Guides
Trades guides
Free ServiceM8 forms, compliance paperwork by state, workarounds for the things ServiceM8 does not do out of the box, and honest software comparisons with Australian pricing. Written by a ServiceM8 developer who builds custom reports, forms and Xero fixes for Australian trade businesses.
ServiceM8 forms and templates
- Can a ServiceM8 form alert the office when it records a fault?ServiceM8 how-toServiceM8 Form Inbox Follow Up puts a message in your Inbox when a form answer fails. To text or email a foreman, use Zapier or a webhook.
- Free ServiceM8 commercial cleaning checklist formServiceM8 formA free ServiceM8 commercial cleaning checklist: room by room tasks tagged daily, weekly or monthly, a required photo per area and a client sign off.
- Free ServiceM8 RCD test record formServiceM8 formA free ServiceM8 form for fixed and portable RCD testing: location, type, rated trip current, push button result and trip time, to the Qld workplace rule.
- Free ServiceM8 test and tag form and registerServiceM8 formA free ServiceM8 test and tag form for AS/NZS 3760:2022: item ID, class, readings, pass or fail, tag colour and due date, plus a per site register.
- How do you turn a Word or paper form into a ServiceM8 form?ServiceM8 how-toA Word form becomes a ServiceM8 form in two halves: questions in the Form Editor, your document as the template. What maps, what does not, when to skip it.
- ServiceM8 air conditioner service report for split and ducted systemsServiceM8 formA free ServiceM8 service report for split and ducted air conditioners: filters, coils, drains, pressures, temperatures and refrigerant records ARC expects.
- ServiceM8 backflow test report form for testable devicesServiceM8 formA free ServiceM8 backflow test report for testable devices under AS 2845.3: device, serial, size, differential readings, result, test kit and tester licence.
- ServiceM8 CCEW form that matches the eCert portalServiceM8 formA free ServiceM8 form that collects every field the BCNSW eCert CCEW asks for, in portal order, so the office lodges within 7 days without calling the sparky.
- ServiceM8 COES form for prescribed and non prescribed workServiceM8 formFree ServiceM8 form for Victoria's Certificate of Electrical Safety that switches questions for prescribed or non prescribed work and stores the COES number.
- ServiceM8 form for the South Australian electrical eCoCServiceM8 formFree ServiceM8 form for South Australia's electronic Certificate of Compliance (eCoC): customer, work, tests, safety concerns and both contractors' sign off.
- ServiceM8 form for the Queensland electrical safety certificateServiceM8 formA free ServiceM8 form for the Queensland certificate of test: customer, address, what was tested, test date and licence number, emailed as a PDF from the job.
- One ServiceM8 form for the WA Notice of Completion and Electrical Safety CertificateServiceM8 formOne ServiceM8 form for both WA eNotice lodgements: the Notice of Completion for the network operator in 3 working days and the Safety Certificate in 28 days.
- ServiceM8 emergency and exit lighting test formServiceM8 formA ServiceM8 discharge test log for emergency and exit lights under AS/NZS 2293.2: fitting ID, type, run time, pass or fail and battery or lamp replaced.
- ServiceM8 essential safety measures inspection form for VictoriaServiceM8 formA ServiceM8 form for Victorian essential safety measures: one record per measure, checked against the occupancy permit or determination for the AESMR.
- ServiceM8 fire alarm system test form: panel, zones and detectorsServiceM8 formA ServiceM8 fire detection and alarm test form laid out by panel and zone: panel checks, brigade signal, batteries, then a repeating block per zone.
- ServiceM8 fire door inspection form: gaps, closers and tagsServiceM8 formA ServiceM8 fire and smoke door survey: door ID, compliance tag, measured gaps, closer, latching, seals and hardware, with photos of every failed door.
- ServiceM8 fire extinguisher inspection form for AS 1851 recordsServiceM8 formA ServiceM8 fire extinguisher service form: type, size, location, pressure, AS 1851 service level, tag and defects, printed as one site record.
- ServiceM8 fire hose reel inspection formServiceM8 formA ServiceM8 fire hose reel service form: flow result, hose condition, nozzle, guide, stop valve and signage per reel, with a low flow prompt built in.
- Why is the time on my ServiceM8 form 12 hours out?ServiceM8 how-toA ServiceM8 form time printing 12 hours out is almost always the Word template's time format or a typed time. What to check, in order, and the format to use.
- ServiceM8 inspection form for NSW annual fire safety statementsServiceM8 formA free ServiceM8 form that walks a building's NSW fire safety schedule measure by measure, so the accredited practitioner's results support the owner's AFSS.
