Introducing ServiceM8 13, making jobs flow through your business, like never before.
A simple, fast & easy-to-use Android app for technicians, subcontractors & temporary workers, when it’s not practical to give them an iPhone, and they don’t need the full power of the iOS app. ServiceM8 Lite gives these workers the core essentials to get jobs done.
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With ServiceM8 Lite, techs can see jobs scheduled to themselves (only), so they always know when & where to be.
Techs can open & update their job cards, and get all the client & job details they need.
Techs can see notes, photos, files, emails & customer replies in the job’s Diary.
Techs can add job Notes, so you can keep a full history of work for every client, on every job, by every staff member.
Techs can check in to track their travel and time on site, automatically saved to the Diary, just like the iOS app.
Techs on ServiceM8 Lite are notified of new jobs, scheduling updates and @ mentions in notes, so they stay in the loop.
Use checklists to give techs on ServiceM8 Lite clear requirements, so the job’s done right the first time, every time.
ServiceM8 Lite includes core job actions for techs to contact the client and document the job.
Techs can take photos directly through the app, automatically saved to the job’s Diary.
Specify forms, certificates, procedures or reports for techs to complete on site, in the app.
Subcontractors can join the ServiceM8 Network, then receive, manage & complete your work requests with ServiceM8 Lite.
Subcontractors can use the Inbox to receive, review & convert Network Requests from your business to new jobs.
A more powerful, intuitive & dynamic job card for your Online Dashboard. It’s flexible, with expanding fields & side-by-side browsing of your Diary, Photos or Attachments. It’s easier to see where a job is up to, and what needs to happen next. And it’s faster than ever to make and save changes.
No more deciding between ‘Save’ & ‘Close’ every time you leave a job card! Make a change, and it’s auto-saved.
Make a change you don’t want to keep? Just click ‘Undo’. Realise you wanted it after all? Click ‘Redo’.
Looking for a specific job? Just click to open another job card, and it will auto-close the previous one.
When you open a Client Card from a job, you can now view each job in the Jobs history tab.
You can now instantly see a job’s Status from the card’s border colour.
The Job Description field automatically expands as you add more information, and the Details pane scrolls up and down.
If you need more room to work with your Job Description, you can now minimise the Diary pane for a clear & focused view.
Upcoming bookings on a job have a dedicated space, so you can always find future bookings, fast.
The Quote & Invoice description, plus your list of Items/Services, now expand as you add to them, and the whole page scrolls.
It’s easier than ever to add & remove items in a Quote/Invoice, with a single click to add or remove a line item.
Search items, add them to your Quote/Invoice, edit fields, then add another item — just use the Tab key!
See the job’s value, any payments made, and the balance due, all in one place.
Gauge where the job is up to & what needs to happen next, then action it with a single click, to keep jobs moving forward.
Select other job actions via the dropdown. Switch to a specific Quote/Invoice template, set a Deposit, change the Invoice Date & more.
Want to see the job’s history when building the invoice? You can now browse your Diary, Attachments, Photos & Videos, side-by-side in the Billing tab.
It’s now possible to Approve a job’s invoice & payment details to your accounting app, from the Dispatch Board!
Create and save Job Templates with the new Enhanced Job Card format.
See new notes, photos, items and changes from other staff members update in real time, even when you have the job open!
Making the job card more flexible than ever, Mini Tabs let you browse the job’s Diary, Photos & Videos or Attachments, side-by-side while you work in either the Details or Billing views.
You can now see the job’s Diary side-by-side while working on a Quote or Invoice, to make sure you’ve included everything.
A dedicated, expanded view of all Photos & Videos saved to the job, in one place.
Looking for a particular file or supplier invoice? Use Attachments to get a list of all files saved against the job card.
You can now add a dedicated shortcut to open the ServiceM8 Camera from your Control Centre.
