ServiceM8 Strategy / Training Session

I really enjoy these sessions – they’re one of my favourite things to do!

We can cover so much when we spend focused time looking at your business and customising your ServiceM8 setup to support your business goals.

On these calls, we can cover anything ServiceM8 related, including but not limited to:

  • Creating your price list
  • Creating a custom quoting tool
  • Ways of getting your customers to give you more information with online booking forms
  • Online quoting tools
  • Time-saving hacks and tips
  • Customising email and sms templates
  • Taking staged payments and deposits
  • Tagging and organising your clients
  • Forms – ideas, building, testing and my top tips for faster creation
  • Automation


My ServiceM8 strategy and training sessions combine my years of experience using ServiceM8 for both our plumbing business and my freelance business – that’s 1000’s of hours and 100’s of clients.

This is going to give you ideas and change the way you think about using ServiceM8 in your business.

Here’s what’s included:

  • You tell me what you’d like to cover or what problems you’d like to solve.
  • I’ll have a look around your account ahead of our call so that we can make the very most of our time together.
  • A whole hour 1:1 training/strategy call on Zoom where we screenshare. It’s a mixture of training, strategy, simplifying, clever setups, implementation + more!
  • A recording of the call so you don’t have to take a bunch of notes.
  • The opportunity to ask any additional follow up questions via email for up to 7 days after the call.


What others have said:

What did you like most about the training?

It was nice and relaxed, there was no real set agenda. I was asked what it was in particular that I wanted to cover.

What was your biggest takeaway or a-ha?

My biggest takeaway was how to properly tie in the automation badges with my services.

What would you say to someone considering buying this course?

I would highly recommend it. There is a lot to learn with ServiceM8 so it definitely helps having an expert to help guide you. Especially one with experience in the same field [plumbing & heating].

Ronan Sutton

Owner, Tom Sutton Heating

What did you like most about the training?

The training was amazing and a real eye opener about the possibilities of things which can be done with ServiceM8.

What was your biggest takeaway or a-ha?

Time saving resources, the bathroom installation with everything there is amazing, also what to put down for material codes etc.

What would you say to someone considering buying this course?

100% do it, Gemma was nervous about zoom being recorded but it is the best thing we have done, implementing the things learnt from the session will save us hours of time.

Gemma & Paul Mogford

Owners, Elite Plumbing and Bathrooms

What did you like most about the training?

I liked the face to face zoom call which has a personal touch. The screen share meant I can actually see and understand what was being said, as I, like most tradespeople are visual learners.

What would you say to someone considering buying this course?

If like me, you think do I actually need to? I’ve been trialing it for a while and do I need to spend the money?…I say do it!
There are always things you don’t know and It’s worth every penny! Hazel goes above and beyond to make sure you get the most out the training and the aftercare is superb.

Would thoroughly recommend.

Josh Tucker

Owner, Pipeline Plumbing Services

What did you like most about the training?

Easy Communication and Hazel was very enthusiastic professional about ServiceM8 .. It’s great have had someone who understands the plumbing profession and to explain in more details how to work servicem8 in such details and knowledge.

What was your biggest takeaway or a-ha?

Automation processes and templates and how to set them up for a great customer experience.

What would you say to someone considering buying this service?

Having 1 on 1 training to explain your ServiceM8 Account is definitely very effective even if you think you understand and can use servicem8 well there is always something to improve on. I’m really happy I booked this.

Scott Wheeler

Office Manager, Paul Wheeler Ltd


£325 ex VAT (£390 inc VAT)

(a ServiceM8 Implementation with me costs £1,600 on average)

Want in?

Here’s what to do next:

Awesome! Choose and date and time below and you’ll be able to book your call, give me all the information I need and pay.

If you need to reschedule nearer the time, that’s not a problem – you’ll be able to do that.

I can’t wait to help you to get so much more out of ServiceM8!

Select a date & time that suits you