- ServiceM8 form for the QLD plumbing Form 4 (notifiable work)ServiceM8 formA ServiceM8 form that captures what a QLD plumber needs to lodge a Form 4 for notifiable work on the QBCC Portal, with the 12 work categories listed.
- ServiceM8 form for the QLD occupier's statementServiceM8 formA ServiceM8 maintenance record form matching s55 and s55A of the Building Fire Safety Regulation 2008 (Qld), so an occupier can sign the occupier statement.
- ServiceM8 gas compliance certificate form for Queensland gasfittersServiceM8 formA ServiceM8 form for the QLD gas compliance certificate: gas type, appliances, tests, gas work licence, customer signature and a copy for the network.
- ServiceM8 pest treatment record formServiceM8 formA ServiceM8 pest treatment record built to the NSW EPA record keeping fact sheet: product, rate, area, target pest and weather, with a 3 year retention field.
- ServiceM8 plumbing certificate of compliance form for NSWServiceM8 formA ServiceM8 form matching what the NSW Plumbing and Drainage Act 2011 requires on a certificate of compliance, including the network utility operator.
- ServiceM8 plumbing compliance certificate form for VictoriaServiceM8 formA ServiceM8 form built around Victoria's $750 compliance certificate threshold, the work that needs one at any value, and the 5 day issue and lodgement rule.
- ServiceM8 pre start SWMS sign on form for site crewsServiceM8 formA ServiceM8 form recording which SWMS applies today, hazards and controls reviewed, and every worker's signature, matching the WHS Regulation SWMS duties.
- ServiceM8 smoke alarm compliance form for QLD homesServiceM8 formA ServiceM8 form that checks each Queensland smoke alarm room by room against AS 3786, power source, interconnection and location, ahead of the 2027 rule.
- ServiceM8 smoke alarm inspection form for rental propertiesServiceM8 formA ServiceM8 smoke alarm check for agents: alarm ID, expiry, test result, battery and photo, built around the NSW annual and VIC 12 month rental duty.
- ServiceM8 solar and battery commissioning checklist formServiceM8 formA ServiceM8 commissioning form for solar and battery: string voltage, current, insulation resistance, inverter settings and photos per install.
- Free ServiceM8 TMV service record formServiceM8 formA free ServiceM8 form for routine TMV servicing: outlet temperatures per fixture, cold isolation test, parts replaced and next service date.
- ServiceM8 termite inspection report form, area by areaServiceM8 formA ServiceM8 termite inspection form: areas inspected or marked inaccessible, conducive conditions, activity found, photos and a recommendation.
ServiceM8 document templates
- ServiceM8 quote template for air conditioning installsServiceM8 formA free ServiceM8 aircon quote template: a per room cooling and heating load table, unit spec block, install type and electrical sub circuit line.
- ServiceM8 quote template for electricians: points and circuitsServiceM8 formAn electrical ServiceM8 quote template that counts points and circuits, and prices switchboard upgrades and safety switches as their own priced options.
- ServiceM8 invoice template for real estate and strata workServiceM8 formBill the owner care of the agency while the invoice shows the tenant's address, work order number and contact. ServiceM8 fields and setup for rental work.
- ServiceM8 job checklist template for any tradeServiceM8 formA trade neutral ServiceM8 job checklist in five stages, with photo tasks at the steps that cause disputes and reminders at check in and check out.
- ServiceM8 job sheet template with a photo grid and signatureServiceM8 formA ServiceM8 job sheet built as a Form: work done, materials, time on site, a before and after photo grid and a signature block, with the field codes for each.
- How do you build a good, better, best proposal in ServiceM8?ServiceM8 formServiceM8 has no separate Proposals feature. Build a good, better, best proposal as a quote template cover page with three Quote Options, and when to use it.
- How do you send a purchase order from ServiceM8?ServiceM8 formServiceM8 has no built in purchase order feature. This template turns the job number into your PO and links straight to Supplier Invoice Import matching.
- ServiceM8 quote template, with every field code it usesServiceM8 formThe base ServiceM8 quote Word template: scope, line items, options and an online acceptance link, with every merge field code and bookmark it uses listed.
- ServiceM8 SMS templates for booking, on my way, quotes and invoicesServiceM8 formEight ready to paste ServiceM8 SMS templates with field codes, each kept under 153 characters so a filled message uses one SMS credit, not two.
- ServiceM8 quote template for solar and battery installersServiceM8 formA free ServiceM8 solar and battery quote template: system spec, STC discount line, generation estimate disclaimer and a network approval condition.
