Business details and staff access
We work through your account details, team roles and the settings relevant to the way your business operates. Keep account ownership and billing under your control.
ServiceM8 Account Setup
ServiceM8 account setup, ready for your first job
A new account is the best time to establish clean records, clear responsibilities and documents that look like your business.
PRACTICAL BY DESIGN
Built around the way you work.
A practical first workflow
Use a representative job to define how an enquiry becomes a quote, a scheduled visit and an invoice. We avoid building a complicated process before the basic one works.
Ready for your first working day
Prepare useful templates, a sensible customer import approach and a short handover. Any data import or integration is scoped and tested before broad use.
FROM PLAN TO PRACTICE
A clear way forward.
- 01
Confirm your services, team and current tools.
- 02
Configure agreed account settings and templates.
- 03
Run a sample job from enquiry to invoice.
- 04
Hand over the process and answer practical questions.
BEFORE WE GET STARTED
Good questions.
Clear answers.
Should I sign up before contacting you?
You can use our partner signup link for the stated trial and introductory offer, then contact us about setup. Software charges and our setup services are separate.
Can you import my customers?
We can review the source data and available import options. Field mapping, duplicates and data quality should be checked before an import is agreed.
ONE CONNECTED PLAN
Set up your first working day.
Let us know your trade, team size and how you currently quote and schedule work. We can plan an account setup around that starting point.