{ "schema_version": "1.0", "id": "servicem8", "name": "ServiceM8", "research_status": "researched", "vendor_domain": "servicem8.com", "category": "Operations & Workflow", "task": "Projects, planning & team workflow", "summary": "Job management for trades and service contractors: scheduling, quotes, job cards and invoicing.", "best_for": "trades and service businesses with a crew, where per-user pricing elsewhere punishes you for having enough people — this is one of the few tools in the category that does not", "skip_if": "you are a sole trader doing a handful of jobs a month — the free tier covers that, and at low job volume the paid tiers are buying capacity rather than features", "honest_knock": "Unlimited users on every paid tier is genuinely unusual in this category and worth saying first: put your whole crew in without the bill moving. The meter is jobs instead, and jobs are the thing you least control. Fifty a month on Starter is roughly two a working day, which a two-van operation passes in a busy month — and the next step is not a small one, it is $29 to $79. Count your jobs in your best month rather than your average, because that is the month that will bump you, and a seasonal trade will spend part of the year paying for a tier it does not need. The free tier at 30 jobs and one user is a real trial, not a plan.", "pricing": { "status": "see_details", "entry_price": null, "entry_price_terms": null, "from_price_usd_month": null, "plans": [ { "name": "Free", "price": "$0", "includes": "1 user, 30 jobs a month, SMS at 10c each" }, { "name": "Starter", "price": "$29", "includes": "unlimited users, 50 jobs" }, { "name": "Growing", "price": "$79", "includes": "150 jobs" }, { "name": "Premium", "price": "$149", "includes": "500 jobs" }, { "name": "Premium Plus", "price": "$349", "includes": "1,500+ jobs, additional jobs at 20c each" } ], "plans_source": "summarised from pricing.notes; every plan name and amount appears verbatim in those notes", "notes": "(re-verified 2026-09-19 on their own pricing page, USD) Priced by jobs per month, with unlimited users on every paid tier. Free $0: 1 user, 30 jobs a month, SMS at 10c each. Starter $29: unlimited users, 50 jobs. Growing $79: 150 jobs. Premium $149: 500 jobs. Premium Plus $349: 1,500+ jobs, with additional jobs at 20c each — the only tier where the page prices an overage. Text messaging is listed as free on all four paid tiers, but the FAQ states there is an overage fee per SMS above each plan's monthly SMS cap, and neither the caps nor that fee are printed. Going over the job ceiling is not a hard stop: the FAQ gives seven further days of normal use, after which you either reach your monthly reset or are prompted to upgrade. A 14-day free trial with full feature access is offered and needs no card; there are no lock-ins and changes are pro-rata. The AI Smart Helper is listed as available on All Plans and the page prints no daily usage cap for it (our August reading recorded ten uses a day on Free; that limit no longer appears on this page). The full app is iOS; Android is served by the cut-down ServiceM8 Lite.", "verified_at": "2026-09-19", "source_url": null, "schema_offer": null, "source_quotes": [ { "field": "free_trial", "plan": null, "quote": "14-day free trial", "source_url": "https://support.servicem8.com/questions/general/does-servicem8-offer-a-free-trial-and-do-i-need-a-credit-card", "read_on": "2026-10-30" } ], "recent_change": null }, "free_plan": true, "free_plan_evidence": "Free $0: 1 user, 30 jobs a month, SMS at 10c each.", "cost_traps": [ { "id": "usage_metered", "label": "Usage-metered", "evidence": "Premium Plus $349: 1,500+ jobs, with additional jobs at 20c each — the only tier where the page prices an overage.", "verified_at": "2026-09-19", "source_url": null } ], "compare_with": { "name": "Tradify or Jobber", "why": "the direct job-management peers — compare on jobs included versus users included, because that is the axis these differ on" }, "links": { "record": "https://aibuildermarketplace.com/api/v1/products/servicem8.json", "review": "https://aibuildermarketplace.com/b2b/servicem8-review/", "marketplace": "https://aibuildermarketplace.com/marketplace/servicem8/", "vendor_site": "https://servicem8.com" }, "purchase": { "seller": "the vendor", "how": "AIBuilder Marketplace does not sell this software. Sign up, start a trial or buy on the vendor's site.", "handoff_url": "https://get.servicem8.com/dkzo85dtisip-1tjif", "affiliate": false, "disclosure": "Where