What We Do
Practical automation and systems for trade and home service businesses, from a certified operator who's done it.
ServiceM8 Consulting
Full ServiceM8 account setup, configuration, and staff training for field service businesses.
Who it's for
HVAC, plumbing, electrical, pest control, pool service, security. Any trade business with 2+ staff in the field.
Problems solved
Disorganized job management, paper-based workflows, staff not using the system consistently, no visibility on jobs in the field.
Example outcome
“Set up and trained a 12-person security company across 2 locations in 3 weeks.”
AI Business Assessment
A 45–60 minute structured interview → AI-generated report showing exactly where your business is losing time and what to automate first.
Who it's for
Any business with 5–50 employees feeling overwhelmed by manual processes.
Problems solved
Not knowing where to start with automation, wasting hours on tasks that should be automatic, no clear ROI on tech decisions.
Example outcome
“Found 8 hours/week recoverable for a local business owner, delivered within 48 hours.”
Business Automation Consulting
End-to-end automation builds using Zapier, Make.com, and AI tools, custom-designed for your workflows.
Who it's for
Businesses with repetitive manual processes between tools (CRM, email, calendar, invoicing).
Problems solved
Data entry between apps, manual follow-ups, missed leads, no systemized onboarding.
Example outcome
“Automated a 45-minute manual lead intake process down to 2 minutes with zero staff involvement.”
Workflow Audits
A structured review of your current operations to identify bottlenecks, redundancies, and automation opportunities.
Who it's for
Business owners who know something is broken but aren't sure where.
Problems solved
Team doing the same tasks differently every time, things falling through the cracks, owner stuck doing work that should be delegated or automated.
Example outcome
“Mapped 6 core workflows, identified 3 that could be fully automated within 30 days.”
Custom Web Apps
Lightweight custom applications for workflows that don't fit off-the-shelf software.
Who it's for
Businesses with a specific recurring process that no tool quite handles.
Problems solved
Paying for software that's 80% right, managing critical data in spreadsheets, staff using workarounds because no tool fits.
Example outcome
“Built a custom service plan billing system now used by ServiceM8 businesses across North America.”
Integrations
Connect your existing tools so data flows automatically between them, no manual re-entry.
Who it's for
Businesses using 3+ software tools that don't talk to each other.
Problems solved
Entering the same information in multiple systems, exporting CSVs manually, reconciling data between tools.
Example outcome
“Connected ServiceM8, Xero, and a CRM so new jobs auto-populate across all three.”
AI Automations
Purpose-built AI workflows for lead response, client communication, reporting, and internal knowledge management.
Who it's for
Businesses ready to move beyond basic automation into AI-assisted operations.
Problems solved
Slow lead response, repetitive customer Q&A, inconsistent communications, time spent generating reports.
Example outcome
“Deployed a speed-to-lead agent that responds to new inquiries in under 60 seconds, 24/7.”
Training and Support
Staff training on new systems and ongoing support to ensure adoption actually sticks.
Who it's for
Businesses that have bought software but aren't using it properly.
Problems solved
Software sitting unused, staff reverting to old habits, owner becoming the only person who knows how the system works.
Example outcome
“Trained 8 field technicians across 2 sites, full adoption within 2 weeks.”
ServiceM8 guides
We're a Certified ServiceM8 Partner. Start with our ServiceM8 consulting overview to see how we help trade businesses set up, migrate, and automate the platform, then dig into the guides below.
- ServiceM8 setup checklist: every step to get configured before your first live job.
- ServiceM8 recurring billing: how to set it up and automate it: build predictable recurring revenue on top of ServiceM8.
Common Questions
Do I need to know anything about technology?
No. We design every system around how your team already works, then train them on it.
How do I know which service is right for me?
Start with an AI Business Assessment. It takes 45–60 minutes and tells you exactly where to focus.
Do you work with businesses outside of trades?
The AI Assessment and automation consulting work for any 5–50 person business. ServiceM8 consulting is specific to field service businesses.
What does it cost to get started?
Most projects are fixed-fee with no hourly billing surprises. Get in touch for a quote.
Where are you based?
BC, Canada, but we work with businesses remotely across North America.
Not sure where to start?
Book an AI Business Assessment. 45–60 minutes. A full report in 48 hours. We'll tell you exactly what to fix and in what order.
Book an Assessment →Related ServiceM8 services
- 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.