The Service Program

The Service Program

Westrom Software
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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.

About

Manage your service business effectively and route more efficiently with the industry leading, service business software that seamlessly integrates with QuickBooks™. QuickBooks™ compatible. Easy to set up. Simple to use. Customer portal and robust mobile solution options. Seamlessly integrate with QuickBooks™. Post Invoices, employee time, bills etc. Works with classes and sales reps, no need for double entry. Enter/complete tasks & work orders. Take before and after pictures of jobs. Enter and view customer equipment, signature capture, print and/or email transactions. Service business software allows you to track customer profitability, improve staff communications, and effectively manage your routes. Optimize routes by area, day and tech. View details of each stop, map to each stop or service call while on the road. Generate Route Maps and optimize your stop order to be more efficient.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

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

Audience

Companies that use QuickBooks in need of a solution to improve their operations

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$49.00/month/user
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

ServiceM8
Founded: 2009
Australia
www.servicem8.com

Company Information

Westrom Software
Founded: 2006
United States
theserviceprogram.com

Alternatives

Alternatives

SingleOps

SingleOps

SingleOps by Granum
BrandWide

BrandWide

Soffront Corporation
Smart Service

Smart Service

My Service Depot

Categories

Appliance Repair Supported
HVAC Supported
Locksmith Supported
Pest Control Supported
Plumbing Supported
Service Dispatch Supported

Categories

Cleaning Services Supported
Help Desk Supported
HVAC Supported
IT Service Supported
Pest Control Supported
Plumbing Supported
Service Dispatch Supported
Snow Removal Supported
Towing Supported

Field Service Management Features

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

HVAC Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Landscape Management Features

Billing & Invoicing Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Not Supported
Irrigation Tracking Not Supported
Job Management Supported
Landscape Design Supported
Mobile Access Supported
Payroll Management Not Supported
Plant Database Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Not Supported
Inventory Control Not Supported
Mobile Access Supported
Pest Activity Tracking Not Supported
Pesticide Usage Tracking Not Supported
Property Layouts Supported
Quotes / Estimates Supported
Scheduling Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Not Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Not Supported
Scheduling Supported
Self Service Portal Not Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Franchise Management Features

Appointment Scheduling Not Supported
Automatic Re-ordering Not Supported
Commission Management Not Supported
Construction Tracker Not Supported
Contract Management & Signature Not Supported
CRM Not Supported
Franchise Intranet Not Supported
Job Scheduling Supported
LMS / Training Not Supported
Marketing Not Supported
Onboarding Not Supported
Online Store Not Supported
Reputation Management Not Supported
Website Manager Not Supported

Locksmith Features

Billing & Invoicing Supported
CRM Not Supported
Dispatch Management Supported
GPS Tracking Not Supported
Inventory Management Not Supported
Mobile Access Supported
Payment Processing Supported
Scheduling Supported
Work Order Management Supported

Field Service Management Features

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

HVAC Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

Landscape Management Features

Billing & Invoicing Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Supported
Irrigation Tracking Supported
Job Management Supported
Landscape Design Not Supported
Mobile Access Supported
Payroll Management Not Supported
Plant Database Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Not Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Supported
Mobile Access Not Supported
Pest Activity Tracking Supported
Pesticide Usage Tracking Supported
Property Layouts Supported
Quotes / Estimates Supported
Scheduling Supported

Plumbing Features

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

Service Dispatch Features

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

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Work Order Management Supported

Equipment Maintenance Features

Customer Database Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Warranty Tracking Supported
Work Order Management Supported

Facility Management Features

Asset Management Supported
Commercial Properties Supported
Equipment Management Supported
Facility Scheduling Not Supported
Incident Management Not Supported
Inspection Management Supported
Inventory Control Supported
Maintenance Tracking Supported
Preventive Maintenance Supported
Residential Properties Supported
Room Scheduling Not Supported
Schools Supported
Space Planning Not Supported
Vendor Management Supported
Visitor Management Not Supported
Work Order Management Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Supported
Community Forums Not Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Not Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Not Supported
Multi-Channel Communication Supported
Multiple Brands / Products Supported
Network Monitoring Supported
Real-time Chat Supported
Self Service Portal Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

IT Service Features

Contract Management Supported
Incident Management Supported
IT Asset Management Supported
Knowledge Management Supported
Release Management Supported
Self Service Portal Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Not Supported
Calibration Management Supported
Dispatch Management Not Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Towing Features

Billing & Invoicing Supported
Client Management Supported
Commission Management Supported
Fleet Management Supported
Fuel Management Supported
Lot Management Not Supported
Maintenance Management Supported
Routing Supported

Transportation Dispatch Features

Billing & Invoicing Supported
Computer Aided Dispatch Not Supported
Customer Database Supported
Emergency Dispatch Not Supported
Fuel Management Not Supported
Mileage Tracking Not Supported
Order Management Not Supported
Routing Supported
Scheduling Supported
Vehicle Tracking Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Axis LMS Supported
Deputy Supported
Gmail Supported
Go Integrator Cara Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Insightly Supported
Johnni AI Supported
Lyftrondata Supported
Mailchimp Supported
Motileo Supported
Nearby Now Supported
Quickwork Supported
Raklet Supported
Stripe Supported
Workato Supported
Xero Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Axis LMS Not Supported
Deputy Not Supported
Gmail Not Supported
Go Integrator Cara Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Insightly Not Supported
Johnni AI Not Supported
Lyftrondata Not Supported
Mailchimp Not Supported
Motileo Not Supported
Nearby Now Not Supported
Quickwork Not Supported
Raklet Not Supported
Stripe Not Supported
Workato Not Supported
Xero Not Supported
Claim ServiceM8 and update features and information
Claim ServiceM8 and update features and information
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Claim The Service Program and update features and information