£1,395.00 + VAT
Most trades businesses fail within five years due to poor systems and processes. This Professional ServiceM8 Setup gives you the tools to stay organised, automate customer communication, and manage jobs efficiently—helping you grow with confidence.
✅ Branded Documents – Quotes, invoices & job reports that look professional.
✅ Custom Templates – Multiple quote & invoice options.
✅ Job & Part Order Forms – Standardised reporting & ordering.
✅ Advanced Job Management – Track every stage with ease.
✅ Automated Customer Journey – Keep customers updated automatically.
✅ Job Templates & KPI Tracking – Stay efficient & measure performance.
✅ FlowState Training Access – Get the most out of ServiceM8.
Set your business up for success—get started today.
Having control over what your customer see’s is extremely important. Sometimes you don’t mind them seeing a breakdown of everything your charging and how much each individual thing costs but sometimes you might not want them Googling everything to see if they can get it cheaper.
To overcome this challenge we provide you with numerous different layouts which will give you full control over what your customer will see.
There are as follows:
Our job documentation forms are an essential tool for any business that wants to stay organised and ensure smooth communication across their team. It allows your team to document every detail of a job, from the work completed to photos of the site and specific parts that need ordering.
By capturing this information in one place, admin staff and other team members can quickly access the details they need to take the next steps—whether it’s invoicing, ordering parts, or following up with the customer.
Well-structured job documentation forms ensure that nothing gets missed, reduces back-and-forth questions, and helps your team work more efficiently. Plus, it creates a clear record of work, which is invaluable for accountability and customer satisfaction.
With job documentation forms, everyone is on the same page, and your business runs smoother as a result.
We’ve all had jobs slip through to net at some point in our business journey. With 100’s of jobs flowing through your business with a month it’s no wonder.
To solve this problem, we install a job stage management pipeline that allows your team to store incomplete jobs into a specific folder ready for the action to be taken by whoever is responsible.
Work through a clear list of outstanding work, remove bottle necks and have your jobs flow through your business more efficiently than ever before.
Most importantly, a job will never slip through the net ever again!
Our fully automated customer journey will help you stand out from the crowd by a country mile!
From booking confirmations that explain what they can expect from you and what you expect from them, quote follow ups that re-engage your customers and get sales over the line, payment follow ups that will chase outstanding debts and get you paid faster to Online review requests that work!
Here's what you get as part of this package
In order to know if your business is hitting the goals you’ve set you have to measure KPI’s.
As part of this package we’ll install industry specific categories which will create reports to tell you how much revenue a specific job type has generated and how many of those jobs you’ve completed over a given time period.
When equipped with this knowledge you’ll be able to make better business decisions, plan for future marketing and measure the performance of past marketing.
To maximise the efficiency of your job booking process and to minimise mistakes we’ll install a number of job templates that will automatically fill in the blanks for you.
From job descriptions, pricing, KPI tracking, automations and more. At a click of a button you and your team will have everything in the right place ready for you to just schedule the job straight into the diary.
On top of that, we also install a number of email and SMS templates that automatically populate quote and invoice emails, material orders and many more.
To help you and your team learn how to use our setup we’ve created an online training portal with over 30 videos to learn from.
Everything is broken down into ‘easy to digest’ modules so that the learning is layered helping you and your team hit the ground running and reduce the learning curve.