ServiceM8 Set Up, Training and Improvements
ServiceM8 app is for tradies and service businesses who want to take control of their job management within their business and work smarter with real-time communication between their office, field staff and customers. ServiceM8 offers smart forms which can be completed at the job and populated into PDF documents ready to use. Or maybe you need to know which part of your business process each job is at, ServiceM8 can tell you that on the go. Invoices and photos can be text or emailed on the field, let’s talk about how this product can integrate with your accounting products like Xero, MYOB & Quickbooks.
View what ServiceM8 can do for your business.
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
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
- 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
We received initial contact from Extrordinair, who are Air Conditioning installers based in Airport West.
They wanted to achieve the following outcomes:
- Improve communication customers
- Assign and manage jobs to staff along with keeping a trail of quotes, invoices, photos and serial numbers in one system
- Increase internal communications with a mobile app.
- Integrate ServiceM8 with Xero
Upon our first discussion we started a process map to document the entire sales process from initial sales enquiry, to allocation of job, completion of job and invoicing.
We were able to focus on the optimal set up ServiceM8 to Integrate with Xero Accounting Software. ServiceM8 is now the key operational software in their business.