OFF THE TOOLS ACADEMY

ServiceM8 Certified Partner

My name is Wayne Bettess, I’m the Founder of Off The Tools Academy. We are proud to be official ServiceM8 Certified Partners. ServiceM8 is in our opinion the best job management system out there for Trades Businesses like plumbers, electricians, heating engineers and alike.

We Offer

– Full Set-Up Service

– On-Going Support

– Industry Based Automations

– Industry Based Work Flow

– Email Scripts and Text Templates

– Online Booking System Set Up

– Plus Lots more

To get started, Contact me at wayne@offthetools.co.uk or 07970333999

ServiceM8 is a cloud­based solution that helps field service organizations manage their business. ServiceM8 guides users from creating job quotes to invoicing and payment collection and provides real­time information on what jobs are active, what quotes have been issued to clients, and where and when employees are at client sites.

Key Features

Field service management

●  Manage jobs from start to finish.

●  Schedule, dispatch, and communicate with field

employees in real­time.

●  Communicate with clients and provide estimates and

invoices from the field.

●  Use checklists and task lists to ensure a job is done

right the first time.

●  Access client and job details from the field, anywhere,

anytime.

Scheduling

●  Access a daily schedule from anywhere.

●  Use simple drag and drop functionality to schedule

employees.

●  Instantly notify employees of schedule changes with

push notifications.

History

●  Access a full history of work done for every client, including notes, photos, emails, and messages, from anywhere.

Communication

●  Email and message clients directly from the ServiceM8 app.

●  Text and email templates provide a consistent and professional message to clients.

Activity feed

●  Communicate with employees using a live activity feed.

●  Notify employees of daily housekeeping items and

policy changes, or share best practices.

●  Post photos to train staff, or praise good work.

Integration

●  Integrate with major accounting solution providers.

●  Sync clients, items, invoices, and payments to prevent

double entry, and reduce administration efforts.

Add­ons

●  Use over twenty add­ons that provide extra functionality without additional software, allowing ServiceM8 to adapt to current business needs.

●  Generate and complete safety documents, inspection reports, or industry­specific compliance certificates.

●  Automatically remind clients of upcoming bookings.

●  Convert email work orders into jobs.

●  Simplify the management of repeat work and contracts.

●  Easily collect customer feedback.

Backup

●  Rely on automatic cloud­based backups on ServiceM8 servers.

●  Enable field employees with access to all data without internet connectivity, and data automatically syncs when connectivity is restored.