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.

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• 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

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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.

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• 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.

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• 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

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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!

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• Schedule multiple team members for the same job in just a click

• Perfect for jobs or meetings involving multiple people

• Super quick and easy

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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.

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• 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

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Staff Incentives  

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.

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• 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

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.

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• 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 

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. 

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• 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 

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.

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• 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 

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.

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• 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

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Portable Appliance Testing (P.A.T)

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.

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• 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

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.

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• 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

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 

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).

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• 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

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.

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• 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