Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup servicem8 forms, quotes, invoice templates, services as servicem8 expert
SUITEDASH CRM, CLIENT PORTAL, SHOPIFY DROPSHIPPING WEBSITE DESIGN, COURSE SETUP
PROVIDES WEB/TECHNICAL SUPPORT FOR Marketing & Advertising | CPA Accounting | Financial Services & Consulting Businesses..
Hi there, I'm Sam.
I grew up in Lagos learning tech skills and today I've de...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
Highly Responsive
Known for exceptionally quick replies
About this Gig
Need help with ServiceM8 setup, custom forms, online booking, workflows or automation?
I help plumbers, HVAC companies, electricians, cleaners, roofers, landscapers, handymen and other service businesses set up ServiceM8 to streamline operations and reduce admin work.
What I can set up:
- ServiceM8 account & workflow setup
- Custom forms, checklists & PDF reports
- Quotes & invoice templates
- Online booking & enquiry forms
- Job scheduling & recurring jobs
- Automated emails & SMS
- Customer & job management
- Service pricing & booking logic
- Zapier, Xero & QuickBooks integrations
- API, webhook & custom automations
I don't just configure ServiceM8I build practical workflows around your business, from enquiry and booking to quoting, scheduling, job completion and follow-up.
Whether you need a simple setup or a fully customized system, I'll help you save time and reduce repetitive admin work.
Send me your ServiceM8 requirements and let's get started.
Software:
Other
Industry:
Business services & consulting
•
Energy
•
Other
My Portfolio
Other Software Management Services I Offer
FAQ
1. What do you need from me to get started?
I'll need access to your ServiceM8 account and a clear description of what you want to set up or automate. If you already have forms, templates, workflows, or examples, you can also provide them so I can match your existing process.
2. Can you set up ServiceM8 for my plumbing, HVAC, electrical, cleaning, roofing, or other service business?
Yes. I can customize ServiceM8 around your business process, including jobs, customers, scheduling, forms, quoting, invoicing, online booking, and automated workflows.
3. Can you create custom ServiceM8 forms and PDF documents?
Yes. I can create custom forms, checklists, inspection forms, job completion forms, compliance forms, customer documents, and PDF templates based on your requirements.
4. Can you set up ServiceM8 automations and workflows?
Yes. I can configure workflows for processes such as new enquiries, bookings, quotes, job scheduling, customer notifications, job completion, invoicing, and follow-ups.
5. Can you integrate ServiceM8 with other software?
Yes. Depending on your requirements, I can help connect ServiceM8 with platforms and services using available integrations, Zapier, webhooks, APIs, or other appropriate automation tools.
6. Can you set up ServiceM8 online booking?
Yes. I can configure your online booking workflow, including services, customer questions, booking information, availability, and the process for turning bookings into ServiceM8 jobs.
7. Can you work with my existing ServiceM8 account?
Absolutely. I can either configure a new ServiceM8 account from scratch or improve an existing setup without rebuilding everything unnecessarily.
8. Can you recreate my existing forms, documents, or workflows in ServiceM8?
Yes. Send me your current forms, PDFs, screenshots, workflow documentation, or examples, and I can help recreate and optimize them within ServiceM8 where the required functionality is supported.
9. Do you provide ServiceM8 troubleshooting?
Yes. I can review your existing ServiceM8 setup and help identify issues with forms, templates, workflows, booking processes, integrations, or other configuration problems.
10. Can I contact you before placing an order?
Yes. If you're unsure which ServiceM8 package you need, send me your requirements first. I'll review the project and recommend the most appropriate setup.
