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Fiverr Pro
English
$
USD
I will set up and customize your servicem8 job management system
About this Gig
Need help setting up ServiceM8 for your field-service business?
I will set up and customize your ServiceM8 job management system so you can organize customers, jobs, quotes, forms, and team workflows in one place.
This Gig is ideal for trades and service businesses such as cleaning, plumbing, electrical, HVAC, maintenance, landscaping, and repairs.
What I can set up:
- ServiceM8 account configuration
- Job statuses and job workflow
- Customer and job-management structure
- Custom forms and checklists
- Quote-to-job workflow
- Templates and team workflow organization
- Automation planning
Please choose the package that matches your needs. The Basic package includes one form or one simple workflow. Standard and Premium packages include broader setup based on the agreed scope.
To begin, I will need your business type, your current process, and the ServiceM8 form or workflow you want to create or improve. If account access is needed, you can invite me with only the required permissions.
Message me before ordering for a custom ServiceM8 setup or a larger project.
Software:
Other
Industry:
Business services & consulting
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Construction
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Software
My Portfolio
FAQ
What do you need from me to start?
I need your business type, your current ServiceM8 setup, and a clear description of the form, job workflow, or account setup you need. You can also upload existing forms, screenshots, or workflow notes.
Do I need an active ServiceM8 account?
Yes. You need an active ServiceM8 account. If you are new to ServiceM8, I can help you organize the setup, but your ServiceM8 subscription is paid directly to ServiceM8.
Can you create custom ServiceM8 forms and checklists?
Yes. I can create forms and checklists based on your business process. The number included depends on your selected package. You can add more forms through an extra or a custom offer.
Can you set up automations and customer follow-ups?
Yes. I can plan and configure ServiceM8 automations such as booking reminders, quote follow-ups, customer feedback requests, and job notifications, depending on your requirements and selected package.
How will you access my ServiceM8 account?
If account access is needed, invite me to your ServiceM8 account with only the permissions required for the agreed work. Please do not send your password. All project communication and delivery will stay on Fiverr.