If you often find you want to snap some job photos, but it takes too long to get to the ServiceM8 Camera, you can create a shortcut for it. Then, just swipe down from your Lock Screen, tap, and snap! Requires iOS 18.
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If your iPhone has an Action Button, you can now use it to initiate a shortcut to a ServiceM8 job action, like ‘Start Next Job’, ‘Take Job Photo’ or ‘Start ServiceM8 Chat’.
For example, if you want to ask ServiceM8 Chat about the job, and whether there’s anything special you need to know, you can create a shortcut for it, hold the Action Button, and chat!
Checklists are far more powerful, and Tasks are now a part of Checklists. It’s easier than ever to create a checklist — you can assign checklist tasks to staff members, attach specific Forms & Assets, set a reminder for a task, complete checklists online, create multiple checklists, and drag-and-drop to reorder.
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With a dedicated home in the new job card, checklists are more intuitive & easier to track. Plus, you can now complete them online!
When you click to add a new checklist item, you’ll now get suggestions of common tasks. Just click to add!
To set the completion of a Form, rather than applying a badge, you can just search & add it as a checklist task.
You can now search & add the servicing of a specific Asset, as a checklist task! Technicians just tap to open the Asset.
If you want the technician to inspect all assets of the same Asset Type, you can add the Asset Type as a task too!
If a client scans an Asset to report an issue, when you convert the Inbox message to a job, it’ll auto-add a task for the specific Asset.
If you want to divide a job’s requirements by category, stage or area, you can create multiple checklists, and rename each of them.
You can drag & drop individual tasks within a checklist, as well as reorder multiple checklists within the job.
Assign a checklist task to a staff member to notify them and display it in the Tasks menus of the app, and online.
In More > Tasks, when you tap an item, it will now open the job card in which the task was assigned to you.
In the Tasks tab of the Dispatch Board, you can now complete tasks without needing to open the job card.
Attach a reminder to a checklist task, due on Navigating, Check In, Check Out, or a specific date & time.
If you assign a task to a staff member with a reminder on Check In or Check Out, the app will remind them if it’s incomplete.
If you assign a task to a staff member, you can set a reminder for a specific date and time.
When you tap a Notification about a checklist task, it will now open the job card in which the task was assigned to you.
When browsing Bundles to add to the job, it’s now possible to search for the specific Bundle you’re after, knowing all search results are Bundles.
The Dispatch Board is Mission Control for your business, and we want it to work as fast as you do. Now, you can load Diaries super-quick, zoom down the jobs list, blast through the schedule, and flick between jobs, faster than ever before.
When you tap Start Job, you can now choose whether to Notify Client & Navigate to Job, all in one view, for a streamlined check-in experience.
Badges now appear at the top of the job card, under the client’s details, to increase their visibility and the chance of being noticed.
If you’re in Australia or the UK, you can take your service to the next level with Branded SMS, where the texts you send through ServiceM8 are branded with your own business name — now included in the Premium plan, too!
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A new add-on to accept card payments and offer your clients a great payment experience! Get great processing rates & receive money faster with next-business-day deposits, with ServiceM8 Pay.
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A range of significantly lower rates than the Stripe Payments add-on, with potential for substantial savings!
Get your money faster with payments landing in your bank account the next business day!
Enjoy smoother reconciliation of card payments with invoices in Xero or QuickBooks Online.
Taking a pre-payment when customers accept your quote is a great practice to protect your business, make jobs run smoother, and maintain cashflow to cover overheads, pay wages & buy materials. Now, taking Deposits with ServiceM8, on site or online, is easier than ever. Available with ServiceM8 Pay.
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When a client accepts your quote online, they’ll be prompted to pay the deposit, then & there.
Simply set a percentage amount of each job’s value as your default deposit required upon quote acceptance.
To waive deposits for some clients, or require a higher amount for others, you can set a custom rule in their Client Card.
The % deposit required can be adjusted from your default, on a job-by-job basis in the Online Dashboard.
