Discover How ServiceM8 Simplifies Job Management for Trades and Services

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How to activate automation add on in ServiceM8

Discover how to activate automation in ServiceM8 to simplify repetitive tasks and keep your workflow running smoothly. Automation helps ensure key actions are completed automatically, saving time and improving consistency across your job management process.

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How to use the track my arrival features in ServiceM8

Keep customers informed and improve transparency by sending job start notifications directly from ServiceM8. With the right setup, clients can receive real-time updates when a technician begins a job, helping build trust and reduce uncertainty about arrival times.

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How to check the account owner in ServiceM8

Learn how to quickly identify the account owner in ServiceM8 to ensure proper control over billing, permissions, and key account settings. Knowing who holds ownership helps maintain accountability and smooth management of your business system.

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How the photo branding features works in ServiceM8

Discover how to capture, organise, and professionally present job photos in ServiceM8 using the Photo Diary. From taking photos on-site to storing and viewing them on job cards, this guide shows you how to keep visual records clear, organised, and client-ready.

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How to streamline your quote approval process in ServiceM8

Discover how ServiceM8 simplifies your quote proposal process with an easy-to-complete approval form that helps clients review, sign, and pay deposits seamlessly. By streamlining approvals and automating follow-ups, you can reduce delays, improve cash flow, and present a more professional quoting experience.

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Travel Time Reporting in ServiceM8

Gain better visibility of your team’s time on the road with ServiceM8’s Travel Time Report. Tracking travel time helps improve scheduling accuracy, monitor productivity, and understand the true cost of jobs across different time periods.

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Multiple ways to schedule jobs in ServiceM8

ServiceM8 provides powerful scheduling tools to manage everything from single-day bookings to ongoing weekly assignments. Easily create detailed bookings, allocate staff, and adjust timeframes as jobs evolve — all while keeping your calendar organised and conflict-free.

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Capture and Organise Job Photos with the ServiceM8 Mobile App

ServiceM8 makes adding photos from your phone quick and seamless, helping you document every stage of a job directly within the app. Using the Import Photo feature, you can upload images from your device’s gallery or take new photos on the spot and attach them straight to the job card. Adding photos is simple and fast, ensuring important visual details are recorded without interrupting your workflow.

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Sending Booking Links from the ServiceM8

Learn how to quickly send booking links directly from the ServiceM8 mobile app, allowing customers to choose their preferred time and confirm appointments instantly—no desktop required.

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Managing Visibility in ServiceM8 with Security Roles

Learn how to use Security Roles in ServiceM8 to control team access and protect sensitive business information. By customising visibility settings, you can ensure staff only see what’s relevant to their role, improving accountability while maintaining operational efficiency and data security across your business.

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Smarter Scheduling with Auto Routing and Job Allocations

ServiceM8’s Auto Routing, powered by ServiceM8 Job Allocations, intelligently assigns work using allocation windows, travel origins, and advanced route calculations. After enabling the Job Allocation Add-On, you can create structured allocations, define availability windows, and customise optimisation settings to ensure the right technician is assigned to the right job at the right time.

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Organising Your Business with Job Categories in ServiceM8

Discover how Job Categories in ServiceM8 can help you organise your jobs more effectively and keep your business running smoothly. By structuring work into clear categories, you improve visibility, simplify tracking, and create a more organised system that supports better planning and decision-making.

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Using Job Filters and Categories in ServiceM8

Learn how to organise and streamline your workflow in ServiceM8 by using Job Categories and filters effectively. Categorising jobs allows you to quickly sort, manage, and track different types of work, improving visibility and helping your team stay focused and efficient throughout the day.

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Speed Up Quoting with ServiceM8 Materials and Services

ServiceM8’s Materials and Services feature helps you build quotes faster and with greater accuracy by letting you create, customise, and manage the items you use every day. Add individual materials, bundle services together, and tailor grouped items to match how your business actually works. Whether you’re preparing a quote or generating an invoice, you’ll see exactly how these items appear to your customers—so there are no surprises and no pricing mistakes.

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Take Control of Your Workflow with Custom Job Queues

ServiceM8 empowers your team to manage jobs their way with fully customisable job queues. While jobs are automatically sorted by default, you have complete flexibility to reorder tasks to match your workflow, priorities, and daily demands. This gives your business greater control over how work is managed and delivered.

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How to Change Your ServiceM8 Plan?

Managing your ServiceM8 subscription is simple and flexible. This guide walks you through where to find your current plan, how to access your ServiceM8 account settings, and the steps to change or select a plan that aligns with your business need; so you can scale with confidence as your business grows.

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