Find software trainers & online software training courses

ServiceM8 Training

ServiceM8 Training

ServiceM8 is a powerful field service app for managing jobs and streamlining your trades business. In this article, we’ll go through the basics of getting started with ServiceM8. Let’s go through the basics.

ServiceM8 Demo

You’ve dived in and signed up to ServiceM8, what next? The video below will give you a good demo of ServiceM8 so you can see what it does. Want a demo from a ServiceM8 trainer? Join the waitlist below.


ServiceM8 Set Up

Whether you’re a solo ServiceM8 user or the ServiceM8 Admin for your whole company, you’ll need to know how to get ServiceM8 set up properly.
Key steps for starting with ServiceM8 are:

  1. Signing up to a free or paid plan
  2. Following the basics to creating your ServiceM8 account
  3. Installing the ServiceM8 app
  4. Personalise your quote and invoice template
  5. Integrate with your accounting software
  6. Invite staff
  7. Create a job from the dispatch board
  8. Schedule a job for a team member
  9. Open a job on the app
  10. Invoice and complete the job on the mobile app
  11. Send the invoice to your accounting software

ServiceM8 Tutorials

We’ll start with sending a quote in ServiceM8.

Then you’ll want to start a job in ServiceM8.

You’ll be spending plenty of time on your phone scheduling and responding to quotes and jobs. We’ll look at how to set up your ServiceM8 mobile app.


ServiceM8 Courses

There currently aren’t any ServiceM8 courses available but we do have one in our development queue. Use the form below to join the waitlist.

ServiceM8 Templates

ServiceM8 offer the following templates:


ServiceM8 Trainers, Developers and Consultants

If you’d like a paid online ServiceM8 demo with a trainer or would like an expert to help with ServiceM8 implementation, join our waitlist below.

If you’ve got a tight budget and needed training yesterday, definitely jump on the ServiceM8 YouTube channel or visit their support knowledge base to get quick, basic training. If you’re looking for more comprehensive training, the main benefits you’ll get from one-on-one training are:

  • Structured training that is in-context with your skill level
  • Question time! You’ve done the training and are wondering how it would best apply to your team? Getting to ask specific questions and get instant answers is gold
  • Team engagement as you’re all learning at the same time and you know what everyone knows about the software
  • Better user adoption. You’ll have resistance to the training because people hate change but having an engaged trainer to answer objections leads to better user adoption
  • Customised training. You’re running a unique business in a specific industry. Get training with your terminology to faster track the learning journey
  • Suits your workflow. You run your business in a specific way and the software you use needs to work in a specific way. Get workflow automation training as a bonus!

Training sessions are structured to best suit your skill level, industry, class size and learning outcome requirements.
You’ll get a booking link so you can attend the video session and the session will follow a format similar to:

  • Quick introductions
  • Putting your ServiceM8 use in the context of your organisation
  • ServiceM8 learning content i.e. basics, advanced features, specific workflows
  • ServiceM8 questions from your team
  • Clarification of any follow-up research for your trainer
  • End of session (with option to be sent additional ServiceM8 information, notes and video afterwards)

You’ve booked the session but we know that you might want extras. Request these extras with your training booking:

  • Customised videos for your knowledge base. Super useful for new hires and for people to refresh their knowledge
  • New hire quick start videos. Get onboarding training that is specific to the needs of your business
  • Extra sessions. Everyone busy? Split out the training into short, punchy mini-sessions to better suit training and information retention to your fast-paced workplace
  • Edited recording. Trainers are happy to record sessions but you might want an edited video for your team’s use. Request this when you make your booking


Find software trainers & online software training courses