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AI Job Management for Trade Contractors

With smart scheduling suggestions, AI email writing, automated quoting, and an AI invoice generator, ServiceM8 helps trade contractors and service businesses use AI to save time, get jobs done & provide amazing service. 

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"Every single aspect of our business has been improved by implementing ServiceM8. It’s probably the best business decision I’ve ever made."

Tom Martin
Water Tight Plumbing logo

"What attracted us to ServiceM8 the most was probably how easy it was to set up. To be honest, it took us no more than 2 hours to set up."

Grant Cochrane
Prowater Plumbing logo

"ServiceM8 now is an integral part of our business. I don’t think we could ever go back to doing things the way we were, that’s for sure. I couldn’t see us doing it any other way now."

Dean Dynon
Lloyd Plumbing logo

"I went through a lot of other software before I found ServiceM8. Everything I found was either clunky, or it was not intuitive."

Ettan Bazil
Elite Heating and Plumbing logo

Automated Quoting

ServiceM8’s AI quoting tool transforms how trade contractors quote jobs. Our automated quoting uses AI to analyse the job card and your job history to generate fast, professional quotes in seconds, helping you save time, win work and provide amazing customer service.

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AI Invoicing

ServiceM8’s AI invoice creator makes getting paid faster and easier. Our auto invoicing feature uses AI to instantly generate professional invoices, in seconds. Available on your computer and the ServiceM8 iOS app, and powered by ServiceM8’s advanced AI invoice generator, it’s never been easier to streamline invoicing and boost your cash flow.

A new way to streamline and systemise your pricing, quoting & invoicing

AI Job Management Assistant

A whole new way to help manage your jobs and work smarter, using only your voice. ServiceM8 Chat is your voice-activated, AI CRM assistant, capable of actioning tasks, analysing the job card, and giving answers in seconds.

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Ask about the Job

Start a chat about the job you’re checked in to with the new job action, or by saying “Hey Siri, Start ServiceM8 Chat”.

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Get a Summary

Ask something like “Tell me about this job” to hear a summary, such as the client’s name, job description & status.

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List Items

Ask “What materials do I need?” for a rundown of any Materials & Service items already added to the job.

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Call Contacts

Initiate calls to Job, Property Manager and Billing contacts saved against the job e.g. “Call the Property Manager”.

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Check Out

When you’re done on site, ask ServiceM8 to check out of the job,  dictate a note on the outcome, and say whether the job’s complete.

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Dictate Notes

Say “Add a note to the job saying…” then dictate, and ServiceM8 will transcribe your voice into a neatly formatted Note in the diary.

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Mention Staff

Ask ServiceM8 to tag a specific staff member when dictating a note, so they get a notification e.g. “Add a note tagging Michael, saying…”

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Send Email & SMS

Ask ServiceM8 to send a template email to a contact e.g. “Send the Job Finished email template to the Property Manager”.

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Have a Chat

You don’t need to memorise specific commands — just “Hey Siri, Start ServiceM8 Chat”, then ask questions naturally.

AI Writing Assistant

Writing descriptions for quotes and invoices is time-consuming, whether you’re starting from scratch or translating notes from the job’s Diary. ServiceM8’s AI writer uses artificial intelligence writing to automatically draft clear, professional descriptions in seconds. This real-world use of AI for tradies helps you save time, reduce admin, and get quotes and invoices out faster.

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Save Time, Work Smarter, and Get Paid Faster with ServiceM8’s AI Tools

Save Over 13 Hours a Week with AI-Powered Writing Assistance

On average, small businesses are using ServiceM8’s AI-powered features like the Smart Writing Helper 1200+ times a month to help draft emails, texts, quotes & invoice descriptions, saving over 13 hours of writing administration every week!

Generate Professional Invoices Instantly with Auto-Invoice

30% of invoices drafted using ServiceM8’s Auto-Invoice feature are accepted for use — generate a professional description of the work you've completed & list of billable items, then review and produce the completed invoice, ready to email & text to the client for payment. 

Speed Up Invoicing and Boost Your Cash Flow

For a business sending 4 invoices per day, ServiceM8's AI Auto-Invoicing can save over 3.5 hours a week in reviewing job details and drafting invoices. It also helps get invoices out faster, which is great for cash flow

Email Writing AI

Writing a clear, professional email can be time-consuming. With ServiceM8’s AI email writer, you can dramatically increase your communication speed. Simply add a subject line and a few dot points, and our artificial intelligence email writing helper will draft a full, professional message in seconds. A key part of what makes ServiceM8 a powerful field service app, it’s faster and easier than ever to stay connected with clients.

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AI Scheduling

Scheduling jobs is a constant, repetitive task. That’s why ServiceM8’s AI scheduling feature can automatically suggest the best times for a booking, based on staff availability and job requirements.

Our smart AI scheduling system considers past jobs, staff experience, and customer communication to deliver helpful booking suggestions, making scheduling faster and easier — so you can focus on running your business.

Custom List Order in Jobs View

AI Invoice Item Suggestions

Ensuring all billable items are added to a job takes focus and experience. ServiceM8’s AI-powered material suggestions make this easier, supporting faster quoting and invoicing. By analysing information from the job card and referencing items used on similar past jobs, ServiceM8's AI helps you reduce admin time, avoid missed charges, and invoice more accurately.

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Email & SMS AI Writing Assistant

Writing a clear, professional piece of writing for a client, free of spelling or grammar mistakes, can be time consuming. With the AI Writing Helper, 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.

