SERVICEM8 TRAINING VIDEOS

Complete almost any paperwork in your business electronically with ServiceM8.

You can save multiple items together as a pre-built ‘bundle’, with a single description for clients to see on your quotes & invoices. Bundles make it easier to accurately charge for your services and systemise your pricing, while guiding your clients to focus on the value and outcomes they’re paying for. To get started, activated the Bundles Add-on in ServiceM8 Add-ons. For more info, search 'Bundles' in the ServiceM8 Help Centre.

Things to consider to help figure out whether ServiceM8 is right for your business.

Climate Plus in Canberra specialises in service, repairs & maintenance of air conditioning, heating, hot water, electrical & solar systems. Owners Liam & Matt started Climate Plus with a goal of creating a service-oriented company, with a big focus on engaging with their customers and giving them the best possible service experience. To get started, Climate Plus found their ServiceM8 Partner, WorkM8 Consulting, on the ServiceM8 Partner Directory. Franco from WorkM8 Consulting provided an initial consultation to assess whether ServiceM8 was the right fit for Climate Plus, took care of their setup & training, and continues to help Liam & Matt build and get the most out of ServiceM8 for their business, team & customers. Learn more about ServiceM8 for air-conditioning, heating, solar & electrical businesses like Climate Plus, here: https://www.servicem8.com/industries/hvac-software Check out Climate Plus and their services at: https://climateplus.com.au/ Check out the featured ServiceM8 Partner, WorkM8 Consulting at: https://www.workm8consulting.com/ Browse independent ServiceM8 Partners offering consultation, setup & training on our Partner Directory: https://www.servicem8.com/partner-directory

When preparing quotes or invoices for big jobs, breaking them down in a clear, structured way helps your clients understand what they’ll get, or what they’re paying for. You can do this with ServiceM8, by inserting section names between line items. So, if a job has many parts to it, like when it's spread across several rooms in a house, or you’re performing various services, to keep it clear, you can break your quote or invoice down into sections.

ServiceM8’s Knowledge Add-on lets you record videos & create articles for reference by field and office staff, such as procedures, instructions, guidelines, tips, know-how or client-specific policies.

A detailed introduction to what ServiceM8 is and the kind of businesses it's for, including a demo of the app in action and options for getting started.

ServiceM8 is an app for trades & service businesses. Manage jobs, staff, customers and invoicing in one simple solution. Learn more about ServiceM8 here: www.servicem8.com

Provide you customers with an amazing online booking experience. Allow them to select a service, get an instant live price and then book in an available time with you.