Welcome to Lottie Widget.

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You can start by creating your first Online Chat widget for free.

 

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.

Explore Each Plan’s Features

Level up with these high-impact add-ons, available in certain plans.

AI Smart Helper

Take your productivity & professionalism to the next level with your own Smart Helper, who can draft emails & texts to clients, revise messages, generate full quotes & invoices, summarise jobs & action tasks — in seconds.

Recurring jobs

Simplify repeat work, contracts or maintenance.

Create a job once and set it to re-create and schedule itself over time, automatically. If the booking isn’t confirmed, you can set reminders instead.

Progress Invoicing

Invoice clients for deposits and progress payments, quickly and easily. Ensure larger jobs don’t drain your cash-flow and provide clients the option of smaller payments.

Asset Management

A powerful tool for businesses which install, service or inspect any kind of appliance, equipment, installation, device or machinery. Catalogue the details and location, then record and track each asset’s service history.

Electronic Forms

Complete any kind of report, procedure, or certificate of compliance in the field. Simply working through a list of questions, you can generate professional PDF documents on site.

Build your own Forms, buy pre-made from the Form Store, or engage a ServiceM8 Partner to design custom forms for your business.

Bundles

Streamline and systemise your pricing, quoting & invoicing. Combine several items of labour, materials or services into a preset ‘bundle’, with a single description for clients to see on your quotes & invoices.

Proposals

Create and send engaging quotes, with a rich online experience, images, and multiple choice options to give your clients more detail and control in the buying process.

Location Insights

See available property photos & floor plans for a job address. Take a virtual site visit and get an instant idea of the property you’re dealing with, provide great service & work remotely with clients.

Inbox

Get an email address for your ServiceM8 account, and easily convert emails into new job cards for action. All info & attachments are saved to the job.

Receive PDF work orders? ServiceM8 can scan the PDF & pre-fill the job card with the job contact, work required & purchase order number.

Job Costing

Get an instant gauge on how profitable a job will be while quoting, then how much you made after the job's done.

Avoid under-quoting, check you're charging for labour correctly, and understand profitability of different job types.

Markup Billing

Easily view cost per billable item, and adjust markup where needed, without affecting the saved item or other jobs.

Knowledge

Capture know-how, tips & procedures in the form of Videos or Articles, accessible on site with the ServiceM8 app.
Knowledge empowers your team with a 'just in time' resource to search for answers while on the job, improving staff independence, efficiency & job outcomes.

ServiceM8 Phone

A smart phone system for tradies & services. Dial clients directly from their job card, enhancing customer service and workflow management.

With caller ID, every conversation is personal and efficient. Plus, all your calls are recorded and transcribed, providing a complete record along with each job for top-notch quality assurance.

Powerful Field Service Management Software

Access client and job details, view staff locations and schedules, dispatch jobs and generate quotes or invoices – wherever you are.

Job management

Powerful job creation, dispatch, navigation, quoting, job documentation and invoicing capability – in the office or from the palm of your hand.

Field staff have everything they need to get to the job, complete and record the work, and issue an invoice. They can even accept payment on-site through the app.

Job history

Having job history can sometimes be the difference between finishing the job first-time and having to schedule a second visit. Access a full history of work done for every client, including notes, photos, emails, and messages – anywhere.

Checklists & tasks

Improve quality and consistency by using checklists and tasks, ensuring the job’s done right the first time, every time. Management can see job status and updates in real time.

Photos & videos

Take photos and record videos from within ServiceM8 and they’re automatically saved to the job. Everyone in the business can then access and view them instantly. Staff in training can even share photos and videos to the activity feed to ask for help from more experienced staff.

Visibility

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

Client signatures

Record proof that the customer is happy to proceed with the job, or pay for work you’ve just completed. Get staff to sign off on site audits or checklists.

Powerful job search

Bring up past jobs instantly. Search for anything from client name, job number or materials used, and ServiceM8 searches every job you’ve ever created in seconds.

Incredibly powerful when looking up previous work done for a client.

Simple stock control

ServiceM8 provides visibility of stock levels which are synced and tracked in Xero, MYOB or Quickbooks Online.