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Setup packages

Free Package

£0.00 + VAT

The Free package is for those who want to get a feel for the system in its most basic form before they make a commitment. It will allow you and your business to create jobs, schedule them into a diary and raise basic quotes and invoices (plus a bit more).

It comes with a 1 month trial, giving you a risk free opportunity to learn if this system is going to be right for you or not. If you're on the fence, this package is for you. We're confident that once you've tried it, you'll never look back.

  • Addition of 1 staff member
  • 1 quote template
  • 1 invoice template
  • 3 job folders
  • 4 generic job categories
  • 4 email templates
  • 5 SMS templates
  • Set up company details including logo
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Essentials Package

£300.00 + VAT

This package is designed for small plumbing and heating companies who are on a tight budget. It gives them access to everything from the free package but includes basic digital gas forms so that they can complete their paperwork on the fly.

It's ideal for those who are just starting out or need to move away from a paper diary. Everything from quotes, invoices, job documentation and customers communications all in one place.

  • Everything from the Free package
  • 2 additional job folders
  • Basic Landlords Gas Safety Certificate
  • Basic Gas Warning Notice
  • Basic job report
  • 1 automated job booking confirmation
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Master Package - ServiceM8 Setup

£1,995.00 + VAT

This package is for serious plumbing and heating business owners who want to either grow their business into a multi-van operation and eventually get off the tools or it's for a one person army who wants to maximise their efficiency and regain their evenings and weekends.

  • Everything from the Professional package
  • Advanced gas industry online booking forms
  • Advanced gas industry call handling questionnaires
  • On-site boiler quoting tool
  • Professional boiler quote proposal
  • 90 days access to video training portal
  • Live monthly Q+A sessions
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Professionals Package

£1,395.00 + VAT

The Professional package is designed for business owners who need the foundations in place to help them grow. From a fully automated customer journey and professionally branded documents through to advanced job stage management and gas certificates sell boilers for you. This package is the first step to levelling up your business.

Most trades businesses fail in the first five years, that's because they lack the systems, procedures and the foundations required to survive. This package will give you the tools you need to help you avoid being part of that statistic.

  • Everything from the Essentials package
  • Advanced job stage management
  • Professionally branded documents
  • Advanced automated customer journey
  • Advanced Domestic Gas forms package
  • Industry specific KPI tracking
  • 30 days FREE access to our training portal
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