ServiceM8 Setup Form

ServiceM8 Account Details
Do you require a trial account setup?*

YesNo 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 NameLast Name
Staff 1 Job Title:
Staff 1 E-mail:
Staff 1 Mobile No:

Area CodePhone Number
Staff 1 Security Role:*
Staff 2:

First NameLast Name
Staff 2 Job Title:
Staff 2 Mobile No:

Area CodePhone Number
Staff 2 E-mail:
Staff 2 Security Role:
Staff 3:

First NameLast Name
Staff 3 Job Title:
Staff 3 Mobile No:

Area CodePhone Number
Staff 3 E-mail:
Staff 3 Security Role:
Staff 4:

First NameLast Name
Staff 4 Job Title:
Staff 4 Mobile No:

Area CodePhone Number
Staff 4 E-mail:
Staff 4 Security Role:
Company Details
Company / Business Name*
ABN*
Website
E-mail - Main*
Main company email
E-mail - Accounts
Accounts billing email address
Phone No,

Area CodePhone Number
Fax

Area CodeFax Number
Mobile*
Company Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
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 NameLast Name
Phone Number

Area CodePhone 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*

VisaMastercardChequePaypalEFTEFTPOSPre PaidCashAmerican Express
Job Settings
New Job Start as*
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 notificationsSend emails to the staff member who created the Network RequestSend 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 "Advisor" Access
Document Checklist

Please email through the following documents:
Company Logo*

Upload a File

Cancelof
Invoice Sample*

Upload a File
Sample of preferred layout which used in your custom Invoice and Quote Cancelof
Terms & Conditions*

Upload a File
Will be included in your custom Quote Cancelof
Should be Empty:

ServiceM8 Account Details

ServiceM8 Security Roles:

List of Staff Members:

Company Details

Operating Hours

Main Account Contact Details

Finance Settings

Job Settings

Setup your Job Category List

Email Notifications for Network Updates

Access to your Xero Business Account

Document Checklist