Author:

Customer Portal from ERP/MRP/CRM Sector

There are various customer portals available from SM8 Partners, we have been exploring the possibility of creating a ServiceM8 Customer Portal from ERP/MRP/CRM sector. Why would we do this, I guess the short answer is because this is a feature not offered by ServiceM8 in its core offering and Add-Ons. And we believe that it is a critical functionality that can be required  when ServiceM8 users become larger and work with more complex organisations, especially letting agents, property managers...
Read More

Serviceguru Customer Portal

Serviceguru Customer Portal for ServiceM8
Serviceguru Customer Portal for ServiceM8 ServiceM8 does not have an inbuilt customer portal, which has created a clear opportunity for third party developers to create tools to improve the customer service element - when trades companies are dealing with larger clients like letting agents and property management businesses. Serviceguru customer portal aims to resolve this. We continually receive enquiries for customer portals  from our clients and prospects. While we believe that ServiceM8 ...
Read More

Made Smarter MRP Systems Manchester

Made Smarter MRP Systems Manchester is enabling engineering companies to take advantage of grants to improve business efficiency by creating a smarter manufacturing facility. Typically engineering manufacturing companies in Manchester use out of date systems, like SAGE Manufacturing, or even worse have no MRP or ERP systems in place. Grants and funding, of up to £20,000 is available for ambitious engineering business owners that want to their business through digitalisation projects, as we...
Read More

Too Much 5* Feedback

Too much 5* Feedback ServiceM8
Over the months I have had quite a few ServiceM8 clients telling me that they had too much 5* Feedback, and they felt that it was not benefiting their businesses because it did not mean anything externally to ServiceM8.. This is a really interesting dilemma, and ServiceM8 did start to address this in their 2020 update by introducing an automated Facebook/Google review request for all 4/5*Feedback that was received. In our view this is a great development, however just because the system auto ...
Read More

When Will ServiceM8 Franchise End

When will ServiceM8 Franchise End ServiceM8’s Franchise Management system will end next year, it will being deactivated on 30 September 2022. This directly affects the franchisor “head office” and call centre account, which is used to allocate leads, deploy settings, and report on franchisees - directly to associated ServiceM8 client accounts. This means head office accounts will be permanently deactivated on 30 September 2022 — they will not be accessible to log in or use past this date....
Read More

Reviews

<div class="servicem8-feedback">Feedback by <a href='//servicem8.com/'>ServiceM8</a></div> <script>!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0],p=/^http:/.test(d.location)?'http':'https';if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=p+"://platform.servicem8.com/widgets/customer-feedback/a029782b-8662-4046-8c2d-1c94314400cb/widget.js";fjs.parentNode.insertBefore(js,fjs);}}(document,"script","servicem8-wjs");</script>
Read More

Free Training – CP12 Certificate Form for ServiceM8

Free CP12 Certificate Form for ServiceM8
CP12 Certificate Form for ServiceM8 (Landlord Gas Safety Certificate) As you will be aware, you can build your own Forms in ServiceM8 for 'no cost' (only your time!), or you can purchase CP12 Gas Safety Certificate templates form different websites and ServiceM8 partners. Working with Gas Safe Engineers, we have helped them to customise their Forms and Reports including the CP12 Certificate. Please get in touch if you would like a 30 minute online training session If you do  not have th...
Read More

Elite Heating and Plumbing Franchise Opportunity

Elite Heating and Plumbing Franchise is now taking enquires to join one of the most innovative and service driven new business opportunities in the UK - are you:- feeling unappreciated and ready for change? would you like to set up your own business but don't really know where to start? Are you a great at your job and want something more, but don't want the burden of: 🔧 Answering the phone and booking in jobs? 🔧 Building a reputation from square one? 🔧 Negotiating terms with suppli...
Read More

iCluster iQluster and Industry 4.0

iCluster iQluster Industry 4.0 what does all of this mean for the UK and in particular the Northeast Engineering supply chain? Fitfactory, part of the ValueChain Group recently expanded its operations in the UK by opening an office in Stockton, Northeast of England. iQluster (pronounced iCluster) is not new to the Northeast - having an established client base in the Stockton, Darlington, Middlesbrough and wider Teesside region. The technology is also used by the North East Automotive Al...
Read More

ServiceM8 Smarter Marketer Facebook Group – February Zoom

February's ServiceM8 Smarter Marketer meeting talked about everything from Referral Voucher Systems to Suicidal thoughts! One of the topics that has been discussed before is content generation, February's meeting was recorded using otter.ai - the full transcript of the Zoom meeting is recorded below.. EVERTHING from referral vouchers to suicidal thoughts came up un the hour long conversation (you can see some of the meetings keywords in the Otter screenshot below)..  The next meeting will als...
Read More

Thomas Wiggins Commercial Chimney Sweeping Ltd

Thomas Wiggins Commercial Chimney Sweeping Ltd has been doing some incredible work not only using ServiceM8 in his own businesses, but also helping out fellow sweep business to go digital. We have had some small project meetings and conversations with Thomas over the last few months, as we are both Silver ServiceM8 Partners - it is clear that our values and aims have lots of commonality. When we learnt that there may be an opportunity to pick up from the hard work that he had done with regard t...
Read More

FixFlo Job Export to ServiceM8

FixFlo Job Export to ServiceM8
FixFlo Job export to ServiceM8 is not yet possible via Zapier However work can be shared to ServiceM8 users using the free Email Inbox addon. --/-- SM8 Email Inbox is a fast way to convert emails into new jobs. You can forward job-related emails directly into ServiceM8 including all attachments, and do one of three things: convert them directly into new Jobs import the email into an existing Job diary remove the email All client details and attachments will auto-populat...
Read More