- ServiceM8 tax invoice template, field by fieldServiceM8 formA ServiceM8 tax invoice Word template: each ATO tax invoice requirement mapped to the merge field that fills it, plus PO number, bank details and a pay link.
- What are all the ServiceM8 template field codes, by document?ServiceM8 how-toEvery merge field ServiceM8's help centre documents for quotes, invoices and forms, in one table, with what each one prints and its common mistakes.
- ServiceM8 variation template: get sign off before extra workServiceM8 formA free ServiceM8 variation form that prices extra work, records why it is needed and gets the customer's signature on site before the work starts.
- ServiceM8 work order template for subcontractorsServiceM8 formA free ServiceM8 subcontractor work order: scope, site access, agreed rate and the paperwork the subbie must send back before you pay the invoice.
- How do you show the next inspection due date on a ServiceM8 report?ServiceM8 how-toServiceM8 has no field that calculates a due date from a service date. How to enter it as a form answer and merge it onto the certificate.
Fire safety compliance
- Build your AS 1851 fire equipment service scheduleToolTick the fire equipment on site and get its AS 1851 routine service intervals as a 12 month planner, sourced to the standard and QLD fire door guidance.
- Who signs a QLD Annual Occupier's Statement, and where it goesCompliance by stateQLD's Annual Occupier's Statement declares to QFES that fire safety installations are maintained: who signs it, and where it goes each year.
- The Victorian owner's annual essential safety measures dutyCompliance by stateVictorian owners must prepare an annual essential safety measures report and keep an on site logbook for council or fire brigade inspection.
- What an NSW Annual Fire Safety Statement actually requiresCompliance by stateThe NSW AFSS is issued yearly by the building owner, based on an assessment by an accredited practitioner (fire safety). Who qualifies, and what changed.
- What triggers a NSW fire safety certificate?Compliance by stateA NSW fire safety certificate is issued when building work is complete, not on a yearly cycle like the AFSS. What it confirms, and who signs it.
- How do you put a building's fire maintenance records behind a QR code?ServiceM8 how-toOne QR label beside the fire panel can open every routine service report for the building. A free setup with Google Drive and Chrome, step by step.
- SA's Form 3: the annual return that certifies essential safety provisionsCompliance by stateSouth Australia certifies essential safety provisions on Form 3, an annual return to council under the Planning, Development and Infrastructure regulations.
- When does a NSW building need a supplementary fire safety statement?Compliance by stateNSW buildings with critical fire safety measures need a supplementary statement more often than annually, on the interval the fire safety schedule sets.
Plumbing and gas compliance
- Where to report a backflow test in New South WalesCompliance by stateNSW backflow tests go to the utility that owns the main: Sydney Water's portal or Hunter Water's Backflow App. Who can test, and a ServiceM8 setup.
- How backflow testing and reporting works in QueenslandCompliance by stateIn QLD a testable backflow device is tested yearly and Form 9 goes to the council and owner within 10 business days. The rules, and a ServiceM8 setup.
- Where a Victorian backflow test report actually goesCompliance by stateVictorian backflow tests are reported to the property's water corporation, not a state regulator: the licence class, the standard, and who gets the report.
- When plumbers must lodge a QBCC Form 4 for notifiable workCompliance by stateQLD's Form 4 covers notifiable plumbing work only: what counts, the QBCC fee and 10 business day deadline, and how it differs from permit and minor work.
- Which NSW gas certificate applies to your jobCompliance by stateNSW gasfitters issue a certificate of compliance for network gas work, or an inspection certificate off network, both within 5 business days.
- What a Queensland gasfitter owes the customer after gas workCompliance by stateA QLD gasfitter issues a gas system compliance certificate to the owner immediately on completion, through the RSHQ Portal, then copies the network operator.
- Gas compliance in Victoria: the Type A and Type B splitCompliance by stateA Victorian gasfitter certifies Type A appliance work like any plumbing job. Type B appliances over 10 MJ/h need Energy Safe Victoria acceptance first.
- Lodging a gas Notice of Completion in Western AustraliaCompliance by stateWA gasfitters lodge a Notice of Completion through gas eNotice, going to the customer and the Director of Energy Safety, a system separate from plumbing.
- The 2 year gas safety check duty for Victorian rentalsCompliance by stateVictorian rental providers need a gas safety check every 2 years by a licensed gasfitter. What the check covers, the record, and giving renters the date.
- How NSW plumbers lodge the Notice of Work and Certificate of ComplianceCompliance by stateNSW plumbing work needs a Notice of Work before you start and a Certificate of Compliance when you finish, plus a diagram for private sewer jobs.
