Account Aspects

ServiceM8 Setup Training

ServiceM8 is a field service management software that simplifies and streamlines your business operation. With its powerful processes and technology, take control from your client’s first call through scheduling, job completion and payment. Whether you’re in the field, office, or management, ServiceM8 is designed to be used by everyone within your business team.

Account Aspects will work with you to implement, train, and use ServiceM8 successfully in your business. We help streamline the way trades and services businesses get work, complete work, and get paid faster.

ServiceM8 is cloud based and requires you to have an iPhone or iPad to use the APP component. ServiceM8 integrates perfectly with XERO, MYOB and QUICKBOOKS

ServiceM8 can streamline your business by offering

Built-in checklists and job requirements ensure each job is done right the first time, and job ‘badges’ can be used to highlight critical information about a job.

Seeing all your staff on a map helps you make smart dispatch decisions, without having to interrupt them with a call or SMS.

SMS clients to notify them that you’re on-approach to the job, with an estimated time of arrival. Automatically email or SMS clients about upcoming bookings.

Create professional quotes and invoices in seconds. Print, email, SMS or even post them to your clients while standing on site.

Take photos or videos from within ServiceM8 and they’re automatically saved to the job. Everyone in the business can then access and view them instantly.

Customer Feedback, Automation, Convert Emails to Jobs, Recurring Jobs & Reminders, Auto Scheduling Jobs, Job Costing, Margin Billing, Supplier Invoice Importing & more! 


Initial Set-Up

Account Aspects will help you get up and running using ServiceM8 with qualified personnel setting up your ServiceM8 account with all you’ll need. We will professionally customise an invoice and quote template with your company details and logo and integrate it with your bookkeeping software.



With new software comes new knowledge. Account Aspects has an in-depth understanding of the workings of ServiceM8 so we can provide you and your team the tools to use the software to your advantage.

Template & Form Creation

Account Aspects have created various helpful forms for previous clients that have made their processes simpler and faster and we can do the same for you. We have multiple forms for sale on the ServiceM8 Form Store that we can customise or we can create any form you need.

Ongoing Support

Account Aspects can assist you and your business with the general day-to-day running of the ServiceM8 system. This support includes answering general or specific questions, rectifying issues, providing guidance and being a contact for overall assistance.

No double entry with your accounting package

ServiceM8 integrates with Xero. Sync clients, items, invoices, and payments automatically to streamline workflow, save admin time and avoid double entry.

We can also help with