ServiceM8 Reviews

Pros

My favorite feature is the way you can send via email, a past due notice for your invoices and how easy it is to customize all email templates. Customize your quotes, estimates, invoices, past due invoices, and schedule the past due invoice notice date

Cons

Only that you can only schedule one follow-up past due invoice. I would like to send past due notices every 15, 30, 45 days and send demand for payment emails at 60 and 90 days and then a notice for collections notice at 112 days stating past due account goes into collection at 120 days - Then it is out of our hands -

Pros

It is easy to use, affordable and customisation of quotes, invoice templates. Has some great features like client reminder emails/sms
Mobile app is great for field techs
Integration with Xero

Cons

Support is via chat only and they often don't know why errors/issues occur

Illogical features such as when you reply to a client enquiry in the inbox, all email replies will go to the inbox enquiry regardless of whether you have converted the job. This means manually copying and pasting all correspondence into the job which is a huge time waster

Reoccuring jobs are based on 24 hours not work hours of 8 or whatever your work hours are set to so when booking a job over several consecqutive days its appears in the calendar incorrectly which confuses not only the clients but also field techs. Needs to be changed to work hours for our specific business

Tutorials are often not updated to the curren version of SM8 so can be confusing

Some functions perform illogically

A lack of desire to implement improvements that would benefit many trade business'

Alternatives Considered

Tradify

Reasons for Choosing ServiceM8

Cost and mobile app functionality as well as customisable templates, customer reminder feature

Reasons for Switching to ServiceM8

I wish I had of looked at more alternatives in more detail

Pros

It allows us to Bill and keep track of employees and jobs all in one place

Cons

That is only available on Apple products

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.

Pros

Our business is strictly a service that we provide with a couple variations. Starting out as a small business meant I could not afford starting to pay for user licenses I could not afford. This other mob I was deal with, my first month with a discount was suppose to be $6. I then got a bill for $21 for just one day of testing. Bugger that. It was not worth the time a day to argue.

Cons

The outside sales support can be pricey. If you know exactly what you want, you can keep the implementations costs down. Especially with training. you need to practice as much as possible during your trial period.

Alternatives Considered

Jobber, Simpro and Fergus

Reasons for Choosing ServiceM8

They were too expensive

Reasons for Switching to ServiceM8

The price, the google reviews. They were all pricy. One had bad google reviews. Another product was $140/month/user. They were so inflexible with the GST calculation. My company is a international multi level marketing company and I needed a consistent and in expensive standard.

Pros

It is a very well rounded software. Every year they add new features at no cost that improve the interaction with it.

Cons

Wish they mad a version for Android. Most of my team uses Android and we have to provide them with an Apple device in order to use the software.

Alternatives Considered

Jobber and mHelpDesk

Reasons for Switching to ServiceM8

Pricing, ease of use and features. The basics were there on Service M8. The other ones I would have to adjust them to my needs, but they were not designed for my need.

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.

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.)

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.

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!

Pros

Hard to say: Its super easy to use, has all the features we already used and more. Stable, powerful and integrates into QBO and emails seamlessly.

Customer service communication inside the program is outstanding. Being able to ask questions without starting new emails or having an agent auto close a question ticket before all the questions are completed is being A+ customer service.

Cons

Only nitpicking things really. We run strictly OS machines, so there are a few features we cannot use because they seem to only work on Windows browsers.

Diary notes are great, but hard to edit/can't edit. Not a big deal, but never the less, our fat fingers can sometimes make us look unprofessional without the ability to edit before we email.

Switching between phone and tablet on the job. This seems to be hard for the program to do. If we check in on a phone from travel, we must check out on that same phone, we can't check out on the tablet where we ultimately do most of the work with SM8. Sometimes we don't remember to check in and out and do all the work on the tablet and not switch to the phone and we have to redo some work because of it.

Instructions. 95% of all your instructions are spot on, but some we had to ask for help even after reading them a few times. Nothing big because customer service was wonderful.

