ServiceM8 Reviews & Pricing

Key Features

• Job Management:  Access all job and client details anytime, anywhere. Send all the information related to an assigned job to field staff directly through the platform, eliminating the need for repeated calls. 
• Checklists and Tasks:  Ensure that each job is completed during the first delivery service by breaking it down into smaller tasks and checklists. 
• Technician Management:  Track and manage technicians and field staff with access to their live location, navigation and check-in at job arrival and job progress. 
• Service History:  Record, maintain and access service history for each client along with details like order, materials used, notes, photos, emails, messages and invoices. 
• Job Scheduling:  Drag and drop jobs onto the desired staff members and booking window or specific timings to manage advance bookings, maintenance and recurring jobs, instant dispatches and flexible jobs. Notify field staff of schedule changes instantly. 
• Dispatch Map:  Get access to all field staff’s live location to make smart dispatch and routing decisions without calling for manual updates. 
• Integrated Navigation:  Guide field staff to the job site through the fastest possible route in two simple clicks with integrated navigation. 
• Job Reminders:  Send timely reminders to the allocated field staff regarding navigation and travel time to the job site so that no appointment is missed or delayed. 
• Quote Management:  Create, manage and share quotes with customers using customizable templates. Issue multiple quote options for the customers that can be viewed and accepted online.  
• Invoices:  Create professional invoices using pre-set templates and share them with customers via mail, text or printed media while on the job site. 
• Payment Management:  Facilitate online and instant invoice payments through credit card, debit card and Apple Pay. 
• Deposits and Pre-Payments:  Prompt customers to pay in advance for their bookings using cards, Google Pay, Apple Pay and Microsoft Pay. 
• Communication Management:  Communicate directly with staff and clients via email and message services from the platform. Pre-built customizable templates also help save time and maintain a consistent tone. 
• Activity Feed:  Utilize a live activity feed to access updates from all the jobs and service deliveries and request and share information when required. 
• Staff Messaging:  Use built-in instant messaging for communication between the back office and field teams. 
• Offline Access:  Enable the field teams to access and update all relevant information from the job site, even if there is no internet connectivity. Updates are synced to the system once connectivity is restored. 
• Document and Barcode Scanning:  Use the software to auto-detect, scan and store documents in a high-resolution PNG format. Add materials to invoices through barcode scanning. 
• Custom Forms::  Create, save and share customized forms and reports suited to a business’s requirements, using an online form editor with flexible question type options. 
• Asset Management:  Create customer-owned assets, save them on site and generate PDF reports of all assets. 
• 24/7 Online Booking:  Let customers request quotes or services, book services and pay in advance online any time, from anywhere. Booked jobs are synced directly to the calendar. 
• Knowledge Sharing:  Record, save and share business expertise, tips and procedures with staff members in the form of videos and articles. 
• Customer Feedback:  Collect feedback about service delivery and overall experience to consistently improve operations. 
• Reports:  Get automated reports on business operations, jobs and service deliveries, activity feeds, timesheets and revenue. These reports can be further customized as required. 

Limitations

•  The inventory management module is lacking 
•  Limited scope for franchise management 
•  The app is not supported by Android devices 
•  App layout is not user-intuitive 
•  QuickBooks integration is glitchy and can be overwritten by the system.  

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