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Fiverr Pro
English
$
USD
I will build custom servicem8 forms templates and full setup
Digital Marketing and CRM Automation Specialist
Hey there I am Rachel, a certified Digital & Email Marketer specializing in building conversion-first systems that scale revenue.
Instead of stitching together messy tools, I build seamless CRM oper...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Tired of messy paperwork and broken job workflows? Lets automate your ServiceM8 account.
For plumbers, electricians, and HVAC business owners, every lost invoice or uncompleted form costs real money. If your ServiceM8 templates look unprofessional or your conditional logic triggers fail, your field technicians waste time and your clients get frustrated.
I specialize in building customized, high-converting ServiceM8 ecosystems that streamline your business from the first client call to final invoicing.
️ What I will build and configure for you:
- Custom ServiceM8 Forms: Branded job checklists, risk assessments, and compliance safety sheets.
- Smart Conditional Logic: Advanced "If/Then" statement formulas to skip questions automatically.
- Automated Job Workflows: Seamless email/SMS triggers, scheduling pipelines, and auto-reminders.
- Accounting Integrations: Flawless syncing with Xero or QuickBooks Online to get you paid faster.
Let's clean up your field operations.
Every trade business has distinct field workflows. Click "Contact Seller" right now so we can design your exact form specifications.
Software:
Jobber
Industry:
Architecture & interior design
•
E-Commerce
•
Real estate
My Portfolio
FAQ
What do I need to provide for a custom ServiceM8 form?
I will need a rough sketch, PDF, or Word document of your current paperwork, your company logo (high quality), your brand colors, and an explanation of any specific conditional logic you need.
Can you connect ServiceM8 to my accounting software?
Yes, absolutely! I can integrate ServiceM8 with Xero or QuickBooks Online so your invoices, customer details, and payment items sync instantly without manual data entry
What is conditional logic in ServiceM8 forms?
Conditional logic means the form adapts to what the technician inputs. For example, if a tech checks "No" to a safety question, the form can automatically pop open a mandatory text field requiring an explanation.
How do I securely grant you access to my account?
You do not need to share your primary login details. You can simply invite my email address as a temporary staff member or administrator through your ServiceM8 dashboard settings.