- How SA plumbers issue a certificate of complianceCompliance by stateSA plumbers issue an eCoC after any plumbing work and give it to the customer and OTR within seven days. The Acts behind it, audits and a ServiceM8 setup.
- When does a Victorian plumber have to give a compliance certificate?Compliance by stateA Victorian plumber gives a compliance certificate for work worth $750 or more, and always for gas or drain work. Deadline, contents and the ServiceM8 setup.
- Notice of Intention and Certificate of Compliance in WA plumbingCompliance by stateWA plumbers submit a Notice of Intention 24 hours before major plumbing work, then a 4 copy Certificate of Compliance within 5 working days of finishing it.
Electrical compliance
- Who lodges the NSW CCEW, and by when?Compliance by stateNSW's Certificate of Compliance for Electrical Work is lodged online through eCert, with a 7 day deadline and set copies to the customer and distributor.
- How to give a Certificate of Electrical Compliance in TasmaniaCompliance by stateTasmania's Certificate of Electrical Compliance covers notifiable electrical work: who completes it, the 3 day CBOS deadline, and where TasNetworks fits in.
- Electrical safety testing and reporting in the ACTCompliance by stateThe ACT has no certificate you hand a customer. Electrical wiring work is tested, then a report goes to the construction occupations registrar within 14 days.
- Certificate of Electrical Safety in Victoria: prescribed work rulesCompliance by stateVictoria splits electrical work into prescribed and non prescribed. Both need a COES from ESV, but only prescribed work needs an inspector before connection.
- Electrical Certificate of Compliance in the Northern TerritoryCompliance by stateNT's Certificate of Compliance certifies work is tested safe under the Electrical Safety Act 2022, with a 30 day deadline and a copy to Power and Water.
- How to issue an electrical certificate of compliance in South AustraliaCompliance by stateIn SA you issue an electronic certificate of compliance (eCoC) for electrical work within 30 days. Who signs, what OTR audits, and a ServiceM8 setup.
- How to issue an electrical safety certificate in QueenslandCompliance by stateIn QLD the electrical contractor gives the customer a certificate of test as soon as practicable after testing. What it must show, and a ServiceM8 setup.
- Electrical Safety Certificates and network notices in Western AustraliaCompliance by stateWA contractors lodge a Preliminary Notice and Notice of Completion with the network operator, plus the Electrical Safety Certificate given to the customer.
- Electrical safety checks for Victorian rental propertiesCompliance by stateVictorian rental providers must have electrical safety checks done every 2 years by a licensed electrician. What the check covers and the record needed.
- When is test and tag actually mandatory in NSW?Compliance by stateNSW sets no fixed test and tag interval. Testing is mandatory once equipment sits in a higher risk environment, per SafeWork NSW and the WHS Regulation 2025.
- What Queensland's Electrical Safety Regulation actually requires for test and tagCompliance by stateQueensland's Electrical Safety Regulation 2013 sets its own test and tag intervals by work type, on top of AS/NZS 3760, with penalties up to $863,500.
- Which test and tag colour applies in Queensland right nowCompliance by stateThe RGBY tag colour rotation on Queensland sites comes from AS/NZS 3012, not from law. Here is the colour by quarter and when it does not apply.
- When is my next test and tag due?ToolWork out the next test and tag due date from AS/NZS 3760:2022 Table 2.4: 3 months on construction sites up to 5 years, plus the QLD rules that override it.
- How do you give clients their test and tag records on a QR code?ServiceM8 how-toGive each client site a QR label that opens its current test and tag register and reports. Free with Google Drive and Chrome, refreshed each retest round.
- Does Victoria have a test and tag law?Compliance by stateVictoria has no test and tag regulation. The duty comes from the OHS Act 2004 safety duty, with AS/NZS 3760 the standard WorkSafe expects you to follow.
Cooling tower and legionella compliance
- How NSW's cooling water system rules work for a service contractorCompliance by stateA NSW cooling water system is registered with council, audited yearly and sampled for Legionella monthly, under the Public Health Regulation 2022.
- How Victoria's cooling tower registration and audit rules workCompliance by stateVictoria registers cooling tower systems with the Department of Health, not the council, and requires a yearly independent audit. What owners must do.
- How South Australia's Legionella regulations cover cooling towers and warm waterCompliance by stateSA's Legionella rules cover cooling towers and warm water systems together: monthly owner checks, an annual council inspection, and fees from July 2026.
Pest control compliance
- NSW's EPA record rules for commercial pesticide useCompliance by stateNSW commercial pesticide users, including pest technicians, must record each use within 48 hours and keep it for 3 years under the Pesticides Regulation 2017.
