Need help to get serviceM8 up and running?

 

We know it can be time consuming looking and learning new systems. As certified Servicem8 partners, we provide local support, to help you hit the ground running. We provide consultancy, admin & field staff training, business specific forms, integration with your accounting system, set up and conversions.

 

Having the right tool for the job is vital and every business has unique requirements, so we listen, analyse and help to make a positive difference to your business.

If you would like to discuss Servicem8 with us please don't hesitate to call for a free initial consultation.

 

 

 

 

 

 

 

 

 

 

 

 

 

The small business app for trades and services

Powerful management of customers, scheduling, quotes, invoicing & payments, health & safety and much more.

Mobile Access

Client ,address and job details are all instantly accessible from the field, with updates syncing online in real time.

 

 

Powerful scheduling

Access to your staff schedules from your iphone, ipad or desktop. Field staff receive schedule reminders to keep them on time

Quote & Invoice on the go

Create quotes and invoices any-where and issue them immediately. Stay in front by doing it throughout the day, and even take payment onsite.

 

Complete job history

Every aspect of each job is stored in the cloud. Notes, photos, quotes, invoices and client communication saved forever, available anywhere. Powerful search engine finds data again quickly saving hours of searching old files.

Accounting is a breeze

Items, clients, invoices and payments sync with MYOB, Xero or Quickbooks accounting packages effortlessly

 

By following simple step by step instructions, ServiceM8 can be set up by yourself for free. How ever if you are busy and don't have time we can help you set up. Depending on what your needs are, we can either do adhoc work at $60 per hour or select a package from below.

Customise Forms, Quotes and Invoices

 

 

 

 

 

 

 

 

  • Prepare professional documents with your logo and business format

  • Convert your existing manual forms to ServiceM8

  • Capture signatures from staff or customers

  • Prepare checklists for specific jobs.

  • Prepare health & safety questionaires which are automatically held on the job file.

  • Perform and record calculations

  • Add your terms and conditions to quotes and invoices

  • * up to 15 questions, quotes available for more complex forms

 

 

$150 + gst

    per form *

Setup Starter 

Package

   

 

 

 

 

 

  • Account creation and setup

  • Add Staff

  • Company Logo

  • Contact details

  • Office location

  • Account setting

  • Connect to accounting package and check upload of materials

  • Activate required addons

$ 450 + gst

Training

       

 

 

 

 

 

 

 

Field Staff

  • Core concepts

  • Basic workflow

  • How to use the diary

  • Urgent jobs

  • Communicating with clients

  • Communicating with other staff

Office & dispatch staff

  • Core concepts

  • Dispatch board overview

  • How to create a job

  • How to schedule jobs to staff

  • How to dispatch a job as urgent

  • How to allocate a job to a time window

  • How to manage jobs on hold

  • How to manage reccuring work

  • How to create and send quotes

  • How to create and send invoices

 

$450 + gst

Most businesses use forms for day to day work, health and safety, vehicle checks, permits related to any trade, electrical certificates etc. We can tailor make forms to suit your business needs. Forms are accessed easily and once completed, filed automatically against the job for future reference.

 

We also have a range of ready made forms available. Below are samples of the Electrical Safety Certificate and the Electrical Certificate of Compliance. The following ready made forms are available on request.

  • Certificate of Periodic Variation

  • Electrical Certificate of Compliance

  • Electrical Safety Certificate

  • Record of Inspection

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
 

Forms

Getting started

Option 1

Option 2

Open a free Servicem8 account.

Click the OPEN FREE ACCOUNT button to receive a referral bonus of 100 free job credits when you open a new account with Servicem8. If you need help please don't hesitate to contact us for assistance on 027 3450156 or email robert@modeservices.co.nz.

There are two easy ways to get started.

Contact us now by phone, or clicking the PLEASE HELP TO GET STARTED button and we can help plan a strategy to get Servicem8 up and running.

Site built by Mode Business Services. Proudly created with Wix.com