ServiceM8 Customer Portal
so the photos arrive before the phone call.
Their booking and where the job is up to, then the completed work with its photos and form responses, on a login in your branding. It reads live from ServiceM8 while your crews keep working the way they already do.
Most of what a customer wants sits in form responses and attachments rather than tidy fields, so getting those out cleanly is the job. Fixed-price scope, an Australian team, support after launch.
On your domain, in your branding, and yours at the end of it.
- No per-user fee Portal logins do not cost ServiceM8 seats
- 18+ yrs Building business software
- Fixed Price scopes, no surprises
- You own it Code, docs and credentials
Built here. Your data stays here.
- No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
- Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
- Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
What your customers see
What your customers see in a ServiceM8 portal
Every screen reads live from ServiceM8, so the figures match because they come from ServiceM8 rather than from a copy somebody refreshes.
- Their booking and where the job is up to
- Completed work with photos and form responses
- Quotes awaiting approval, approvable in the portal
- Invoices and payment
- History of every job you have done for them
Who logs in
What people ask us for
Start with the job your ServiceM8 portal has to do
The same portal gets asked for in six different ways depending on where you are up to. Select any one to read how we approach it.
One place, one view
Your customers should not need three logins
ServiceM8 holds part of the picture. The rest is in the job system, the CRM, the payment gateway and wherever your documents live. A portal that only reads ServiceM8 hands your customer a fragment and sends them back to the phone for the rest.
We join them. One login, designed to your brand, showing a complete account view built from every system that has a piece of it.
- Your accounting system, for invoices, statements and payment
- Payment gateways, so paying in the portal reconciles correctly
- Document and photo storage, for job evidence
- Your CRM, so the contact and the site are one record
- Your website or app, so the login is part of your brand rather than beside it
How it works now
Every question lands on your desk
- Customers ring or email to ask the same questions
- Somebody exports from ServiceM8 and sends it out
- Chasing takes a person the best part of a day a week
- No record of who was told what, or when
After
Customers look it up, straight from ServiceM8
- Available any time, straight from ServiceM8
- Nothing rekeyed, because it is read rather than copied
- Anything they submit posted back where you want it
- An audit trail of who saw what and when
Scoped and quoted before you commit. You own the code, the documentation and the credentials at the end of it.
Get a fixed-price scopeQuestions owners ask about a ServiceM8 portal
Is this the ServiceM8 login?
No. The ServiceM8 login is where you and your staff work. This is a separate portal you own, for your customers, that reads and writes your ServiceM8 data. Your customers never get access to ServiceM8 itself.
What can customers actually see?
Typically their booking and where the job is up to, completed work with photos and form responses, quotes awaiting approval, approvable in the portal. What they cannot see is anything else, because the portal only ever requests the records belonging to that contact.
What is the hardest part of ServiceM8 portal work?
Much of what a customer would want to see in ServiceM8 sits in form responses and photo attachments rather than in tidy fields. Getting those out cleanly, and deciding which of them a customer should see, is usually the actual work rather than the portal itself.
Do we need a licence for every portal user?
No. The portal reads through the API under one connection, so the number of customers logging in does not change what you pay ServiceM8. That is usually the reason a custom portal costs less than the alternative once you have more than a handful of users.
Will it slow ServiceM8 down or put our data at risk?
The portal reads through the API rather than touching your system directly, so day-to-day use is unaffected. Writes are limited to what you approve, and everything is logged so you can see what changed and when.
How long does it take?
A straightforward portal over ServiceM8 is usually weeks rather than months. We scope it and quote fixed-price before starting.
Sending your details…
You can stay on this page while we send it.
Tell us what your customers keep ringing about
Which ServiceM8 edition you are on, roughly how many customers would use it, and what they most often ring about. We will come back with a straight answer and a fixed-price scope.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
