Certified ServiceM8
Partner.

No, and it changes very little about how we start. We set up new accounts from scratch, and we also take over accounts that were configured quickly at some point and never looked at again. Existing accounts are often the larger job, because before changing anything we have to establish what is still in use, what has been duplicated over the years and what can safely be retired. If it turns out ServiceM8 is not the right fit for how your business works, we would rather say so early than sell you a setup you will not use.

At the straightforward end, quote and invoice templates that carry your branding and calculate correctly. Beyond that, job and work order forms your team completes in the field, along with safety and compliance checklists. Booking and enquiry forms can feed a new enquiry straight into a job rather than into somebody's inbox. The more valuable work is in the logic behind a form. A field can appear only when an earlier answer calls for it, and a photo can be made compulsory before a job is allowed to close. Calculations can run inside the form so nobody is doing arithmetic on a phone screen. If you send us the paper forms you use now, we can generally rebuild them closely enough that your team recognises them straight away.

Yes, and we treat it as part of the setup rather than something sold separately. Office staff are trained on scheduling, dispatch, quoting and invoicing. Field staff are trained only on the parts of the app they actually touch during a job, which is a much smaller set and takes far less time than people expect. Training happens after the account is configured, so everyone learns on your real job categories and your own forms instead of on generic examples that look nothing like their day. We leave written notes behind so whoever joins the business next is not relying on someone else's memory of the session.

Configuration changes as the business changes, new forms or amendments to existing ones, help when something is not behaving the way you expect, and answers to questions from staff who are still getting comfortable with the system. Support is available as you need it rather than through a fixed monthly commitment, so a quiet month does not cost you anything. In practice the common triggers are taking on new staff, adding a service line, or changing how you price work, since each of those usually means the setup needs adjusting to match.

It depends on the size of the account and how many forms are involved, so any figure given before looking at your setup would be guesswork. A new account with standard quote and invoice templates sits at the lower end. Moving across from an existing account with a long list of custom forms and accounting integrations sits well above that. Send us a message describing your business and how many people you have in the field, and we will come back with an actual number rather than a wide range. Worth knowing separately: new ServiceM8 subscribers can claim up to $2,000 back in account credit for engaging a certified partner on setup and training, which often covers a meaningful portion of the work.

Yes, we are certified and accredited by ServiceM8 to configure the platform for other businesses. That means we have been trained on it directly and can use partner support channels when something unusual comes up in an account. It also matters financially, because the ServiceM8 setup and training rebate is only available to new subscribers who engage a certified partner, so going direct or using an uncertified consultant forfeits it.