ServiceM8 Account Details
Do you require a trial account setup?
*
Yes
No I already have a trial account
Please supply the email address used for your ServiceM8 account (if you don't have a trial account this email will be used for your Trial Account login
*
example@example.com
ServiceM8 Security Roles:
These are the default list of ServiceM8 Roles. Each staff role has a Security Role:
List of Staff Members:
Include details of all staff and their respective Security Roles. If you have more than 4 staffmembers please include staff in an Excel spreadsheet OR Word document.NOTE: Each staff member must have a unique email address:
Staff 1:
First Name
Last Name
Staff 1 Job Title:
Staff 1 E-mail:
Staff 1 Mobile No:
-
Area Code
Phone Number
Staff 1 Security Role:
*
Default Business Owner Role
Default Contractor Role
Default Finance Role
Default Staff Role
Default Strict Contractor Role
Staff 2:
First Name
Last Name
Staff 2 Job Title:
Staff 2 Mobile No:
-
Area Code
Phone Number
Staff 2 E-mail:
Staff 2 Security Role:
Default Business Owner Role
Default Contractor Role
Default Finance Role
Default Staff Role
Default Strict Contractor Role
Staff 3:
First Name
Last Name
Staff 3 Job Title:
Staff 3 Mobile No:
-
Area Code
Phone Number
Staff 3 E-mail:
Staff 3 Security Role:
Default Business Owner Role
Default Contractor Role
Default Finance Role
Default Staff Role
Default Strict Contractor Role
Staff 4:
First Name
Last Name
Staff 4 Job Title:
Staff 4 Mobile No:
-
Area Code
Phone Number
Staff 4 E-mail:
Staff 4 Security Role:
Default Business Owner Role
Default Contractor Role
Default Finance Role
Default Staff Role
Default Strict Contractor Role
Company Details
Company / Business Name
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ABN
*
Website
E-mail - Main
*
Main company email
E-mail - Accounts
Accounts billing email address
Phone No,
-
Area Code
Phone Number
Fax
-
Area Code
Fax Number
Mobile
*
Company Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
United States
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
Primary Industry
*
What is the name of the industry in which you operate?
Operating Hours
Include your opening and closing hours for each day
Monday
*
E.g. 9-6
Tuesday
*
E.g. 9-6
Wednesday
*
E.g. 9-6
Thursday
*
E.g. 9-6
Friday
*
E.g. 9-6
Saturday
E.g. 9-6
Sunday
E.g. 9-6
Main Account Contact Details
Name
*
First Name
Last Name
Phone Number
-
Area Code
Phone Number
Mobile
*
E-mail
*
Finance Settings
Include your company financial information below:
Trading Terms
*
Number of days to pay from invoice date
Customer Note
*
Note for customer on Invoice e.g. Thank you for your business
Payment Methods Accepted
*
Visa
Mastercard
Cheque
Paypal
EFT
EFTPOS
Pre Paid
Cash
American Express
Job Settings
New Job Start as
*
Quote
Work Order
Job Prefix
Digits prior to Invoice No. MP-11009
Job Suffix
Digits prior to Invoice No. 11009-MP
Setup your Job Category List
Job categories allow you to assign jobs into various categories for reporting purposes, job filters, lead tracking etc. You may wish to track your jobs by Region e.g. North, south east or job type e.g. Commercial, Residential. These categories may be added to later.
Category
*
Category
*
Category
*
Category
Category
Category
Category
Category
Category
Email Notifications for Network Updates
Choose how you would like to receive email notifications when a contractor completes a requirement or accepts a Network Request.
Do not send email notifications
Send emails to the staff member who created the Network Request
Send emails to the company email address
Access to your Xero Business Account
If you have requested integration of ServiceM8 to your Xero Account. Log into Xero - Go to Settings / General Settings / Users - Click on 'Invite a User' - Provide the following User Access:
Document Checklist
Please email through the following documents:
Company Logo
*
Invoice Sample
*
Sample of preferred layout which used in your custom Invoice and Quote
Terms & Conditions
*
Will be included in your custom Quote
Submit
Should be Empty: