ServiceM8 Reviews

Superb Small business software for Scheduling

Comments: Simple to use and schedule installers whilst capturing customer communications. I use this software in 2 small business operating in New Zealand construction industry and it works well in both. 1 integrated with Xero...this works well. 1 is not integrated to accounting for complexity of pricing reasons...but one day, I will reconfigure our pricing so I can.
Overall, excellent software especially when you can design new processes to ensure users can populate the information and view what they need to see in a timely fashion.

Pros:

Especially powerful is the remote users...managers and installers accessing and updating information from iPhones and iPads. We capture on-site photos. We capture on-site Hazard ID information and customer sign-off for quality.

Cons:

no App for Androids. We have contract installers and persuading them to ditch their Samsung for an iPhone hasn't worked. (We synch with Google Calendars for them.)

Great for a start up

Comments: Great!

Pros:

Great software for a startup company or even a large company. I Love the fact that when we started out we could easily afford this software and as we grew we could level up the software and still afford it. Similar software would have broke us be for we even got started plus servicem8 is more powerful software and meets all our needs now and has options that will meet all future needs. We will use Servicem8 forever and recommend it regularly.

Cons:

customer support is email or chat only and sometimes I need immediate help and cant get it that fast. But a small price to pay for such great and affordable software.

Buyer Beware

Comments: We've been using ServiceM8 since 2018. Every September, with great fanfare, the latest update is made available to users. They call it their "Launch Event". It's always a very exciting time to see what new goodies and improvements will be added to the system. It has never disappointed. Until the last launch. In September 2022 ServiceM8 11.0 launched, and it has been a nightmare ever since. We've had the same tickets in now for 5 months, with nothing beyond canned responses received. The system is now extremely slow to repond, cannot complete basic search and find queries, and notifications (customers reaching on to contact you!) has pretty much stopped functioning altogether unless one is willing to sort through them over and over again trying to find which ones are new.Mind now, that before 11.0, none of these problems were in existence. But 5 months later they remain with no time line to remedy, and not even the smallest company acknowledgment of the problem. Does that sound to you like typical company behavior? Or does it sound more like a company with cashflow or ownership issues? We suspect the latter, which is the impetus of this review.It takes a great deal for a company to deploy new field service software, even intuitive ones like ServiceM8. We are now faced with the real possibility of having to do just that. We wouldn't want the same fate to befall another company without issueing a warning.

Pros:

This is what we DID like about the software: While it might be a negative for some people, we love the fact that this system is Apple only. This greatly simplifies training, deploying, and working with it. And of course it's all done on Apple's interface which is second to none. It handles everything a field service company needs, with the exception of inventory, and it USED to do all this very well. It empowers the techs in the field to complete a great many tasks that previously were assigned to administration. This includes job creation, quoting, invoicing and collecting. 2 years ago they launch a VOIP phone app and this was incredibly helpful and a real time saver. It integrates with Xero (our accounting package) and Stripe very well. It has a pretty good API so we are able to connect some useful 3rd party apps to further expand our possibilities, and it is genuinely intuitive.

Cons:

That it no longer functions properly. A year ago that statement would not have been true. But today, in February 2023, it unfortunately is.

Life Changing App for Small Business Owners

Comments: If you own a small business in the Service Industry and you want your life back, then you need ServiceM8. Our landscaping company has gone from a rather unprofessional mob of blokes working their rears off to a very slick team of professionals, and we are blitzing the opposition!

Pros:

What sets ServiceM8 apart from the many "other" apps out there is that ServiceM8 is ever evolving, it is owned by an Australian Company which is run by "down to earth" people who listen. The flexibility of the system is awesome (one size does not fit all, but there is always a workaround for little things) and so many options and add ons to suit the individual business, many are free.

Cons:

If pushed I'd say the "Apple" thing, but honestly when your business is booming, the cost of another iPad is not an issue!

Absolutely great for trades

Comments: We setup a fire alarm business and needed a system to link customers, engineers, head office and invoicing in one eco-system. ServiceM8 does this and more. They work with a UK based company to provide support and form customisation. The custom forms are leapyears ahead and it gave our business a great professional headstart.

Pros:

We found the app easy to integrate and the pc web-based interface is very intuitive. The ability to create custom forms, and other custom services is invaluable. The auto emailing of customers for invoices and quotes makes the business look extremely professional.

Cons:

They have no support for android nor do they have an android app. I find this incredulous given that Android is such a large user. It was for this reason that we stopped using the software.

Easy Yet Powerful Job Management Software

Comments: After 5 years on another software program, I spent 6 months wanting to find a more advanced program that will take my business to the next level. I overlooked servicem8 at first thinking it was a bit simple, but after a terrible experience with another program, I went over to servicem8 and found all of the supposed advanced features I had been searching for where there, and what's more they were much simpler to use.
If you're in a service based business, doesn't matter your field, you should check out this program.

Pros:

It is extremely easy to use by both office and field staff. It has many powerful additional features Nothing about this software is complicated and yet it is as powerful as most other programs on the market.

Cons:

Other than a few very minor changes that is not worth listing, I honestly cant think of any cons.

no geniuses required

Comments: My main worry was that my service guys would have a hard time going from paper to tablets but after a small learning curve they have adapted quite nicely and love the easy of use of this software

Pros:

it does what it is supposed to do and you don't need to be a genius to do it.

Cons:

I am pretty happy with it, it is not full of extra features that would intimidate my not so tech savy guys

Wow! Wow! Wow!

Comments: We were able to integrate ServiceM8 with Xero very easily. Every time I’ve had issues, I can get on the chat and get help within minutes.

Pros:

This field software program is exploding with features - so many of them that we will probably never utilize them all!

Cons:

Since this is an online field software program, occasionally the techs have problems figuring out what to email the customer when they are out in the field from their iPads.

Does it all

Comments: It's been a great program to use for a company that has many accounts to service. Integrated billing, job history too.

Pros:

From scheduling and inputing info for technicians before they arrive to it linking with Google maps to navigate to a job and attaching pictures of work before and after. It's good.

Cons:

It's only available on ios apple which meant i had to convert from Android.

Its actually not bad

Comments: Team field management makes this perfect. Easily tracks the team on the ground.

Pros:

Serious, its not bad, it does everything you probably need it top do and also notifies the client saving me a lot of those "how far are your guys" calls every single 30 minutes.

Cons:

The price though is quite high but i think its worth it.

Still getting started, but it seems pretty good

Comments: I started attempting to use ServiceM8 about a year ago. I also changed my books from good old Cashflow Manager to Xero, which I setup to sync with ServiceM8. I am a one-man show.
I say "attempted" to use ServiceM8, because, at the time, I was many months behind on my books/invoices, and the situation really got even worse. I have now got my books up to date, and I am working through doing many months of invoices.
I had my accountant assist me setting up Xero. All was more or less working, but I had big issues with the bank feeds, especially PayPal, basically I got a huge mess, then I wiped it all out to start again, and got much the same mess again. Frustrated, I went back to my good old trusty Cashflow Manager program and did the whole set of books for the entire financial year to date (and 2 BAS statements) in an afternoon. So I have ditched the Xero-ServiceM8 sync, and am now going to use ServiceM8 with Cashflow Manager manually. None of this is in any ServiceM8's fault, Its either mine or Xero's, probably a bit of both.
Basically I will maintain my books in Cashflow Manager, do the invoices and job tracking in ServiceM8, and then manually enter the payments into Cashflow Manager, much like I used to. A nuisance, but not a big deal.
As for ServiceM8, I have only really started exploring it and using it the last few days. I have been trying to for ages, but either forget, or left my iPad at home. I have learnt a lot about it in the last few days.
I have looked at the competition, but most of them (at a similar price point at least) had apps that don't work offline. ServiceM8 will work without an internet connection (with some features not working naturally), so it was the obvious choice for me in a rural area with poor telecommunications.
So far, it seems to work well, is easy to use, the app is fast, and the website seems fast enough on the odd occasion I have used it on a decent internet connection. Just now (a public holiday) i got a response (and solution) from their support in 14mins. That is my first contact with them.
It is quite cheap and I feel that it is quite a good fit for my business. But it will only work as well as you make it, and you will have to put some time into learning it and incorporating it into your daily routine.
I highly recommend giving it a shot to all small service businesses that are struggling to manage their jobs, invoices etc. Bonus points if you can start using it before you get overwhelmed by work.

Pros:

Works offline. Seems fairly simple. Fast. Plenty of features. Should end up saving me plenty of time.

Cons:

Im still a bit nervous about keeping important business data "in the cloud" in someone else's hands.

Amazing service software

Comments: Um well I am in the pressure washing - gutter cleaning business and needed a software to keep track of customers, have 2 way sync with quick books online and easy scheduling. I tried literally probably 100 crms before I settled on service m8. It was a perfect balance of amazing features but a good cost

Pros:

iOS contact integration Qbo 2 way sync Stripe online payments Google? Auto fill for address! Schedule can export to google or Apple calendars Automated messages sent Ability to store files to customers Pay per job created Auto check into job and tells you when to leave to get there on time Also great integrations with mail chimp and other softwares So many good things yet not perfect

Cons:

I wish it had or could change the following: Better customer organization And ability to tag customers. Better check In check out feature because often I forget... The job contact/ billing contact is wonky. Seems like I enter a new job and it shows up as job contact but not billing. It's just confusing Better system to map customer routes and book jobs. You currently can see your customers in a map view but would be nice to be able to do something with it. Automated messages should automatically be able to go out after job completion to ask for reviews ect Be more consistent with how clients show up in list - sometimes it client will come up Last name, first name and sometimes first name last name. No ability to add mobile number from mobile app.