FixFlow ServiceM8 integration

FixFlo ServiceM8 Zapier Integration
FixFlo ServiceM8 integration is an exciting prospect for our clients - and as both of these systems have Zapier connections - the opportunity to improve efficiency and reduce admin seems very possible.. However - the FixFlo Zapier development is only partially completed - it is in place to connect Tenant to the Letting or Managing agent, enabling communication in only a limited area. The FixFlo to SM8 Zapier connection for,:-       Letting Agent FIXFLO >> ZAPIER >> ServiceM8...
Read More

Referral and Voucher Management Systems

ServiceM8 referral and voucher management systems
Referral and voucher management systems were being discussed on a Facebook Group that has a focus on technology and business systematisation recently. The original question was from a ServiceM8 user, wanting to explore how he could deliver a way to incentivise his clients to refer him to friends and family - once he delivers his delivers his in home service. As the thread and conversation went on it was clear that there were systems and software that could be bolted onto Job Management...
Read More

ServiceM8 One Full Star Review

We recently received this ServiceM8 One Full Star Review. It was for our assisting with the implementation of a full Job Management and CRM system. The transformation to the business was dramatic. The project was carried out while the business was in lock-down, which was placing particular strain on their paper/excel/diary based in-house system. The project consisted of a number of elements:- Mapping the outline requirement Understanding the Job Management / CRM for Tattoo Stud...
Read More

ServiceM8 Supplier Invoice Management – Improved

ServiceM8 Supplier Invoice Management can be assisted by using the Add-On Automated Supplier Invoice Import - however this is not always flexible enough for more advanced ServiceM8 users. Burdi has been developed to save trade and service company’s time and money, as well as the comfort in the knowledge that suppliers are not making mistakes that are casting them mardin on jobs. Are you sick of paying different prices for the same item day to day, spend hours going through wholesaler invoi...
Read More

Best CRM for Tattoo Studios

Best CRM for tattoo studios might not be a CRM but a Job Management system! When studio owners are searching for the best CRM for tattoo studios they are probably working with a number of artists, and are feeling the pain of managing the admin. As well as struggling to market your services to, not only new prospects, but also to existing clients! A CRM, customer relationship management, system is the obvious choice for any business wanting to better manage clients, with the aim of improvin...
Read More

Smarter Marketer – Facebook Group – January Zoom

Another insightful 60 minute meeting was held in January, although the groups core interest is ServiceM8 users with an interest in marketing - it was apparent that it is good to consider more creative ways of doing things within a business - it is not ALL about tech and processes. Main talking points: Dream 100 strategy as a way of growing a business by having a strategic focus on where your next 100 ideal clients are going to come from. The backbone of this strategy is a direct mail/com...
Read More

Russell Mills – Bio

A mechanical engineer by profession, Russell has in depth experience of working in service and product delivery within the global engineering sector, through to small local companies with a couple of vans on the road. Over the last four years, Russell’s focus has been on the implementation of ‘no code’ (off the shelf Software as a Service, SaaS) Job Management/CRM solutions for engineering/service company owners, with an ambition to grow on a regional/national basis. Having a strong belief...
Read More

Free Mini Audit for ServiceM8 Users

Free Mini Audit for ServiceM8 Users
Free mini audit for ServiceM8 users has been set up by Mills Consulting Group to provide feedback and insight on how an account is being managed and used. We have been working with SM8 users for over 2 years, helping new companies using the system for the first time during a free trial, to advanced users completing over 1500 Jobs per month. We have a focus of working with engineering service companies, and have some great testimonials in various sectors including: Lifting (Loler/Safed, sta...
Read More

Tattoo Studio Software – Scheduling Efficiency

Tattoo studio software CRM
Tattoo studio software is a critical part of any modern business that wishes to run a professional and efficient operation. Sometimes studio owners and managers can become bogged down when it comes to choosing a studio management software because they do not know what they do not know. When asking for any help or advice, the answers that they are craving are often hidden by the noise! One of the main challenges that is faced is the fact that tattoo studio owners are not system experts - as...
Read More

How we work with ServiceM8 users

ServiceM8 users come to us a different stages, from, investigating systems, to having run a successful service business for over 10 years - all wanting to improve productivity and use of tech. Typically everyone we have conversations with, that have used ServiceM8, are offered a mini-audit - this enables us to fully understand how the system is working for the business owner. The mini-audit allows us to identify and report quick wins for users, and also gives us a chance to make recommenda...
Read More

Gold Plating Network – Largest in the World

Creating the largest gold plating network in the world is no mean feat! However if anyone can do it Laban Roomes can! We are proud to be working with GoldGenie helping them to promote and sell their propriatory gold plating kits to UK (and global) customers - all with the aim of promoting and delivering continual best practice within gold plating service sector. In order to continually improve the gold plating service sector Laban is working to grow a network and community of people intere...
Read More

EC Certified Coach Julian Mills

  Congratulations has to go to EC Certified Coach Julian Mills - for achieving over 90% in your final certification test. Months of hard work during lock down means that Julian is now registered and listed in Nigel Botterill's  Entrepreneurs Circle Coaching Directory. Julian is now part of the EC Certified Coach network that all have a licence to deliver the proven marketing system that is the culmination of over 10 years of growing entrepreneurial businesses. If you would l...
Read More
Top