ServiceM8 CRM 2024 Review: Management for Service Industries
My Verdict
The Learning Roadmap, a series of instructional videos, quickly brought me up to speed on all the essential features, allowing me to start managing service tasks effectively immediately. It was the perfect solution for running my small mobile therapy business.
- User Interface Simplicity
- Immediate Data Updates
- Efficient Scheduling Tools
- Intuitive Design
- Effective Client Coordination
- Challenges in Customization
- Occasional Slowdowns
- Limited Features
- Challenges with Data Importing
- Complications with Invoicing
- Not Android compatible
Pricing
Free
Starter
Growing
Premium
Premium Plus
Integrations
Recommended by our experts
What Does Servicem8 CRM Do?
ServiceM8 CRM is a cloud-based platform designed to optimize the operations of field service businesses in areas such as plumbing, electrical, HVAC, and more. As a comprehensive job, staff, and client management solution, ServiceM8 integrates everything from digital job cards and scheduling to client communications and invoicing in one synchronized application.
Its standout features include real-time staff locations, online bookings, and asset management, making it uniquely suited to help trade contractors reduce paperwork, complete more jobs, and enhance customer service. Let’s explore how these features work in practice to improve everyday business operations.
Key features of Servicem8 CRM
ServiceM8 designed its CRM specifically for trades and service businesses. It offers key features such as built-in checklists, advanced appointment scheduling, and sophisticated quoting and invoicing tools to streamline operations and enhance efficiency in managing day-to-day tasks.
Built-in Checklists
In managing a mobile therapy service, the Built-in Checklists feature of ServiceM8 CRM has proven indispensable. This feature allows me to tailor each checklist specifically to the varied needs of our clients and therapists.
When creating a new job, I directly input detailed requirements into the job description, which the app automatically converts into actionable checklist items.
Whether it involves multiple stages or different therapists for my business, I customize the checklists for each therapy session to reflect the specific workflows and tasks required. I did this by starting each job requirement on a new line with a dash in the job card’s description, making it easy for staff to see and complete each task.
For other fieldwork, you can create separate checklists categorized by room, stage, or staff member by simply adding a title followed by a colon at the top of each checklist.
This flexibility is crucial for maintaining the high standards of our therapy sessions, ensuring compliance, and adapting to the unique workflow of my mobile healthcare services. Each checklist adapts to the specific processes and tasks, fostering operational efficiency and client satisfaction.
Appointments
The Appointments feature in ServiceM8 CRM has significantly augmented how I manage, schedule, and track appointments for our field service operations. This comprehensive tool integrates effortlessly with the calendar, allowing me to view and adjust appointments in real time across all devices.
One of the distinctive aspects of the Appointments feature is its deep customization capabilities. I can set specific scheduling preferences that cater to the unique needs of my clients and staff, such as adjusting the duration of appointments or setting preferred times for certain services.
Additionally, automated appointment reminders are a boon, sending timely notifications to both staff and clients. This functionality has dramatically reduced no-shows and last-minute cancellations, improving operational efficiency and client satisfaction.
Moreover, the ability to manage and track every service call through the CRM ensures that every detail is noticed. Whether updating an appointment’s status or rescheduling on the fly, I can manage everything within ServiceM8’s intuitive interface.
Quote & Invoice
ServiceM8 CRM’s Quote & Invoice feature has simplified how I create, send, and manage financial documents within our field service operations. This functionality is vital for maintaining a steady cash flow and guaranteeing my handling of all billing processes is efficient and accurate.
One of the most beneficial aspects of this feature is its high degree of customization. Through the ServiceM8 online dashboard, I can select and personalize invoice and quote templates to include our company logo, essential business details, and specific banking information.
A user-friendly interface facilitates this personalization where I can choose a template, set basic template settings, and easily save these preferences. Additionally, ServiceM8 provides options for even more advanced customization. I can download the Word template and tailor it extensively to meet our specific needs if necessary.
For those who prefer a professional touch without the personal time investment, you can work with a ServiceM8 partner who can customize the templates.
The system also features Auto-Quote and Auto-Invoice functionalities, which save significant time by drafting documents automatically based on the information and job notes saved in the job card. These drafts are then quickly reviewed and adjusted before being sent directly to clients via email or SMS.
Available Integrations
- Myob
- Xero
- Quickbooks
- Mailchimp
- Workato
- Zapier
- Deputy
- Custom add-ons
Pricing plan
Free Plan
Cost: $0/mo
Users: 1 user
Jobs: 30 jobs per month
AI Uses: 10 AI uses per day, R1 per SMS
Features: Includes all essential features, such as AI Smart Helpers and recurring jobs.
Starter Plan
Cost: $29/mo
Users: Unlimited users
Jobs: 50 jobs per month
SMS: 100+ SMS per month
Features: All essential features plus AI Smart Helpers, recurring jobs, partial/progress invoices, and supplier invoice importing.
Growing Plan
Cost: $79/mo
Users: Unlimited users
Jobs: 150 jobs per month
Features: This plan builds on the Starter plan by adding asset management, forms and certificates, proposals, bundles, and ServiceM8 Inbox.
Premium Plan
Cost: $149/mo
Users: Unlimited users
Jobs: 500 jobs per month
Features: Includes all Growing plan features plus job costing and markup billing.
Premium Plus Plan
Cost: $349/mo
Users: Unlimited users
Jobs: 1500+ jobs per month
Features: It offers all premium features in addition to advanced job handling and knowledge base capabilities.
Promotions
ServiceM8 offers several promotions to support businesses at various stages. These include the ServiceM8 Small Business Fund for investing in iPhones, a New Business Offer for startups under two years old, rebates for engaging ServiceM8 Partners for setup and training, and rewards like free plan upgrades and add-ons through the Learning Roadmap.
Is Servicem8 CRM Easy to Use?
ServiceM8 CRM boasts a user-friendly interface and seamless user experience. Extensive training resources, comprehensive documentation, and streamlined onboarding processes ensure new users can quickly adapt and maximize the platform’s capabilities.
Which Companies Work with Servicem8?
- Mackenzie Group
- Green Digital
- Granted Business Solutions
- Fippet
- Invisible Business Solutions
- Hazel Whicher ServiceM8 Expert
- Evolve-X
- Go Green Domains
- Software Buddy
- Simplifi
Last Thoughts
Having personally used ServiceM8 CRM, I confidently recommend it for field service businesses like my mobile therapy business. The CRM’s tailored features, including job scheduling, client management, and invoicing, provide comprehensive support for the needs of service-oriented industries.
Its ease of use and robust customization options make it ideal for businesses aiming to optimize operations and improve client satisfaction.