Migration

ServiceM8 to simPRO Migration and Conversion Service

Converting, changing, or migrating from ServiceM8 to simPRO should not mean losing client history, job records, assets, forms, or invoice flow. We handle the full ServiceM8 to simPRO migration service end to end for Australian field teams.

Clients, jobs, assets, forms, invoices, and connected systems scoped, migrated, and validated. Fixed-price scope, careful testing, and a cutover plan your team can actually work with.

  • AU-wide Perth-based · servicing Australia
  • 18+ yrs In custom software
  • Zero Downtime migrations
  • Fixed Price scopes, no surprises
  • 100% Australian team
ServiceM8 to simPRO Migration

Move from ServiceM8 to simPRO with a structured job-management migration plan

Switching from ServiceM8 to simPRO is a big decision, and the migration is usually the part businesses dread most. What about the historical data? What about payroll? What about the integrations?

We handle the lot. Clients, jobs, assets, sites, documents, workflow templates, pricing rules and historical job data — extracted from ServiceM8, cleaned, transformed, and loaded into simPRO. Validated at every step.

HELLO PEOPLE is a Perth-based software consultancy. We deliver fixed-price migrations for businesses across Australia — Perth, Melbourne, Sydney, Brisbane and everywhere in between.

Team planning ServiceM8 to simPRO migration strategy
How it runs

A ServiceM8 to Simpro migration, end to end

Three stages. No surprises. Your live ServiceM8 data stays untouched until cutover — delivered personally by the founder.

  1. Week 0

    Discovery & Mapping

    15-minute scoping call. We map your ServiceM8 setup, the data structure that needs to translate to Simpro, and the cleanup decisions to make on the way. Fixed-price quote inside 48 hours.

  2. Weeks 1–N

    Sandbox Migration & Parallel-Run

    Full migration run in a sandbox first. Both systems then run in parallel for two weeks — every record, transaction and report cross-checked. No risk to live operations.

  3. Cutover

    Go-Live & Handover

    Production cutover on a planned window — typically a weekend. Team training, monitoring active, 30 days post-launch support. ServiceM8 safely retired with full history preserved.

Founder profile

Kasun Wijayamanna

Founder · Perth, WA · Started HELLO PEOPLE in 2008

18+ Years running HELLO PEOPLE

Founded in 2008. Two decades of technology-driven business transformation across Australia.

100+ Projects delivered

Startups to government agencies across mining, healthcare, legal, education and more.

HDR Researcher · Curtin University

Postgraduate research in Artificial Intelligence and Retrieval-Augmented Generation (RAG).

MBA Oil & Gas

Deep technical expertise combined with strong business and financial acumen.

Perth Based in WA

Serving businesses across Western Australia and nationally.

AU+TH International experience

Professional background in Bangkok, Thailand before migrating to Perth.

PHF Paul Harris Fellow · Rotary

Former President of Rotary Club of Booragoon. Over a decade of community service.

Read the full bio — research, career, community involvement and how HELLO PEOPLE runs projects.

See full founder page
Sound Familiar?

Why businesses delay this migration

These are the fears we hear every week. All of them are solvable with proper scoping and a structured migration process.

Scared of losing data

The biggest fear. Years of contacts, invoices, history, payroll records — what if something goes missing? That fear is why businesses stay on the wrong platform for years.

Downtime during the switch

Your team needs to keep working. Nobody can afford a week where the system is offline and invoices cannot go out or staff cannot be rostered.

Messy data in the old system

Duplicates, outdated contacts, broken formatting — if you bring that mess into the new system, you have just migrated the problem.

Reporting continuity

Your accountant, auditor or management team needs historical reports to still make sense after the move. Broken reporting is a deal-breaker.

Connected systems break

Integrations with other platforms — CRM, payroll, eCommerce — need to work with the new system from day one. Not after a few weeks of scrambling.

Cost blowouts

The migration was quoted at one price but kept growing. Scope creep, unexpected complexity, hidden charges — the project ends up costing double what was promised.

What We Migrate

ServiceM8 to simPRO migration — what is included

Every migration is different, but here is what we typically cover for a ServiceM8 to simPRO conversion.

Client and site data migration

Clients, sites, assets, contacts and relationship notes — all migrated to simPRO so your team has full context from day one.

