• Manage jobs in the field
  • Schedule, dispatch and communicate with field staff
  • Automate communication with clients
  • Access a full history of work done for every client, including notes, photos, emails, messages and track client assets
  • Do on-site quotes and email or sms to your client immediately
  • Get client sign-off when finished
  • Invoice immediately and get paid faster
  • Accept credit card payments in the field to automate cash flow and save admin time by linking to your accounting software

Services for ServiceM8

Pushing For Profit Bookkeeping can set you up for success from day 1 on ServiceM8. We organise templates for quoting, invoicing, emails and sms. Get connected to your accounting software for automated reporting. Set up credit card payments for cash flow improvements.

With a range of packages to choose from, getting started straight away and changing the way you do business has never been easier.

Set-up only

  • Initial consultation
  • Account creation/backend configuration
  • Create staff
  • 1 x invoice template
  • 1 x quote template
  • Customised job categories
  • Accounting configuration

Basic Start

  • Initial consultation
  • Account creation / backend configuration
  • Create staff
  • 1 x invoice template
  • 1 x quote template
  • Customised job categories
  • Accounting integration
  • Basic dispatch staff training
  • Basic field staff training
  • 1 month phone support
 

Intermediate

  • Everything in Basic Start
  • Manager training
  • Accounts training
  • 1 x custom security role
  • Online booking form
  • 1 x work order template
  • 2 x automation setup
  • Materials & client manual import
  • Set up email inbox
  • Set up badges
  • Calendar import

Power User

  • Everything in Intermediate
  • Advanced dispatch training
  • Forms creation
  • Services set up
  • Recurring jobs
  • Job templates

Call 1300 997 227

admin@pushingforprofit.com.au