ServiceM8 vs Clientility

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.

Win more jobs, get paid at every stage, and run your whole service business from your phone. Clientility is the all-in-one CRM built for contractors and home service pros. Send estimates, schedule your crew, manage every job and collect payments from one app, in the office or on site. WIN MORE JOBS - Track every lead from first call to signed estimate - Build professional estimates in minutes with photos, descriptions and optional add-ons - Offer Good, Better and Best options so clients can choose their level - Pull services and prices from your visual pricebook - Send estimates by email or text and get notified when they're viewed or signed - Automatic follow-ups keep leads from going cold GET PAID AT EVERY STAGE - Milestone payments: collect a deposit, progress payments and the final balance as the job moves forward - Clients pay by credit card from their job portal - Automatic payment reminders, so you spend less time chasing invoices - Turn approved estimates into invoices automatically - Charge in USD or CAD KEEP EVERY JOB ON TRACK - See everything about a job in one place: schedule, tasks, change orders, photos, documents and invoices - Schedule jobs and site visits and assign them to your team - Send change orders straight to your client's portal - Take before and after photos, and choose whether clients can see them - Open PDFs and photos without leaving the app IMPRESS YOUR CLIENTS - Every job gets a client portal where customers approve estimates, sign contracts, follow progress, see photos and pay invoices - Automatic email and text notifications keep clients informed at every step - Review Boost asks happy customers for a Google review and keeps lower ratings private RUN YOUR TEAM - Roles and permissions for owners, managers, sales and field workers - Timesheets with clock in and clock out - Everyone sees only the jobs and information they need KNOW YOUR NUMBERS - Track expenses and job costs to see the real profit on every job - Dashboards for active jobs, open estimates, invoices and revenue - Syncs with QuickBooks: customers, jobs, invoices, expenses and more BUILT FOR THE TRADES General contractors, HVAC, plumbing and electrical pros, handypeople, painters, landscapers, roofers, remodelers, cleaning crews and every service business in between. Questions? A real person answers every message: hello@clientility.com