ServiceM8, set up to actually work for
your business
As a ServiceM8 Certified Partner, Plan + Do HQ helps you set up, improve and actually use ServiceM8 properly.
ServiceM8 Certified Partner
ServiceM8 can make running a trade or service business significantly simpler.
But simply having the software doesn’t fix the problem.
If it hasn’t been set up around the way your business actually works, you can end up with another system your team only half uses, workarounds everywhere, information missing and the owner still trying to hold everything together.
As a ServiceM8 Certified Partner, Plan + Do HQ helps you set up, improve and actually use ServiceM8 properly.
Whether you’re starting fresh or already using ServiceM8 and know you could be getting more from it, we can help.
Your system should make the business easier to run.
Not give you another thing to manage. ServiceM8 brings your jobs, scheduling, quoting, invoicing, customer communication and field team together in one system.
Better visibility
Know what’s booked, what’s happening in the field, what needs following up and where each job is at.
Better processes
Create a consistent way for your team to quote, schedule, complete, invoice and follow up work.
Less admin
Reduce double handling, manual processes and the constant chasing that eats into everyone’s day.
Customer experience
Keep customers informed, send professional quotes and invoices and make it easier for them to do business with you.
It’s to build a system that works from the first customer enquiry through to getting the invoice paid. When it’s set up properly, you can have better visibility over what’s happening, clearer processes for your team and less admin sitting with the owner.
How we can help:
Starting fresh
We’ll get across how your business operates before configuring your account around the way your team actually works.
This can include your backend configuration, staff and security roles, job categories, quote and invoice templates, accounting integrations, customer and material imports, online booking, email inboxes, calendars and automations.
Fixing an existing setup
Been using ServiceM8 for a while and it’s gotten a little... messy?
You don’t necessarily need to start again.
We can review your existing setup, identify where information is being missed, where you’re doubling up and what could be simplified or automated.
We can clean up workflows, restructure job categories, improve templates and communications and make better use of functionality you already have.
Building better workflows
Your software should reflect what actually needs to happen inside your business.
We can help build job templates, recurring jobs, forms, work order templates, automations, customer communications, booking workflows and quote and invoice processes.
Training your team
There’s not much point building a brilliant system nobody knows how to use.
We can train office staff, managers, accounts teams and field staff so everyone understands what they need to do and how the system fits into their role.
We understand the business around the software.
A ServiceM8 setup isn’t just a software project.
Changing how jobs are booked affects your admin team. Changing job statuses affects reporting. Changing invoicing processes affects cashflow. Changing what technicians need to complete affects what happens in the field.
We look at the whole process, not just the buttons inside ServiceM8.
Plan + Do HQ works inside growing service businesses to understand how the team, systems and workflows fit together.
So when we’re working on ServiceM8, we’re also looking at what happens before the job reaches the system, what your team needs from it and what needs to happen afterwards.
That’s how you end up with a system that supports the business rather than another piece of software everyone works around.
What getting started looks like
01. We get across your business
We start by understanding how you currently operate, what isn’t working and what you need the system to do.
02. We work out what needs to change
Starting fresh? We’ll map out the right setup. Already using ServiceM8? We’ll review what you have and identify what needs cleaning up, changing or building.
03. We get it done
This is the Plan + Do bit.
We don’t hand you a list of recommendations and disappear. We help configure, build, implement and train your team so the changes actually happen.
Ready to get more out of ServiceM8?
Whether you’re starting from scratch, cleaning up an existing account or trying to get your team using it consistently, we can help you work out what needs to change and get it done.
READY TO GIVE US A TRY?
If you know something needs to change, we’ll help you work out what and fix it.!
We don’t disappear after a plan. We stay alongside you to refine, adjust, and make sure the right things actually get done.