No dashboards to configure, no report builder, no training day. Connect ServiceM8 and every page below is populated with your own two years of history. Add Xero and your mailbox — one account at a time — for the money and enquiry pages.
The executive summary is where every morning starts: what came in, what's stuck, and what it's worth. Every tile clicks through to the underlying jobs.
All figures shown are invented sample data.
Every module is built to be read on a phone screen. Same numbers, same click-through to the jobs behind them.
ServiceM8 records calls. It doesn't tell you which were missed, which were never returned, or what walked out the door because of it. For most trade businesses that's the single biggest hole in the reporting — so we built the module around it.
Every inbound call classified and matched to a customer and a job where possible. Missed calls become a callback list with an age on each one, not a log nobody reads.
Uncontacted first-time enquiries are valued at your own average job value, so the cost of a missed morning is a number you can act on.
See exactly when calls go unanswered — the 9am rush, lunch, after 4pm — and roster the phone around it.
New enquiry numbers separated from existing customers, so you know whether you're losing growth or losing loyalty.
How many enquiries became a quote, and how many quotes became a job — the full funnel from the phone ringing to the invoice.
Office users tick callbacks off in the dashboard. Nothing is written back to ServiceM8, and nothing gets missed twice.
Requires the ServiceM8 phone add-on for call data. Every other module works without it.
Connect the owner's mailbox — Gmail or Outlook — and every email enquiry is tracked the same way a call is: answered, unanswered, how long it took, and whether it became a job.
A worklist of enquiries nobody has answered, aged in days, so nothing sits in the inbox for a fortnight.
An email at 7pm answered at 8am is not a 13-hour reply. Response times are measured against your own opening hours and your own target.
Senders matched to your customers and jobs, so you can see how many email enquiries actually converted.
Phone against email, month by month, plus new senders against existing customers.
Enquiries by hour and by day of the week, next to the same view for calls.
Sender, recipient, timestamps and subject. The access we request cannot open the body of a message, and we never send email on your behalf.
One mailbox per business, Gmail or Outlook — never both.
Essentials covers the owner's view. Pro adds the office layer, technician and region reporting and the cleanup tools.
Every call in, who answered, who never got rung back, and which numbers were first-time enquiries.
Open, stalled, won and lost quotes ranked by dollars at risk, with real win rates by value band.
Where work is sitting: unscheduled, in progress, awaiting parts, completed-not-closed, and how long in each.
Repeat vs one-off customers, lifetime value, lapsed accounts and who is due for their next service.
Completed work never invoiced, invoices unpaid past terms, and what that adds up to right now.
One page of everything urgent across the whole business, ranked by dollars, refreshed through the day.
Jobs completed, average job value, return visits and workload balance across the team.
Where the work is coming from, where the travel is going, and which suburbs are growing or fading.
The daily to-do for the office team — callbacks, quote follow-ups, invoicing — ticked off as they go.
Duplicate customers, missing phone numbers, jobs with no value, and other gaps that distort the numbers.
Email enquiries that never got a reply, how fast the business answers, and which enquiries turned into jobs.
The Business Health add-on puts an AI analyst on top of your dashboard. Type a question the way you'd ask your bookkeeper — "why was last month down?", "which suburbs are we losing?", "who should we be chasing this week?" — and it answers from your own ServiceM8 data, showing the numbers it used.
Answers are built from your jobs, quotes, invoices, customers and calls — not general advice. If the data can't answer the question, it says so rather than inventing a number.
Every answer lists the figures behind it and links to the jobs, so you can check it in about ten seconds.
Drill in conversationally — by month, technician, suburb or customer — without building a single report.
The AI can read and explain. It cannot change anything, in the dashboard or in ServiceM8.
The same add-on also produces a short written read on the month. Instead of another chart, you get a summary: what moved, why it probably moved, and the three things worth doing about it — ranked by dollars.
Calls, quotes, jobs, cash and customers explained in a few paragraphs you could read to the team.
Month-on-month and year-on-year movement, with the driver behind each one identified rather than just charted.
A short list of what to chase first, sized by the money attached to it.
The dashboard never writes to ServiceM8, your accounting system or your inbox. It cannot create a job, edit a quote or send an email. Disconnect at any time and the sync stops immediately.
If the underlying data is missing or ambiguous, the page says so instead of quietly guessing. You should be able to click any figure and see the jobs behind it.
Revenue, margin and customer value are owner-only. Office users get worklists and operational pages.
The field team keeps using ServiceM8 exactly as they do today. Nobody has to change how a job gets done.
We're finishing the build with our first operators. Leave your email and we'll notify you the day trials open — plus 50% off your first three months when you subscribe during your 14-day free trial.
One email at launch. No newsletter, no sales calls.
One tap, completely anonymous. It genuinely shapes what we fix next.
We don't collect your name, email or IP address here.