purchase.affiliate is true, purchase.handoff_url is an affiliate link: AIBuilder Marketplace may earn a commission at no extra cost to the buyer. Commission never changes what a record says, and products are not ranked by commission. Where it is false the link is the vendor's plain site." }, "provenance": { "research": "hand-researched dossier, read on the vendor's own pages", "researched_since": "2026-07", "method": "https://aibuildermarketplace.com/how-we-review/", "license": "CC BY 4.0. Credit 'AIBuilder Marketplace' with a link to https://aibuildermarketplace.com/atlas/.", "note": "A rebuild is not a new measurement: pricing.verified_at is the date that matters." }, "cost": { "status": "not_yet", "engine": "https://aibuildermarketplace.com/agents/#cost", "rules": null, "growth": null }, "unknowns": [ "Pricing status is 'see_details': no single public entry price.", "Data export tested on 2026-10-30; contract terms not researched. Scope and untested export routes are listed in measured.exit_test.", "Being verified: refund terms are not yet matched to a verbatim line on the vendor's own pages. Not matched does not mean there is none.", "No computable price rules yet: cost at a given team size cannot be calculated for this product." ], "verification": { "price": "read", "free_trial": "quoted", "refund": "being_verified" }, "status_page": null, "measured": { "support": null, "onboarding": null, "inbox": { "timeline": { "signup_at": null, "messages": [ { "received_at": "2026-10-30T12:59:56Z", "sender_name": "ServiceM8 team", "sender_domain": "servicem8.com", "subject": "ServiceM8 Verification Code", "folder": "inbox", "offer": null }, { "received_at": "2026-10-30T12:59:56Z", "sender_name": "ServiceM8 team", "sender_domain": "servicem8.com", "subject": "New login from your account", "folder": "inbox", "offer": null }, { "received_at": "2026-10-30T15:00:20Z", "sender_name": "ServiceM8 team", "sender_domain": "servicem8.com", "subject": "[ServiceM8 Help] Re: Three questions about data export, AI training and DPA", "folder": "inbox", "offer": null }, { "received_at": "2026-10-30T22:30:09Z", "sender_name": "ServiceM8 team", "sender_domain": "servicem8.com", "subject": "ServiceM8 - Need Help?", "folder": "inbox", "offer": null }, { "received_at": "2026-11-01T07:33:44Z", "sender_name": "ServiceM8 team", "sender_domain": "servicem8.com", "subject": "ServiceM8 - Get local assistance", "folder": "inbox", "offer": null } ] }, "window_start": "2026-10-29T23:00:00Z", "window_end": "2026-11-12T23:00:00Z", "window_days": 14, "time_basis": "signup_date_midnight_Europe_Amsterdam", "status": "partial", "observed_at": "2026-11-02T02:18:01.612935Z", "counts": { "transactional": 1, "onboarding_tips": 0, "sales_upsell": 0, "personal_looking_sales": 0 }, "first_sales_email_hours": null, "has_list_unsubscribe": false, "uncertain": 4, "after_cancel": { "status": "not_tested" }, "after_deletion": { "status": "not_tested" }, "after_unsubscribe": { "status": "not_tested" } }, "invites": { "status": "not_tested", "default_on": "not_tested", "plus_accepted": "not_tested", "invitee_can_unsubscribe": "not_tested", "address_book_requested": "not_tested", "workspace_requested": "not_tested" }, "entry_exit": { "signup": { "screens": "not_tested", "card_required": "not_tested", "call_required": "not_tested", "observed_on": null, "evidence_url": null }, "cancel": { "screens": "not_tested", "call_required": "not_tested", "observed_on": null, "evidence_url": null } }, "tested_on": "2026-10-30", "tested_by": "Our team; actor, account and scope are documented in the review.", "review_url": "https://aibuildermarketplace.com/b2b/servicem8-review/", "method": [ "Went through the setup wizard", "Created two made-up clients with a quote job each", "Looked through the jobs, clients, reports and account menus for an export" ], "claims": [ { "claim": "14-day free trial", "claim_source": "https://support.servicem8.com/questions/general/does-servicem8-offer-a-free-trial-and-do-i-need-a-credit-card", "claim_read_on": "2026-10-30", "observed": "The account banner shows fourteen days remaining of the ServiceM8 trial. No card was entered.", "observed_on": "2026-10-30", "evidence": { "label": "Our test observations", "url": "https://aibuildermarketplace.com/b2b/servicem8-review/#claim-vs-measured" }, "plan": "14-day trial; tier not inspected", "comparability": "The fourteen-day claim is compared with the ServiceM8 remaining-trial banner, not a verified