ServiceM8 Certified Partner
ServiceM8, set up so it actually runs your jobs.
Cracka Systems is a certified ServiceM8 partner on the Gold Coast. We set the platform up around your real prices, your real job types and the people who have to use it on a Tuesday morning, then test the whole path from enquiry to invoice before you go anywhere near a customer with it.
- ServiceM8 Certified Partner
- Gold Coast, Australia
- Trades and service contractors
The platform
The operational record for a trade business.
ServiceM8 is job management software for trades and service contractors. It holds who the customer is, what the job involves, who attended, what happened on site, and what gets quoted and invoiced. The office works on the desktop dashboard, the crew works in the app, and both are looking at the same job. ServiceM8 reports that businesses using it complete 30% more work in their first three months, and that it manages over $35 billion in jobs worldwide.
Six building blocks worth knowing before you buy anything
Client and contact
The customer record and the people attached to it. The payer, the property owner and the person who opens the gate are often three different people.
Job
One piece of work. Its address, description, photos, diary notes, bookings and billing all stay together on the one record.
Booking
A time and a staff member against a job. A booked measure is not a booked installation, and that distinction causes more double-ups than anything else.
Material or labour item
A billable line with a quantity, a unit and a selling rate. What you paid for it is a separate input, and the gap between the two is your margin.
Quote and invoice
The quote proposes scope and price. The invoice asks for the money. A budget estimate is an earlier, conditional indication and should never be sent as though it were a quote.
Form, checklist and asset
A form captures structured answers, a checklist tracks tasks, an asset is a specific maintainable item with its own service history.
ServiceM8 uses four job statuses: Quote, Work Order, Completed and Unsuccessful. Completed means the physical work is finished. It does not mean you have been paid, and treating it that way is how a good month turns into a bad quarter. Extra waiting states belong in queues, not in invented statuses.
Capability and boundary
What it does, and what is still your decision.
A feature being available is not the same as your workflow being configured. Every line below is something ServiceM8 can do, next to the thing that still has to be decided and tested in your account. This is the map we work from on every build.
Jobs, diary and bookings
Keeps job detail, site activity and staff attendance on one record.
Check first. A record on its own does not qualify a lead or reserve every resource the install needs.
Queues
Organises jobs that are waiting on a next step.
Check first. Every queue needs a named owner and a review rule. Parking a job is not following it up.
Quotes and invoices
Builds priced customer documents from the job billing lines.
Check first. The total is only as good as the scope, quantities, units, tax settings and approved rates behind it.
Materials and labour
Standardises the chargeable items you use on most jobs.
Check first. A catalogue is not an assembly recipe. Posts, hardware, waste and installation can all sit outside the line you think covers them.
Services and online booking
Packages repeatable work with questions, pricing and duration rules, and can take bookings online.
Check first. Conditional rules, service areas and manual approval all need configuring. Unusual sites still need a measure.
Forms and checklists
Collects structured job evidence and generates a formatted document. Remote signature is supported on the relevant form workflows.
Check first. A form is not automatically a public estimating form, and a tick is not evidence of a result. Use a photo or a diary entry where it matters.
Job Costing
Compares job income against the material, labour and administrative costs you recorded.
Check first. It is an estimate built from recorded inputs, not your audited net profit. Capture actual labour consistently or the comparison lies.
Automation
Runs configured reminders, quote follow-ups and routine messages.
Check first. Triggers, recipient, timing and stop conditions all need testing. Do not run the same follow-up in your CRM as well.
Accounting connection
Connects supported Xero, QuickBooks Online and MYOB workflows.
Check first. Item ownership, tax treatment and sync behaviour get agreed with your bookkeeper and tested on the real account setup.
Asset Management
Holds a service history against individual equipment, linked to ServiceM8 QR labels.
Check first. The add-on, the staff role, the asset type and the badge on the job all have to line up. A photo of a sticker is not a label.
Capability descriptions above follow ServiceM8's own published documentation. Availability varies with your plan, permissions, enabled add-ons and device, so we confirm the specific behaviour in your account rather than promising it from memory.
The operating model
Enquiry to payment, with an owner at every step.
Nine stages. Each one has a named owner and a piece of evidence that has to exist before the job moves on. Almost every quoting mess we are called in to clean up is a missing owner at stage three or stage six, not a missing feature.
- 01
Enquiry
Customer gives contact, location and job type. The CRM captures it.
Evidence. One usable lead, the right business, contact permissions agreed.
- 02
Qualification
Office or estimator checks service area, job fit and missing inputs.
Evidence. A suitable job, or a clear manual-review outcome.
- 03
Budget estimate
Your rules produce an indicative result with its assumptions attached.
