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StartUp Coaching
$349 + GST
Book nowA 90-minute Zoom walkthrough of the four foundations: job categorisation, templates, queues, and management. Required once before any ongoing sessions. NZ: $399 NZD tax exempt.
Coaching & Staff Training
Already on ServiceM8. Just need a hand.
One-on-one coaching for businesses already running on ServiceM8. StartUp Coaching first, then drill into whatever's actually slowing you down. No project commitment, no retainer.
Pricing
One rate. StartUp Coaching first.
StartUp Coaching is the gate to ongoing sessions. After that, you book by the hour as you need it.
After StartUp Coaching
Ongoing coaching
$260 + GST
By invitation onlyTargeted drill-down sessions on whatever you bring to the table. Booked by the hour, recorded, summarised. NZ: $299 NZD tax exempt.
Who it's for
For when a full project is more than you need.
You've got a ServiceM8 account. You've configured something. Some of it works, some of it doesn't, and the bits you've never touched are starting to look like the bits you should be using. You don't need a four-stage onboarding project. You need someone who knows the platform sitting next to you on a Zoom call.
That's what this is. Coaching is the entry point on the WorkM8 menu that doesn't commit you to anything beyond the session you booked. If after the first one you decide you'd rather we configured the platform for you, the door to the StartUp funnel is right there. If not, you stop. You've taken something away either way.
What sessions cover
StartUp Coaching first. Then wherever you need.
The first session is a fixed 90-minute walkthrough of the four foundations: the parts of ServiceM8 that determine how everything else behaves. After that, you set the agenda.
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Job categorisation
How ServiceM8 groups the work you do, and why getting this right makes every report, automation, and template downstream behave properly.
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Job templates
The fixed scaffolding of a typical job: notes, materials, forms, activities. Done well, dispatch becomes "pick a template" instead of "rebuild from memory".
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Job queues
The lifecycle pipeline: where a job sits at any given moment, who owns it, and what triggers move it forward. The single biggest lever on visibility across the office.
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Job management
Day-to-day operations on top of the above: creating, assigning, scheduling, dispatching, billing. The screen the office spends its day on.
Why this sequence
Why these four compound.
These four aren't a checklist. They're the substrate every other ServiceM8 feature ends up sitting on, and the order matters.
Categorisation comes first because templates, queues, and management all reference it. Templates are scaffolded inside categories. Queues route the jobs those templates produce. Management is the daily surface that exposes whichever decisions you made (or didn't) in the three layers underneath.
Most people don't see ServiceM8 this way. The default approach is to switch features on one at a time (a form here, an automation there, an integration when payroll asks for one) without ever building the substrate underneath. The platform tolerates it; the setup just quietly leaks. Get the foundation right first and the same features compound instead of diminishing: a form that knows which job category it belongs to is doing two jobs. A queue automation built on templated jobs is doing three. That's why we teach this first, in this order, before anything else.
After StartUp Coaching
Ongoing sessions go where you point them.
Onboard a new starter. Clean up something a previous setup left half-finished. Turn on a feature you bought but never used. Roll out a custom form. Each session is targeted, scoped to the hour, and recorded so the team that wasn't on the call can still catch up.
How sessions run
Zoom, recorded. Summary in your inbox.
Sessions run on Zoom, captured by Loom in the background. After the call you get the recording plus an AI-generated summary of what we covered, the decisions made, and the next actions, sent to your inbox so the conversation isn't gone the moment we hang up. Team members who couldn't be on the call can still catch up. The ones who were there can refer back when the screen they need to remember isn't in front of them.
You drive. We guide. You push the mouse, click the buttons, and type the values, because the muscle memory has to live in your team, not ours.
If coaching grows into a project
Coaching is one rung. The ladder's there if you want it.
Some clients stay on coaching forever, and that's a complete outcome. Others discover halfway through that the right next move is a full implementation. Both work.
The StartUp funnel is structured around the same idea: free consult, then coaching, then a workflow workshop, then the build. Coaching done as part of the funnel and coaching done standalone are the same session at the same price. The difference is just whether you've decided yet where it's going.
Worth knowing
When coaching isn't the right answer.
If one of these is you, we'll say so on the first call and point you at what would actually help.
You haven't started ServiceM8 yet
Coaching assumes you're already on the platform with an account, even if a half-built one. If you're brand new, the StartUp funnel is the right entry point: free consult, then coaching, then a workflow workshop, then the build itself, in that order. You'd otherwise be paying coaching rates to talk through a system you haven't yet decided to use. See ServiceM8 StartUp →
The real problem is a custom form
If a coaching session keeps circling the same broken form (branches that don't fire, fields that don't generate the right PDF, a layout customers complain about), the answer's a form build, not more coaching. We treat forms as small software, scoped and built like a product. See Custom Forms →
The real problem is an integration or automation
If the work in question is connecting ServiceM8 to Xero, MYOB, or another platform, or chaining actions across tools so the office stops re-keying the same data, that's an automation engagement, not a coaching session. See Integration & Automation →
You'd rather we configured it for you
Coaching is "you push the mouse, we guide". If the muscle memory belongs in our hands instead (full configuration, written runbook, training at handover), the right offering is the StartUp funnel: scope it in Prep, build it in Project. See ServiceM8 StartUp →
Start with StartUp Coaching.
90 minutes, $349 + GST AUD. The four foundations of ServiceM8, walked through with you on Zoom. Recorded and summarised so the rest of the team can catch up after.