🚀Onboarding & Setup · ServiceM8 Certified Partner

ServiceM8 onboarding — done properly, the first time

Service catalogue, pricing, accounting sync, custom forms, and team training — configured by a Certified Partner.

Delivered by Magnolia Innovative Solutions.

Most ServiceM8 trials never make it to a real account because setup feels overwhelming. Most accounts that do go live underperform because they were rushed. Our onboarding service handles the whole setup end-to-end: service catalogue, customer-specific pricing, accounting integration, custom forms, dispatch rules, and team training. You hand over the inputs once; we hand you back a live, configured ServiceM8 account your team is ready to use.

Sound familiar?

Where onboarding & setup earns its keep

You don't know which plan you need

ServiceM8 prices by job volume, not seats. We model your expected monthly job count and pick the right plan — and revisit it after 90 days to make sure you're not over- or under-paying.

Your service catalogue is blank

An empty catalogue means every quote and invoice gets built from scratch. We pre-load your trade-typical line items with the right pricing, markup, and tax setup so quoting drops from 30 minutes to 5.

Accounting sync is broken or missing

Xero, MYOB, and QuickBooks all integrate with ServiceM8 — but the mapping needs to be right or your accountant will be furious. We configure tax codes, account mapping, customer sync, and test the full flow before handover.

Custom forms are sitting unused

Compliance forms, safety checklists, sign-off sheets — these are where ServiceM8 earns its keep for trades. We build the custom forms specific to your trade and jurisdiction so they're ready to use on day one.

What you get

Included in onboarding & setup

Discovery & plan

Half-day discovery covering your trades, customer types, pricing logic, compliance requirements, and team structure. We propose a setup plan with a clear scope and timeline.

Service catalogue build

Your full service catalogue loaded with line items, descriptions, pricing, markups, and tax codes. Customer-specific pricing layered on for your major accounts.

Accounting integration

Native Xero, MYOB, or QuickBooks Online integration configured, mapped, and tested. Customers, invoices, and payments stay in sync from day one.

Custom forms

Compliance certificates, safety checklists, treatment records, sign-off forms — built to your trade's regulatory requirements and brand.

Dispatch & scheduling setup

Staff resources, calendars, skills, and dispatch rules configured. Recurring service contract templates set up if relevant.

Team training

Role-specific training included with every onboarding — office admin and field tech sessions, plus a manager-level walkthrough.

Go-live support

We're on call during your first week live. Most teething issues are resolved in real-time before they cost you a job.

How we deliver

The onboarding & setup engagement, step by step

Sign up

Provision your ServiceM8 account through us — demo or live — in two minutes via the signup form. Your account is created instantly.

Discovery

Half-day workshop (on-site or virtual) covering your trades, customers, pricing, compliance, and team. We come away with everything we need to configure your account.

Configure

We build the service catalogue, custom forms, accounting integration, and dispatch rules over 1-2 weeks. You get progress checkpoints every few days.

Train

Role-specific training delivered to your team — admin and field staff get separate sessions tailored to what they'll actually use.

Go live

Cutover from whatever you were using before. We're on call during your first week to handle anything that comes up.

30-day review

After a month live, we review what's working, fix what's not, and recommend optimisations. Your account is yours from there — with ongoing support available.

Pricing

How onboarding & setup is priced

Onboarding is priced as a fixed-fee engagement based on your team size and complexity. Most small operations (1-10 staff) are a single fixed package. Larger teams or businesses with custom workflows are scoped during the discovery call before any commitment.

“We trialed ServiceM8 ourselves for two months and it just sat there empty. Magnolia did the setup in two weeks — the service catalogue alone would've taken us months to build right. Went live and were profitable on the platform inside the first month.”

Owner

Electrical contractor, 7 staff

Anonymised — full case study available on request

Frequently asked

Onboarding & Setup questions, answered

How long does setup take?

Most businesses are fully live on ServiceM8 within 2-3 weeks of signing up. Simple operations are sometimes faster; businesses with complex pricing or unusual compliance forms can take 4 weeks. We give you a firm timeline after the discovery call.

Can you migrate from another field service tool?

Yes. We've migrated customers from AroFlo, Tradify, simPRO, Jobber, Fergus, and spreadsheets. Customer lists migrate cleanly via CSV; job history migration depends on the source system's export format.

Do I need to pay ServiceM8 directly?

Yes — your ServiceM8 subscription is paid directly to ServiceM8 (pricing on their site). Our partner services are a separate fee for setup, training, and support. You don't pay more for ServiceM8 by going through a partner.

What if I already have a ServiceM8 account?

We can take over an existing account. We'd typically run a quick audit first to see what's set up well, what needs cleanup, and whether there's any data migration to do.

Can you do setup remotely?

Yes — most onboarding engagements happen entirely remotely. Discovery is via Zoom, configuration happens in your account directly, and training is delivered on whatever cadence works for your team.

What happens after onboarding ends?

We don't disappear at handover. Ongoing partner support is available — see the Support service page — and many clients have us on a quarterly retainer for refreshers, integration changes, and platform updates.

Provisioned by a Certified Partner

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Onboarding & Setup scoped to your business
Service catalogue and pricing configured for you
Custom forms (compliance, sign-off, sign-in)
Dedicated Certified Partner onboarding
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