ServiceM8 Setup + Configuration. Australia Wide!
Your jobs are running you. Let’s fix that.
We set up ServiceM8 properly — from job management and scheduling through to Xero integration and automated client communications. So your business runs like a system, not a scramble.
- Australia Wide Service
- Xero Integration Included
- Setup Done For You
In Cahoots Co. received an average rating of 5.0 out of 5 stars reviews. 5.0 ★★★★★ Read Google Reviews.
The problem
Most trade businesses get ServiceM8 and then spend months figuring it out on their own. The result is a half-configured system that creates more admin, not less.
Jobs falling through the cracks
No consistent process from quote to invoice means jobs get missed, follow-ups don’t happen, and cash flow suffers.
Paperwork is still eating your evenings
If your team is still filling out paper forms or chasing photos after every job, your setup isn’t working hard enough for you.
Your accounting software doesn’t talk to your job software
Manually re-entering invoices into Xero is a time tax you shouldn’t be paying. A proper integration eliminates it entirely.
You just need some help
You're time poor and just need someone to do the heavy lifting for you.
ServiceM8 set up properly. The first time.
In Cahoots Co is a tech-forward marketing and automation agency based in Brookwater, Queensland.
We work with trade and service businesses across Australia to implement ServiceM8 as a complete operational system; not just a job management app.
We configure your account from the ground up: job categories, staff roles, document templates, automated client communications, asset management, and a full Xero integration.
When we hand it over, your team knows how to use it and your business is already running better. This is not a tutorial. This is done-for-you setup by people who understand both the technology and the business behind it.
WHAT’S INCLUDED?
Our full setup package covers every layer of your ServiceM8 account — so nothing is left half-done.
Account Configuration
Staff profiles, security roles, job categories, badges, and company profile set up to match how your business actually operates.
Document Templates
Branded quote and invoice
templates built using ServiceM8’s mail merge fields, so every client-facing document looks professional and consistent.
Automated Client Communications
SMS and email automations for booking confirmations, job reminders, quote follow-ups, and invoice delivery — set up and tested
Xero Integration
Full two-way sync between ServiceM8 and Xero. Invoices, payments, and client records flow automatically — no double
entry.
Job Forms and Checklists
Custom job forms, safety checklists, and completion reports built for your specific trade, so your team captures the
right information on every job.
Staff Training and Handover
A live walkthrough session for you and your team, plus written documentation so everyone knows exactly how to
use the system from day one.
What's the average setup cost?
Depending on whether it's a fresh start or migrating a large amount of existing data to ServiceM8 setup costs can vary between $3500 - $8500. It just depends on what your requirements are. We'll be upfront and provide a transparent quote so you can make an informed decision.
