Step 1

Free Consult (Week 1) 15-30 minute chat to see if ServiceM8 fits your business and pain points.

03/01/2025
 

Step 2

Business Review (Weeks 1-2) We look at how you currently manage jobs, quoting, scheduling, invoicing and compliance. From this, we map out the ServiceM8 setup so it works for your business.

03/08/2025
 

Step 3

System Setup and Build (Weeks 2-4) We set up your ServiceM8 account, connect it with Xero or MYOB and start building job templates, workflows and forms. This stage usually takes the most time - typically 2-3 weeks - as we test, refine and make sure everything runs smoothly before you go live.

03/21/2025
 

Step 4

Team Training (Weeks 4-5) We train your office and field teams using real jobs. Learn how to quote, schedule, update jobs and get paid on site - with our support every step of the way.

04/19/2025
 

Step 5

Go Live (Around Week 5-6) Your team starts running jobs through ServiceM8 with confidence. Real-time updates, tidy invoicing, no double handling.

05/10/2025
 

Step 6

Support & Fine Tuning (Ongoing) We stay involved, helping you tweak workflows, add forms and unlock advanced features as your team gets comfortable.

08/19/2025