- What a Queensland pest management record must showCompliance by stateQLD pest technicians must record each job within 24 hours and keep it 5 years, under the Medicines and Poisons (Pest Management Activities) Regulation 2021.
- Victoria splits pest control between two agenciesCompliance by stateVictorian pest controllers need a Health Department licence and a 3 year record of every pesticide job, and may also need an Agriculture Victoria licence.
Smoke alarm compliance
- Queensland rental smoke alarm checks: the 30 day window before every tenancyCompliance by stateQueensland lessors must test and clean every smoke alarm within 30 days before each tenancy starts or renews. How service firms run it in ServiceM8.
- Is your Queensland home ready for the 2027 smoke alarm law?ToolAnswer seven questions on alarm type, age, power, interconnection, rooms and levels to check your home against the QLD smoke alarm law due 1 January 2027.
- Queensland smoke alarm law from 1 January 2027: what the installer has to deliverCompliance by stateFrom 1 January 2027 every Queensland home needs interconnected photoelectric alarms. What an electrician installs, what to record, and a ServiceM8 setup.
- NSW rental smoke alarm rules: what landlords, agents and electricians must doCompliance by stateNSW landlords must check smoke alarms yearly, fix faults in 2 business days and use a licensed electrician on hardwired alarms. Rules plus a ServiceM8 setup.
- Victorian rental smoke alarm rules: the annual test, hardwired homes and the minimum standardsCompliance by stateVictorian rental providers must test every smoke alarm yearly under s 68AA, for leases since 25 November 2025. Hardwired rules by build date.
- Smoke alarms and RCDs before a WA property is sold, rented or hiredCompliance by stateBefore a WA home changes hands or gets a new tenant, it needs AS 3786 smoke alarms and at least two RCDs. Standard, placement, and who has to fit them.
ServiceM8 quotes
- How do customers accept a ServiceM8 quote online?ServiceM8 how-toA ServiceM8 quote link lets customers accept, sign and pay a deposit online, and the job becomes a Work Order. The flow, where it breaks, and how to test it.
- How do you give customers quote options in ServiceM8?ServiceM8 how-toServiceM8 offers priced choices two ways: Quote Options on any plan, or Proposals with optional and pick one items. How each works and what the job becomes.
- How do you handle a variation after a ServiceM8 quote is accepted?ServiceM8 how-toServiceM8 has no variation button. Add the extra work to the Work Order, get it signed with a variation form, then bill it with the job or on its own invoice.
ServiceM8 scheduling and recurring work
- Can you give each estate agent their own ServiceM8 booking link?ServiceM8 how-toServiceM8 cannot limit a booking link to set hours per estate agent. What a Service per agency and SMS booking links restrict, and the add-on route.
- How do you set up 6 monthly and yearly jobs in ServiceM8?ServiceM8 how-toServiceM8 runs 6 monthly and yearly service as Reminders, not fixed recurring jobs. Setup steps, lead time settings and when Asset Management is worth adding.
- How do you set up a ServiceM8 online booking link on your website?ServiceM8 how-toServiceM8 has an enquiry form and a Services booking page with time slots, both on every plan. Where each link lives, how to embed it, and GA4 tracking.
- Why do ServiceM8 recurring jobs land on the wrong date?ServiceM8 how-toServiceM8 recurring jobs that land early usually come from a 4 weekly pattern, the activation window or an all future bookings move. How to fix each one.
- Why is ServiceM8 automated time tracking not working on site?ServiceM8 how-toServiceM8 auto tracking needs Always and Precise location, a job scheduled to the tech and a picked address. A checklist for failures, plus fallbacks.
ServiceM8 invoicing
- How do you send automatic invoice reminders from ServiceM8?ServiceM8 how-toServiceM8's Payment Follow Up automation chases unpaid invoices by email or SMS. How to set it up, how Xero's reminders differ, and which one to switch off.
- How do you invoice the real estate agent but send the tech to the tenant?ServiceM8 how-toMake the real estate agency the ServiceM8 client, the rental the job address and the tenant the job contact. Setup, the sites option, and what reaches Xero.
- How do you import supplier invoices into ServiceM8 jobs?ServiceM8 how-toServiceM8's Supplier Invoice Import reads any supplier's PDF invoice and files it on the job by PO. Setup, the manual route, and getting costs on the job.
- How do you invoice progress claims in ServiceM8?ServiceM8 how-toServiceM8 partial invoicing raises each progress claim as its own invoice but keeps no claim schedule or retention. How to run claims and what to track.
