North America's ServiceM8 Experts: Ready to Transform Your Field Service Business
As one of only 7 ServiceM8 Certified Partners in the US and Canada, and the only one based in Canada, we help trades businesses get set up, optimized, and actually using what they're paying for.
Looking for Canada's only certified ServiceM8 consultant? See our ServiceM8 consultant in Canada page, or if you're south of the border, our ServiceM8 consultant in the United States page.
Sound Familiar?
“I set up ServiceM8 but I’m barely using it”
Most businesses use less than 30% of what ServiceM8 can do. You're paying for a powerful system. Let's actually use it.
“I’m thinking about switching to ServiceM8 but don’t know where to start”
Setting up a new field service platform the wrong way costs months of frustration. We've done it dozens of times.
“I switched from Jobber / Housecall Pro and nothing transferred properly”
Migrations are messy. We handle the data, workflows, and training so your team hits the ground running.
What We Do
End-to-end ServiceM8 consulting, whether you're just getting started or deep into the weeds.
If you sell maintenance plans or service agreements, we pair ServiceM8 with Service Plan Pro's ServiceM8 connector, the recurring-plan layer that handles billing, agreements, and scheduled visits.
ServiceM8 Setup & Implementation
Full system setup for new users: jobs, quoting, invoicing, scheduling, staff, automations, and custom forms, done right the first time.
Before you go live, use the ServiceM8 setup checklist to make sure everything is in place.
Best for: New ServiceM8 users
Learn more about ServiceM8 setup and trainingOptimization & Automation Audit
We review your current setup, find the gaps, and build out automations that save your team hours every week.
Best for: Existing users underutilizing the platform
Book a free auditMigration Assistance
Moving from Jobber, Housecall Pro, or spreadsheets? We handle data transfer, workflow rebuilding, and staff training.
Best for: Businesses switching to ServiceM8
Learn more about ServiceM8 migrationOngoing Support & Training
Monthly retainer or ad hoc support. Your team gets trained, your system stays optimized, and you have an expert on call.
Best for: Growing businesses that want ongoing help
Talk to usWhy Work With Us?
We're not a generalist agency. We live and breathe ServiceM8.
Only Canadian Certified Partner
One of fewer than 7 ServiceM8 partners serving all of North America.
Trade-Specific Expertise
We understand how plumbers, HVAC techs, and cleaners actually work, not just the software.
Honest Recommendations
If ServiceM8 isn't right for your business, we'll tell you. We recommend what actually fits.
Results, Not Fluff
Our clients see measurable improvements in job completion, invoicing speed, and team efficiency.
What the Engagement Looks Like
Three fixed-fee packages. No hourly billing, no scope creep, no invoice at the end that doesn't match the one at the start.
Setup + Essentials
For businesses just getting started on ServiceM8 or switching from a setup that never quite worked. We configure your account, build your job card templates, structure your client records, and train your team on the platform. Right for sole operators or small crews where one person handles most of the admin.
Setup + Team Training
Everything in Essentials, plus automations. Client notifications, invoice triggers, follow-up sequences, ServiceM8 connected to the other tools your business already uses. If you've got three or more staff and jobs moving between the office and the field every day, this is where most businesses land.
Setup + Training + Support
For businesses with more moving parts: multiple divisions, larger crews, custom integrations, recurring billing automation, or a setup that's been accumulating workarounds for years. Includes 90 days of ongoing support after launch.
ServiceM8 setups start at $1,499. Contact us for a quote tailored to your business.
All three packages include a free discovery call before anything is signed. If ServiceM8 isn't the right fit, I'll tell you that too. If you are still shopping around, here are the ServiceM8 alternatives worth comparing.
Built for Field Service Businesses Like Yours
ServiceM8 is purpose-built for small-to-medium field service businesses (1–20 staff). If you're running high-turnover short jobs, it's likely the best tool on the market, and we can prove it.
What Clients Say
“Working with Kevin was great. He was extremely easy to work with and helped explain the ServiceM8 software very well. The actual ServiceM8 setup and implementation went pretty smooth and Kevin was always available to help out and offer advice. I'd absolutely recommend ChanAutomation to any service business looking to improve efficiency or add automations to their workflows.”
Matthew Rende, Securco
Let's Talk About Your ServiceM8 Setup
Tell us a bit about your business and what you need help with. We'll get back to you within 1 business day.
Prefer to get started yourself first? You can start a ServiceM8 trial and get 30% off your first 6 months through my partner link.
Common Questions
Is this just for Canadian businesses?+
Do I need to already be using ServiceM8?+
Can the office run ServiceM8 on a desktop computer?+
What does a free audit actually include?+
How is ChanAutomation different from just asking ServiceM8 support?+
What does it cost to work with you?+
Related ServiceM8 services
- Automation & systems services: The full list of what we do for trade and home service businesses.
- ServiceM8 setup and training: A proper ServiceM8 setup: job types, templates, forms, and workflows done right the first time.
- ServiceM8 data migration: Move your clients, jobs, and history onto ServiceM8 without losing data or downtime.
- ServiceM8 consultant in Canada: Work with Canada's only ServiceM8 Certified Partner.
- ServiceM8 consultant in the United States: ServiceM8 setup and support for trade businesses across the US.