As the owner of a trade services business, are you still working with pen & paper? Do your staff know what their next job is and do you know exactly where they are and what they are doing? After a long day in the field, are you spending your evenings doing bookkeeping? Do you worry that your clients haven’t paid but you don’t have the time to chase them?
After a 15 minute chat, Darren will evaluate your workflow and take you on a journey to integrate ServiceM8 into your business. You'll enjoy his ability to automate your job management process from quote to payment.
From our experience, it takes about 10 hours to get the basics of ServiceM8 up and running; we call this Stage One. This includes setup of your invoice & quote templates, preferences, settings, integration with Xero and basic Add-Ons. Included is about 3 to 4 hours of online training.
Stage One is enough for you to start using ServiceM8 to manage your jobs and improve your productivity. Please note, the 10 hours will blow out by indecision when it comes to the look and feel of your invoice & quote templates. As long as we have your logo, we have standard templates that are sufficient to get you started.
Successful implementation of ServiceM8 into your business depends entirely on you! We recommend that you are familiar and have empowered your team to use the basics before moving on to ServiceM8's advanced features. After Stage One, things will vary depending on the other ServiceM8 features you might like to incorporate.
When you're ready to progress to the next stage, we'll have an online meeting to discuss ServiceM8's other features. We have a list of Add-Ons you might like to try. Along your journey, we'll be keeping an eye on your use of ServiceM8.
If you don't yet have a ServiceM8 account, click here to start your free 14 day trial -> http://sm8.link/fuiy8fr
You're invited to a 90 minute online meeting to learn how to integrate ServiceM8 into your business -> https://calendly.com/bridgepacific/sm8-introduction
Are you already on your ServiceM8 journey? Join me online for up to 60 minutes to learn more about ServiceM8 -> https://calendly.com/bridgepacific/sm8
As a Xero Silver partner, we're experts on the integration of ServiceM8 with Xero. With improved job management, you don't want your jobs to remain unpaid simply because you've ignored the bookkeeping side of your business.
We have set weekly routines to export your completed jobs to Xero and reconcile with the credits in your bank account. We'll raise the alarm if payment of a job becomes overdue and have methods to chase lazy payers. We'll show you how to take on-site credit card payment.
Do you worry that your clients don't pay on time? Do you spend valuable time chasing overdue invoices? Are you too busy to chase payment which means you don't get paid at all?