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Now more than ever, ServiceM8 helps you save time, get jobs done & provide amazing customer service.
Giving clients a quote is a crucial first step for many jobs. But, it’s also time consuming when you need to help them understand what they’re looking at, the value they’ll get, and what options they have. Proposals are next-level quotes, letting you give clients more detail, choice and control in the buying process.
It’s now possible to automatically add processing fees when clients pay by card. You can set it to always add the fee, or set a fee-free threshold.
Quoting and invoicing takes up a lot of time, and often gets put off. It takes expertise, time & focus — day in, day out. Now, ServiceM8 can draft your Work Completed and a list of Materials/Services, in seconds. Simply review, make any required changes, then send!
A whole new way to help manage your jobs and work smarter, using only your voice. ServiceM8 Chat is your voice-activated assistant, capable of actioning tasks, analysing the job card, and giving answers in seconds.
Your Email Inbox in ServiceM8 is a central location for managing enquiries, new work, messages and reminders. With ServiceM8 12, your Inbox has been upgraded with a larger layout and improved functionality, to help you find and manage messages.
A major upgrade of your app Inbox, with an improved layout and matching level of functionality to the online Inbox, to help you stay on top of your messages, wherever you are.
Quoting and invoicing takes up a lot of time, and often gets put off. It takes expertise, time & focus — day in, day out. Now, ServiceM8 can draft your Work Completed and a list of Materials/Services, in seconds. Simply review, make any required changes, then send!
If you want to divide a job’s requirements by category, such as by room, stage or staff member, you can now create multiple checklists per job card. Simply add a title (followed by a colon) at the top of each separate checklist e.g. “Master Bedroom:”
Now, every video you record with the ServiceM8 Camera is automatically transcribed and added to the job’s Diary as text, so you can show, tell & write, all at the same time. Simply walk around a site describing what needs to be done, or the work completed, and it will auto-transcribe and save what you’ve said with the video.
Room Scan lets you capture the layout of a room as an interactive 3D model. ServiceM8 12 introduces new tools to understand and interact with a workspace. Now, you can add symbols, mark specific locations, measure distances, and generate a top-down floor plan of a scanned room.
If a client sends you a document that needs to be filled in, signed off or annotated, it can be a hassle to get it done. To help manage this paperwork digitally, you can now fill in or mark up PDFs directly in the ServiceM8 app. Simply open it from the job’s Diary to complete, sign, or mark up with shapes and annotations.
Writing your ‘Work Completed’ description to display in quotes and invoices is time consuming, whether you’re starting from scratch, or translating info & notes from the job’s Diary. Now, ServiceM8 can automatically draft this description for you, in seconds.
Phone calls are a big part of your dealings with clients, which is why ServiceM8 Phone includes the ability to record calls, and transcribe them to text. With ServiceM8 12, transcription is more helpful — now, ServiceM8 automatically extracts key details from the transcript for quick and easy reference.
The Simple Online Enquiry Add-on is great for giving clients an easy way to get in touch with your business, day or night. But sometimes, customers provide very little information. Now, ServiceM8 instantly analyses their enquiry, and generates follow-up questions to get more information. Customers can choose to add to their enquiry, or skip.
In ServiceM8 12, Work Order Scanning has been improved further, with greater accuracy and support for more templates. So, if you get work from clients like property managers and letting agents, have them send or forward their work order PDFs to your Inbox, and ServiceM8 can automatically extract job and contact details to pre-fill the job card.
Scheduling jobs is a constant, repetitive task. This is why ServiceM8 automatically suggests times when your staff are free, and that could work well for your business. With ServiceM8 12, booking suggestions are smarter, taking into account past jobs, staff experience, and any correspondence about booking times, to give even more helpful booking suggestions.
Ensuring you add all billable items to a job takes focus and experience. ServiceM8’s material suggestions seek to reduce time in thinking and searching for items to add. Now, item suggestions are smarter, taking into account more information in the job card, and items used on similar jobs in the past.
When buying materials for specific jobs, it’s important to charge for them. But it takes effort to consistently track these costs and pass them on. ServiceM8’s Supplier Invoice Import Add-on streamlines this process, and with ServiceM8 12, it features improved accuracy and flexibility.
The ability to automatically follow up clients about their quote or invoice is great for helping you save time, win work, and get paid. With ServiceM8 12, the Quote and Payment Follow Ups in the Automation Add-on see some major upgrades.
Not all quotes are accepted, so it’s best to update stale Quotes to Unsuccessful, to ensure recent and viable leads don’t get lost. To help with this, the Quote Follow Up automation can now automatically update old Quotes to Unsuccessful for you.
For stale quotes automatically updated to Unsuccessful, if the customer ends up responding weeks or months later, the job will automatically revive and revert back to a Quote, and surface in your Action Required list.
Writing a clear, professional piece of writing for a client, free of spelling or grammar mistakes, can be very time consuming. Now, you can draft what you want to say, and have ServiceM8 revise it for clarity, spelling, grammar & punctuation in seconds, while still sounding like you.
Getting back to clients promptly is a great customer service touch. But simply responding to basic enquiries and transactional messages takes time and focus, and this time stacks up. Now, ServiceM8 analyses the client’s message, and suggests three types of reply — choose one and ServiceM8 will draft a response in seconds. Just review, tweak, and send.
Using email and SMS templates are awesome for saving time, while sending professional and consistent messages. But it’s hard to find the time to create templates for different customer queries, jobs and scenarios. Now, ServiceM8 can help you craft gold-standard templates in a fraction of the time.
With the Bundles Add-on, when creating bundles for various services, many can be almost identical, with only slight differences. Now, if you need to create a bundle very similar to an existing one, you can open the existing bundle, tap “Make a Copy”, make your edits, and save as a new bundle.
The Knowledge Add-on lets you capture your know-how, tips & procedures as videos and articles, helping everyone in your business perform at the level of your top staff. With ServiceM8 12, the way Knowledge articles automatically match to jobs has been improved, ensuring this information surfaces more frequently on relevant jobs.
Connecting ServiceM8 to your accounting software is one of the single best things you can do. But if something changes after you Approve an invoice (e.g. you forgot to add some items), it could be a hassle to update and match across both systems. Now, when you make changes which affect the total amount of an invoice in ServiceM8, it will automatically update the invoice in your accounting package.
A new and improved design for the Online Dashboard featuring a more compact menu and inline guidance on how the various job lists work.
The latest ServiceM8 app for iPhone/iPad is now available to download on the App Store. Many features require activation of ServiceM8 12 for your account. Log into the Online Dashboard on your computer, go to Settings, and see the green notice for more information.
For large or complex jobs, it can be hard to format the quote or invoice in a way that clients can understand. Now, you can insert simple description lines between items, giving you the ability to break up your quotes & invoices into sections. To create a description line, just set its Quantity, Cost & Price to zero.
