ServiceM8 Setup & Automation That Actually Works
ServiceM8 is brilliant, but it doesn't do everything. I extend it with automation bridges that handle the gaps ServiceM8 can't reach, from lead warm-up before they're in the system to customer reactivation and admin automation.
ServiceM8 is brilliant, but it doesn't do everything. You've got leads coming in from Google, Facebook, or Hipages, but ServiceM8 only sees them after they're already in the system. You've got hundreds of old customers sitting in your database doing nothing because ServiceM8 can't reactivate them for you. You've got invoices scattered across your email, documents filed nowhere, and subbie insurance certs you're supposed to be chasing. SM8 doesn't handle any of that.
That's where I come in.
I don't replace ServiceM8's automation. I extend it to cover the gaps ServiceM8 can't reach.
Complete job management and scheduling system
Detailed reporting and analytics
Real-time visibility across your business
Mobile access for field teams
Two Types of Clients I Work With
If you signed up to ServiceM8 within the last 14 days, I can:
- Connect as your official ServiceM8 partner
- Get you 15 to 30% off your subscription for 6 months
- Extend your trial by another 14 days
- Set up your account properly from day one
- Help you claim up to $2,000 back in setup credit from ServiceM8
This is the smartest way to start with ServiceM8.
Most tradies set up ServiceM8 themselves and never use it to its full potential. If you're already on ServiceM8 but:
- Your automations are half-finished or not working properly
- You're still manually following up quotes or chasing invoices
- You never touch the advanced features because you're not sure what they do
- You want to add automation ServiceM8 can't handle on its own
I can help. I'll audit your current setup, fix what's broken, and add the automation bridges that ServiceM8 doesn't provide out of the box.
Simple Packages
This is your best option if you're new to ServiceM8. Includes:
- Full ServiceM8 account setup and configuration
- Native SM8 automations properly configured
- 2 to 3 custom automation bridges (things SM8 can't do)
- Team training and handover
- 30-day monitoring period
Important:
New ServiceM8 clients can claim up to $2,000 back from ServiceM8 as account credits over time. In practice, this means you're getting professional setup for free. Plus, I'll connect as your official ServiceM8 partner, which gets you 15 to 30% off your SM8 subscription for 6 months, extended trial period, and priority support.
This is the complete solution. You get ServiceM8 set up properly from day one, plus the automation extensions that make it work even better.
Already using ServiceM8 but know you're not getting the full value from it? This package is for you.
Includes:
- Complete audit of your current ServiceM8 setup
- Fix and optimise existing workflows
- Configure native SM8 automations properly
- Add 1 custom automation bridge (things SM8 can't do)
- Staff training on how to use it properly
Most existing SM8 users have automations half-configured or workflows that don't match how they actually run their business. This package fixes that.
Delivered in 3 to 5 days.
One specific automation that solves a painful gap in your workflow.
Popular examples:
- Lead warm-up automation
- Customer win-back campaign
- Admin autopilot (invoice filing, backups)
- Compliance tracker for subbies
No ongoing commitment required. This is your fastest path to seeing real value from automation. Most clients start here, see the results, then add more automations over time.
Delivered in 1 to 2 weeks.
This is not a generic retainer. Here's exactly what you get:
- Monthly automation health check
- One new automation or improvement per month
- Priority support (24-hour response time)
- Quarterly workflow review and optimisation
This is optional. Most clients start with a setup or Quick Win project, see the value, then decide if they want ongoing support. No lock-in contracts. Cancel anytime.
What ServiceM8 Does
ServiceM8 is a cloud-based solution that helps field service organisations manage their business from creating job quotes to invoicing and payment collection, with real-time information on active jobs, quotes, and employee locations.
Field Service Management
Manage jobs from start to finish with real-time scheduling, dispatch, and communication. Provide estimates and invoices directly from the field using checklists and task lists to ensure quality work every time. Access complete client and job details anywhere, anytime.
Scheduling
Access your daily schedule from anywhere with simple drag and drop functionality. Instantly notify employees of schedule changes with push notifications, keeping your team aligned and responsive to changes.
History
Maintain a complete history of work for every client, including notes, photos, emails, and messages. Access comprehensive records from anywhere to provide better service and track job completion.
Communication
Email and message clients directly from the ServiceM8 app using professional text and email templates. Maintain consistent, professional communication that builds trust and keeps clients informed.
Activity Feed
Communicate with employees using a live activity feed. Share daily housekeeping items, policy changes, and best practices. Post photos to train staff and recognise good work to improve team performance.
