You're Probably Only Using 30% of ServiceM8
ServiceM8 is brilliant, but like most software, the average user only discovers a fraction of what it can do. Here are 7 features that will save you time and help you book more work.
1. Automated Job Follow-Ups
Set up automatic emails or SMS messages to go out after job completion:
- Day 1: "Thanks for choosing us! Here's your invoice..."
- Day 3: "Was everything to your satisfaction? We'd love a review..."
- Day 30: "Just checking in—need anything else looked at?"
Set it once, runs forever. Customers feel looked after without you lifting a finger.
2. The Dispatch Board (For Teams)
If you have employees or subcontractors, the Dispatch Board lets you drag-and-drop jobs onto their schedules. See who's where, who's free, and assign work in seconds.
Stop texting "you free tomorrow?" and start dispatching like a proper business.
3. Knowledge Base for Common Questions
Create templated responses to common customer questions:
- "How much does a new hot water system cost?"
- "Do you service [suburb]?"
- "What's your callout fee?"
When these questions come in, paste the template and personalise. Saves 5 minutes per enquiry.
4. Custom Forms for Job Types
Create different job cards for different job types. An install job needs different info than a repair.
Build forms that prompt you (or your staff) to capture the right details every time. No more "forgot to ask if they have rooftop access."
5. Integration with MYOB/Xero
Stop double-entering invoices. ServiceM8 pushes invoices directly to your accounting software. One click and your books are updated.
Takes 30 minutes to set up, saves hours every month.
6. The Client Portal
Give customers access to their job history, upcoming appointments, and invoices. They can accept quotes online without you chasing them.
"Click here to approve this quote" beats "Hey mate, you had a chance to look at that quote yet?"
7. Automation Add-Ons (Connect Your Phone)
Connect ServiceM8to an answering service (like CallTradie) and jobs get created automatically when customers call.
Customer calls → AI answers → captures job details → ServiceM8 job created → SMS sent to customer. You just see the job on your schedule.
The Meta-Tip
Spend 2 hours this weekend in ServiceM8's Settings and Add-Ons sections. Click through everything. You'll find at least 3 features you didn't know existed.
The app is designed for tradies who want to work smarter. Let it do the admin work so you can focus on the tools.