Rated 5 out of 5 stars
“BuildMeA helped build my website for my drone services business: the SEO work for lead-gen they actioned got me a lot more business which is amazing!”
Specialist Service
Job Management Setup (ServiceM8/Jobber)
Replace WhatsApp + spreadsheets with proper job management: scheduling, quoting, invoicing, and field ops in one place.
The Problem
Your job management is WhatsApp messages and a spreadsheet. Jobs fall through the cracks, invoices go out late, and you spend Friday evenings chasing payments instead of finishing. It works until it stops working, and then it costs you money.
What I Do
I set up ServiceM8 or Jobber around your business: job types, workflows, quote and invoice templates, Xero integration, and team training. Most trades recoup the setup cost in recovered lost jobs and faster payments within the first month.
What We Can Include
- Platform recommendation: ServiceM8, Jobber or alternative
- Account setup and configuration
- Job type and workflow customisation
- Customer and job history import
- Invoice and quote template setup
- Xero or QuickBooks integration
- Team training session for your field staff
- Service areas and pricing catalogue configured
- Staff roles, permissions and calendars
- Scheduling rules to avoid double bookings
- Mobile app setup on every engineer's phone
- Forms and checklists for each job type
- Before and after photo capture built in
- Signature capture and PDF job sheets
- Customer SMS and email automation
- Online booking request form integration
- Recurring job templates for maintenance contracts
- GPS and route optimisation where available
- Stripe or GoCardless payment integration
- Reporting dashboard for jobs, revenue and KPIs
- Written cheat-sheet so new staff onboard quickly
How It Works
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Discovery & Platform Selection
Short call to map how you actually run jobs today, then I recommend ServiceM8, Jobber, or an alternative based on trade, team size, and iOS/Android preference.
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Configuration
Job types, workflows, service areas, quote and invoice templates configured to match how you work, plus customer and job history imported so you start with your data intact.
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Integration
Xero or QuickBooks connected so invoices sync automatically: no double entry, no late chase-ups.
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Team Training & Handover
2-hour session for up to 5 staff covering creating jobs, scheduling, quoting, invoicing, and mobile use, plus a written cheat-sheet for the team.
Common Questions
ServiceM8 or Jobber: which is better?
Both are excellent. ServiceM8 is popular with electricians and plumbers for its iOS-optimised app. Jobber is stronger for larger teams and customer communication. I'll recommend based on your trade.
How long does setup take?
3–5 days for a full setup including data import and integrations. Training is a 2-hour session.
Can I import my existing customer list?
Yes, I import your customers, job history, and templates so you start with your data intact, not from zero.
Will it work on my phone?
Yes. Both ServiceM8 and Jobber are built mobile-first. Engineers can see jobs, complete checklists, and take payment in the field.
Can it connect to Xero or QuickBooks?
Yes, invoices sync automatically to your accounting software. No double entry.
Can customers book online?
Jobber has an optional customer portal for online booking requests. ServiceM8 has similar functionality.
Can I track where my engineers are?
Both platforms have optional GPS tracking for field staff.
What if my team isn't tech-savvy?
The training session is designed for non-technical users. Both platforms have simple mobile interfaces. Most teams are comfortable within a week.
What if I outgrow the platform?
Both scale well to 50+ field staff. If you genuinely outgrow them, I'll advise on the next tier.
What clients say
5.0 from 10 Google reviews
Rated 5 out of 5 stars
“Really easy to work with, very responsive and open to being challenged during the creation of our site. Already seen an improvement in engagement and traffic.”
Rated 5 out of 5 stars
“He didn't just build my website, he transformed the way my company operates. His insights helped me maximise my potential, and his support has been invaluable.”
Investment
Setup fee covers configuration, integrations, and training. Software subscription (ServiceM8/Jobber) paid separately, typically £30–£80/month depending on team size.
Ready to Get Started?
Pick the channel that suits you: WhatsApp for a quick chat, phone for a straight conversation, or email if you prefer.