ServiceM8 is Gold

Comments: We have been using ServiceM8 for a couple of years, we find the intergrated system very useful and time saving, the ability to communicate with our clients on multiply uses within ServiceM8 has meant speedy outcomes and happy clients. The database means we can easily check client history and be proactive to repeat business engagement. The instantaneous connection to staff schedules via the mobile app means less chance of client error occuring. The pay as you go means there is minimal wastage on features that may not be relevant to our requirements.

Pros:

with little training staff easily use and adapt to ServiceM8; the ability to check on staff locations; ability to submit a quote quickly has impressed clients.

Cons:

limited ability to have common quote templates; difficulty in quick history checks on job numbers needing to enter multiple job cards to find the right one ( need the ability to add a discriptor). this also applies to multiple quotes on a job card ( require to send multiple emails to differentiate between quotes using the "Subject" line) Is only available on IOS platform.

The Simplicity of ServiceM8

Comments: As a partner with ServiceM8 we've had exciting times with assisting businesses take advantage of powerful features the application has to offer. From creating forms through to managing staff, assigning jobs and scheduling work. The company has really gone to a great extend to make the application as user friendly as possible. This enables users to easily understand their new process when we introduce the application in their business. The cost involved is also of benefit to the Company as it is based on the amount of jobs processed through ServiceM8. Thus if you're going through a quite period the application tailors your subscription cost to the amount of jobs processed. An extremely favorable option amongst Trades industries.

Pros:

- Being able to create forms directly from the mobile devices. - New diagram feature release also available on mobile devices. - Being able to save communication between customers and tradesman directly on a job. - Customized document templates. - Being able to send a quote directly via SMS - The ability to have all your Parts & Materials and Services available in the system to add onto a job. - The customized html code which allows Customers to make bookings directly from your website.

Cons:

- The application is not available on Android devices. This is often the main decider for Tradies as most often they opt for Android devices since it is more affordable.

ServiceM8 evolutionised our filed services business processes

Comments: Were we a small business stuck in paper-based processes full of duplication and inefficiency. We explore so many options but found we couldn't afford most of the offerings available and found they didn't match our needs. We had considered expensive customised systems but found they too were stuck in the 19th century way of doing things. We needed a simple, cost effective cloud system to revolutionise our business. We found that in ServiceM8. We now say "How did we get by without ServiceM8?" ServiceM8 has literally revolutionised our business without upfront capital investment, and absent were the huge ongoing expenses of other comparable offerings. We had no need for extensive training because ServiceM8 is so intuitive. We are far more efficient and effective, our access to job records is immediate and available anywhere, to all staff, yet our data is safe and secure. We also make use of external contractors and ServiceM8 even ensures they are managed well. Best of all ServiceM8's pricing structure guarantees significant ROI without doubt.

Pros:

Simple, easy and effective. Plus the price - perfect for us!

Cons:

No system can suit all customer preferences, so there are a few things we would change, but otherwise ServiceM8 is terrific and can't be faulted.

Great program, easy to use and a helpful support team

Comments: The program is great, and relatively easy to use, when I couldn't figure out something or asked if the program is able to do a particular thing, support is always willing to help. Answers are not always within the hour or a few hours but that is understandable. I just wished that I switched from reckon to MYOB at the same time I started servicem8 as the duplicate materials and customers were a huge pain. But I have no doubt that it would have gone smoothly if it was all set up at the same time, as it is running fine now that I have sorted the duplicates and understood more about how servicem8 syncs with MYOB.

Pros:

that I can work on this for almost everything (except purchase orders) then when the invoice is sent, its over to myob to receipt everything. Also the job costing charged per job is great, however some months we could have lots of small jobs which add up to be an expensive month and other months there are a lots of larger jobs so it evens out over the period.

Cons:

it doesn't do purchase orders yet! also some little issues about how it syncs with myob eg, I can't receipt payment in servicem8 then send to myob and be automatically ticked off in the bank feed in myob, if i didn't have the bank feed in myob it would be fine. I have now decided to sent it to myob for all receipting of payments, and it comes back to servicem8 and is noted as paid when it does get paid anyway.

