In Cahoots Co
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ServiceM8 setup and consultants, Australia-wide

Your jobs are running you. Let’s fix that.

We set up ServiceM8 properly, from job management and scheduling through to Xero integration and automated client communications. So your business runs like a system, not a scramble.

5.0 on Google · Brisbane based, working Australia-wide

The short answer

Need ServiceM8 set up properly? In Cahoots Co sets up ServiceM8 for Australian trade and field-service businesses: staff and job categories, quote and invoice templates, job forms, automated client SMS and email, and two-way Xero sync, then trains your team to use it. Basic setup starts from $1,500 + GST, and full setups run from $3,500 to $8,500 + GST. We're Brisbane based and work Australia-wide.

Sound familiar?

  • 01Every quote, schedule change and client question still goes through you.
  • 02Job details live in texts, phone calls and somebody's memory.
  • 03Invoices get typed into Xero twice, or forgotten.
  • 04You're paying for ServiceM8 but only using half of it.

What we set up

01

Account configuration.

Staff profiles, security roles, job categories, badges and company profile set up to match how your business actually operates.

02

Document templates.

Branded quote and invoice templates built using ServiceM8’s mail merge fields, so every client-facing document looks professional and consistent.

03

Automated client communications.

SMS and email automations for booking confirmations, job reminders, quote follow-ups and invoice delivery, set up and tested.

04

Xero integration.

Full two-way sync between ServiceM8 and Xero. Invoices, payments and client records flow automatically, with no double entry.

Automation with Zapier

05

Job forms and checklists.

Custom job forms, safety checklists and completion reports built for your specific trade, so your team captures the right information on every job.

06

Staff training and handover.

A live walkthrough session for you and your team, plus written documentation so everyone knows exactly how to use the system from day one.

What does ServiceM8 setup cost?

Basic setup

From $1,500 + GST

For smaller teams starting fresh on ServiceM8.

  • Account, staff and job categories
  • Quote and invoice templates
  • Xero connection
  • One training session

Full setup

$3,500 – $8,500 + GST

Depending on whether it’s a fresh start or migrating a large amount of existing data, setup costs vary. It just depends on what your requirements are. We’ll be upfront and provide a transparent quote so you can make an informed decision.

  • Everything in basic setup
  • Job forms and checklists
  • Automated SMS and email
  • Data migration
  • Team training and written guides

Your ServiceM8 subscription is separate and paid to ServiceM8.

How a setup runs

  1. 1

    Free consult

    A 15-minute chat about how your jobs run now and what's getting in the way.

  2. 2

    Foundation

    Account settings, staff, job categories, statuses and the client data you actually need.

  3. 3

    Scheduling and Xero

    One view of the work for office and field staff, with Xero connected and clear rules on who approves what.

  4. 4

    Forms and automation

    Job forms, checklists and client messages, added once the core workflow is working.

  5. 5

    Test, train and hand over

    We test with real jobs, train each role and leave written guides.

ServiceM8 work we’ve written about

How a ServiceM8 Implementation Gives Field-Service SMEs a System Their Team Can RunRead it

ServiceM8 setup anywhere in Australia.

We’re based in Brisbane and Ipswich and set up ServiceM8 for businesses Australia-wide. Most of the work is done remotely, and we can meet in person around Brisbane and South East Queensland.

Business automation Zapier in Brisbane

Questions we get asked

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Book a free consult

A short note is plenty. Ben will get back to you within 24 hours.

5.0 on Google AI Transparency Statement

ISO/IEC 42001 trained