Customer Consulting Group

ServiceM8 is a field service management app that empowers small business to thrive. It combines best-in-class technology, the power of the cloud, and smart job management systems and processes. Offering powerful communication, job dispatch, quoting and invoicing capability, as well as real-time visibility on job status and staff location in the field, ServiceM8 streamlines the way trades and services businesses get work, complete work, and get paid.

ServiceM8 is designed to be used by everyone in your business, from each individual field staff member, to back office staff, through all levels of management. It is simple and effective, and best of all, it's available anywhere, anytime.

 Customer Consulting Group will work with you to understand your business needs, help setup the system and train your staff so you can focus on running your business and hit the ground running with your new system.

Visit the CCG Trades website for full details
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ServiceM8 Features & Capabilities

Field Service Management

Job Management

Access all client and job details from the field, anywhere, anytime. Field staff have all the info they need to get the job done.

Job History

Access a full history of work done for every client, including notes, photos, emails, and messages - anywhere.

Checklists & Tasks

Use checklists and task lists to ensure jobs are done right the first time, every time.

Capture Photos & Video

Take photos and record videos from within ServiceM8 and they’re saved instantly to the job, forever.

Capture Signatures

Record proof that your customer is happy to proceed with a job or pay for completed work.


Access Anywhere, Anytime

Access to your business's full job schedule, wherever you are.

Schedule Updates

Employees are instantly notified of any changes to their schedule.

Quoting & Invoicing


Mobile Credit Card Processing

Simply type in the client's credit card number and charge them on site. You'll process the transaction then and there.

Online Invoice Payment

Email your customers an invoice that they can pay online via credit or debit card, or Apple Pay. 


Email and Message Clients

Email and message clients directly from the ServiceM8 app.

Customer Replies

See all client communication on jobs, with customer reply emails automatically synced to ServiceM8. 

Email & Text Templates

SMS and email templates save time and provide a consistent, professional message to clients. 

On-the-way Message

Automatically SMS clients to notify them you're on the way to the job, with an estimated time of arrival.

Activity Feed

Communicate with all staff using a live activity feed - update everyone on housekeeping matters, ask advice or share tips and tricks.


See real-time updates of job progress on site. 

Customer Feedback

Collect feedback about your business and service directly from customers quickly and easily.


Automate communication with your customers. Automatically follow up quote, send booking reminders, or request invoice payment.

Convert Emails to Job

Convert email enquiries into new jobs with a single click. All information and attachments are saved straight into the job diary.


Powerful Mobile App

The ServiceM8 app has impressive communication, navigation, quoting, job management and invoicing capability, tailored for ease of use in the field.

ServiceM8 for Apple Watch

Receive and reply to staff messages from your wrist, keep track of how long you’ve been on site, and view job details at a glance.

Offline Access

Field staff can access all job information without internet connectivity, and any updates will automatically sync when connectivity is restored.

iPhone & iPad

Software designed for specific hardware means the app provides a seamless experience on both your iPhone and iPad.

Barcode scanning

When adding materials to invoices, you can select Barcode Scan. Just hold the camera over the barcode and it will instantly scan.

Siri Shortcuts Support

Ask Siri for ServiceM8-related information, to perform specific tasks in ServiceM8, or open ServiceM8 directly to a specific view.

Apple Exclusive

Solely focusing on the Apple platform means a fast, high quality and reliable app which keeps pace with your business.

Document scanning

ServiceM8 will auto-detect and focus on a document, and once captured, crop the image to save to the job in a high-resolution PNG format.

AI Photo Tagging

The ServiceM8 camera's field of view is analysed in real time, and the captured image automatically tagged e.g. ‘Smoke Alarm’, ‘Switch’, ‘Shower’.

Latest iOS features

We take advantage of iOS feature updates faster, keeping the app and your business at the cutting edge of modern field service technology.

Voice photo tagging

Say “Tag Before Job” or “Tag After Job” prior to photo capture, and it will automatically apply the tag to that photo and any that follow.

AR Measure

Take measurements in virtual reality using the ServiceM8 camera, then apply them when developing quotes or completing forms.


Produce Professional PDF's

Create customized forms and reports to suit your business needs, such as inspection reports, certificates of compliance and safety assessments.

