ServiceM8 Setup, Training and Support for Tradies
Most tradies are only using a fraction of what ServiceM8 can do. As a ServiceM8 Certified Partner, I set it up properly or show you how, so quotes, jobs and invoices flow without the double handling.
What ServiceM8 Does for Your Business
ServiceM8 is job management software built for trade and service businesses. Set up properly, it runs every job from first call to final invoice.
Quote on Site
Templates and line items let you send a quote before you leave the driveway.
Schedule With Confidence
The team knows where they're going and the office knows where they are.
Keep Customers in the Loop
Booking confirmations and on-my-way messages go out without anyone remembering to send them.
Invoice the Same Day
Jobs get invoiced when they're done, not three weeks later.
Already on ServiceM8 but It's Not Working?
It's usually not the software. It's how it was set up, or that it was never really set up at all.
- Job statuses nobody follows
- Quote templates slower than starting from scratch
- Automations switched off or never turned on
- Integrations that stopped syncing and nobody noticed
- New staff never shown how it works
ServiceM8 Services and Pricing
Pick what you need. I can do it for you, or show you how. Every job starts with a chat, then a tailored proposal, so you know what's involved before anything begins.
New Setup
Your account built around how you work: job statuses, staff, settings and integrations.
Tailored proposal after we chat
Health Check and Clean Up
Already using it? I go through your account and fix what's slowing you down.
Tailored proposal after we chat
Template Creation
Quotes, job cards, invoices, forms and automated customer messages that look like your business.
Tailored proposal after we chat
One-on-One Training
For you or your office team, in your own account, using your own jobs.
Booked per session
Consultation
Not sure ServiceM8 is right for you, or how to make it fit? Let's work it out together.
Book a call to get started
Ongoing Support
Someone to call when something breaks or a new staff member starts.
Flexible weekly hours, prepaid or as needed
ServiceM8 15 and Office Agent
ServiceM8 15 landed in September with Office Agent, a built-in assistant that drafts quotes, invoices, follow ups and customer messages for you to approve. It can be a real time saver, but only if your job setup, templates and processes are in good shape. Otherwise it's guessing.
I can help you:
- Switch on ServiceM8 15 and the features that suit your business
- Write the Knowledge articles Office Agent uses, so its drafts sound like you and follow your process
- Set up a recurring task or two, like a morning check of jobs that need action
- Train you and your team on what to approve, edit or ignore
How to Get Started
- 01
Book a Call
Pick a time that suits. We'll talk through what's not working.
- 02
Get a Tailored Proposal
I'll put together a proposal with what's included, timeframes and pricing, so you can pick what suits.
- 03
Setup or Training
I do the work, or we do it together in your account.
- 04
Back to the Tools
Support is there if you need it.
New to ServiceM8?
Start your free trial and get it set up right from day one.
Free checklist
Is ServiceM8 Actually Working for You?
25 quick checks to find the gaps in your setup, including Queues, quoting and invoicing. Takes about 15 minutes.
Let's Get ServiceM8 Working for You
No pressure, no sales pitch. Tell me what's slowing you down and we'll find the fix.
Book a call Read: How to set up ServiceM8 properly