paid plan or mobile-app feature set.", "status": "confirmed", "buying_consequence": "Trial duration matches; paid plan and web export scope remain unverified.", "buyer_direction": null, "claim_changed_on": null }, { "claim": "14-day free trial", "claim_source": "https://support.servicem8.com/questions/general/does-servicem8-offer-a-free-trial-and-do-i-need-a-credit-card", "claim_read_on": "2026-10-30", "observed": "No checkout opened. The plan overview or free editing route does not establish a tax-inclusive payable total.", "observed_on": "2026-10-30", "evidence": { "label": "Our test observations", "url": "https://aibuildermarketplace.com/b2b/servicem8-review/#claim-vs-measured" }, "plan": "14-day trial; tier not inspected", "comparability": "ServiceM8 Choose Plan was left unopened; jobs created during trial establish no amount due, seat minimum or tax treatment.", "status": "not_testable", "buying_consequence": "Final currency, tax, term, seats, fees and payment total remain unverified.", "buyer_direction": null, "claim_changed_on": null }, { "claim": "you do not need a credit card", "claim_source": "https://support.servicem8.com/questions/general/does-servicem8-offer-a-free-trial-and-do-i-need-a-credit-card", "claim_read_on": "2026-10-30", "observed": "No card was entered during the observed post-signup route. Daan handled signup; its individual screens were not counted.", "observed_on": "2026-10-30", "evidence": { "label": "Our test observations", "url": "https://aibuildermarketplace.com/b2b/servicem8-review/#claim-vs-measured" }, "plan": "14-day trial; tier not inspected", "comparability": "The ServiceM8 setup wizard and Quote-job route required no card during the recorded session; later subscription activation is untested.", "status": "confirmed", "buying_consequence": "The observed route proceeded without card entry; billing later remains untested.", "buyer_direction": null, "claim_changed_on": null } ], "exit_test": { "run_date": "2026-10-30", "what": "Created two Quote jobs with fictional customers, kit IDs in PO Number, multiline descriptions and separate notes.", "first_import": null, "file_inspected": false, "reimport_tested": false, "awkward": "Job descriptions kept accents, quotation marks and line breaks in the UI. New Job creates the job immediately with Quote as the default status. Separate notes held the custom codes, tags and amount strings; structured equivalents were not tested.", "friction": { "export_route": "History/Jobs, Clients and Reports offered no job or customer export in the inspected web UI. Clients offers Bulk Import. Settings was not searched, so broader export availability remains untested.", "format": "No job or customer export file obtained.", "reimport": "Customer Bulk Import was not tested. No job restoration or update round trip performed.", "cancellation": "Cancellation, expiry and account deletion were not tested. The control date, where recorded, is planning only." }, "not_tested": [ "Full signup screen count and first-result setup speed.", "Actual cancellation, expiry and deletion.", "All kit fields that were not entered.", "Application reimport or restoration." ], "available_fields": [], "not_offered": [ "Customer creation changed Zoë to Zoe and Bèta to Beta before export. This is an input-stage change, not measured export loss." ], "note": "A check of this export route with synthetic records, on the account and date stated. Re-importing the export was not tested. The exported file was not opened, so what it contains is unverified. Friction is described, not scored; this is not a verdict on the product.", "evidence_url": "https://aibuildermarketplace.com/b2b/servicem8-review/#exit-test" }, "facts": { "trial_requires_card": { "value": "not_tested", "basis": "No explicit observation in the public evidence.", "observed_on": "2026-10-30", "evidence_url": "https://aibuildermarketplace.com/b2b/servicem8-review/#hands-on" }, "trial_duration_confirmed": { "value": "not_tested", "basis": "No explicit observation in the public evidence.", "observed_on": "2026-10-30", "evidence_url": "https://aibuildermarketplace.com/b2b/servicem8-review/#hands-on" }, "export_file_inspected": { "value": false, "basis": "Created two Quote jobs with fictional customers, kit IDs in PO Number, multiline descriptions and separate notes. A check of this export route with synthetic records, on the account and date stated. Re-importing the export was not tested. The exported file was not opened, so