Create your account
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
Add your staff
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
Choose your invoice and quote templates
Pick a template that matches your business. You can add your logo, banking details, and terms and conditions.Choose templates
Connect your accounting software
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
Import your clients and price list
Bring in your existing client list and materials/price book from a spreadsheet. This saves you from re-entering everything manually.Import data
Run your first test job
Follow along as we create a job, schedule it, complete it in the app, and send an invoice. This takes about 10 minutes.
Understand how jobs flow through ServiceM8
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
Go live
Make sure you and your team are ready. Clear out any test data, pick a start date, and run the go-live checklist.
Train your team
Use the built-in Learning Roadmap to get every staff member up to speed with structured video training.Learning Roadmap