When sending a Proposal, the % deposit required can be adjusted from your default, on a job-by-job basis.
When sending a Proposal online, you can set a fixed deposit amount rather than a percentage.
If the client accepts on site, you can take the pre-payment on the spot, with nothing but your iPhone.
Deposit payments sync straight away to Xero & QuickBooks as pre-payments, and are auto-linked when the final invoice is Approved.
You can add new merge fields to your quote, email & SMS templates to auto-populate deposit percentage & fixed amounts.
A fast and secure way for clients to transfer you money, which costs far less than card payments! Customers simply enter their phone number or bank details, verify the payment in their banking app, and the payment goes through, with instant confirmation. Available with ServiceM8 Pay in AUS, UK & USA.
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The ability to accept in-person, contactless payments, right on your iPhone — from physical debit and credit cards, to Apple Pay and other digital wallets — is now available in the UK & Canada, joining Australia & the USA.
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It’s now much easier to see all-day and multi-day bookings in your app schedule views. For a job running across multiple days, the Calendar now shows how many days it’s booked, and what day you’re up to.
You can now schedule multi-day jobs in the app! Simply set the Duration to ‘All Day’, then pick Start & End Dates.
You can now create and send beautiful online quotes, with Proposals, right in the app! You can start from a template, add text and gallery sections, set materials to Fixed, Multiple Choice or Optional, and even drag-and-drop to reorder.
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Use text blocks to provide more information and detail. Add as many text sections as needed.
Insert a Gallery to show what products look like, attach photos of past work, or include brochures.
Use Multiple Choice or Optional item sections to let customers choose from different qualities, colours, services & optional extras.
Use templates for your most popular types of Proposals to systemise & shortcut their creation on future jobs.
Add as many sections as you need & break your Proposal into different stages or areas of work, to make it easy to understand.
Use the Smart Writing Helper to Auto-Write, Improve Writing, Shorten or Lengthen text.
The Proposals Add-on has been a hugely popular feature, enabling you to send beautiful and rich online quotes which give clients more detail and choice. ServiceM8 13 sees a great range of improvements to Proposals, making them more powerful and customisable.
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When starting a Proposal, suggested templates are now based on similar past jobs, so they’re more relevant & helpful.
You can now save a Proposal as a template! Customise how you want it to start to systemise & speed up your quotes.
When starting a Proposal, if you have a lot of templates, you can also now search to find the exact one you’re after, fast.
After using a template a few times you’ll see its acceptance rate, so you can experiment to learn what works, and what doesn’t.
You can now set a theme colour for your Proposals to best align with your business’s branding.
There are now different layouts for the header to choose from. Plus, you can customise the wording to suit your business.
The Smart Writing Helper now understands the full context of your Proposal, so it can reference other sections, and won’t duplicate information.
You can now choose between job or billing contacts and addresses to display at the top of a Proposal — just click the dropdown.
For sent Proposals, you can now see if the client has viewed it, how many times they viewed it, and when they viewed it last.
If a client hasn't clicked and viewed your Proposal within 24 hours, you’ll get a Notification, so you can follow it up.
The Proposals editor now has built-in Undo & Redo buttons, to make it easier to work with.
After a Proposal has been accepted by the client, you can now copy text from it.
The Smart Writing Helper’s ability to automatically write & improve your emails, texts and descriptions of work completed saves you hours, while boosting your service and professionalism. Now, it’s easier to target and focus this powerful feature, with the new ability to select a specific line or paragraph to improve.
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ServiceM8 can draft a description for your quote or invoice, and a list of Items/Services to charge for, in seconds — you just generate, make any required changes, and send it! ServiceM8 13 brings Auto-Quote & Invoice to the app, making it more powerful than ever.
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The Forms Add-on is incredibly powerful for completing paperwork and reports on site. But if you forget something, or make a mistake, it can be time consuming to fix — often requiring a complete do-over! Now, you can revisit all types of fields in a completed Form. Just open it from the Diary, tap Edit, and you can work back through the Form.