Historical job data, quotes and invoicing history are transferred where supported.

Job and project migration

Active and completed jobs, including job notes, photos, checklists and time entries — moved to simPRO with references intact.

Job templates and workflow stages are rebuilt to match your operational process.

Document and attachment migration

Job photos, site documents, signed forms and compliance certificates — transferred to simPRO attached to the correct records.

Templates for quotes, invoices and reports are recreated in the new system.

Integration reconnection

Accounting, inventory, supplier and scheduling integrations connected to ServiceM8 are rebuilt on simPRO.

The goal is that your field team and office staff see no operational gap.

Capabilities catalogue

ServiceM8 to Simpro migration services we deliver

Every capability below has been delivered for a real Australian field service team — from a single ServiceM8 job migration to a multi-site Simpro rollout with Xero integration and asset-register rebuild. If your scenario is not listed, ask — we build bespoke.

ServiceM8 to Simpro job migration

  • Full ServiceM8 to Simpro migration with parallel-run cutover
  • Active jobs, projects and work orders moved without interruption
  • Recurring service contracts and maintenance plans rebuilt in Simpro
  • Job templates, statuses and workflow stages mapped to Simpro
  • Job cost tracking, labour rates and materials carried across
  • Field staff scheduling and dispatch rules rebuilt in Simpro
  • Mobile app rollout to field crews during go-live

Customer & site history preservation

  • Customer accounts, contacts and billing addresses migrated
  • Multi-site customers with separate locations carried into Simpro
  • Site assets, equipment registers and asset history transferred
  • Service history per site and per asset retained for compliance
  • Customer pricing, discounts and account terms migrated
  • Customer notes, communication history and tags preserved
  • Compliance certificates, photos and signed documents retained

Custom forms & assets transfer

  • ServiceM8 forms rebuilt as Simpro custom forms and checklists
  • Mandatory fields, conditional logic and validation re-implemented
  • Photo evidence and signed form submissions retained against jobs
  • Asset registers, serial numbers and warranty data migrated
  • Compliance checklists (electrical, plumbing, HVAC) rebuilt
  • Pre-job safety forms and SWMS templates rebuilt in Simpro
  • Field staff sign-off workflow recreated in the Simpro mobile app

Quote / invoice mapping

  • Active quotes migrated with line items, pricing and customer terms
  • Recurring billing and contract invoicing rebuilt in Simpro
  • Catalogue items, suppliers and price lists carried across
  • Multi-stage progress claims and retentions configured in Simpro
  • Invoice templates, branded PDFs and email templates rebuilt
  • GST, BAS and tax codes mapped from ServiceM8 to Simpro
  • Historical invoices retained as records for audit and reporting

Accounting integration on Simpro

  • SimproXero invoice, customer and payment sync
  • Simpro ↔ MYOB invoice and customer reconciliation
  • Simpro ↔ QuickBooks Online sync
  • GST and tracking-category mapping for clean reporting
  • Supplier bills, purchase orders and material costs pushed to accounting
  • Payroll labour hours fed from Simpro into Xero, MYOB or Employment Hero
  • Multi-entity accounting setups across Simpro organisations

Post-migration extensions

  • Simpro custom reports and dashboards on top of migrated data
  • Power BI dashboards on top of Simpro for management reporting
  • Custom API integration with supplier ordering and procurement systems
  • Trade-specific compliance reporting (electrical, plumbing, HVAC)
  • Customer portal for quote acceptance and invoice payment
  • Asset register synced into a CMMS or maintenance system
  • AI document extraction feeding Simpro supplier bills
Pricing

How we price ServiceM8 to simPRO migrations

Price moves with client and site volume, job and asset history, form and document migration, connected systems, and how much simPRO workflow setup is needed before cutover. Here is how we scope it.

Migration audit call

Tell us what you are running in ServiceM8, what must survive in simPRO, and which jobs, assets, workflows, or reporting rules cannot break. We will tell you whether it fits one fixed-price migration or needs phased delivery.

Fixed-price migration scope

Once data volume, asset and workflow mapping, integration reconnection, and cutover risk are clear, you get fixed-price scope covering cleansing, migration, validation, and go-live. No open-ended estimates.

Phase history and integrations separately

If the move includes heavy history, pricing rules, forms, or connected systems, we can split it into core operational data first, then history, then integrations. Each phase has its own price and sign-off.

