Client Area

ServiceM8 (Service Mate) is a cloud-based Software-as-a-Service (SAAS) application that allows you to simply manage any service business.

It will guide you from job quoting (or job estimates) right through to invoicing and payment. You will have real-time information on what jobs are currently active, what quotes have been issued to clients, and where and when staff are at client sites.
 

 

You're connected

Easy job allocation

Easy job allocation

Easily allocate jobs to staff members using drag and drop staff will be notified instantly.

Communicate effectively

Communicate effectively

With built-in scheduling reminders, email and SMS capabilities, you can dispatch information to your staff faster than ever before, keeping them up to date with their schedule.

Email clients

Email clients

Send emails to your clients direct from the job card. Use an email template to make emailing even faster.

SMS clients

SMS clients

Remind clients of appointments, notify of parts arrival or request a call back to your office.

Schedule notifications

Schedule notifications

Staff receive instant notifications of any changes to their schedule or urgent jobs that are allocated.

Dispatch board

Smart job dispatch

Smart job dispatch

Seeing all your staff on the map helps you to make smart dispatch decisions, without having to interrupt them with a call or SMS.

Simple scheduling

Simple scheduling

Easily manage multiple staff schedules. Simply drag jobs onto the scheduled time and staff member of choice.

Instant dispatch

Instant dispatch

Instantly dispatch urgent jobs to staff by simply dragging the job directly onto a staff member.

Flexible job allocation

Flexible job allocation

Allocate jobs to a booking window rather than a specific time. A more flexible way of working where an exact booking time is not a requirement.

Job queues

Job queues

Use customisable job queues to manage jobs awaiting further action but not yet scheduled to a staff member.

Look professional

Professional quotes & invoices

Professional quotes & invoices

Create professional quotes and invoices in seconds. Print, email, SMS or even post* to your clients while on site.

Tell clients you’re on the way

Tell clients you’re on the way

SMS clients to notify them that you're on-approach to the job, with an estimated time of arrival.

Job reminders

Job reminders

Even the best staff can forget appointments. Automatic job reminders alert you before scheduled bookings, including the estimated travel time to site.

Email templates

Email templates

Ensure consistent professional email communication with your clients from everyone in your business.

Quote & invoice templates

Quote & invoice templates

Select from our range of beautiful template designs or even customise your own. Our templates automatically use your uploaded company logo.

Run your business. Anytime, anywhere.

Get an overview of where your staff is and what they're doing.

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"Before ServiceM8 came along, we were just inundated with the paperwork side of things and trying to keep track of the boys and what jobs were on. It was just stressful."
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