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The Forms Add-ons is a popular tool for digitising almost any kind of paperwork, inspection, procedure or report, so you can complete them on site and in the moment. ServiceM8 13 makes Forms easier to create, and easier to use.
It’s easier than ever to create your own Forms, without Microsoft Word! Just set the Template to ‘Automatic’, create your questions, and it’s ready to go!
When completing a Form online, it’s now possible to select photos from the job’s Diary, instead of only from your computer.
Now when you email a Form to a client, the PDF’s label won’t include the name of the staff member who completed it.
There are now over 250 premade Forms for a variety of industries and business requirements in the ServiceM8 Form Store! With ServiceM8 13, it’s easier than ever to discover ready-to-use Forms to streamline your paperwork, certificates, procedures & reports.
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The Form Store is now open to customers on all plans! If you’re on the Free or Starter plan, you can now buy & use any Form on the Form Store.
Wondering how a Form works, and if it will suit your business? You can now “try before you buy” with the Preview button.
With over 250 ready made Forms to suit a wide variety of industry & business requirements, there’ll be Forms to suit you!
Narrow your search to Forms for certain requirements, such as Compliance, Inspection Reports, Sales & Contract Management.
Jump straight to Forms tailor-made for your industry and its unique requirements.
Creators can now include customisable fields in their Forms, so you can easily add business-specific details yourself.
You know how the names of individual clients display with their surname first? For example, “John Appleseed” becomes “Appleseed, John”.
This doesn’t work for everyone, so with ServiceM8 13, you can now choose whether to keep it that way, or have names show just the way you enter them.
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For those times you generate a Partial/Progress Invoice, we’ve removed the invoice’s value from the auto-generated Note.
The Badges Add-on is handy for visually communicating certain job requirements or characteristics, but there’s always been a limited range to choose from. Now, it’s possible to create new custom badges to better-suit your business, with a range of icons and colours.
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Sometimes you get customers who are rude, abusive, or refuse to pay. To avoid bad customers you never want to deal with again, you can now add them to your “Burn List”. Apply the Burn List badge in their Client Card, and if they come back, when you’re creating a new job for them, you’ll get a special warning.
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With ServiceM8 Network, you can send and receive work requests from other businesses, directly in your account — so whether you use subcontractors, or subcontract to another business that uses ServiceM8, you can still manage all your jobs in one place. ServiceM8 13 brings improvements to ServiceM8 Network, making it easier to find, track & manage your Network Requests.
Whether you send or receive a Network Request, its job requirements will now display as a dedicated checklist in the job card, making it easier to track or complete the work.
Network Messages and Updates from the subcontractor now appear in the job’s Diary, in chronological order, making them easier to keep across.
A new jobs list makes it easier to find Network jobs, and see their status at a glance with highlights like ‘In Progress’.
Your AI-powered, voice-activated ServiceM8 assistant, can now do more for you — you can now send any SMS template, add billable items to the job, get tips on how to use ServiceM8 itself, or discuss general topics, all with your voice.
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If you ask ServiceM8 to do something that can’t be undone, like send the client a message, it will now ask you to confirm, first.
You can now ask ServiceM8 to send the client any of your SMS templates.
Tell ServiceM8 to add items to the job, giving you the ability to build quotes & invoices with your voice.
ServiceM8 Chat now has broader ServiceM8 knowledge, meaning you can ask them questions about how ServiceM8 works, and get feature tips.
You can now ask more general questions of ServiceM8, to help troubleshoot problems or brainstorm ideas.
The latest ServiceM8 mobile apps are now available in their respective app stores. Many features require activation of ServiceM8 13 for your account. Log into the Online Dashboard on your computer, go to Account > Settings, and see the green notice for more information.
Activate ServiceM8 13
