App Profile: ServiceM8 Phone

A smarter phone system for trade contractors & services. Take & action client calls efficiently, professionally, anywhere. See which client is calling and their job history. Convert recent calls & voicemails to new jobs. Simplify call diversion after hours. Route business calls to multiple staff, simultaneously. Transfer between staff. Record & transcribe calls, and more.

ServiceM8 Phone extends the power of your ServiceM8 job management with a smart cloud phone system, enabling you to provide great customer experiences, streamline phone call workflows, and drive productive outcomes from phone enquiries.

Provide next-level customer service

With caller identification, any team member can greet clients by name, instantly see their active quotes and work orders on screen, and efficiently action the call’s outcome in ServiceM8.

Make calls more efficient & productive

Streamline phone call workflows, actions and outcomes. Open the client’s active ServiceM8 jobs, create a new job directly from an active or recent call, or record a Call Summary to an existing job’s Diary.

Work remotely

Route business calls to multiple staff members, simultaneously. Staff can make & receive calls from anywhere on iPhone, iPad, or online through the ServiceM8 dashboard & Chrome extension.

Give clients a single point of contact

Route all incoming calls through a single number, and set outgoing calls from all staff to display your business number, so clients always know it’s your business calling.

Gain visibility of phone calls across the business

See incoming calls, missed calls and voicemails from anywhere.

Simplify after-hours call diversion

Incoming calls to your business after hours automatically divert to the team member On Call, or a custom voicemail message.

Enhance team communication & call handling

Quickly call other team members in the business, and efficiently transfer clients on the line to another staff member, from anywhere.

Record & transcribe calls

Improve quality assurance and job history with call events, durations, recordings and transcripts automatically saved to the ServiceM8 job card they’re related to.

Manage enquiries efficiently

Text a booking form to a caller in a few taps while they’re on the line, so they can enter their own details and submit the enquiry online, arriving in your ServiceM8 Inbox.


ServiceM8 Phone is a companion app to ServiceM8 job management software. A ServiceM8 account configured with ServiceM8 Phone is required in order to log in to the ServiceM8 Phone app.