Introducing M8SHIFT
ServiceM8 implementation, done properly.
Instead of simply configuring software, we start with the way your business works — then build the technology around it.
Six stages
Systems → Workflow → Automation → AI → Results
Each stage builds on the last. You can start at the beginning, or join at the stage your business is actually up to.
Map
Understand the business.
We map how leads, customers, quotes, jobs, technicians, materials, invoices and payments currently move through the business.
- Current processes
- Pain points
- Double handling
- Bottlenecks
- Team responsibilities
- Existing technology
Design
Design the system.
We turn your real-world processes into a structured ServiceM8 workflow.
- Job structure
- Job statuses
- Services
- Bundles
- Forms
- Customer workflows
- Technician workflows
- Admin workflows
- Reporting
Build
Build ServiceM8 around the business.
The system should be designed around the business — not the other way around.
- ServiceM8 configuration
- Jobs & customers
- Services & bundles
- Forms
- Staff & permissions
- Automations
- Notifications
- Templates
- Integrations
Automate
Remove unnecessary admin.
Once the workflow works, we identify the tasks that should no longer require a person. We clearly distinguish native ServiceM8 functionality from third-party integrations.
- Booking confirmations
- Customer communication
- Follow-ups
- Job completion
- Internal notifications
- Invoice workflows
- Data transfer
- Xero
- Reporting
- Lead management
Intelligence
Add AI where it actually helps.
AI should not be another tool your team has to manage. It should become part of the workflow.
- AI quoting
- AI email drafting
- AI customer communication
- AI reporting
- AI job summaries
- AI admin assistants
- AI knowledge bases
- AI workflow assistants
- AI data analysis
- AI-powered internal support
Train
Get the team using it.
Technology only creates value when the team knows how to use it.
- Admin training
- Technician training
- Workflow training
- ServiceM8 training
- AI training
- SOP creation
- Process documentation
- Ongoing optimisation