Getting started with ServiceM8

Sign up at servicem8.com or through the iOS app. The setup wizard walks you through your business details, logo, and preferences.

Create your account

Create logins for everyone who will use ServiceM8 — office staff and field techs. Each person gets their own login with a security role that controls what they can access.

Set up staff logins

Pick a template that matches your business. You can add your logo, banking details, and terms and conditions.

Choose templates

Link ServiceM8 to Xero, QuickBooks Online, or MYOB so invoices and payments sync automatically. Skip this step if you do not use one of these packages yet.

Connect accounting

Bring in your existing client list and materials/price book from a spreadsheet. This saves you from re-entering everything manually.

Import data

Follow along as we create a job, schedule it, complete it in the app, and send an invoice. This takes about 10 minutes.

1. Create a job from the Dispatch Board
2. Schedule the job
3. Open the job on the app
4. Invoice and complete the job

Read through the full job lifecycle walkthrough. Understanding the four job statuses (Quote, Work Order, Completed, Unsuccessful) is the most important concept before going live.

Job walkthrough

Make sure you and your team are ready. Clear out any test data, pick a start date, and run the go-live checklist.

• Go-live checklist
• Clear out test jobs and clients

Use the built-in Learning Roadmap to get every staff member up to speed with structured video training.

Learning Roadmap