How it works
Connect. Discover. Improve.
Start with a free, read-only Health Check of your ServiceM8, then choose how you want to fix what it finds.
Four steps
From free check to a better-run business
The first two steps are free. You only pay if you want help making the changes.
Connect
Connect your ServiceM8 — read-only.
Create a free Tradie Base account and approve read-only access in ServiceM8. We can't change, delete or send anything from your account.
- Sign in or create an account
- Approve access in ServiceM8
- Tell us a little about your business
Discover
Get your free Health Check.
We read your jobs, quotes, queues, forms, staff activity and materials, then score only the areas we have enough evidence for. You see how much of your account was checked.
- Performance score with data coverage
- Findings that name your own queues, forms and jobs
- What's working well
- Practical next steps
Improve
Choose who makes the changes.
Fix it yourself with a personalised DIY Blueprint, or have a ServiceM8 specialist plan, build and test the changes with you. Nothing changes in ServiceM8 without your approval.
- DIY Blueprint — you make the changes
- Optimise & Implement — we make the changes
- 1:1 support when you need a hand
Track
Keep improving each month.
Monthly Insights compares your figures month to month and gives you three practical actions, using only like-for-like ServiceM8 data.
- Monthly report
- Quote, job and invoicing figures
- Three prioritised actions