WHAT IS SERVICEM8?
SERVICEM8 is the app for trades and services businesses. Take control and work smarter with real-time communication between your office, field staff and customers.
Win more work with professional quotes and better communication, you’ll win more new work and earn repeat customers
Complete more work. On average businesses using ServiceM8 complete 30% more work in the first 3 months.
Get paid faster. Produce professional invoices in seconds and even take payment before you leave the job.
HOW WE CAN HELP
Trade Insight is a certified ServiceM8 partner. ServiceM8 is a comprehensive solution designed to streamline and optimise the handling of tasks and projects for trades and site-based jobs. This system enables businesses and teams to efficiently manage, assign, track, and complete jobs, all from one centralised platform. Key Features: •Job Creation & Assignment: Easily create tasks with clear descriptions, priorities, and deadlines. Assign tasks to the relevant team members or departments. •Real-Time Tracking: Monitor job progress with real-time updates, ensuring that deadlines are met, and teams are aligned. •Task Prioritisation: Set job priorities to ensure critical tasks are handled first, optimising workflow and resource allocation. •Collaboration & Communication: Facilitate seamless communication among team members, allowing for comments, feedback, and collaboration directly within each task. •Reporting & Analytics: Generate reports to evaluate task completion rates, team productivity, and identify bottlenecks. •Customisable Workflows: Tailor the system to your specific business needs, allowing for the creation of custom workflows, task categories, and job types. •Integrated Reminders & Notifications: Stay informed with automatic reminders and notifications, ensuring that deadlines and milestones are never missed. •Security & Permissions: Manage access levels to ensure sensitive information is protected, allowing users to have role-based permissions according to their responsibilities. Benefits of Implementation: •Increased Efficiency: By automating and organising tasks, the system minimises manual effort, reduces errors, and enhances team productivity. •Improved Team Collaboration: A centralised platform fosters collaboration, making it easier to share updates, feedback, and track progress. •Scalability: The system is designed to scale with your growing business, supporting more users, tasks, and features as needed. •Enhanced Customer Satisfaction: With a streamlined workflow, you can deliver quality results to clients more quickly and reliably. ServiceM8 is perfect for businesses that want to optimise their operations and deliver superior services with ease. Whether you’re the Director, Office or Field staff, our system provides the tools needed to keep everything running smoothly and on schedule.
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SERVICES
As a certified partner of ServiceM8, Trade Insight offers a range of packages to streamline your business operations, ensuring that you get the most out of ServiceM8. Whether you are starting fresh or looking to optimise your current setup, we are here to help. Initial Consultation Our journey together begins with an in-depth consultation where we assess your unique business needs. We will walk through your current workflow, understand your pain points, and recommend a tailored solution to get the most out of ServiceM8. This step ensures that every aspect of your system is optimised for efficiency and success. Account Creation / Backend Configuration Once we’ve discussed your needs, we’ll assist with setting up your ServiceM8 account and configure the backend for seamless operations. From user permissions to system settings, we'll ensure that everything is correctly configured so your team can work without interruption. Create Staff Building your team within ServiceM8 is crucial for smooth workflow management. We'll help you set up staff profiles, configure roles, and assign appropriate access levels, ensuring each team member has the tools they need to perform their tasks efficiently. Invoice and Quote Templates Custom-designed invoices and quote templates can reflect your brand and give a professional touch. Our team will create customised templates that fit your business style, making sure that all required information is captured clearly and that your documents maintain a polished, professional look. Customised Job Categories We understand that not all jobs are the same. Our service includes setting up customised job categories that best reflect your services. This ensures that jobs are properly classified and easy to manage, improving job tracking and reporting. Accounting Integration ServiceM8 integrates seamlessly with popular accounting platforms, and we will ensure that your system is fully synced. From MYOB to Xero, we’ll connect your accounts and streamline your invoicing and payments Staff Training To ensure your team is fully equipped to use ServiceM8, we provide in-depth training sessions. Whether it's on-site or remote, our training covers everything from day-to-day operations to more advanced features, ensuring your team can use the platform confidently and efficiently. Materials & Client Manual Import We’ll assist in importing your existing materials and client manuals into ServiceM8, making the transition smooth. This includes client details, and any important documentation that will help your team stay organised and well-informed. Forms Creation ServiceM8 allows you to create and use custom forms for your business. We’ll help you design and implement forms such as job reports, inspections, or customer feedback surveys, ensuring they align with your operational needs and are easy to use. Recurring Jobs If your business requires recurring jobs, we will help you set up automated recurring tasks, reminders, and workflows. This feature is perfect for maintenance contracts or regular appointments, ensuring you never miss a scheduled job. Job Templates Job templates can save your team time by creating standardised processes for recurring tasks. We’ll assist you in creating job templates that fit your most common tasks, reducing repetitive data entry and improving overall job management. Let Us Optimise Your ServiceM8 Experience! At Trade Insight, we are committed to making ServiceM8 work for you. Our expert team will guide you through every step, providing personalised services that maximise productivity, reduce errors, and improve client satisfaction. Contact us today to schedule your Initial Consultation and start streamlining your business with ServiceM8!