what it contains is unverified. Friction is described, not scored; this is not a verdict on the product.", "observed_on": "2026-10-30", "evidence_url": "https://aibuildermarketplace.com/b2b/servicem8-review/#exit-test" }, "export_reimport_tested": { "value": false, "basis": "Created two Quote jobs with fictional customers, kit IDs in PO Number, multiline descriptions and separate notes. A check of this export route with synthetic records, on the account and date stated. Re-importing the export was not tested. The exported file was not opened, so what it contains is unverified. Friction is described, not scored; this is not a verdict on the product.", "observed_on": "2026-10-30", "evidence_url": "https://aibuildermarketplace.com/b2b/servicem8-review/#exit-test" }, "export_direct_download": { "value": "not_tested", "basis": "No explicit observation in the public evidence.", "observed_on": "2026-10-30", "evidence_url": "https://aibuildermarketplace.com/b2b/servicem8-review/#hands-on" }, "marketing_emails_14d": { "value": "not_tested", "basis": "No complete unambiguous 14-day inbox observation available.", "observed_on": "2026-11-02", "evidence_url": null } } }, "task_evidence": { "structured_checks": [], "sessions": [ { "source": "session", "product_name": "ServiceM8", "product_id": "servicem8", "run_date": "2026-10-30", "session_type": "hands_on", "what": "Tested by our team on 30 October 2026 on the free trial: Daan created the account and our AI assistant ran the test in Daan's browser. We went through the setup wizard, created two made-up quote jobs for two new clients and looked for an export.", "findings": [ "The trial runs 14 days with no card. The four-step setup asks for your industry, accounting software and branding, and the last two steps can be skipped.", "New accounts include a sample job, and in our account its address was a real street near the location of the signup.", "Client names lost their accents: 'TEST Zoë Alpha' became 'TEST Zoe Alpha' as soon as we created the client. The job description kept accents and line breaks.", "A new job saves the moment you open it, with Quote as the default status.", "We found no export for jobs or clients in the web app. Clients can be bulk-imported, and the reports are dashboards with totals." ], "not_tested": [ "Scheduling, invoicing and payments", "The mobile app", "Accounting software sync", "Support's answer (we emailed our three questions on 30 October)" ], "report": null, "disclosure": null, "evidence_status": null, "result": "reported", "note": "Findings as written up after the session; no pass/fail per task was scored.", "claim_checks": [ { "claim": "14-day free trial", "claim_source": "https://support.servicem8.com/questions/general/does-servicem8-offer-a-free-trial-and-do-i-need-a-credit-card", "claim_read_on": "2026-10-30", "observed": "The account banner shows fourteen days remaining of the ServiceM8 trial. No card was entered.", "observed_on": "2026-10-30", "evidence": { "label": "Our test observations", "url": "https://aibuildermarketplace.com/b2b/servicem8-review/#claim-vs-measured" }, "plan": "14-day trial; tier not inspected", "comparability": "The fourteen-day claim is compared with the ServiceM8 remaining-trial banner, not a verified paid plan or mobile-app feature set.", "status": "confirmed", "buying_consequence": "Trial duration matches; paid plan and web export scope remain unverified.", "buyer_direction": null, "claim_changed_on": null }, { "claim": "14-day free trial", "claim_source": "https://support.servicem8.com/questions/general/does-servicem8-offer-a-free-trial-and-do-i-need-a-credit-card", "claim_read_on": "2026-10-30", "observed": "No checkout opened. The plan overview or free editing route does not establish a tax-inclusive payable total.", "observed_on": "2026-10-30", "evidence": { "label": "Our test observations", "url": "https://aibuildermarketplace.com/b2b/servicem8-review/#claim-vs-measured" }, "plan": "14-day trial; tier not inspected", "comparability": "ServiceM8 Choose Plan was left unopened; jobs created during trial establish no amount due, seat minimum or tax treatment.", "status": "not_testable", "buying_consequence": "Final currency, tax, term, seats, fees and payment total remain unverified.", "buyer_direction": null, "claim_changed_on": null }, { "claim": "you do not need a credit card", "claim_source": "https://support.servicem8.com/questions/general/does-servicem8-offer-a-free-trial-and-do-i-need-a-credit-card", "claim_read_on": "2026-10-30", "observed": "No