Simple to Complete

Simply working through a list of questions, staff can generate comprehensive and professional PDF reports while on site.

Easy to build

Build forms in ServiceM8's online editor.

Flexible Question Types

Flexible question type options, photo questions, multiple choice, signature and more.

Conditional Question Skipping

Make your forms faster to complete but skipping questions that are not needed.

Form Checklist Item

Make forms a checklist item so staff don't forget to complete them.

Endless Possibilities

Build checklists, safety audits, site reports, inspections reports, industry certificates and more.

Automatically Stored, Forever

All forms, certificates, reports and documents are saved to the job diary for future reference.

Form Store

An online marketplace of ServiceM8 Forms, where you can browse and buy Forms for your business.

Asset Management

Create New Assets

Create client-owned assets or equipment and save their location on site.

Complete Forms

Methodically complete installation, maintenance or inspection forms on assets with the Forms Add-on.

View Service History

Open past forms against an asset, and view past responses to the same Form questions.

Asset Register & Service Reports

Generate PDF reports of all assets serviced on a job, or of all assets listed against a client.

Locate in Augmented Reality

Scan one asset’s QR Code to view & locate all others on site in Augmented Reality.

Customer Asset Portal

Customers can scan asset QR Codes to view details & report an issue online.

Online Booking

24/7 Online Booking System

Enable customers to book your services online, day or night. Customers can request a quote or service, select a time, then book it straight into your schedule.

Intelligent Quoting

Teach ServiceM8 how you price your services. Answers provided by customers while filling out the form determine the price they’re quoted.

Smart Scheduling

Set which staff are capable of performing a particular service. ServiceM8 analyses their schedules when presenting possible booking times to customers online.

Deposits & Pre-Payment

Accept pre-payment as part of the booking process via card, Apple Pay, Google Pay, or Microsoft Pay.

Flexible Outcomes

Create general enquiry pages, on-site quote requests, or complete service booking forms for customers.

Facebook & Google

Track visits and conversions of your Booking Pages from sources linked to Google or Facebook tracking IDs.

Knowledge Management

ServiceM8 Knowledge

Capture your business knowledge. Record & save business expertise, tips & procedures in the form of Videos or Articles.

Accessible in the Field

Staff can search videos & articles in the app to troubleshoot jobs. Knowledge will be automatically suggested in new jobs if relevant.

Knowledge Sharing

When you or your staff take the time to capture & share knowledge, it will be posted to your ServiceM8 Activity Feed for other staff to see.


Job Reports

Built-in and automated reporting on your business. See jobs by category, job status, backlog and win/lose rates, all at a glance.

Revenue Reports

Know your numbers and monitor your cash flow with reports on invoicing, job profitability, revenue by job category, and total revenue.

Feed Reports

Receive daily and weekly reports on job status, invoicing status and productivity, delivered directly into your activity feed.

Custom Reports

Create your own reports on jobs, revenue and profitability with the built-in report builder.

Job Data Export

Export data from your ServiceM8 account and generate custom reports of your own.


Accounting Packages

Sync clients, items, invoices, and payments with accounting packages such as Xero, MYOB & QuickBooks Online to prevent double entry and reduce administration efforts.

MailChimp - Email Marketing

Daily syncing of all client emails in ServiceM8 with your MailChimp mailing list - just set and forget.

Zapier - App Integrator

Build customised connections between ServiceM8 and over 500 other supported apps.

Workato - App Integrator

Build customised connections between ServiceM8 and over 150 other supported apps.

Deputy - Staff Management

Staff clock-on and clock-off times are automatically recorded in Deputy as time-sheets.

Open API & SDK

Our Application Programming Interface (API) allows developers to connect ServiceM8 to third-party apps or software.


Automatic Backups

Your account is automatically backed-up to cloud-based ServiceM8 servers in multiple locations around the world.

Bank-grade Security

ServiceM8's servers are secured by SSL Certificates issued by Amazon, so all data transferred between users and ServiceM8 is encrypted.

iPhone and iPad Data

In the event that one of your devices is lost or stolen, all data on your iPhone or iPad is encrypted.

Visit CCG Trades to get started today!