The Services Add-on is a game-changer for businesses looking to streamline their operations, improve customer interactions, and boost efficiency. This powerful feature allows you to systemize how your business prices and schedules common services, providing both self-serve online booking options and enhanced internal job creation capabilities.
Let’s explore how the Services Add-on works and how it can revolutionize the way you manage your services.
What is the Services Add-On?
The Services Add-on helps you teach ServiceM8 a systematic approach to pricing, quoting, and scheduling services your business offers. By setting up detailed service templates, you can create a standardized process that eliminates guesswork and simplifies operations for your team.
With this tool, every service you add to the Services Add-on becomes a streamlined and reusable “Service.”
Key Features of the Services Add-On
- Self-Serve Online Booking Forms
Enable your customers to book services online with ease, using tailored booking forms for each service. These forms allow customers to:- Receive instant quotes.
- Schedule services directly.
- Submit detailed enquiries without requiring direct communication.
- Service Integration in Job Creation
Office and field staff can apply pre-configured services during job creation in the Online Dashboard or the ServiceM8 App. This ensures instant and accurate quotes while empowering staff to schedule jobs confidently without escalating to senior team members.
How Self-Serve Online Booking Forms Work
By configuring Services, you can define:
- Pricing Structure: Fixed, variable, or no pricing displayed.
- Service Availability: Public (customer-facing) or internal (staff-only).
- Required Inputs: Customer details, property size, or specific job-related questions.
These forms allow customers to book services directly into your ServiceM8 account, reducing back-and-forth communication. Options include:
- Submitting an enquiry for a quote.
- Requesting or booking an on-site quote.
- Booking the actual service at a preferred time.
Customers who use online booking forms will receive an automatic confirmation email for their request or booking.
Streamlining Internal Job Creation
The logic behind the Services Add-on isn’t limited to customer-facing forms. Internally, staff can follow the same systemized process to gather details and apply pre-configured Services during job creation.
For example, when creating a job, staff can select a Service and step through guided questions, such as:
- Property details (e.g., number of bedrooms).
- Additional service options (e.g., upsells).
- Accurate service durations and material requirements.
This enables instant quoting and seamless scheduling, ensuring consistent, professional service every time.
Service Examples
- On-Site Services:
Services requiring travel to a customer’s location, such as pest control, cleaning, or maintenance. - Workshop Services:
Services performed at your premises, such as vehicle repairs or product installations.
Optimizing Services for Profitability
The Services Add-on goes beyond basic functionality by offering features like:
- Upsell Opportunities: Offer additional services, such as add-ons or upgrades, while onsite or during booking. For example, a pest control company might offer discounted termite inspections alongside general pest treatments.
- Dynamic Scheduling: Use ServiceM8 to identify gaps in your schedule and encourage customers to book during those times. For instance, if you have free time between two jobs, you can guide customers to select that slot.
- Surcharges and Manual Approval: Set distance-based surcharges or require manual approval for jobs in specific areas, ensuring operational efficiency and profitability.
Getting Started with the Services Add-On
Activating the Services Add-on is quick and easy:
- Go to Settings > ServiceM8 Add-ons > Services and activate the feature.
- Once activated, the Services icon will appear in your settings menu.
- Start creating Services by navigating to Settings > Services and clicking New Service.
The Services Add-on is a free, invaluable tool that helps you create a more organized, efficient, and customer-friendly business. By leveraging its features, you can save time, increase bookings, and improve customer satisfaction—all while maintaining consistency and professionalism across your operations.
Ready to get started? Activate the Services Add-on today and take the first step toward transforming how you manage your services.