card was entered during the observed post-signup route. Daan handled signup; its individual screens were not counted.", "observed_on": "2026-10-30", "evidence": { "label": "Our test observations", "url": "https://aibuildermarketplace.com/b2b/servicem8-review/#claim-vs-measured" }, "plan": "14-day trial; tier not inspected", "comparability": "The ServiceM8 setup wizard and Quote-job route required no card during the recorded session; later subscription activation is untested.", "status": "confirmed", "buying_consequence": "The observed route proceeded without card entry; billing later remains untested.", "buyer_direction": null, "claim_changed_on": null } ], "claim_checks_note": "A vendor claim (quoted, with source and read date) set against what we observed in this session on the plan stated. status is confirmed, contradicted, not_comparable, not_testable or out_of_date; it is not a score of the product.", "exit_test": { "run_date": "2026-10-30", "what": "Created two Quote jobs with fictional customers, kit IDs in PO Number, multiline descriptions and separate notes.", "first_import": null, "file_inspected": false, "reimport_tested": false, "awkward": "Job descriptions kept accents, quotation marks and line breaks in the UI. New Job creates the job immediately with Quote as the default status. Separate notes held the custom codes, tags and amount strings; structured equivalents were not tested.", "friction": { "export_route": "History/Jobs, Clients and Reports offered no job or customer export in the inspected web UI. Clients offers Bulk Import. Settings was not searched, so broader export availability remains untested.", "format": "No job or customer export file obtained.", "reimport": "Customer Bulk Import was not tested. No job restoration or update round trip performed.", "cancellation": "Cancellation, expiry and account deletion were not tested. The control date, where recorded, is planning only." }, "not_tested": [ "Full signup screen count and first-result setup speed.", "Actual cancellation, expiry and deletion.", "All kit fields that were not entered.", "Application reimport or restoration." ], "available_fields": [], "not_offered": [ "Customer creation changed Zoë to Zoe and Bèta to Beta before export. This is an input-stage change, not measured export loss." ], "note": "A check of this export route with synthetic records, on the account and date stated. Re-importing the export was not tested. The exported file was not opened, so what it contains is unverified. Friction is described, not scored; this is not a verdict on the product." }, "in_catalog": true } ] }, "open_questions": [ { "question_id": "servicem8:cancellation_terms", "key": "cancellation_terms", "question": "Can a customer cancel at any time, and what happens to an annual plan that is cancelled mid-term?", "status": "open" }, { "question_id": "servicem8:data_export", "key": "data_export", "question": "Which data can a customer export, in which formats, on which plans?", "status": "open" }, { "question_id": "servicem8:data_location", "key": "data_location", "question": "Where is customer data stored, and can a customer choose the region?", "status": "open" }, { "question_id": "servicem8:minimum_seats", "key": "minimum_seats", "question": "Is there a minimum number of seats or users on any plan?", "status": "open" } ], "vendor_answers": [], "agent_channels": { "vendor_mcp": { "what": "Server connecting ChatGPT or Claude to jobs, scheduling and client data for field-service work — a custom app on ChatGPT's side, a custom connector on Claude's.", "plan": "Not stated for ServiceM8 itself. What they do say about availability points elsewhere: it \"depends on the ServiceM8 MCP tool list, your AI platform's plan and settings, workspace admin controls, and action permissions.\"", "status": "Live", "source": "https://developer.servicem8.com/docs/mcp-server", "checked": "2026-07-28", "note": "The vendor's own MCP server, from our MCP research; it works with your own account at the vendor." }, "agent_checkout": { "status": "not_found", "detail": "No explicit support for purchases by AI agents on the vendor's own pages.", "checked_at": "2026-10-07", "method": "homepage, /pricing and the pricing page we cite, read as plain HTML (no JavaScript) and searched for explicit support of purchases by AI agents: Agentic Commerce Protocol, Instant Checkout, Agent Payments Protocol, buy in ChatGPT, agentic checkout" } } }