ServiceGuru helping you do more!

From initial consultation through to setup and training, ServiceGuru makes going from Zero to Hero a fast and painless process.

Here at ServiceGuru, we have been working with trades and service businesses since 2010. In that time we have been fortunate to work with every type of service business, big and small, and to meet incredible business owners, just like you.
 

By responding to customer feedback, we have tailored our products and services specifically to meet your business needs!

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45 Min Free Consultation

Find out if ServiceGuru is right for your business.

Already an existing customer? Talk to one of our experts about getting the most out of your system or how we could optimise your system to better meet your needs.

01

System Setup Packages

Have your account professionally setup for your business

Our customers know the value of a correctly configured system. We take the time to understand how you work, then build your system to meet your specific requirements, including industry-specific forms and professionally designed quote and invoice documents . 

02

Training & Support

Essential to all new systems, proper training can be the difference between success or failure. Our ServiceGuru Academy takes you through each and every aspect of your new system in a progressive and easy to learn format.

03

Custom Quotes & Invoices 

Well-designed quotes and invoice documents help your customers know they are dealing with a professional service provider. Make a great first impression by using one of our Library documents or have our team design something bespoke.  

04

Forms

Paperwork and compliance documents needed on site will be critical to any business. Our forms store offers you an extensive range of digital forms covering all industries, as well as essential general business forms. Have an existing business form that needs converting? Our custom forms team is here to help!

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Add-ons

Wish your system did even more? With more than 22 Add-ons and growing, you can optimise your business the way you want and need with just a few clicks. From Customer Portals to advance reporting and job management, we are sure you will love the time-saving functionality all ServieGuru addon will add to your system.

Service Guru Add-ons

ServiceGuru add-ons are designed specifically to help you become even more efficient in what you do, allowing you to introduce additional functionality to your system as and when you need. All of our add-ons have been created to save you time, offer more to your clients, and ultimately help you make more on the bottom line!

 

 

Customer Portal  
Do you find manually updating your clients individually slow and time-consuming? Save time and offer a faster service with the ServiceGuru Customer Portal. Designed to make communicating with customers effortless, Customer Portal allows you to share information about job status, images, documents, forms and booking dates in one simple, convenient and secure location. Your clients can book new jobs, see job times, attach documents, receive quotes and invoices, and make payments. Suddenly, communicating with your customers is easy and so much more efficient.
 
  • Communicate efficiently with your customers
  • Share the job information you want with with your customers
  • One click set-up
  • Reduce requests for information from your customers
  • Share important information in one simple to use system
  • Certificates and forms easily accessible to your customers
  • Let your customers accept quotes and pay invoices directly
  • Let your customers add notes and attachments as well as book jobs should you wish
Whereabouts 
ServiceGuru Whereabouts gives you a quick and easy way to find out where your staff are and what jobs they’re checked into. Use our add-on to see when your staff check into a job and when they check out in real time. Has a member of your team forgotten to check out? Simply click on the toggle to check them out and say goodbye to recorded time overrun.
  • See which jobs staff are scheduled to do 
  • See what time a staff member started that job
  • Easily check-out a staff member if they have forgotten to do so
  • View their last check-in and check-out location
 
 
 
 
 
 
 
Staff Portal  

Manage staff leave and capture important staff details with our Staff Portal. Store information from certificates, drivers licences and payslips to medical and next-of-kin contact details. Keep  notes on each staff member and track equipment that has been assigned to them, plus much more.

 

The Staff Portal helps you manage  staff leave effectively. Once the manager has assigned the number of days’ of leave, a staff member can log into their account to  request leave. Their manager is then emailed the request and can approve/decline it with a simple click. Staff can see how many days’ leave they have remaining, request additional leave and see upcoming time off.

