Service M8 Setup

As a certified ServiceM8 Partner, we complete a full end-to-end setup to get your business operating efficiently from day one.

What’s Included

• Initial discovery session to map your workflow and service processes

• Full ServiceM8 account setup

• Staff accounts, permissions, and device/app setup

• Job categories, job queues, scheduling workflows and templates

• Quote, invoice and email/SMS template setup with your branding
  

• Setup of materials, labour items, forms (basic) and job checklists

• Training for office and field staff

• Handover with supporting documentation