SERVICEM8 PORTAL GUIDE

If you’re working in a local trade business, you’ve definitely heard of ServiceM8. And Jobber. And BigChange. And Simpro. And… You get the picture!

All these job management tools help you streamline your internal processes and build digital reports, but they’re not user-friendly or suitable for customer communication.

That’s where Right Hook’s ServiceM8 Portal solution comes in.

WHAT IS A SERVICEM8 PORTAL?

A ServiceM8 portal is a custom tool created by our web developers specifically to meet the needs of your trade business. It connects to your preferred job management tool and turns all your reports, job details and other vital information into a visual solution that you and your customers can use digitally on any computer, tablet or phone.

HOW IT WORKS

Utilising our API Integration services, we can pull data directly from the ServiceM8 API, and our web developers can create a portal that benefits your business. Whether you want to give clients reminders for upcoming jobs, show compliance documentation, share reports instantly or even take payments online, you can do so through a portal. Everything you have on ServiceM8 can be displayed through an innovative system that makes providing your services to commercial clients faster and easier.

WHY IS A SERVICEM8 PORTAL DIFFERENT?

You might be wondering: why don’t I use ServiceM8? The answer is that while ServiceM8 offers forms, reports, and a basic portal add-on, it doesn’t give you everything you need in one place. Also, it doesn’t give you a unique layout that makes it easier for your customers to see what you’ve done for them and what you could do in the future. By pulling information through the API, we can enhance ServiceM8 and create custom tools that can grow with your company.

THE BENEFITS OF A SERVICEM8 PORTAL

Building a custom portal with Right Hook means you get a one-stop solution to store information and manage your business. Key benefits include:

• Improve Communication: Communicate efficiently with your clients by putting everything they need in one easy-to-use system.
• Go Paperless: Save money and time by using a comprehensive software tool that puts all your client reports and data in one secure place.
• Save Time: Time-consuming tasks such as emailing reports can be taken over using this cutting-edge technology.
• Get Information Faster: Make all your reports and forms easily accessible for clients.
• Upsell Your Services: Visualise reports and recommendation documents to showcase how additional services could benefit your clients.
• Create A Unique Solution: Our portals are bespoke and designed with each customer in mind, meaning you can add your branding and any additional features your business needs.
• Set Your Business Apart: Show that your trade company is a cut above the rest and ready to take on bigger and better jobs.

INDUSTRIES COVERED

Almost all trade businesses can use our portal software to store important information and save time. Some of the most common industries that can use this system include:

PEST CONTROL

Make reporting easier and highlight the risk level for each site you cover, so you can easily upsell additional pest proofing solutions.

ELECTRICAL

Manage multiple clients and set reminders for key servicing to streamline your electrical services business.

PLUMBING

Deal with plumbing emergencies on multiple sites, allocate resources fast and ensure all regular work is scheduled correctly with a trade portal.

HVAC

Keep all HVAC servicing or repair jobs in one place and get your hands on the documents you need when you need them.

CLEANING

Schedule regular or one-off cleaning jobs and manage your time better so that you can cut down on wastage and grow your cleaning business.

GARDENING

Track information from clients and share quotes quickly to grow your gardening business from a one-man band to a flourishing team by making the most of our technology.

PROPERTY MAINTENANCE

Whether you’re pool cleaning, patio cleaning or fence fitting, property maintenance businesses can make the most of our innovative solution to earn more customers.

FIRE SAFETY

Ensure you’re always on time for the next fire safety equipment test with automated reminders and reduce paperwork with digitalised inspection forms.

IT AND COMMUNICATIONS

Manage your IT and communications infrastructure schedule and workforce remotely, take on new requests and manage your assets with an all-in-one digital platform that’s as innovative as you are.

APPLIANCE REPAIR

Get jobs done faster and even take payments on the spot to save time and grow your appliance repair business with our innovative trade portal.

Build The ServiceM8 Portal Your Business Needs

If you’re ready to get started, it couldn’t be easier! Right Hook has built a simple trade portal that makes for easy setup and can be configured to your unique needs by our in-house developers.

Even ServiceM8 itself doesn’t offer these features, but we do because our team understands trades and the unique challenges faced by your business.

Book a call today or call 0114 405 5022 to see how a ServiceM8 portal could transform your company.

Article by:

Hannah Stevenson

I’m a passionate SEO and content creator who loves working with local businesses! It’s so satisfying to be able to help companies to reach their target audience in their area for high volume search terms. As well as writing content, I also spend a lot of my time optimising Google Business Profiles and carrying out off-page SEO for my clients.