Pros

The cost is per job and not per month/per user. As a small start up company this was a great way to keep our costs low, but still be able to function with several users. I love the custom templates which allows us to create our own paperwork. The form function is a great ad on which allows us to comply with Health and Safety requirements especially when we are dealing with larger companies on a sub-contract basis. The job components such as text message, tracking, photo tags are the things that set us apart from our competition. Our customers think we are wonderful. The new job cost module is a giant improvement and something we like to use.

Cons

It doesn't capture costs from supplier bills or purchase order, we have to do this through xero. Also inventory/stock is very basic. I have to do this through another program. Doesn't allow for booking of hours for quotations visit without affecting the job costing.

Pros

It provides small/medium size business an affordable job management solution. The software is constantly evolving and new features are being added and expanded upon. For people who are after an easy to use quoting, invoicing and job management software, it's hard to look past Servicem8.

Cons

Some of the features such as badges are a bit basic and feel like they could be fleshed out more. I've no doubt this will happen over time though.
iOS only for the phone apps leaves the android market out in the cold. Would love to see the software expand onto the android platform as well.

Pros

easy, modern, ios app, functional, so much more.

Cons

for non ios users, they won't be able to use the app.

Pros

It provides a central record for everyone on the team, so if in doubt, stick it with the job (or client) record then nothing gets lost. It's cloud based, so no more server worries. It integrates with Xero. The support team are fast to respond and helpful.

Cons

Trying to make our own forms :(
No standard mark-up available for quoting
Quoting system doesn't really work for us

Pros

The fact that it is so simple to use. People with zero computer skills can log what work has been done, photograph it and create invoices.

Cons

It doesn't have an app for android.

Pros

Flexibility of being able to have multiple level logins.
Great real time messaging and being able to check photo's to help with tech supporting on road staff!
The ability to bill then and there and have your whole pricelist at the touch of your fingertips!

Cons

It would be great if you could tell if the staff member was checked into a job, by the job changing colour or have some sort of symbol on it to say it was being actioned.

Pros

Excellent price! Excellent follow up to any queries I had. Never once had any issues connecting online. Great bit of software and essential to any onsite servicing business

Cons

Now that I have been able to track my inventory I would like to see this show up when entering materials to an invoice and be able produce purchase orders as well.

Pros

The fact it has reduced so much actual paperwork especially as it integrates with myob
Ability to take card payments and show me client history at my fingertips

Cons

There are still room for improvements like everything so probably the fact that there are a few items that could be made easier is my only con.

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.

Pros

The app was fairly easy to navigate and data input was lightning quick. Most information was easy to locate and edit for warranty repair service jobs.

Cons

The fact that this app was ONLY available on Apple products is a deal breaker for our company. We have 30+ technicians operating in the field and provide them with Android based phones due to the lower overall cost and availability of military grade/nearly indestructible phones. When a technician breaks a phone, we can replace for a minimal investment. We refuse to outfit everyone with iPhones at an average cost of $700+ per new phone when we can get similar phone and app functions for a fraction of the cost ($100). In an office environment, where phones are kept safer... this app may work wonders for them.

Pros

1.Ease of use while in the field working.
2. Support is excellent.

Cons

Only on my part not being computer efficient enough to use Servicem8 to its full potential.

Pros

- Easy to use and the search function (when working well). Also the ability to accept CC payments via stripe and push invoice details through to Xero.
- Pricepoint is good and encourages businesses to utilize more areas.

Cons

- Lack of training videos.
- Also difficult to work out how to update out job card for other 3rd party contacts.
- Converting an email to a job seems to have changed for the worse and is much more difficult now!
- It would be great to be able to oncharge a the service fee for Credit cards in the invoicing template, e.g. if the cc link is used you can set an automatic percentage amount to be added on. ie 1% or a set $ amount.

Pros

Easy of use and it kinda makes sense to us Tradies. New employees seem to pick it up very easily and they like using it. Adding multiple photos is SO easy. The sync with Xero is great also.

Cons

That you can't update Clients email addresses in the job so you need to edit it and save it in the Clients profile. But i'm sure they will be updating that soon.