ServiceM8 Critique

Comments: Introduced to ServiceM8 by a fellow contractor about 2 years ago. Once we understood how it worked, we have never looked back. Changed for the better the way we used to issue quotes and invoices

Pros:

Convenience of being able to issue quotes and invoices immediately when on site Time saving as no longer have to spend hours after work writing up invoices and quotes Great job scheduling/dispatch and reminders Relatively easy to use even for a tech dunderhead like me Good monthly analysis tools Very reasonable and fair pricing schedule based on user pays principles Fantastic "Help" people on the other end of the phone when needed

Cons:

Having to pass on credit card fees is a negative for many customers but we realise this is most likely not a ServiceM8 charge but greedy banks screwing all of us all the time

With so many customers ServiceM8 ensures my company is always professional and technology superior.

Pros:

When customers call me I can answer them by name. This is such a powerful tool and it builds customer loyalty through the roof, as they are just amazed that I remember them. Customers miss this personal contact that other companies fail so bad on. Taking credit card payment on your phone is a close 2nd but IOS contact hits the home run.

Cons:

Can't create short cuts. I have a lot of repeat business and wish I could just click one button to create a new job that replicates everything from the old job. I could then adjust pricing and book it in for the next service. At the moment there are too many key strokes and you need to be careful not to forget anything. Please look into this as I'm sure I can't be the only one out there who would love this to happen.

Very Convenient!

Comments: It has helped the company stay on task, keep organized, and become a better business.

Pros:

I like that we can see where each company vehicle is and also keep everything organized on the calendar. I also like the job tasks because it helps with remembering everything we need to do for the job. Love that we can add pictures to tasks.

Cons:

I wish I could get rid of the online notes from Quickbooks on the home page. That is only for my own ocd reasons though. I like to delete things once they have been taken care of or seen and I cant with those. I also wish we could have dark setting for it so It is easier for me to look at.

service m8 review

Comments: overall the system has improved our job visibility and implementation has been a success. I feel the developers are too focused on adding new features rather then improving the existing ones. There are numerous, well lets say quirks to the software that are not being dealt with.

Pros:

this software has allowed us to add photos ect to our invoice for our client. It has also allowed us to keep a time/date record of job completion times to assist with any client enquiries. syncs invoicing with accounting software eg MYOB, ZERO

Cons:

Online support is time consuming. Annoying quirks in the software detract from its usability and time saving features. Reporting Is absolutely rubbish needs massive improvement no way to track simple data like quote conversion rates ect. More focus is needed on improving the current software rather then adding new features.

Amazing App! A must have for any service delivery business!

Comments: This system entirely runs my business from start to finish and makes life very easy. Amazing app, features and great tech support. Have recommended it to many and will continue to do so.,.

Pros:

Features are best in market - the servicem8 team are flexible with feedback and implementing ideas from users. If ideas get enough votes / popularity then they get attention and often implemented. Creating a fantastic feeling of inclusion in the app and ability to have an affect on the app you use.

Cons:

No video support in app and also diagram drawing on iPhone should be available. No support for non iPhone users with android app.

Free time for serviced based industries

Comments: After being a ServiceM8 user and loving the efficiencies a plumbing based business gained we became a partner so we could spread the word and help other businesses. There is nothing better than seeing the relief on a business owners face and their demeanor change when they realize they can run a business without having to spend all night doing the invoicing. By streamlining their workflow and enabling them to invoice on the job - as well as collect payment from customers on the spot it reduces a lot of the daily stress of running a small business.

Pros:

Ease of use, workflow automation, price, new functionality always being released.

Cons:

Reporting is a little light on but improvements are coming soon.

Happy customer

Comments: The main thing I appreciate about Service m8 is the way it allows me to stay organised with lots of jobs; past, present and future. I don't use the scheduling/staff tracking aspects, although other electricians I've put on to service m8 do & love it. It's also very well priced and the customer support is amazing

Pros:

Logical layout, easy to use, customer support has always been great

Cons:

Not a huge fan of the app layout, prefer using the desktop version

Fantastic invoicing software.

Comments: This has helped with my small business looking big and professional organized. Very helpful with recording of pictures, gps navigation, auto times tracking, note recording , check list and many more helpful tips to organize files.

Pros:

Very helpful with recording of pictures, gps navigation, auto times tracking, note recording , check list and many more helpful tips to organize files.

Cons:

Will love to see electronic signature on email response for authorization of work contracted. Also love to see additional authorization signature for unforeseen change orders or additional work authorization.

Great Value

Comments: We use ServiceM8 for quoting, job management and scheduling of technicians. When jobs are closed and invoiced in ServiceM8 the invoices are then passed to Xero for processing. The iOS application is very simple to use and we have customised sign in and sign out documentation to make sure steps are not missed and SWMS is covered.

Pros:

Simple to use and very cost effective.

Cons:

Occasionally jobs drop out of the schedule for no apparent reason, and a lack of ordering means we have to re-type the parts into Xero for ordering. As some of our projects are large this leaves room to miss items.