

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2016

ServiceM8 - The best little piece of software ever.

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.

August 2016

Phil from Lindwall Electrical

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2016

Great software for the service Industry

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.

Pros

There are two great features that made me go with ServiceM8.
1/ As a sole operator (at the moment) the cost per month was fantastic as i was only paying for what jobs i could do in the month. Some other programs have a flat cost per month that covers x number of users, this is fine if you already have a fleet of vans on the road but can be a serious cash flow problem when your on your own.
2/ The ability to customize your invoices and quotes so they are how you like. I do a variety of small installation and service work and i track inventory, now in order to get the job total price i insert items into the invoice and use the free-form details area to wright what was done then when i produce the invoice for the client they see the worded details of what was done ant the total amount owing.
Since using ServiceM8 for over a year now it has really changed the way i work with jobs. The fact that ServiceM8 keeps everything for a job with a job for every is going to be fantastic. Only yesterday i had a call from a company i did a quote for just over a year a go, i had marked this quote as unsuccessful, he gave me the quote number put it in the search box and up came the quote, revised the price and re-emailed all in less than 15 minutes. Much better than the old days.

Cons

Probably the most cumbersome feature i have found but still use it. Partial invoicing allows me to do progress invoicing on the larger job that go for several months and i need to invoice the client at the end of each month.
Another thing i wasn't happy with at the beginning was that the app only works on iPhone / iPad but once i bit the bullet and brought an iPad (everyone needs a toy) I soon found it totally worth it in lots of ways.

August 2016

Alex from Corporate Locksmiths

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2016

ServiceM8 is changing my business

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.

Pros

I like the way it is cloud based with a local back up so even if use connection we can still keep operating our business. The ability to invoce quote in same platform record photo collect signatures there is not enough room to write the advantages of servicem8 over its rivals.

Cons

I really want to track purchase orders on the system it currently dose not Suport I hope enough people ask for it and it becomes part of servicem8 platform.

August 2016

Andre from Carbon Business Systems

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2016

The Simplicity of ServiceM8

As a partner with ServiceM8 we've had exciting times with assisting businesses take advantage of powerful features the application has to offer. From creating forms through to managing staff, assigning jobs and scheduling work. The company has really gone to a great extend to make the application as user friendly as possible. This enables users to easily understand their new process when we introduce the application in their business. The cost involved is also of benefit to the Company as it is based on the amount of jobs processed through ServiceM8. Thus if you're going through a quite period the application tailors your subscription cost to the amount of jobs processed. An extremely favorable option amongst Trades industries.

Pros

- Being able to create forms directly from the mobile devices.
- New diagram feature release also available on mobile devices.
- Being able to save communication between customers and tradesman directly on a job.
- Customized document templates.
- Being able to send a quote directly via SMS
- The ability to have all your Parts & Materials and Services available in the system to add onto a job.
- The customized html code which allows Customers to make bookings directly from your website.

Cons

- The application is not available on Android devices. This is often the main decider for Tradies as most often they opt for Android devices since it is more affordable.

August 2016

Patrick from Northwest Irrigation Contractors LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

August 2016

This product saved our Business from going crazy

I love ServiceM8. I am the owner of a Irrigation Installation and Maintenance Company that service a large number of diverse customers. As my company grew I discovered that small details were slipping through the cracks and we were not delivering the great service that we knew we could. This started us looking for a software product that fit the scale of our business was easy to use and intuitive. We tried 3 platforms that were recommended by friends and all had very high entry prices and were overkill for what we need and worst of all they did not link to our booking software. To say the least it was disappointing. We thought that maybe we were asking to much and that maybe we should settle but then a late night Google search of the "best service business software ever" led us to ServiceM8 and we have never looked back. With in 3 days all of our business was being run through ServiceM8 and at the end of that first week all customer and contact info was imported and set. Service M8 has made our life here at NWIC so much less crazy and so much more organized. Thank you so much for making this product!

Pros

The mapping features amazing. My ability to look over the large service area that we cover and see where jobs are is a great tool for us to improve our routes and become more efficient.
This software links flawlessly into my Xero account and make bookkeeping a breeze.

Cons

There appears to be some double entry issues that I wish were improved. When I enter a persons address, name, number as a Job Contact it would be nice to be able to then click a box to have that info transfer to other areas like Billing Contact so I don't have to re enter the same info. (this may be possible already and I just have not learned how to do it)

August 2016

Erik from Restore cleaning

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2016

Amazing service software

Um well I am in the pressure washing - gutter cleaning business and needed a software to keep track of customers, have 2 way sync with quick books online and easy scheduling. I tried literally probably 100 crms before I settled on service m8. It was a perfect balance of amazing features but a good cost

Pros

iOS contact integration
Qbo 2 way sync
Stripe online payments
Google? Auto fill for address!
Schedule can export to google or Apple calendars
Automated messages sent
Ability to store files to customers
Pay per job created
Auto check into job and tells you when to leave to get there on time

Also great integrations with mail chimp and other softwares
So many good things yet not perfect

Cons

I wish it had or could change the following:
Better customer organization And ability to tag customers.
Better check In check out feature because often I forget...
The job contact/ billing contact is wonky. Seems like I enter a new job and it shows up as job contact but not billing. It's just confusing
Better system to map customer routes and book jobs. You currently can see your customers in a map view but would be nice to be able to do something with it.
Automated messages should automatically be able to go out after job completion to ask for reviews ect

Be more consistent with how clients show up in list - sometimes it client will come up Last name, first name and sometimes first name last name.

No ability to add mobile number from mobile app.

August 2016

Anita from Build Technics Pty Ltd

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2016

Great product, so clever yet so simple

I love this product - I tell everyone about it because it transformed my business and allowed it to expand! It is so unassuming that it quietly achieves everything you could possibly want at the fraction of the cost of its competitors ( who quite often only do some of what Sm8 can do) without big noise or complicated programming- just effortless and seamless practicality- as you may be able to tell I am a huge fan - I love a great product and Servicem8 is one of them.

Pros

Best feature is the mobile app - we can run our business from our phone on the road - the app is far better than its competitors and means we only need one device on the road - which is way better for our employees who find it tricky and impractical to juggle a phone and a tablet or laptop

Cons

Hmm..only thing I wish it could do was run projects as well that way it would could do everything in our business - progress claims, variations etc. it can do partial invoicing which we find works a treat as a progress claim but for more complicated project based work it may be too simple - but do the trial so you can find out. As this product is not targeted at project building jobs this is more of a dream request than a ' con'.

Response from ServiceM8

Replied August 2016

Thanks Anita, really happy to hear to that you love ServiceM8. Project management support isn't on any near horizon but we may improve support for it in the future.

May 2019

Katherine from Durham Electrics

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support