How to add section titles in Quotes & Invoices
Break up your quote & invoice PDFs with some simple headings to add structure and help clients understand what they’re looking at.
Customer Service
Keep your efficiency & service on point, with smart lists
How job filters & the ‘Action Required’ list help you to quote, schedule, manage, complete & invoice jobs, faster.
Auto Pay for Recurring Jobs
Do you have Recurring Job clients who manually pay you after every visit? This simple feature makes life easier for everyone.
Send booking confirmations, automatically
You can set a confirmation email or SMS to auto-send to clients when you schedule their job, in the app or online.
ServiceM8 Phone
A smart, cloud-based phone system extending the power of ServiceM8 to client & staff calls.
Can I call you back?…
Guilty of forgetting to call clients back? The SMS Extension feature is a great backup when you can’t create a job on the spot.
Two Way SMS with clients
Activate a messaging portal with your business branding, where clients can respond to texts you’ve sent from ServiceM8. All message history is saved to the Job Diary.
The 4 Customer Personalities
The four typical customer personas, and how to engage with them.
3 Steps to Improve Customer Loyalty
A few practical tips to make a great first impression with new clients and turn them into loyal return customers.
Automation Add-on: how to automate routine emails and texts
The Automation add-on is a powerful tool to free your business from routine and repetitive emails and texts to clients. Quote and payment follow ups, booking reminders and post-job offers can all be automated, helping you bring more work in, provide professional service, and run a better business.