Get onboard. Stage by stage.
Free consult, coaching, workflow prep, full project: you step in once and can step out at any stage. Each stage completion earns the next; we build when the scope is clear.
Four deliberate stages. In order.
Stage 01
Free consult
Free
Book now
Free consult
Free
Book nowA 30-minute working session over Zoom. We figure out where you are, what you're trying to fix, and whether ServiceM8 is the right tool to fix it.
- Where you are now: job count, staff size, current systems
- What's working, what isn't, what'd be different on ServiceM8
- Whether to start, hold off, or look at a different tool
- What the next step would look like and what it'd cost
Stage 02
StartUp Coaching
$369 + GST
Book now
StartUp Coaching
$369 + GST
Book nowOne-on-one coaching over Zoom. We walk the platform end-to-end, and answer the questions you didn't know you had until you saw the screen. You push the mouse, you click the buttons. We guide.
- 1:1 coaching over Zoom (90 minutes)
- New ServiceM8 account setup, live, with you
- Standard 14-day trial extended to 28 days
- WorkM8's Top 7 tips for ServiceM8 guide
Stage 03
StartUp Prep
$1,049 + GST
After Coaching
StartUp Prep
$1,049 + GST
After CoachingThree Zoom workshops to discover, scope, and design your workflow before any setup happens. Multi-user collaborative templates in Miro. The output is a written plan: what we'll build, in what order, and why.
- Discovery: current state, gaps, opportunities
- Job lifecycle and workflow mapping (1:1 or group)
- Multi-user collaborative templates in Miro
- Three 1-hour virtual workshops via Zoom
- Written workflow plan to take into Stage 04
Stage 04
StartUp Project
POA
After Prep
StartUp Project
POA
After PrepThe build. Everything we scoped in Prep, configured into your ServiceM8 instance and handed over with a written runbook. Stage 04 isn't a one-size-fits-all package. Its scope is whatever your business actually needs.
- Quote, invoice, and job templates configured
- Job queues, badges, and categories matched to your workflow
- Custom forms: JSA, inspections, asset service, per scope
- SMS and email templates branded
- Online booking forms, asset management, custom fields where the workflow needs them
- Admin and field staff training sessions
- One year of complimentary technical support
A funnel, not a menu.
The cheap way to set up ServiceM8 is to skip the scoping conversations and start configuring on day one. The expensive way is to do exactly that, and then realise the workflow doesn't match the work, and rebuild three months later when staff are confused and the back office is quietly working around the system.
The funnel is the cheap way that actually stays cheap. Each stage earns the next. If we discover at Step 01 that ServiceM8 isn't right for your business, we tell you and you don't pay for what wouldn't have worked. If after Coaching you decide to run with what you've learned and self-implement, that's a complete outcome. No obligation to continue.
When ServiceM8 isn't the right tool.
If one of these is you, we will say so on the free consult. For each one we now have a bridge of our own. These do not replace the big platforms. They extend ServiceM8 to close much of the gap.
You are roster-centric (not job-centric)
ServiceM8 thinks in jobs. Some businesses think in shifts.
A shift belongs to a venue. It repeats on a pattern. Anyone free and qualified can fill it. Think cleaning crews on contracts, hospitality rosters, retail cover, call centres.
ServiceM8 has no rosters, shifts, swaps, or award rules. If you force it, you fight the platform every week. The right tool is a workforce platform: Deputy, Tanda, or Connecteam. Pair it with a job system if you also do site work.
Tip: our Booking Manager add-on (beta) adds repeating bookings on a pattern. It has no award rules or shift swaps. But if your roster sits on top of normal job work, it closes much of the gap.
You are an enterprise with a complex structure
ServiceM8 is built for small teams. It does not scale into hundreds of staff.
Big companies need things small ones never notice. Separate entities that roll up to a group. Cost centres with their own P&L. Tight permissions and approval chains. Group-wide reports. Links to ERPs such as SAP or Oracle. Audit trails for the compliance team.
ServiceM8 has none of that.
Tip: WorkM8 HQ was built for this. It joins your ServiceM8 systems into one command centre, with roles, scoped access, and a full audit trail. It does not replace an ERP. It takes ServiceM8 much further into a complex company.
You need project management
ServiceM8 can run small projects. It cannot run real project management.
Real projects need dependencies, progress claims, variations, RFIs, defect lists, retention, and drawings that change every week. ServiceM8 has none of that built in.
For multi-month builds with subcontractors and a head contract, use a project platform. SimPro is the usual step up from ServiceM8. Procore, Buildxact, or CoConstruct suit dedicated construction work. ServiceM8 can still run the service arm of the same business.
Tip: our Project Checklist add-on (coming soon) turns checklists into project tracking across many jobs. It will not run a head contract. But for small projects it may be all you need.
You want a system that runs itself with no setup
ServiceM8 is configurable, not pre-cooked. Good setup pays for itself many times over. No setup leaves it as a bill.
Categories, custom fields, badges, queues, forms, templates, automations: the platform gives you levers, not defaults. You cannot sign up, log in, and dispatch on day one.
Pre-cooked products exist. But they lock you into someone else's process, and you feel the pinch three months in.
Tip: want the result without becoming the expert? Our coming WorkM8 Advisor subscription puts our team on tap. We run and tune the system. You run the business.
AU · NZ · US.
Prices on this page are AUD with GST shown separately. New Zealand pricing is in NZD and tax exempt. We don't have a GST registration there, so no GST is charged or claimable. United States engagements are quoted on application; the funnel structure is the same, the dollars are different, and the consult is on Fillout instead of SimplyMeet.
The free consult is genuinely free in every region.
Step 01 is free.
Start there.
30 minutes on Zoom, no pitch deck, no obligation. We'll work out which (if any) of the four stages is the right next move for you, and what it'd cost to get there.