Services
ServiceM8 Setup & Implementation
Starting with ServiceM8 can feel overwhelming. I configure your account correctly from day one — job workflows, custom forms, asset management, automations, customer communications, staff permissions, and job/quote/invoice templates plus price books. Outcome: a fully functioning ServiceM8 system tailored to your business.
Custom Forms & Workflow Development
Forms should work for your business, not against it. I design service reports, installation reports, safety forms, maintenance checklists, refrigeration forms, asset registers, QA forms and customer sign-off forms — all built directly into ServiceM8.
Xero & Bookkeeping Support
Once your operational systems are working, I can keep the financial side under control — Xero setup, bank reconciliations, payroll, accounts payable and receivable, and financial reporting. Available standalone or alongside a ServiceM8 package.
ServiceM8 Optimisation & Health Checks
Already using ServiceM8 but not getting the most from it? I review your entire setup and identify workflow bottlenecks, double-handling, missed automations, poor reporting, staff compliance issues and quoting inefficiencies. Outcome: a faster, more profitable business with less admin.
Trade Business Consulting
Beyond ServiceM8, I help you improve the systems behind your operation — business processes, job management, staff accountability, admin systems, workflow mapping, operational procedures, asset management and growth planning. Outcome: clear systems that let your business scale.
ServiceM8 Packages
From a one-off Health Check to a full Setup Package, ongoing monthly support, or a TradeFlow Retainer (your outsourced ServiceM8 and systems manager) — there's an option whatever stage you're at. Let's find the right fit on a discovery call.
How I Work With You
Comprehensive bookkeeping and ServiceM8 integration designed specifically for HVAC and trade professionals.
01
Discovery Call
We start with a conversation about your business — your current ServiceM8 setup, your admin headaches and where you want to get to.
02
Review & Plan
I review your systems, find the gaps, and map out a practical plan for ServiceM8, workflows, forms and (if needed) bookkeeping.
03
Setup & Support
I implement it, clean up your processes, and provide ongoing support so your business keeps running smoothly.