ServiceM8 Set Up, Training and Improvements

ServiceM8 app is for tradies and service businesses. To take control and work smarter with real-time communication between their office, field staff and customers.

Why ServiceM8 for your business:

Win more work

With professional quotes and better communication, you’ll win more new work and earn repeat customers.

Complete more work

On average businesses using ServiceM8 complete 30% more work in the first 3 months.

Get paid faster

Produce professional invoices in seconds and even take payment before you leave the job.

Accounting Integration

ServiceM8 seamlessly integrates with MYOB, Xero & Quickbooks Online. No more double handling and significant reduction in data entry, to streamline your business process.

Recurring Jobs

Recurring jobs allow you to take control of your weekly, monthly & yearly job schedule, while reminders ensure that no job gets forgotten.

Mobile App & Field Worker Mobility

Field workers receive all their job details on their mobile device, instantly. Office staff can monitor the live status of all jobs through the dispatch board, and track staff locations.

Using intelligent rostering tools, precise time sheets, 1-click MYOB or Xero integration for easy payroll & automated gross-wage calculating, Tanda helps reduce the admin of payroll from hours of work to mere minutes.

We can help with the following:


Initial Set Up of ServiceM8

  • Company​ details
  • Staff details
  • Security Settings
  • Taxation settings
  • Setup Quote, Invoice, Email and SMS templates
  • Integrate with Online Accounting software (if appropriate)
  • Provide Training materials/videos
  • Set up ServiceM8 Forms
  • Help with ServiceM8 Login
  • Integration into MYOB or Xero
  • Help with ServiceM8 Android Set Up
ServiceM8 Training

For more experienced users of SeriveM8 we can offer the following

  • Transformation of the complete End-to-End processes from receiving an enquiry, through to the reconciliation of the payment. (with NO PAPERWORK!)
  • Customised ServiceM8 forms – Tool Box meetings, JSEA/SWMS, Daily Work Sheets, Incident/Injury Reports, Site Instructions, Contract Variations, Vehicle Maintenance Checklists etc.
  • Customised accounting templates such as Quotes, Work Orders, Invoices and Partial Invoices
  • Integration with Accounting packages (MYOB and Xero). Also assistance to establish electronic Bank Feeds for fast, easy and accurate Bank Reconciliation
  • Staff Administration such as tracking of Work Hours, Special Licences (eg Red Cards) and Job Site Induction Status. Payroll integration with MYOB and Xero is also an option.
  • Scheduling and control of mobile field staff to work autonomously. All work including reports and financial details are completed on the job.
  • Inventory status in ServiceM8, Marketing Campaigns, Customer Feedback and Much More
Service M8

ServiceM8 Training

  • Full training for Management, Administration and Field staff so you can be up and running with a seamless transition
  • With Covid 19 we offer one one one video training so clients can learn safely
  • If required and when regulations allow we can do on site at your office

Overall what we can help you with ServiceM8

  • We have successfully implemented in many different businesses
  • We have experience with MYOB  and Xero to help with integration
  • We can work within different departments to streamline processes
  • We are a ServiceM8 Partner
  • We can set up ServiceM8 forms

We have been achieving great results with businesses for over 15 years

Contact us Ph 03 9988 2030 or for a chat about your requirements.  We can help set up a ServiceM8 free trial to help evaluate the software against a ServiceM8 alternative.