Field Service CRM

ServiceM8 Setup & Integration

ServiceM8 is a powerful job management platform for trade businesses. We configure it to your exact workflow, including custom quote templates, automated follow-ups and accounting integration.

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What we offer

ServiceM8 account setup and configuration
Staff and contractor management
Service and pricing setup
Custom quote and job card PDF templates
Scheduling and dispatch configuration
Invoicing and payment workflow
Client management and communication setup
Online booking form configuration
Accounting integration (Xero, QuickBooks)
Team training and mobile app onboarding

Our ServiceM8 experience

We have built custom PDF quote and invoice templates inside ServiceM8 for electricians and other tradespeople, allowing clients to review and digitally accept quotes online. If you need something beyond the standard setup, we can build it.

Ready to get started with ServiceM8?

Get in touch and we will set up ServiceM8 to work exactly the way your business needs.

Get a free quote