Evidence. Price basis, exclusions and the estimate version saved.
- 04
Measure booked
Office confirms the time, the staff member and site access.
Evidence. Booking confirmed, and the correct job linked to the lead.
- 05
Measure and cost
Estimator records dimensions, site conditions, materials and labour.
Evidence. A complete recipe, dated costs and explicit allowances.
- 06
Approve quote
A named approver reviews scope, margin and any exception.
Evidence. Approval recorded against the exact quote version.
- 07
Send and accept
Office sends through the agreed channel and records acceptance.
Evidence. Right recipient, right document, acceptance evidence kept.
- 08
Deliver work
Scheduler and crew complete the bookings, forms and time records.
Evidence. Work physically complete, variations resolved.
- 09
Invoice and review
Office invoices, bookkeeper reconciles, owner reviews the actuals.
Evidence. Payment state and final costs checked, lessons written down.
We also agree one owner per data item and one owner per message. Your CRM owns the lead conversation, the estimator owns the calculation and its version, ServiceM8 owns the job and the approved operational record, and your accounting package owns the books. When two systems both chase a quote, the customer gets chased twice and nobody notices until they say so.
Pricing and profit
Markup is not margin.
This is the single most expensive confusion in trades, and it is worth five minutes of your time before anyone touches your settings. Revenue is what you sell. Gross profit is revenue less the costs in your model. Gross margin is that profit divided by revenue. Net profit needs the rest of the business on top.
Markup
(Sell − Cost) ÷ Cost
Sell at $910 on a $700 cost and you have a 30% markup.
Gross margin
(Sell − Cost) ÷ Sell
That same $910 is a 23.08% margin, not 30%.
Price for a target margin
Cost ÷ (1 − target margin)
For a real 30% margin: $700 ÷ 0.70 = $1,000.
Gross profit dollars
Sell − Cost
$1,000 − $700 = $300 on the job.
Build the whole job cost, not the obvious half
- Materials: quantity by the correct unit cost, plus waste, fixings, posts, delivery and anything else the job physically needs.
- Labour: expected person-hours by your agreed internal rate. Two people for four hours is eight person-hours, not four.
- Other direct costs: subcontractors, equipment, disposal, site allowances. Do not count installation twice when a package already includes it.
- Unknowns: mark them unknown and hold the job for review. A blank supplier cost is not proof the item is free.
Three controls we agree with you
- The target gross margin you price to.
- The floor margin below which a job does not go out.
- The one person who may approve an exception to either, by name.
Keep costs and selling prices on the same tax basis. The figures above are ex GST. Where 10% GST applies, $1,000 ex GST becomes $1,100 including GST. Your bookkeeper confirms the actual settings and cost treatment.
These are teaching calculations. They do not establish supplier availability, current costs or a suitable margin for your business. You approve the commercial inputs and the rules; we make them repeatable.
The build
Five stages, and nothing ships on a guess.
We start with the smallest useful setup: the features needed to complete your first proven workflow. Recurring asset servicing, complex forms and extra automations come after the basic enquiry, quote and job handover works reliably.
Discovery
45 minutes
- Which quoting or follow-up problem costs you the most
- One completed job walked from first enquiry to payment
- What makes a job simple, and what forces a site measure
- Where costs come from, who updates them, who can discount
Onboarding
60 minutes
- Correct business account, permissions and test environment
- One standard job and one exception, mapped end to end
- CRM stages mapped to job events, one owner per message
- Cost authority, quote approver, failure owner, client tester
Costing
Workshop
- Your approved cost source, its units and its update owner
- Assemblies rebuilt from components, waste and delivery included
- Crew size, person-hours and your internal labour rate
- Target margin, floor margin and who approves an exception
Acceptance testing
12 cases
- Synthetic contacts and controlled recipients only
- Every result read back in the destination, not just reported
- Defects logged with observed result, owner and retest date
- Nothing launches on a case that has not passed
Go live and handover
30 minutes
- One approved job walked from enquiry to quote in front of you
- You operate the manual fallback yourself before we sign off
- A one-page workflow, the automation register and the exception list
- A monitored first batch and a scheduled review date
Acceptance testing
A test passes when we read it back in the destination.
A connector reporting success is not evidence. Neither is a demo screen. We reopen the destination job and compare line quantities, units, tax and total against the approved quote, and we log what we saw rather than ticking a box. These are the cases we run before any client of ours goes live.
Normal enquiry
One correctly qualified lead with usable contact and site details.
Out of area or unsuitable job
A clear manual-review or decline route, and no misleading instant promise.
Missing or zero cost
The price is held for review and the missing data is visibly flagged.
Units, tax and rounding
An independent calculation matches the quantities, the basis and the total.