Integration
Integrate seamlessly with major accounting solution providers. Automatically sync clients, items, invoices, and payments to eliminate double entry and reduce administrative workload significantly.
Add-ons
Access over twenty add-ons providing extra functionality without additional software. Generate safety documents, inspection reports, and compliance certificates. Automatically remind clients of bookings and convert email work orders into jobs.
Backup
Rely on automatic cloud-based backups on ServiceM8 servers. Field employees can access all data offline, with automatic syncing when connectivity is restored, ensuring your business never stops.
New to ServiceM8? Start your 14-day free trial and I'll connect as your official partner. This gives you the advantage of extending your trial for a further 14 days, plus you'll get priority support from day one.
Get Your 14 Day Free TrialWhat I Provide
As a ServiceM8 Certified Partner, I offer comprehensive setup, customisation, and ongoing support to help your trade business run smoothly. What sets me apart is my expertise in AI and automations, combined with hands-on experience working in and with many small businesses. I understand the roadblocks you face and know how to solve them most effectively.
Consulting
Expert advice on workflow optimisation. I analyse your current processes and recommend the best ServiceM8 configuration for your specific trade and business model.
Developer
Custom integration and advanced functionality. I build custom automations, API integrations, and handle complex technical requirements that go beyond standard setup. I also create extra automation flows incorporating sensible AI to streamline your workflows, from intelligent job routing to smart quote generation.
Forms
Custom safety and compliance forms tailored to your trade requirements. From safety checklists to compliance documentation, all configured within ServiceM8.
Setup & Conversions
Full migration and system configuration. Whether you're starting fresh or converting from another system, I handle the entire setup process from start to finish.
Training
Team training to ensure adoption. I train your dispatch, field staff, and office team so everyone knows how to use ServiceM8 effectively and efficiently.
Mark Anderson
Certified ServiceM8 Partner
What ServiceM8 Doesn't Do
Here's where I step in with automation that ServiceM8 can't handle:
The Problem:
Someone fills out a quote request on your website at 9pm. You can't call them until tomorrow morning. By then they've already called three other tradies.
The Fix:
An instant automated sequence texts them: "Thanks [Name], got your enquiry. Here's a link to our recent work gallery while you wait for my call tomorrow." By the time you ring, they already feel looked after. You're ahead of every competitor who didn't respond.
The Problem:
You've got 300 past customers sitting in ServiceM8 doing nothing. Work's slowed down, but you're spending money on ads to find new customers instead of reactivating the ones you already have.
The Fix:
A smart campaign scans your database and sends personalised messages to customers you haven't seen in 12+ months: "G'day [Name], it's been a while since we were out your way. We're in [Suburb] next week and have a couple of spots open. Need anything checked or fixed? Reply YES and I'll give you a call." You fill your calendar with high-trust repeat work without spending a cent on ads.
The Problem:
Supplier invoices get lost in your email. Documents aren't filed properly. Subbie insurance certs expire and you don't realise until you need them.
The Fix:
Automation handles the messy admin ServiceM8 doesn't cover: supplier invoices auto-saved to Google Drive, document backups running in the background, compliance tracking for subbies (alerts before insurance expires), automatic file organisation so your bookkeeper loves you.
The Problem:
Your business has specific processes that don't fit ServiceM8's standard workflow. You're manually working around the gaps every day.
The Fix:
Custom automation bridges built with Make.com, TextMagic, Google Workspace, and other tools handle your unique business requirements. Examples: trigger different follow-up sequences based on job type, auto-assign jobs to specific staff based on location or skillset, send custom reports to your accountant monthly, whatever your business needs that SM8 can't do.
Why Work With Me?
I'm a solo operator based on the Gold Coast who specialises in ServiceM8 and automation for tradies. No account managers, no junior staff. You deal directly with me.
I'm a certified ServiceM8 partner. I know what it does, what it doesn't do, and how to extend it properly without breaking things.
I work exclusively with trades and service businesses. I understand your workflow, your pain points, and what actually matters in your business.
I'll tell you honestly if ServiceM8 is the right fit for your business. If it's not, I'll say so. If your current setup is fine and doesn't need work, I'll tell you that too.
Next Step
If you signed up within the last 14 days, book a setup call now so I can connect as your partner and get you the rebate.
Book a free 15-minute audit call. I'll look at your current setup and tell you plainly whether you need help or not.
Frequently Asked Questions
Ready to Get Started?
I'm based on the Gold Coast and work with tradies across Queensland and Australia-wide.