ServiceM8

Manage jobs, scheduling, quoting, invoicing, and payments.

ServiceM8 Overview

ServiceM8 is a cloud-based CRM designed for small service businesses to streamline daily operations. It helps manage job scheduling, staff dispatch, client communication, and invoicing from a single platform. The system also supports quoting, time tracking, and on-site job updates through its mobile app.

With features that enhance efficiency and customer service, ServiceM8 enables businesses to save time, stay organized, and improve cash flow.

Key Features

  • Job Management: Centralized handling of job creation, dispatch, navigation, documentation, and invoicing, with client and job details accessible via mobile or desktop for organized, efficient field teams.
  • Client and Job History: Complete storage of past work, including notes, photos, emails, and messages, providing instant access to history and reducing unnecessary return visits.
  • Checklists and Task Tracking: Structured checklists and status visibility ensure each job is completed correctly the first time, maintaining quality and consistency.
  • Staff Dispatch and Visibility: Map-based view of technician locations and current status enables smarter decisions without interruptions.
  • On-Site Quoting, Invoicing, and Payments: Issuing quotes, converting them into invoices, and accepting payments on-site accelerates job completion and cash flow.
  • Electronic Forms and Signatures: Digital forms and client signatures captured on-site replace paper and securely store results in the cloud.
  • Mobile App with Offline Access: Full functionality on iPhone or iPad, even without internet, with automatic syncing once back online for uninterrupted fieldwork.
  • Accounting Integrations: Direct connections with QuickBooks Online, Xero, or MYOB keep invoices, payments, and client data synchronized, avoiding manual-entry errors.
  • Online Bookings and Automation via Add-Ons: Client booking, automatic reminders, invoice follow-ups, and quote prompts streamline operations and improve communication.
  • Asset Management: QR code and augmented reality tracking of client or company assets, service history logging, report generation, and client issue reporting through branded portals.

Price

Plan Name Monthly Price (USD) Key Inclusions
Free $0 / mo 1 user, up to 30 jobs/month, 10 AI assists per day
Starter $29 / mo Unlimited users, 50 jobs/month, unlimited AI assists per day
Growing $79 / mo Unlimited users, 150 jobs/month, unlimited AI assists per day
Premium $149 / mo Unlimited users, 500 jobs/month, unlimited AI assists per day
Premium Plus $349 / mo Unlimited users, 1500+ jobs/month, unlimited AI assists per day

Pricing details: https://www.servicem8.com/au/pricing

Pros

Competitor Pros of ServiceM8
Jobber ServiceM8 offers a straightforward mobile experience and built-in job history that feel intuitive, which can be easier for teams that need a fast, simple setup.
Housecall Pro ServiceM8 gives access to tiered pricing including a free option for very small teams, which can help businesses start without heavy upfront costs.
ServiceTitan ServiceM8 is much more budget-friendly for small businesses and has core features ready to go, which makes it practical for teams that don’t need enterprise scale.
Simpro ServiceM8 keeps things simple and user-friendly, so businesses don’t have to deal with complex menus or over-built systems that could cause confusion.
FieldPulse ServiceM8 integrates well with popular accounting platforms like QuickBooks and Xero, and this helps keep financial data in sync without extra work.

Cons

Competitor Cons of ServiceM8
Jobber ServiceM8 has fewer built-in marketing and AI tools, which can leave businesses needing extra software if they want automated reminders or smart customer follow-ups.
Housecall Pro ServiceM8 lacks some of the advanced templates and customer bill-of-materials features, which Housecall Pro provides out of the box.
ServiceTitan ServiceM8 does not include the highly detailed reporting, pricebook catalogs, or advertising integrations that ServiceTitan offers for scaling businesses.
Simpro ServiceM8 offers less customization for forms and workflows, which means businesses that need specific field data capture may feel constrained.
FieldPulse ServiceM8 has more limited project or asset tracking capabilities compared to FieldPulse, so businesses managing equipment or inventory could find it too basic.

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