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Shorten & Lengthen

Too wordy? Too abrupt? Use the Shorten or Lengthen options to expand or trim your writing and make it just right.

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Email & SMS

Use ‘Improve Writing’ to revise your everyday emails & texts to clients, making professional messaging faster and easier.

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Work Completed

If your descriptions of Work Completed can be a bit rough or full of jargon, use ‘Improve Writing’ to tidy it up in seconds.

AI Reply Suggestions

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's AI email reply writer 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!

Automated Timesheet Sync Improvements

Email & SMS Template Generator

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. ServiceM8's AI writing assistant can help you craft gold-standard templates in a fraction of the time.

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Generate

Simply describe the kind of message you want with some dot points about its purpose and style, and ServiceM8 will draft a template in seconds.

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Improve Writing

Draft a template then simply select ‘Improve Writing’ and ServiceM8 will tweak it for clarity, spelling & punctuation.

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Automation Templates

Also available for email & SMS templates used with the Automation Add-on, so you can start afresh or improve existing templates!

Select & Improve Writing with AI

The Smart Writing Helper’s ability to automatically write emails, texts, quote and invoice descriptions can save you hours, while boosting your service and professionalism. Plus, you can focus this powerful AI CRM feature, with the ability to select a specific line or paragraph to improve with the AI writing assistant.

A new way to streamline and systemise your pricing, quoting & invoicing

FAQs

Is AI invoicing and quoting available on all ServiceM8 plans?

ServiceM8's AI Quote & Invoice is available on all plans, with unlimited use on paid plans, and 10 x AI uses/day on the Free plan. As a general rule, you'll need to have completed at least 100 jobs in your account before Auto Quote and Auto Invoice can generate reasonable results. The more jobs you have completed, the more powerful this feature becomes.

Do I stay in control of automatic quotes and invoices generated in my ServiceM8 account?

Absolutely. While ServiceM8’s AI quoting and invoicing features help automate the drafting process, you always have the opportunity to review and edit them before sending them to clients.

Does ServiceM8 help suggest materials and items for quotes and invoices?

Yes, ServiceM8 uses AI to suggest materials and services based on the job's information and your history with similar jobs. These AI-powered suggestions streamline your quoting and invoicing, saving time whileyou capture all billable items

What information does ServiceM8 use to auto generate quotes and invoices?

Auto-Quote and Auto-Invoice take into account the job description, notes, checklists, items added, time tracked, transcribed videos, email and SMS correspondence with the client and supplier invoices. This smarter approach makes quoting and invoicing faster and easier.

Can ServiceM8 automatically write my quote and invoice descriptions?

Yes! ServiceM8’s AI writer uses artificial intelligence writing to draft professional descriptions to appear on your quotes and invoices. By pulling details from the job card, it saves you the time of manually writing detailed explanations of what you're quoting, or the work that was completed on site.

How does Auto Quote and Auto Invoicing work?

ServiceM8 will analyse information available in the job card, including the job's description, checklist, notes, time on site, and correspondence with the client, as well as what was invoiced for similar jobs, then draft a description of Work Completed and create a list of Materials & Labour for your review. It provides its rationale at the bottom. If you are satisfied, you can apply it to the job, make any required changes, then send.

What is ServiceM8's Auto-Quote feature?

Auto-Quote leverages the power of AI to analyse the job card, learn how you price jobs, and draft a description of the work completed and items to charge for - in seconds! Auto-Quote is available on both the Online Dashboard and the ServiceM8 iOS mobile app.

What Our Customers Say

Helping trade contractors succeed around the world, from Australia, the United Kingdom, and Canada, to the United States and New Zealand.

 
 
 
Customer Stories

All Job Management Essentials, in Every Plan

All plans come with everything you need to streamline your field service business.

Job Cards

View client details & job requirements, anywhere.

Scheduling

Schedule jobs on the go. Changes automatically notify staff.

Quoting & Invoicing

Create professional quotes & invoices, on site.

Full Client History

See a full history of work done for every client, including notes, photos, emails & messages.

Online Bookings

Allow clients to get an instant price, select a time, then book a service with your business.

Card Payments

Take payment on site in the app, or send clients a link to pay online.

CRM Automation

Send booking confirmations, follow up quotes & chase payments, automatically.

Accounting Integrations

Sync clients, items, invoices, and payments with your accounting package.

Reporting

Know your numbers with simple job, productivity & revenue reports.

AI Writing Helper

Auto-draft professional email & texts to clients in seconds.

AI Quote & Invoice

Auto-draft a description & the job's billing items in seconds.

AI Smart Assistant

Get your own voice assistant to action tasks & get answers.

Simple, Affordable Pricing

14 day free trial, no credit card required. Try ServiceM8 free now and choose a plan later.

Try ServiceM8 Free

Free

$
0
/mo
    1 User
    30 Jobs per month
    10 AI uses per day
    10c per SMS

    Starter

    $
    29
    /mo
      Unlimited Users
      50 Jobs per month
      Unlimited AI uses per day
      100+ SMS per month

      Growing

      $
      79
      /mo
        Unlimited Users
        150 Jobs per month
        Unlimited AI uses per day
        300+ SMS per month

        Premium

        $
        149
        /mo
          Unlimited Users
          500 Jobs per month
          Unlimited AI uses per day
          1000+ SMS per month

          Premium Plus

          $
          349
          /mo
            Unlimited Users
            1500+ Jobs per month
            Unlimited AI uses per day
            3000+ SMS per month

            Try ServiceM8 Free

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