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ServiceM8 Professional Set Up

£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.

What’s Included?

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.

What’s included with the Professional Package

Getting the foundations in place

There are lots of things that need to be in the right place to ensure the system works in the most efficient way.

Many features exist within the system that need to activated and set up correctly. As part of our build process we’ll activate everything that is relevant to the plumbing and heating industry and with the information you provide us, we’ll fill in the blanks and connect the dots for you.
servicem8 job app
gas forms and quotes with perspective 1000 wide

Professionally branded and consistent documents

Showcasing your professionalism and leaving a lasting impression is crucial when it comes to winning over customers. Trust is the key to expanding your business, acquiring glowing reviews, and securing frequent referrals.

To enhance your professional image, we create personalised quotes, invoices and job documents, designed exclusively for your business. These documents will feature your logo, certifications, and be color-coordinated to align with your brand.

Your customers will be pleasantly surprised to see you presenting your very own branded documents, leaving a memorable mark of professionalism.

Multiple quotes and invoices

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:

  • Full breakdown
  • Partial breakdown
  • No breakdown
  • Domestic reverse VAT invoice
quotes and invoices
job report and part form

Job documentation forms

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.

Job stage management pipeline

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!

job queues
confirmation sms

Automated customer journey

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

  • Booking confirmation email and SMS
  • Booking reminder email and SMS
  • 5 step quote follow up process
  • 5 step payment follow up process
  • Check in SMS
  • Online review request email and SMS
  • Annual Service Reminder (if applicable)

KPI tracking and reporting

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.

kpi tracking
job templates

Job templates and email templates to maximise efficiency

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.

Access to an online training portal

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.

online training
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