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About

Thousands of businesses around the world use Formitize everyday to perform a range of business activities. They’ve developed an intimate knowledge of Formitize and here, we give them centre stage to share their experiences about how and why Formitize works for them. Transform to a paperless business with instant templates from our FormBank or simply use the drag and drop Form Builder to build the perfect forms for your business. Incredible visibility, automated reminders & updates with so many features to help streamline your job management. It’s time to get your health & safety forms and processes paperless and compliant. No more carrying around folders of outdated information. Everyone has access to latest versions, all the time. Finally! All of your sales and customer information in one place. Schedule and automate with smart, complete job management.

About

ServiceM8 is a cloud-based field service software for trades and service-based businesses. Built exclusively for Apple hardware, ServiceM8 makes it easy for field service organizations to run their business from anywhere, anytime. It cuts admin time dramatically by offering access to a host of tools, including scheduling, invoicing, credit card processing, communication, online booking, forms, reports, and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for a solution to improve their services and increase sales

Audience

Electrical, plumbing, landscaping, IT, cleaning, HVAC, pest control, locksmith, real estate, security, solar, property services and appliance repair industries.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$29.99 per user pm
Free Version
Free Trial

Pricing

$29.00/month
Starter - $29/mo
Growing - $79/mo
Premium - $149/mo
Premium Plus - $349/mo
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 5.0 / 5
features 4.7 / 5
design 4.7 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • Dream to use once all set up. Great for on the road Inspection forms for technicians to fill out. CRM is very good. Customer service is great.

Cons

  • Difficult to get head around the terminology and the setup process.

Pros & Cons from Real Users

Pros

  • This software provides an all in one management experience. Through it, we are able to schedule work, track progress, get real time updates and information, including messaging and photos. Forms can be created to streamline the process causing us less filing and paper issues for things like safety and maintenance reports. This software has saved us a lot of money and administrative time.
  • With servicem8 you can manage simple or highly complex operations involving invoicing or store data management processes. In terms of field services servicem8 has tools to connect to databases within different clouds, either to manage electronic signatures or online invoicing requiring mobile or routing tools.
  • The fact that the platform is very stable/future proof - due to the fact that it has been designed with iOS in mind! The simplicity of design also shines through, when it demonstrates that a sole trader to the MD of a multi branch business can pick up the APP with basic training and deliver massive efficiency savings - within busy organisations.

Cons

  • I can honestly say I do not have any complainants about this software so far.
  • Within servicem8 we can annotate and prioritize all our work orders depending on which client we want to give more importance at the moment, and that is enough to not give servicem8 a negative review. We liked that the platform integrates so many tools for scheduling processes.
  • The (sometimes) limiting functionality! With this in mind, the clear and transparent reason for ServiceM8’s existence is to remove inefficiency from modern service based businesses. If there is a better way of working, which improves the lot of its core market - they will listen and take all feedback into consideration when developing core product. There are also third party development companies that have and will develop Add-Ons and specific ‘tools’ if and when required.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Formitize
Founded: 2012
Australia
formitize.com/en/

Company Information

ServiceM8
Founded: 2009
Australia
www.servicem8.com

Alternatives

Alternatives

Nexus Service Manager

Nexus Service Manager

Nexus Digital Technology
The Service Program

The Service Program

Westrom Software
BrandWide

BrandWide

Soffront Corporation
Smart Service

Smart Service

My Service Depot

Categories

Categories

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Landscape Management Features

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Pest Control Features

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management Features

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Building Maintenance Features

Asset Tracking
Commercial Properties
Customer Database
Dispatch Management
Inventory Management
Job Costing
Job Management
Maintenance Scheduling
Residential Properties
Routing
Scheduling
Work Order Management

Cleaning Services Features

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Maintenance Management Features

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Scheduling Features

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Landscape Management Features

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Pest Control Features

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Franchise Management Features

Appointment Scheduling
Automatic Re-ordering
Commission Management
Construction Tracker
Contract Management & Signature
CRM
Franchise Intranet
Job Scheduling
LMS / Training
Marketing
Onboarding
Online Store
Reputation Management
Website Manager

Locksmith Features

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Integrations

Mailchimp
QuickBooks Online
Xero
Zapier
Axis LMS
Deputy
Easyflow
Go Integrator Cara
GoFormz
Google Calendar
Lyftrondata
MYOB
MYOB AccountRight
Nango
Quickwork
Raklet
Teamstack
Workato
magicplan

Integrations

Mailchimp
QuickBooks Online
Xero
Zapier
Axis LMS
Deputy
Easyflow
Go Integrator Cara
GoFormz
Google Calendar
Lyftrondata
MYOB
MYOB AccountRight
Nango
Quickwork
Raklet
Teamstack
Workato
magicplan
Claim Formitize and update features and information
Claim Formitize and update features and information
Claim ServiceM8 and update features and information
Claim ServiceM8 and update features and information