Simpro Mobile vs ServiceM8 Phone

Connect the field to the office with Simpro Mobile and enhance the efficiency of your team. Achieve end-to-end operations management with Simpro Premium, a complete job management software solution for your business. The Simpro Mobile app gives field staff the ability to do more on the job. Update job details, access site and asset history, view timesheets and present quotes with ease. FIELD SERVICE FEATURES: Enhance your field processes with Simpro Mobile, an end-to-end field app. Streamline field service workflows, manage customer assets, increase first-time fixed rates and enhance the customer experience. * Live scheduling updates * Record travel time and time spent on-site * Access scheduled and assigned, as well as search for any pending or progress jobs. * See who else is scheduled to be on-site for the job * Status changes, such as a completed job card, will trigger workflow processes for office staff * Offline functionality * Invoice and accept payments in the field, with different options including cash or credit card payments (Square Payments integration available depending on location) * Click-to-call site and job details * Pre and post-audits for enhanced safety * Pause work to stop the clock at any time * Comprehensive asset management * Inventory management * Add notes, photos and other attachments with immediate sync to office * Capture staff and customer signatures and email a signed job card directly to any contact * High accuracy GPS navigation TIMESHEET FEATURES: Build a workforce of time-savvy staff. Easily track costs throughout project and service work, and provide scheduling information to field staff to maximise productivity. * Clock on and off daily * Create new time blocks for quotes, jobs and activities * Use pre-defined travel schedule rates (eg after hours or long distance) to categorise travel time * Add or edit billable and non-billable work hours in real-time or retrospectively * Update records in real-time or retrospectively for billable and non-billable work * Easily spread time between multiple cost centres based on hours or percentage of working time * Access site, customer and schedule notes along with other key details such as activities, job descriptions and cost centre information * Copy time blocks for employees, contractors and plant equipment * View multiple weeks including past, current and upcoming scheduled time. * Compare work scheduled and completed to identify and rectify unaccounted blocks of time or conflicts CUSTOMER QUOTE AND SALES FEATURES Upsell and close more sales in the field with Simpro Mobile. * Add images, videos and manuals to create visually appealing quotes on the fly * Offer multiple quote options such as basic, intermediate and premium * Incorporate memberships and other services with standard pricing and savings displayed * Apply add-on pricing for discounted rates such as for multiple or same-day services * Email quotes and invoices to the customer

A smarter phone system for trade contractors & services. Take & action client calls efficiently, professionally, anywhere. See which client is calling and their job history. Convert recent calls & voicemails to new jobs. Simplify call diversion after hours. Route business calls to multiple staff, simultaneously. Transfer between staff. Record & transcribe calls, and more. ServiceM8 Phone extends the power of your ServiceM8 job management with a smart cloud phone system, enabling you to provide great customer experiences, streamline phone call workflows, and drive productive outcomes from phone enquiries. Provide next-level customer service With caller identification, any team member can greet clients by name, instantly see their active quotes and work orders on screen, and efficiently action the call’s outcome in ServiceM8. Make calls more efficient & productive Streamline phone call workflows, actions and outcomes. Open the client’s active ServiceM8 jobs, create a new job directly from an active or recent call, or record a Call Summary to an existing job’s Diary. Work remotely Route business calls to multiple staff members, simultaneously. Staff can make & receive calls from anywhere on iPhone, iPad, or online through the ServiceM8 dashboard & Chrome extension. Give clients a single point of contact Route all incoming calls through a single number, and set outgoing calls from all staff to display your business number, so clients always know it’s your business calling. Gain visibility of phone calls across the business See incoming calls, missed calls and voicemails from anywhere. Simplify after-hours call diversion Incoming calls to your business after hours automatically divert to the team member On Call, or a custom voicemail message. Enhance team communication & call handling Quickly call other team members in the business, and efficiently transfer clients on the line to another staff member, from anywhere. Record & transcribe calls Improve quality assurance and job history with call events, durations, recordings and transcripts automatically saved to the ServiceM8 job card they’re related to. Manage enquiries efficiently Text a booking form to a caller in a few taps while they’re on the line, so they can enter their own details and submit the enquiry online, arriving in your ServiceM8 Inbox. ServiceM8 Phone is a companion app to ServiceM8 job management software. A ServiceM8 account configured with ServiceM8 Phone is required in order to log in to the ServiceM8 Phone app.