  • Track the number of days of leave each staff member has taken
  • Staff can book leave directly through the portal
  • Approve staff leave requests in one click right from your email
  • Store important staff information and certificates 
  • Store important notes
  • Store details of equipment supplied to staff
  • Upload company handbook and other documents that staff can then access from their login
Job Tracker
The ServiceGuru Job Tracker offers simple and effective task management for jobs and projects. Break down a job into a set of tasks that are fully synced with ServiceM8. For each task, keep track of the due date, job progress and time taken to complete it to get a better sense of the things you’re doing well and where you might want to improve. Job Tracker is perfect for complex jobs, such as those which  require you to coordinate a team on site. Best of all, it’s highly flexible, enabling you to complete a variety of tasks from building templates in seconds to tracking activities outside of M8, such as To Do Lists.
  • Perfect for jobs that require multiple staff involving numerous tasks over days or months
  • Track job progress in real time
  • Allocate tasks to specific staff members
  • Create task templates consisting of frequently required tasks
  • Notify clients of job progress as you go
  • Tasks appear in the job card assigned to that staff member
  • Know exactly what still requires doing for a project
  • Track days remaining until project deadline
Vehicle Portal  
The ServiceGuru Vehicle Portal allows you to store and track information on all your vehicles, from servicing, MOT, inspections & repairs and equipment associated with particular vehicles, such as tools, ladders and vehicle safety equipment. Best of all, the Vehicle Portal’s automatic vehicle inspection setting helps you stay compliant and ensure staff complete vehicle inspections when required.
  • Store important information and images of each vehicle in your business
  • Record and set reminders for next service date
  • Record and set reminders for MOT or required government vehicle inspection
  • Schedule and assess staff vehicle inspections with associated inspection forms on a daily, weekly or monthly basis.
  • Store information of equipment on that vehicle e.g. first aid box, tools, ladders, GPS, etc.
  • Store driver details e.g. licence points, insurance details, etc.
  • Access accident report forms directly from any job card
Quick Quote
ServiceGuru Quick Quote allows you to build quotes in seconds by creating templates of descriptions and sets of materials. Build a kit for a new water heater installation, for example, consisting of several materials and a description as well as a checklist you want tour team to follow, then simply apply that template each time you need to do that type of job and your quote and its description and checklist are all done in one click. You can also add several templates at a time to build the perfect custom quote for a customer. Best of all, it only takes seconds to setup.
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  • Build a quote using pre-built templates in just one click
  • Build part kits for frequently used items
  • Adds description automatically
  • Add multiple quote templates at once to build your quote in seconds
  • Quick Quote will automatically add checklist to your job card to ensure the job is done right every time
Team Scheduler 
Schedule multiple staff in one click  with the ServiceGuru Team Scheduler. Have a job that requires several staff members to attend? Simply select the team members and the booking time and click schedule. It's that easy!
  • Schedule multiple team members for the same job in just a click
  • Perfect for jobs or meetings involving multiple people
  • Super quick and easy
Information Request
The ServiceGuru Information Request add-on allows you to quickly and easily request pictures, documents or any other information you may require for your customers directly through the job card. Select the information you would like from your customer, and then hit send. Your customer will then receive a link via email or text message, where that can respond and attach the relevant details you require. You can even allow your customers to choose a booking time slot that suits them with responses saved directly to that job card.
  • Ask your customers a question and their answer will be automatically attached to the job card
  • Convenient for both you and your customer
  • Request images e.g. of equipment, leaks, or areas with restricted access
  • Save time from not having to visit site
  • Allow your customers to book directly in the diary within a specific window and for specific staff
  • Send info request via email or text
  • Images requested open your smartphone's camera app and save pictures directly to the job card
  • Perfect for requesting information from a tenant and for establishing a suitable booking time

Staff Incentives  

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The ServiceGuru Staff Incentives Add-on allows you to set up incentives for staff members based on a task you’d  like them to carry out or services and products you’d like them to promote. The incentive can take the form of a fixed value, a percentage of a sale or points,  all of which can be viewed on a report by date and staff member.
  • Increase your productivity significantly
  • Incentivise staff to complete tasks, e.g., filling in warranty cards, tidying site, selling a service
  • Incentives can be either a fixed price, a percentage of item value or points
  • Generate report of all incentives earned by staff with one click
Key Performance Indicators / Reporting

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The ServiceGuru KPI/Reporting Tool allows you to take your business to the next level by using the data stored in your system to create insightful reports and KPIs. The Key Performance Indicator add-on gives you instant access to detailed analytics. The KPI / Reporting add-on comes with our standard reports preloaded. We include two free custom reports with each download, with additional custom reports built to order. Contact our support team for more details and to discuss your requirements. Additional reports can be purchased from our ever-expanding reports library too.
  • Retrieve valuable system data with just one click
  • Custom-built reports based on your requirements and the data you need
  • Simple-to-use interface
  • All reports downloaded as CVS files
  • Gain a deeper insight into how your business is performing
  • Ensure targets are being met with essential Key Performance Indicators (KPIs)
Service Subscriptions 

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The ServiceGuru Support subscriptions add-on allows you to create a renewable revenue stream with Service Plans and take recurring payments via Direct Debit. It is simple to set up, manage and use. It is great for any business that wants to sell service or maintenance plans, such as boiler inspections, alarm servicing, pool cleaning and much besides. 
  • Create service or maintenance plans which can then be sold on site quick and easy
  • Direct debit billing meant no more expired credit cards
  • Create recurring jobs associated with a plan, e.g.,  boiler or alarm service, pool cleaning or grass cutting, etc.
  • Go paperless with direct debit setup via email
  • Create renewable revenue easily 
Job Steps 

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Have a specific set of steps your team needs to carry out on site? With ServiceGuru Job Steps you can set these up on a material item by item basis, e.g., 1. Fill in warranty card, 2. Reset password 3... etc. Ensure the jobs get done right the first time and nothing is forgotten.
  • Create a set of steps to be carried out based on the materials or service on the work order.
  • Create steps to ensure compliance
  • Steps are marked off as they are completed
  • Ensure nothing is forgotten
  • Great for new staff or a new process within the business 
Direct Marketing 