- How do you get the customer's PO number onto a ServiceM8 invoice?ServiceM8 how-toPut the customer PO on a ServiceM8 invoice with the job.purchase_order_number field, and get it into Xero's Reference. The template edit and the Xero setting.
- Can ServiceM8 put weekly recurring jobs on one monthly invoice?ServiceM8 how-toWeekly recurring jobs in ServiceM8 make one invoice each. Three ways to bill a customer once a month instead, with the trade off of each and how Xero fits.
- How do you take a deposit invoice in ServiceM8?ServiceM8 how-toServiceM8 takes deposits natively, by partial invoice or by ServiceM8 Pay on quote acceptance. Steps for both, how each lands in Xero, and the catches.
ServiceM8 setup and data
- How do you bulk import clients, sites and contacts into ServiceM8?ServiceM8 how-toServiceM8 imports clients from CSV, but sites and extra contacts need a second pass. The order to load them in and the duplicate check to run against Xero.
- How much can you format a ServiceM8 email template?ServiceM8 how-toServiceM8 email templates take simple formatting and HTML in Source view. What works, the field codes for logos and links, and how to test a quote email.
- Why don't ServiceM8 stock levels go down when materials are used?ServiceM8 how-toServiceM8 does not deduct stock itself. Xero, QuickBooks or MYOB does, once a tracked item is on an approved invoice. Four checks, and a materials cleanup.
AI for office admin
- Using a Grok skill for supplier invoicesServiceM8 how-toA Grok skill can turn supplier invoices in the admin inbox into coded Xero drafts, through a gateway on an office computer. The setup and the caveats.
- Getting supplier invoices from the inbox to Hubdoc automaticallyServiceM8 how-toMail rules forward supplier invoices to Hubdoc, Hubdoc's supplier rules code them for Xero, and a Grok skill flags the odd ones. No server needed.
ServiceM8 reporting
- How do you search ServiceM8 job history by address with AI?ServiceM8 how-toServiceM8's MCP connector lets ChatGPT or Claude search jobs and clients and read job diaries in plain language. Setup steps and its privacy limits.
- How do you see the total value of open quotes in ServiceM8?ServiceM8 how-toServiceM8 does not total open quotes on screen. The closest native view, an export to spreadsheet, and a Custom Report that shows the live figure.
- How do you report profit by job category per quarter in ServiceM8?ServiceM8 how-toServiceM8 shows profit by Job Category only with Job Costing (Premium) and Custom Reports, on rolling periods. Get a quarterly table by export or API.
- Who can build a custom ServiceM8 report?ServiceM8 how-toServiceM8's Custom Reports builder covers counts and revenue on any plan. A report that assembles job, form and photo data needs a developer, from $1,200.
ServiceM8 assets
- Can you scan multiple assets into one ServiceM8 form or certificate?ServiceM8 how-toA ServiceM8 form links to one asset, but the Service Report rolls every asset done on a job into one PDF. How to set it up as your multi asset certificate.
- How do you set up a ServiceM8 asset register with QR labels?ServiceM8 how-toServiceM8 builds an asset register from QR labelled assets on the Growing plan and up. How to order labels, set up asset types, scan and print the register.
- Can a ServiceM8 QR label open a site's service reports?ServiceM8 how-toA ServiceM8 asset label shows form names and dates, not reports. A shared Google Drive folder behind your own QR label opens every report, free.
- Can ServiceM8 show service history per system instead of per client?ServiceM8 how-toServiceM8 keeps history per system if you make each system an asset. How to model it, which fields to add for warranty and intervals, and where assets stop.
ServiceM8 integrations
- ServiceM8 and HubSpot: Zapier, Make or a direct API build?IntegrationServiceM8 has no native HubSpot link. Compare Zapier, Make and a direct API build on cost, speed and what each can sync between jobs, clients and deals.
- ServiceM8 Pay or your own Stripe account: fees, payouts and XeroIntegrationServiceM8 Pay runs on Stripe, and new accounts cannot connect a plain Stripe account. Fees by plan, payout timing and how card payments reconcile in Xero.
- Why are my ServiceM8 emails not sending or not arriving?IntegrationMost missing ServiceM8 emails were sent, then filtered: an unauthenticated domain, a broken SMTP login or a bad address. Six checks and how to prove delivery.
- Does ServiceM8 sync with Google Calendar both ways?IntegrationServiceM8 publishes each staff schedule to Google Calendar as a view only feed and imports Google busy time back. Moving a Google event never moves the job.
- How to ask for Google reviews from ServiceM8 after each jobIntegrationServiceM8's Customer Feedback add-on can send every paid customer to your Google review page. How to set it up, when to go custom, and Google's rules.
