Creation Date: Jan. 1, 2025, 4:45 a.m.
Created By: Raymond McConville
Click on Settings
Click on Services
Click on New Service
Choose to start with a template or from scratch
Give this Service a Name (required)
Describe what is included with this service.
This will be visable on the website if using as a webform
Select a category for this Service (optional)
Choose any badges to apply to this service type
Click on Service Pricing
Choose a pricing method
Select from Fixed – set materials and labour or select variable if your pricing is dependent on questions to be answered.
Set a minimum price required for this service
Select an existing labour rate if required
Click on Add
Choose from the list of question types
Photo/File Upload
Text
Text (multi-line)
Multiple Choice (single answer)
Multiple Choice (multiple answera)
Numeric
We will use Multiple Choice (single answer) For This Example
Write your question and any help text.
You can also decide if you want this to be a multi-choice
Click on Add
Start listing the options, each one must have a name
Our example is a Pest Control Company – General Pest Control is the first option
Continue adding the variant options – Our Example is Termite Inspection
We have 3 options in our example
Now lets add some variant options for each of the variants
Click on Multiple Choice (single answer)
Each variant option will include a selection for the number of bedrooms.
This ensures pricing reflects both the number of bedrooms and the specific service chosen by the customer. It also accounts for the time required onsite to complete the job.
Click on Add
For the example bedroom 1-6 will be used. First add bedroom 1
Continue adding until you get all the bedroom numbers.
Now select – Add service duration
For each bedroom in the selected variant, include the estimated time required to complete the service.
For example, for a 4-bedroom house receiving only the general pest treatment:
Estimated time is 60 minutes
We also include the material line items that will be invoiced for the selected variant option.
It is essential to have all these material options prepared in advance before reaching this step.
You can click on the drop down box
Or type in the space to search your material list
S Select the appropriate option—this will determine the pricing used for this service.
Make sure to save
Next click on the conditional option button
Make sure you are selecting the correct one.
A dropdown box appears, displaying all the questions listed above.
Select the question that contains the variant to which you want to apply these options.
Once selected, a dropdown menu appears on the right.
This displays all the available variants, allowing you to choose and apply these options accordingly.
Now, we need to add options for each variant.
To recap, our example includes three variants: General Pest Control, Termite Inspection, and General Pest & Termite Inspection Combined. We have already added the bedroom options to General Pest Control. The next step is to apply the same options to the other two variants.
When adding the service duration, ensure you are assigning it to the correct variant.
For example, a General Pest Control service for a 6-bedroom house might take 120 minutes and cost $200, whereas a General Pest & Termite Inspection Combined could require 240 minutes and cost $500. Make sure the options align with the specific variant you are setting up. To help with this, consider adding the variant name in the help text box as a reminder while configuring the options.
Continue adding the duration, material line items, and, as a bonus, include an image for each option.
For example, in the past, images of beds have been used to represent bedrooms. Adding visuals can make the options more intuitive and user-friendly.
Now click on the conditional option button again and set up this option to link with the correct variant.
Now, all three variants include the core options that define the service price and the duration required to complete it.
You can also explore upsell opportunities. For example, in the pest control industry, additional services can be offered while onsite.
By bundling services, you can increase customer spend by offering additional options at a discounted rate when purchased alongside the core services listed above. Additionally, ensure accurate pricing by considering the property size or scope of work. This may require adding another core question to incorporate conditional logic for each variant, tailoring the options to the customer’s specific needs.
For our example, we have included the following upsell options for customers to select from.
Each option adds a time duration, material line items, and additional features. You can also include an image to represent the option, help text for clarity, and additional text in the job description, such as noting if extra equipment or materials are needed for the selected option. While you can require manual approval for an optional addon, it is recommended to avoid this, as the goal is to streamline the booking process and minimize barriers to service.
Once Completed With Questions Click on Scheduling
Decide whether to offer a discount to customers who schedule a service that optimizes your route or fills a gap in your schedule.
For example, if you have bookings tomorrow morning and afternoon but a gap in between, ServiceM8 can determine whether you can fit the service into that timeframe, complete it, and still arrive on time for the next appointment. Since this gap represents unused time, guiding the customer to select that slot can help optimize your day. It’s crucial, however, to ensure that your service durations have been accurately estimated to make this approach effective.
Click on Bookings can be made between:
Now select what staff can complete this services.
Click on Online Payment
Decide if you want to collect payment upfront, partial payment upfront or no online payment.
Click on Policies
Now set some policies around how customers can book this service.
Requires manual approval for distances exceeding:
This option prevents customers located more than a specified number of kilometers from your office from selecting a date and time online. Instead, they would be prompted to submit a request for your office to call them back and arrange a suitable time.
Similar to the approval process, surcharge options enable you to apply an additional fee to the service based on the distance from the office, calculated per kilometer.
Click on Publish
Decide whether this service will be available to the public or reserved for in-house use.
If it’s public, a webpage will be created where customers can select variants and options online and book a time with you. If it’s staff-only, the service will be accessible internally for booking over the phone or in person. This approach can serve as a script for your staff, ensuring they gather all necessary information from the customer and present all available options. It also creates a standardized process for entering jobs into the system, which simplifies reporting and enhances consistency.
Click on Online Booking page
Copy the booking link for the service created.
When on the webpage you will see all the options created, it is a good time to test.
As you click through the conditional logic options will show
same with the upsell options.
When the customer clicks select a time they will see the pricing for their selections.
