ChanAutomation is a ServiceM8 Certified Partner helping HVAC, plumbing, pest control, electrical, and security businesses across the United States get set up and running properly.
Fixed-fee packages. No retainers. No discovery phase that eats half your budget before anything gets built.
Most businesses that come to us are in one of two situations.
They signed up for ServiceM8 on their own, got it mostly working, and have been patching around the gaps ever since. Job cards that don't match how the work actually happens. An accounting integration that technically works but nobody trusts. Field staff who do half the job in the app and half on paper because the app isn't set up for how they operate.
Or they're switching from another platform — Jobber, Housecall Pro, or something older — and they want the migration done once, correctly, without losing their client history.
Either way, here's what a proper setup covers:
Job card templates built for your trade — the fields your techs need, in the order they need them, so nothing gets skipped in the field
QuickBooks Online integration configured and tested — jobs, invoices, and payments flowing without manual reconciliation
Dispatch board setup — jobs assigned and visible the way your office actually works
Client diary and communication templates — the emails and texts that go out automatically at each job stage
Field staff training on the mobile app — because the office knowing how to use ServiceM8 doesn’t help if the techs don’t
That's the core of it. The exact scope depends on your trade, your team size, and what you're starting from.
ServiceM8 was designed for trades and field service companies running jobs off a phone. That's our whole client base.
HVAC and refrigeration.
Scheduled maintenance, emergency callouts, recurring service agreements. If you’re trying to manage a mix of reactive and planned work and keep techs from calling the office to find out what’s next, ServiceM8 handles that well when it’s set up right.
Plumbing.
High job volume, fast turnaround, quote-to-invoice in the same day. The default setup doesn’t always reflect that pace. We build job cards that move as fast as your techs do.
Pest control.
Recurring visits, chemical records, client portals for scheduling. If you have customers on quarterly or annual programs, ServiceM8 has the recurring infrastructure — it just needs to be configured for your billing cycle and visit cadence.
Electrical.
Compliance documentation, multi-phase jobs, material tracking. We build the templates so the paperwork happens during the job, not at the end of the day.
Security and commercial services.
Multi-site clients, scheduled inspections, long-form job reports. If your work doesn’t fit the standard residential job card template, we build one that does.
If your trade isn't in that list but you're running 10 to 100 jobs a week off iPhones, we've probably worked on something close enough. Book a call and tell us what you're doing.
Most ServiceM8 consultants are based in Australia. That's where ServiceM8 was built, and that's where most of the expertise concentrated first.
It creates a real friction point. When your setup is live and something isn't working right at 9am Tuesday in Atlanta, your Australian consultant is asleep. Training calls happen at odd hours or get deferred. Small configuration questions sit in a queue for 12 hours.
ChanAutomation is based in British Columbia, Canada — Pacific time. Discovery calls, setup sessions, training, and support all happen during North American business hours. For most US clients, that's the same time zone or one to two hours apart at most.
Beyond the timezone: we're a ServiceM8 Certified Partner, one of fewer than ten in North America. The certification isn't self-reported — it's issued by ServiceM8 directly and requires demonstrated competency with the platform.
Client example
Commercial security company, ~35 employees, mix of installations and recurring site inspections. Admin time went from 15 to 20 hours a week down to 3 to 5 hours over a five-week engagement. The work was job cards, dispatch, client communication templates, and a QuickBooks integration that their previous setup had never fully resolved.
Three packages. No retainers. Scope is fixed before we start so there are no surprises at the end.
| Package | Price | What's included |
|---|---|---|
| Setup + Essentials | $1,450 CAD + tax | Core config, job card and quote templates, staff training |
| Setup + Team Training | $2,550 CAD + tax | Everything in Essentials, plus accounting integration (Xero or QuickBooks), dispatch and scheduling setup |
| Setup + Training + Support | $4,950 CAD + tax | Everything in Team Training, plus workflow automation and 90 days of ongoing support |
Data migration from a prior platform is available as an add-on. It's not included in any package by default because the scope varies depending on what you're migrating from and how clean your existing data is.
A significant portion of our US clients are switching from Jobber or Housecall Pro. The decision is usually the same: per-user pricing on Jobber stops making sense as the team grows, or Housecall Pro's feature set isn't matching how the business actually operates in the field.
ServiceM8's per-job pricing model is often materially cheaper for companies with multiple subcontractors. The iOS-first experience is better for field techs than Jobber's cross-platform approach. These are real differences, not marketing.
The migration itself — exporting client history, importing into ServiceM8 via CSV, rebuilding job templates for the new platform — is manageable with a plan. We've done it.
If your business runs service agreements, maintenance plans, or any form of recurring work, the native ServiceM8 setup handles the basics but leaves gaps.
No e-signatures on agreements. No customer portal for clients to manage their plan. No failed payment recovery. No MRR visibility.
Service Plan Pro is a ServiceM8 add-on built specifically for this. It handles the recurring billing layer that ServiceM8 doesn't cover natively — plan enrollment, digital agreements, auto-invoicing, and a client portal.
Tell us your trade, your team size, and what's not working in your current setup. We'll tell you exactly what a ServiceM8 implementation would look like for your business — and whether one of the fixed-fee packages fits or if something custom makes more sense.
No pitch deck. No proposal before we understand your situation.