- ServiceM8 and MYOB: which versions connect, and what syncsIntegrationServiceM8 sends approved invoices to MYOB Business and online AccountRight. Partial payments in MYOB never come back. Sync table, gaps versus Xero, setup.
- ServiceM8 and QuickBooks Online: what syncs, and how GST codes mapIntegrationServiceM8 sends approved invoices to QuickBooks Online and imports its tax codes, which you cannot edit in ServiceM8. Sync table, GST mapping and setup steps.
- ServiceM8 webhooks: the event list, how to subscribe, and one exampleIntegrationServiceM8 sends 25 webhook events, such as job.completed and job.invoice_paid, to a callback URL that must reply within 10 seconds. Events, setup and checks.
- ServiceM8 and WordPress: making a website enquiry create a jobIntegrationThere is no official ServiceM8 WordPress plugin. Four ways to turn a website enquiry into a ServiceM8 job, and how to keep the lead source attached to it.
- ServiceM8 with Zapier and Make: what each can do, and where they run outIntegrationZapier gives ServiceM8 five instant triggers and two actions; Make adds updates, lookups and API calls. What each does, the delays, and when to go custom.
- Connect ServiceM8 to ChatGPT: what the MCP connection can and cannot doServiceM8 how-toServiceM8's ChatGPT plugin can search jobs, book work, change status and send job emails and SMS. What it cannot touch, and the permission to set first.
- Who builds a private ServiceM8 add-on for one account?ServiceM8 how-toServiceM8's Addon Kit, hosted Simple Functions and API keys let you build a private add-on yourself. Who does it when you would rather not, and what to ask.
ServiceM8 and Xero
- Do you need a ServiceM8 Xero integration consultant, or can you connect it yourself?ServiceM8 how-toServiceM8 to Xero is free on every plan and nine clicks to connect. A consultant earns a fee on settings, a bad first sync, or gaps the sync never fills.
- How to get the job site address from ServiceM8 into XeroIntegrationServiceM8 only sends the billing address to Xero. Three ways to carry the job site onto the Xero invoice and statement: Reference, line text or Client Sites.
- Paid in Xero but still showing unpaid in ServiceM8: why, and what to doIntegrationXero payments reach ServiceM8 within 30 minutes, only for invoices ServiceM8 exported and only once fully paid. Why some never arrive, and safe fixes.
- Why is ServiceM8 creating duplicate contacts in Xero?IntegrationServiceM8 makes a new Xero contact for any client not already linked, so near matches and imports double up. Why it happens and how to merge safely.
- Why does ServiceM8 ignore my customers' payment terms in Xero?IntegrationServiceM8 sets the due date from its own client terms, so terms saved on a Xero contact are ignored. Where to set them in ServiceM8 and what else shifts it.
- Why is my ServiceM8 invoice not sending to Xero?IntegrationA ServiceM8 invoice only reaches Xero once approved, with a value above zero and a live connection. Eight causes, how to check each, and the fix.
- ServiceM8 not syncing with Xero at all? Start with the connectionIntegrationWhen nothing moves between ServiceM8 and Xero, the connection is usually expired, pointed at the wrong organisation or blocked by the Xero plan. How to check.
- ServiceM8 and Xero: what syncs, in which direction, and how fastIntegrationInvoices go one way on approval, payments and contacts sync both ways within 30 minutes, tracking categories daily. The full ServiceM8 to Xero sync table.
- How do ServiceM8 Xero tracking categories work, and how fast do they sync?ServiceM8 how-toHow to turn on Xero Tracking Categories in ServiceM8, assign them per job, and why new categories can take a day to appear before you can use them.
Job management software comparisons
- What does AroFlo cost in Australia?Software comparisonAroFlo runs one plan at $80 per user a month, 3 user minimum, with everything included. What that buys, what costs extra, and what the page does not state.
- AroFlo vs Ascora for a service and maintenance businessSoftware comparisonAroFlo publishes $80 per user; Ascora publishes no pricing, only a 14 day trial. Compared on lead capture, maintenance features and what each will tell you.
- AroFlo vs Fergus for a plumbing and gas businessSoftware comparisonAroFlo bundles compliance and asset tracking into one $80 per user plan; Fergus keeps safety forms on its higher tier. Compared for a plumbing and gas crew.
- What does Fergus cost for an Australian trade business?Software comparisonFergus lists Essentials from $53 and Professional from $77 a month. What each tier includes, and the per-seat cost Fergus does not publish.
- What will job management software cost your crew?ToolEnter your crew size and jobs a month to price ServiceM8, Tradify, Fergus, AroFlo and Jobber from each vendor's own published Australian pricing, dated.
