| Quotes, jobs and invoicesPrice the work, schedule it and bill for it. |
✓AvailableSend quotes customers can accept, plan jobs on a calendar and issue invoices. |
✓AvailableQuote, schedule and dispatch jobs, then invoice. |
| Collect payments onlineLet customers pay by card and keep the payment with the job. |
✓AvailableSend a link to pay a deposit or the full amount. |
✓AvailableTake cards on site with Tap to Pay, or send an online payment link. |
| Online booking and a customer portalLet customers book and follow their work online. |
✓AvailableOffer times based on staff availability. Customers follow progress in a portal. |
✓AvailableLink to booking forms hosted by ServiceM8. Customers accept quotes and track arrival online. |
| Sync with accounting softwareSend invoices and payments to Xero, MYOB or QuickBooks. |
△Needs a different plan, extra product, connection or serviceNo built-in sync yet. Ask us about a connection. |
✓AvailableSync with Xero, QuickBooks Online or MYOB. |
| Answer the phoneHave calls answered when your team is busy. |
✓AvailableAI answers routine calls, checks availability and takes bookings. Other calls go to your team with a call record. |
△Needs a different plan, extra product, connection or serviceAdd ServiceM8 Phone. Its AI Phone Agent, on selected phone plans, answers questions, takes messages and can submit a booking. |
| AI help, with reviewHave AI prepare text and records for a person to check. |
✓AvailableDraft replies, turn notes into records and summarise conversations. Staff review before sending or saving. |
✓AvailableDraft quotes, invoices and replies with AI, then review. Some AI tools are add-ons. |
| Strategy, website and marketingPlan how to win customers, then create the tools to do it. |
✓AvailablePlan your strategy with our team, then create your website, presentations and social posts. |
△Needs a different plan, extra product, connection or serviceAsk for reviews and follow up quotes. Connect Mailchimp for email. We found no strategy service. |
| Help with setup and future changesHave someone set up the system and adapt it as your needs change. |
✓AvailableWe agree the setup, support and changes in your quote. |
△Needs a different plan, extra product, connection or serviceSet it up yourself with free support, or pay a certified partner. |
| How you payHow each product works out its price. |
Quote for your business
Pay for setup, ongoing service and usage. No fee per user.
|
Price per plan, by jobs each month
Paid plans have unlimited users. Some features and ServiceM8 Phone cost extra.
|