ServiceM8

I love this product. I am a daily user and use it for all of my online invoicing for my business.

Opmerkingen: A real time-saver and great for monitoring all invoice statuses -

Pluspunten:

My favorite feature is the way you can send via email, a past due notice for your invoices and how easy it is to customize all email templates. Customize your quotes, estimates, invoices, past due invoices, and schedule the past due invoice notice date

Minpunten:

Only that you can only schedule one follow-up past due invoice. I would like to send past due notices every 15, 30, 45 days and send demand for payment emails at 60 and 90 days and then a notice for collections notice at 112 days stating past due account goes into collection at 120 days - Then it is out of our hands -

A must have for trades

Opmerkingen: We have only been using the platform for a month

Pluspunten:

- The pricing structure is something that initially drew our attention. Instead of being per user it is a monthly fee (plus add-ons). - The job scheduling is very easy to use and with a team scheduler add-on you can select multiple team members for the same job. - the phone app is extremely useful. You can select to text a customer when you are on route (providing you've set it all up before hand). - You can take payment in the field as well as invoices generating a link that customer's can click on to make payment. Payments are shown in the job diary. - job diaries are autogenerated so you can see a good audit trail from creation to closure. You can add to existing jobs from the inbox feature. - the network request add-on is really useful for our business where we use contractors who don't require a logon to our system but complete jobs on our behalf. We have set our templates up with forms and questions that need completion and when these are done it shows up on our portal which says time having to manually enter data in from emails.

Minpunten:

- Sometimes the navigation functions can be time consuming. It would be handy to raise a job from within the client module window (i.e. when you open a client you can view current and past jobs but you cannot raise a new one and therefore have to go to dispatch board). - It would be good to have a shortcut to raise a new job on the main menu rather than having to select dispatch board. - the asset scanning only appears to work with purchase stickers from ServiceM8 (unless we haven't discovered correctly how to do this with other ones...) - It is limited to IOS so we have had to purchase iPad minis to sync with our android devices.

6 months later and still can't track job time or travel time.

Opmerkingen: Disappointing at best.

Pluspunten:

Worked for a little whileease of use when working

Minpunten:

No customer service numberSupport is extremely poor and slowThey try to direct you to external support people who charge for their service

Impeccable software

Pluspunten:

it's really fatanstic to use it. it saves me time. Plus it works offline. Has plenty of options that a small business needs

Minpunten:

I deplore the fact that this software is not available on android.

Pay for volume and not number of users

Opmerkingen: The online chat tool with support is great. Nothing ever gets lost in the translation. Support is 7 x 24 around the planet.

Pluspunten:

Our business is strictly a service that we provide with a couple variations. Starting out as a small business meant I could not afford starting to pay for user licenses I could not afford. This other mob I was deal with, my first month with a discount was suppose to be $6. I then got a bill for $21 for just one day of testing. Bugger that. It was not worth the time a day to argue.

Minpunten:

The outside sales support can be pricey. If you know exactly what you want, you can keep the implementations costs down. Especially with training. you need to practice as much as possible during your trial period.