- What does Jobber actually cost an Australian business?Software comparisonJobber prices everything in USD and does not mention Australia or GST. Converted at the mid market rate, with what your bank may add on top.
- What does ServiceM8 actually cost in Australia?Software comparisonServiceM8's five AU plans run $0 to $349 a month, GST inclusive, capped by job credits, not user count. Every plan, add on cost and SMS fee explained.
- ServiceM8 vs AroFlo for Australian trade businessesSoftware comparisonServiceM8 charges by job volume with unlimited users; AroFlo charges $80 a user, all inclusive. Compared at 3 and 8 users, offline access and asset tracking.
- ServiceM8 vs Fergus for an Australian plumbing businessSoftware comparisonServiceM8 prices by job volume with unlimited users; Fergus starts at $53 or $77 with no published per-seat rate. Compared for a plumbing crew at 1, 3 and 8.
- ServiceM8 vs Jobber for an Australian sole traderSoftware comparisonServiceM8 is Australian and GST inclusive; Jobber is Canadian, priced in USD with no GST stated. Compared for a sole trader, converted at the mid market rate.
- ServiceM8 vs ServiceTitan: is ServiceTitan even sold in Australia?Software comparisonServiceTitan is quote only and never mentions Australia. ServiceM8 publishes five AUD plans from $29 a month. This page is about fit, not price.
- ServiceM8 vs Tradify for Australian trade businessesSoftware comparisonA 3 person crew pays $79 a month on ServiceM8 or $171.60 on Tradify Pro, GST incl. Prices at 1, 3 and 8 users, feature gaps and switching notes.
- ServiceM8 vs simPRO for an Australian trade businessSoftware comparisonServiceM8's Premium plan is $149 a month for an 8 person crew doing about 400 jobs. simPRO has no published price at all; here is what each actually gets you.
- Tradify pricing in Australia: what each plan actually costsSoftware comparisonTradify costs $48 to $62 AUD per user a month before GST, per its own Australian pricing page. Lite, Pro and Plus prices, GST maths, and what each plan adds.
- Tradify vs Fergus for a 3 person Australian plumbing crewSoftware comparisonTradify Pro is $171.60 for 3 users a month, GST included. Fergus Professional is a flat $77 with no stated staff count. Plumbing features compared.
- Tradify vs Jobber for an Australian sole traderSoftware comparisonTradify Lite is $52.80 a month in AUD, GST included, for one user. Jobber's Core plan is $49 USD, with no AUD price published at all. What that gap means.
- Tradify vs simPRO: what changes as your crew grows to 8Software comparisonTradify Pro is $171.60 a month for 3 users and $457.60 for 8, GST included. simPRO gives no figure at any size. When a Tradify shop actually outgrows it.
- simPRO pricing in Australia: what is public and what you have to ask forSoftware comparisonsimPRO publishes no dollar figures on its Australian pricing page: it is quote only. What the page shows, what costs extra, and what is not published.
- simPRO vs AroFlo for an 8 person Australian trade businessSoftware comparisonsimPRO has no published price at any size. AroFlo starts at $80 per user a month with a 3 user minimum. Project, stock and app stability compared for 8 users.
- simPRO vs Fergus: which fits a growing plumbing or electrical crew?Software comparisonFergus Professional starts from $77 a month, published. simPRO gives no figure at all. What suits a growing plumbing or electrical crew of 5 to 8 people.
Moving to ServiceM8
- Moving from AroFlo to ServiceM8MigrationAroFlo's own pages do not describe a bulk export for job photos and files. What moves by CSV, what needs a support request, and a field map.
- Moving from Fergus to ServiceM8MigrationFergus job cards map onto ServiceM8 jobs and staged invoices onto partial invoices, but Fergus has no bulk export. Field map and Xero notes inside.
- Moving from Jobber to ServiceM8MigrationJobber exports clients and reports as CSV, but only syncs to QuickBooks Online, not Xero. What moves cleanly to ServiceM8, and the AU clean up needed.
- Moving from spreadsheets and paper to ServiceM8MigrationThere is no vendor export to run. Build your own: a client clean up template, what job history is worth keeping, and turning paper forms into ServiceM8 Forms.
- Moving from Tradify to ServiceM8MigrationCustomers, price lists and job history move from Tradify to ServiceM8 by CSV; photos, notes and forms do not. Export list, field map and timeline inside.
- Moving from simPRO to ServiceM8MigrationsimPRO's cost centres, catalogue and multi-stage projects have no direct ServiceM8 match. What that means for customers, sites and jobs, with a field map.