ServiceM8 vs Planado

ServiceM8 is job management software for trade contractors & home service businesses, such as plumbers, electricians, HVAC & refrigeration contractors, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the field. ServiceM8 is a job, staff & client management solution, with everything to run your day-to-day in one place — digital job cards, scheduling, quotes, staff locations, client emails & texts, job notes & photos, online bookings, forms, asset management, invoicing & payments. You’ll cut paperwork, get more jobs done, provide amazing service & get paid faster. Field staff use the ServiceM8 app for iPhone & iPad. Office staff can access the ServiceM8 dashboard online via web browser on Mac or PC. Download the app & tap ‘Try Demo’ — no sign-up required. Who is ServiceM8 for? ServiceM8 is a simple, easy tool for contractors & field service businesses with a high-turnover of short jobs, ranging in size from sole operators up to 20 staff. Industries such as: • Plumbing • Electrical • Solar • HVAC & Refrigeration • Pest Control • Appliance Repair • Locksmithing & Security • Cleaning • Pool Care • Lawn Mowing & Gardening Businesses • IT • Property Maintenance • Fire Protection • Carpet & Flooring Job Management Software • Manage jobs from start to finish • Access all client & job details in the field • Ensure job quality & consistency with built-in checklists • Capture electronic signatures Communication & CRM • Email & text clients directly from the app • Save time with email & text templates • Send On-the-Way text messages to clients • Automate booking confirmations, reminders & follow-ups to clients Scheduling • View your schedule & job info, anywhere • See a real-time map view of staff & job locations • Dispatch jobs & urgent work, instantly • Receive push notifications about schedule changes Quoting & Invoicing • Generate professional PDF quotes, estimates & invoices on site • Email or text quotes & invoices to clients from the app • Clients can view quotes & pay invoices online Time tracking & Timesheets • Track travel time & time on site, for billing purposes • Track shift & break time, for payroll purposes • Export payroll time sheets to Xero or QuickBooks Online Mobile & Online Payments • Accept contactless payments with Tap to Pay on iPhone • No extra dongles, terminals or hardware needed — just your iPhone Digital Forms & Assets • Complete digital reports, procedures & certificates on site, through the app • Create custom forms for your business & industry • Catalogue client assets & view their service history Job History • Access a full history of work done for every client • Attach notes, photos, videos, emails & messages to jobs • Automatic back-up & secure cloud storage Accounting Integrations • Connect to Xero or QuickBooks Online • Sync invoices & payments from ServiceM8 • Streamline invoicing, payments & accounting Pricing • A range of monthly plans to suit your business & requirements • Plans bundle jobs, SMSs & add-ons into a single monthly price • No contracts, setup fees, or ‘per-user’ fees. • Unlimited users & storage • 14-day free trial Support • Free, 24/7 email & chat support • Self-serve Help Centre with articles & videos • Global network of ServiceM8 Partners offering setup services In-App Purchase Terms When you subscribe to a plan through the ServiceM8 app, payment will be charged to your Apple ID on a recurring monthly basis. Your monthly subscription will automatically renew unless you cancel at least 24 hours before the renewal date. You can manage your subscription in the ServiceM8 app in More > Settings > ServiceM8 Account. Any unused portion of your free trial is forfeited after purchase. Terms of Service: www.servicem8.com/terms-of-service Privacy Policy: www.servicem8.com/privacy-policy The ServiceM8 application uses background location. Continued use of GPS running in the background can decrease battery life.

Planado is an online service for company’s field work management and performance quality control of such mobile workers as: — installers, adjusters, couriers, forwarders, engineers, maintainers; — field workers, mobile teams, field staff. Planado helps to: — plan out job schedule, make changes in the schedule on the fly, — provide checklists for workers so that they won’t forget to do anything and take all the important notes concerning their job, — monitor completed jobs quality using jobs’ photo reports, — pass the job information to your field worker instantly, — easily make a route taking traffic into account, — send out SMS-notifications to your clients to remind them of an upcoming job, — send out SMS-notifications to your clients when your worker is on the way to their premises, — make the work of the field staff transparent to the management, — reduce the amount of paperwork and problems associated with it. Use the Planado system to know who works effectively (according to reports and photo reports) and lower human factor costs.