ServiceM8,
set up properly
We configure ServiceM8 around the way your business actually works: job templates, automations, Xero integration, and training your crew will use.
1–2 wksFull setup, intake to training
10–20 hrsConfiguration in a proper setup
CertifiedServiceM8 partner
What this is
ServiceM8 consulting means having an experienced practitioner configure your account around the way your business actually works. That includes job templates for each service, automation rules for follow-up, accounting integration, and training for your team.
A properly configured account should save time rather than become another system to update. The difference usually comes down to the templates, rules, and training put in place at the start.
Who it is for
Our ServiceM8 consulting service is for trades and field service businesses across Greater Sydney:
- Electricians, plumbers, HVAC technicians, painters, and builders wanting to move off paper job cards
- Cleaning and property services businesses needing job tracking and automated client comms
- Businesses already using ServiceM8 but not getting full value from automations and integrations
- New ServiceM8 subscribers who want it configured correctly from the start
- Businesses taking over a ServiceM8 account from a previous operator or franchisee
- Multi-technician operations needing proper dispatch, scheduling, and job assignment workflows
We work with trades and field service businesses across Greater Sydney, including electricians and plumbers in the Hills District and Western Sydney (Baulkham Hills, Castle Hill, Parramatta, Penrith), cleaning and property services in the Eastern Suburbs and Inner West (Bondi, Surry Hills, Marrickville), HVAC and refrigeration businesses on the North Shore and Northern Beaches (Chatswood, Hornsby, Dee Why), and multi-site operations throughout the region. All consulting is delivered remotely by video call and screen share.
What we deliver
Initial setup and configuration
Complete account configuration from scratch, including business settings, staff accounts, client import, job templates, and service categories.
Job templates and workflows
Custom job templates for every job type you run, with mandatory checklists, photo requirements, and status workflows that match how your business actually operates.
Automation rules
Booking confirmations, appointment reminders, on-my-way notifications, completion messages, quote follow-ups, and recurring job scheduling, all configured and tested.
Xero and accounting integration
Connect ServiceM8 to Xero, MYOB, or QuickBooks. We map account codes, configure tax rates, and test the job-to-invoice-to-accounting workflow before go-live.
Field service integrations
Connect ServiceM8 to Fergus, Simpro, and the other field service tools your team already uses. We map which data moves where, test the sync, and document it so you know what happens and why.
Data work and reporting
Clean up client and job data, migrate records, and build the reporting you actually use, so the numbers in ServiceM8 match what you report to the business.
Staff training
Hands-on training for technicians and admin staff. We walk through the full job lifecycle on actual devices so your team is confident from day one.
Ongoing optimisation
Monthly retainer or ad-hoc support to add automations, adjust templates as your business grows, train new staff, and troubleshoot any issues.
What it changes
These are typical outcomes for Sydney trades businesses after a professional setup. Results vary by business size and complexity.
Same dayInvoice turnaround, from 21+ days
2–3 hrsAdmin per week, from 8–12
AutomatedFollow-ups and client messages
Missed follow-ups become automated, and client updates go out by SMS or email instead of a manual call.
Questions
What is ServiceM8 and is it right for my trades business?
ServiceM8 is a cloud-based job management platform built for Australian trades and field service businesses. It handles job booking, scheduling, dispatch, quoting, invoicing, and client communication. If you are managing jobs with paper, spreadsheets, or a generic CRM, ServiceM8 is usually a better fit and it integrates with Xero and other Australian accounting tools.
Why do I need a consultant to set up ServiceM8? Can't I just do it myself?
ServiceM8 works out of the box, but most businesses that self-configure it end up with default job templates, no automations, and a system that works without saving much time. A proper setup, including custom job templates, automation rules, Xero integration, and staff training, takes 10–20 hours of experienced configuration work. We know the practical steps needed to get a working system in place.
How long does a ServiceM8 setup take?
A full initial setup for a small to medium trades business takes one to two weeks. This includes an intake session to map your workflows, configuration of all job templates and automations, Xero or accounting integration, and a training session with your team. After go-live, we're available for ongoing support.
Do you offer ongoing ServiceM8 support after the initial setup?
Yes. We offer ongoing retainer support for businesses that want a consultant available to add new automations, adjust templates as the business changes, train new staff, or troubleshoot issues. This is available on a monthly retainer or ad-hoc basis.
Can you migrate our existing jobs and client data into ServiceM8?
Yes. We can migrate client records, existing job history (where your current system allows export), and recurring job schedules into ServiceM8. The import process depends on what format your current data is in.
Do you work with ServiceM8 franchise businesses?
Yes. We have worked with franchise operators and network businesses using ServiceM8 across multiple sites. We handle franchise-specific configuration, such as consistent job templates across franchisees, head office reporting, and multi-site dispatch.
Recent ServiceM8 work
Pristine Properties, a Sydney renovation and cleaning business, runs an instant quote wizard connected to ServiceM8. Staff quotes are written into ServiceM8 as jobs, with line items at the team's pricing. ToolTorq, our staff CRM, sits over the same ServiceM8 data.
In the field.
The work the systems sit behind.
Get more out of ServiceM8
Tell us how the business runs now. We reply within two business days with the setup, the fee and the timeline.