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With the ServiceGuru Direct Marketing Portal, you can send letters, fliers and postcards directly through the mail to any of your customers or list of customers as a campaign from the comfort of your computer. You can then track a campaign’s response rate and see the value it has generated. The Direct Marketing Portal offers you an effective marketing tool which helps you build customer loyalty, as well as a greater understanding of the ROI (return on investment) for your campaigns.
  • Send paper mail (letters, postcards, flyers) directly from your system
  • Create customer lists based on a set criteria e.g. spent more that X, booked a job in last 30 days, etc.
  • Track your campaign's performance and value by recording jobs created in response to the flyer or promotional postcards
  • Simple to use; just upload artwork, create a customer list and send
Portable Appliance Testing (P.A.T)

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The ServiceGuru Portable Appliance Testing (PAT) add-on offers a simple and effective way to carry out PAT testing and certification on the go. Record, store, report, print, email, and send PAT test records. Add images to evidence dangerous appliances, schedule retest dates and produce professional reports. Works with any manual PAT tester.
  • Quick and simple tool for recording PAT test on site
  • Use direct from the job card
  • Tap on values required for efficiency
  • Smart list saves location and appliance details for quick lookup and reduced time for the technician
  • Report table can be edited in case of an error
  • Final report generated as a PDF in just one click
Automatic Document Uploader

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The ServiceGuru Automatic Document Uploader allows you to attach documents or PDFs to a material and services line items so that each time that item is included in a job and saved, the document or PDF will automatically be added to that job card. Perfect for product brochures, chemical data sheets, health and safety procedures.
  • Automatically attaches documents and PDFs associated with materials and services to a job card
  • Add an item or material and the associated document/pdf will automatically be attached and appear in the job card
  • Perfect for:
    - Chemical data sheet
    - Health and safety procedures
    - Product brochures
    - Service manuals
  • No more searching for documents and attaching them manually
  • Always attached and easy to email or share with customers directly from the job card in the office or on site
 
 
Purchase Order Generator

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The ServiceGuru Customer Purchase Order add-on allows you and your team to create purchase orders within a job card. Simply select items in your materials and service list, set the quantity and select your supplier from the dropdown, and click 'generate PO'. The PO is then saved to that job with its own unique reference and can be sent to your supplier directly from that job, maintaining a full audit within the job diary.  
 
  • Quickly create POs within a job card 
  • PO saved to the job card as a PDF ready to send directly to supplier
  • See lists of all POs generated on that job card as well as a list of all pending POs
  • Select items from material and services list with one click
  • Split PO between two suppliers
  • Save supplier details for rapid PO creation
  • Mark when PO is sent and when items are received
System Triggers 

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The ServiceGuru System Triggers add-on gives you even more control over your system and the ability to automatically communicate with your customers based on a trigger action. Perfect for sending out renewal notices, following up quotes through multiple stages, notifying clients of actions taken, etc. Set the action, set a delay, then create a message / text / message and text which the system will send automatically. Then sit back as your system does the heavy lifting (remembering).
  • Automate contract and certificate renewals for inspection
  • Automate warning notification for expiring warranties
  • Automate messages to customer based on a specific job action, i.e. work scheduled, job completed, etc.
  • Automatically re-market to a customer that has had a quote for a long time, e.g., discount offer
  • Automatically follow-up with a customer to see if they need addition services, e.g., additional carpets cleaned
Navigational Links

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The ServiceGuru Navigational Links add-on is perfect for any business offering a service involving multiple destinations, such as removal companies, transport companies, taxi services, etc. Navigational Links allows you to add more than one destination to a job card. The user can then navigate to the next stop at the click of a button direct from within the job card.
  • Perfect for delivery/removal companies, transport businesses and taxi services
  • Next stop Nav button access directly from the job card
  • Simple set up of additional stops / destination
  • Smart Google address look
 
 

06

Customisation, API & Integration 

At ServiceGuru, we know your business requirements will be unique. That’s why we have a dedicated Custom Development Team to assist you in building a system tailored to your needs. We specialise in API integration of third party systems and custom builds, and we can even embed M8 into your existing framework. Whatever your need, we’ve got you covered. It could be as simple as adding a custom field to your job or client card. Take a look at our existing projects to get an idea of what we do.

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Business Consulting

Drawing on considerable experience in the home/business services delivery sector, we offer advice on best practice and advanced workflow design and management. Whether you’re a new business or an established brand, we can help you kickstart a new project or support you to grow in leaps and bounds.

08

Franchise Management Solutions

Thinking of franchising or already have a franchise that requires a powerful management and operations system? Our franchise management system is built for seamless interaction between franchisee and franchisor. Manage the end-to-end operations of your franchise network in one simple-to-use solution. From Call Centre management and reporting to automatic enquiry routing and instant access to franchisee accounts, we give you all the tools needed to run and manage your brand, giving you full control over your franchise and your customer service experience.

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