Our Process

From ServiceM8 to simPRO — step by step

A structured process so you know what is happening at each stage. No ambiguity, no surprises.

Assess your ServiceM8 data

We audit data quality, volume, complexity and connected integrations. You get a clear scope and a fixed price before anything starts.

Cleanse and prepare

Duplicates merged, dead records removed, formats standardised. Your data is cleaned in ServiceM8 before anything moves.

Configure simPRO

simPRO is set up to match your business — accounts, custom fields, user roles, tax settings. No generic template.

Migrate data

Clients, jobs, assets, sites, documents, workflow templates, pricing rules and historical job data — extracted, transformed and loaded into simPRO. Validated against the source at every step.

Test and validate

Balances checked. Reports compared. Edge cases tested. Your team reviews the data in simPRO before we go anywhere near production.

Go live and support

We cut over at the right moment and stay close for the first month. ServiceM8 stays accessible as a reference until you are confident.

Why us

Why HELLO PEOPLE for your migration

  • Fixed-price, always

    You get a clear price before we start. No hourly billing that spirals. No surprise invoices.

  • 100% Australian team

    Your data is handled entirely by our Perth-based team. No offshore processing, no third-party access.

  • Zero downtime

    Your team keeps working in the old platform while we prepare the new one. The cutover is planned, tested and clean.

  • Data cleansing included

    We do not just move your data — we clean it first. Duplicates, stale records and formatting issues are fixed before they reach the new platform.

  • Reporting continuity

    Historical reports, BAS data, compliance records — we validate that the new platform gives you the same numbers as the old one for any given period.

We had been putting off the switch for over a year. They made it painless — scoped it clearly, migrated everything, and our team was up and running in simPRO within weeks. The data was cleaner than it had been in years.

Operations Manager Perth electrical contractor · 30-person field team
Industries

ServiceM8 to simPRO migration by industry

Different industries have different data and compliance requirements. Here is how we help.

Trades & Services - ServiceM8 to simPRO migration

Trades & Services

Staff rosters, qualifications and job data — migrated to simPRO so your operations team does not skip a beat.

Professional Services - ServiceM8 to simPRO migration

Professional Services

Team data, time records and client assignments — transferred so billing and resourcing stay accurate.

Hospitality - ServiceM8 to simPRO migration

Hospitality

Rosters, leave balances and compliance records — moved cleanly without disrupting pay cycles.

FAQs

Common questions about ServiceM8 to simPRO migration and conversion

How much does a ServiceM8 to simPRO migration cost?

Every migration is different — data volume, complexity, connected integrations and the platforms involved all affect the scope. We assess your specific ServiceM8 setup, map out exactly what needs to happen, and give you a fixed price before any work starts. No hourly billing, no open-ended estimates. Book a free no-obligation scoping call and we will give you a clear number.

How long does the migration take?

A typical ServiceM8 to simPRO migration takes 3 – 6 weeks. We give you a realistic timeline during scoping — not a best-case estimate.

Will we lose any data during the switch?

No. We extract everything from ServiceM8, validate counts and balances at each step, and keep your source system untouched until you are confident the migration is complete. There is always a rollback option.

Can our team keep working during the migration?

Yes. We plan the migration so your team continues using ServiceM8 until cutover. We run parallel systems where needed so there is no operational gap.

Do you clean up our data before migrating?

Yes — data cleansing is included. Duplicates are merged, dead records removed, formats standardised and field mappings validated before anything moves to simPRO.

Do you handle the integrations with other systems?

Yes. Any platforms connected to ServiceM8 — accounting, CRM, payroll, eCommerce — need reconnecting to simPRO. We handle the full integration layer so everything works from day one.

Is our data secure during the migration?

Yes. All data is processed by our Australian team. We use secure, encrypted connections and never store credentials. Your ServiceM8 data is not modified — we extract a copy for transformation and loading.

Do you only work with Perth businesses?

We are based in Perth but work Australia-wide. Around half our clients are in Melbourne, Sydney or Brisbane. Remote delivery is standard for us.

Tell Us About Your ServiceM8 to simPRO Migration

Describe your current ServiceM8 setup, what needs to carry into simPRO, and any workflow, asset, document, or integration requirements. We will come back with a clear migration plan and fixed-price scope.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.