Approval and stale version
Only the reviewed version proceeds. Changed inputs trigger reapproval.
Quote-line transfer
Right client and job, every line present, agreed units, matching total.
Duplicate and retry
Repeating the action creates no second contact, job or set of quote lines.
Connection failure
A visible exception, the owner notified, and a safe manual fallback.
Follow-up stop rules
Reply, acceptance, cancellation and status changes all behave as agreed.
Testing runs on synthetic contacts and controlled recipients. No real customer gets a test message, and no unapproved price leaves the building.
ServiceM8 Setup and Training Rebate
Up to $2,000 back on your subscription.
ServiceM8 runs a Customer Success Fund that credits new subscribers for first-time setup and training delivered by a certified partner. It is a ServiceM8 programme, not ours, and the credit goes to your ServiceM8 account rather than to us.
- New subscribers only, with the account created and subscribed through the ServiceM8 Online Dashboard.
- You engage a partner listed on the ServiceM8 Partner Directory. We are listed.
- The claim goes in within 60 days of subscribing and paying the partner.
- The credit applies at 50% per month against your subscription, is not exchangeable for cash, and runs while the fund lasts.
ServiceM8 sets and administers the terms, and decides what qualifies as setup and training. Check the current conditions before you count on it.
Read the rebate terms on servicem8.com
Common questions
The straight answers.
What is ServiceM8?
ServiceM8 is job management software for trades and service contractors. It holds the client, the job, the bookings, the on-site evidence, the quote and the invoice on one record, with a desktop office view and a mobile app for the crew. ServiceM8 reports that businesses using it complete 30% more work in their first three months, and that it manages over $35 billion in jobs worldwide.
What does a ServiceM8 Certified Partner actually do?
A certified partner sets ServiceM8 up around your business and trains your people to run it. Cracka Systems works from your real prices, your real job types and the way your office and crew already operate, then tests the whole path from enquiry to invoice before anything goes live. Certification comes from completing ServiceM8 Partner Training and Certification; it is a statement about the setup work, not a guarantee of a commercial result.
Will it quote every job automatically?
No, and you should be careful of anyone who says it will. It handles the cases we define and validate together. Missing costs, unusual scope or site risk get routed to review rather than sent to a customer as a price, because a confident wrong number is more expensive than a slow right one.
Can we use our existing price list?
Yes, as an input we assess rather than a source we trust on sight. Before we rely on it we need its units, its cost basis, who updates it and what each assembly actually includes. Most price lists we are handed have at least a few zero or blank costs sitting in them, and those are the lines that quietly eat a job.
Will this guarantee more profit?
No. It gives you a consistent costing and follow-up process, which is the part you can control. What you actually earn still depends on your prices, your inputs, how the work is executed and which jobs you win. We will show you the maths, agree a target margin and a floor margin, and name who can approve an exception.
Does ServiceM8 connect to Xero, QuickBooks or MYOB?
ServiceM8 supports connections to Xero, QuickBooks Online and MYOB. Which workflows apply depends on your plan and account setup, so we agree item ownership, tax treatment and sync behaviour with your bookkeeper and test it on your actual accounts before you rely on it. A connected badge is not the same as a reconciled set of books.
Can you manage our ServiceM8 account for us?
Yes, with your approved partner access for support. Partner access is granted by your account owner through the ServiceM8 Partner Program invitation and can be revoked by you at any time. Any integration needs its own separate authorisation; access to your screens does not authorise a connection to your data.
What happens if something breaks?
The exception goes to a named owner, the affected automation can be paused, and your office has an approved manual route to keep quoting. We agree who that owner is during onboarding rather than discovering it during an outage. Nothing gets resent blindly, because a blind retry is how one failed job becomes forty duplicate messages.
How much does ServiceM8 cost?
ServiceM8 sets its own subscription pricing by plan, which you can check on servicem8.com. Our setup, costing and training fees are separate and quoted after the discovery call, once we know how many job types and how much catalogue work is involved. New subscribers who engage a certified partner may also be eligible for the ServiceM8 Setup and Training Rebate.
Tell us where the quoting falls over.
Bring one completed job, from the first enquiry through to the payment, and we will walk it through the setup in front of you. Forty-five minutes. If ServiceM8 is the wrong tool for what you need, we will say so.
Tell us where you are with ServiceM8.
Six quick questions, then your details. It takes about a minute and it means the call starts with your situation instead of a feature tour.
Or text Levi on 0418 417 587
ServiceM8 is a product of ServiceM8 Pty Ltd. The ServiceM8 name, logo and Certified Partner badge are used under the ServiceM8 Partner Program. Cracka Systems is an independent certified partner and is not ServiceM8. servicem8.com