Free checklist for tradies

The ServiceM8 Health Check

25 quick checks to see if ServiceM8 is actually working for your business, or just costing you time. Created by a ServiceM8 Certified Partner.

  • Find the gaps in your setup in about 15 minutes
  • Covers quoting, scheduling, Queues, invoicing and more
  • Score yourself and get a quick win you can do today
ServiceM8 Certified Partner

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What's Inside

The same things I look at first when I go through someone's ServiceM8 account, split into six sections.

01

Enquiries and Jobs

Every enquiry captured as a job, and Queues used properly so nothing sits in limbo.

02

Quoting

Templates, quoting on site, online acceptance and follow ups that happen on time.

03

Scheduling and Your Team

The Dispatch Board, the app, check in and out, and the right access for your staff.

04

Customer Communication

Booking confirmations, on my way messages and review requests that send themselves.

05

Invoicing and Payments

Same day invoicing, online payments, a clean Xero sync and automatic reminders.

06

Keeping It Tidy

Old jobs cleared out, add-ons you actually use, and a setup a new staff member can learn.

Tash from Just Ask Tash

Created by Tash

I'm a ServiceM8 Certified Partner based in Gladstone QLD, helping trade and service businesses across Australia get their job management systems working properly. Most of the accounts I see aren't broken. They were just never set up for how the business actually runs.

Work through the checklist on your own, or if you'd rather have a hand with the gaps, book a call.