You are not on ServiceM8 yet
There is nothing to check. Look at the $4,800 + GST setup instead, which builds the account properly from day one.
// SERVICEM8 HEALTH CHECK
ServiceM8 health check: a prioritised fix list for the account you already have
A ServiceM8 health check is a fixed-price review of an existing ServiceM8 account that finds what is costing your office time and ranks the fixes. Web Blend, a certified ServiceM8 Bronze Partner, goes through your statuses, templates, forms, automations, permissions, integrations and add-ons for $350 + GST, and you get a written fix list plus a recorded walkthrough of your own account.
Updated September 2026
// SOUND FAMILIAR?
Signs your ServiceM8 account needs a health check
Most ServiceM8 accounts are set up in a hurry in the first week and never looked at again. The business grows, staff change, and the account keeps working the way it did on day one. Here is what that tends to look like from the office, and what is usually behind it.
// WHAT YOU NOTICE
- Jobs sit in Quote or Work Order for weeks and nobody is sure who owns them.
- The office rebuilds the same quote or job description by hand every time.
- Techs skip a form on site because it asks for things that do not apply.
- Customers get a confirmation SMS for one job and nothing for the next.
- You are paying for add-ons and nobody can say what they do.
// WHAT IS USUALLY BEHIND IT
- Queues and statuses that were never set up, or set up for a business you have since outgrown.
- No job templates, or templates last touched by someone who left.
- Forms built once and never trimmed, so the useful fields get skipped with the rest.
- Automations switched on for some job types and not others.
- Add-ons connected during a trial and never reviewed.
// THE SCOPE
What the ServiceM8 health check covers
Eight areas, checked on your live account. This is the full list, so you know what you are buying before you buy it.
Job statuses and queues
Where jobs stall, which queues are doing work and which are just holding pens, and whether the board shows the office what needs doing today.
Job, quote and invoice templates
Job templates, quote templates and document templates checked for missing items, stale pricing, wrong branding and anything the office is retyping by hand.
Forms and checklists
Every form your team fills on site: whether it gets completed, which fields are dead weight, and whether the output is something you would hand to a customer or an inspector.
Automations and messaging
Booking confirmations, on-my-way messages, quote follow-up and review requests. What is switched on, what fires for which job types, and what the customer actually receives.
Storage and backup
ServiceM8 storage is unlimited on every plan, so this is not about space. It is about what is in there, how big the files are, and whether you have a copy of your job history that you control.
Staff and permissions
Who can see pricing, who can delete jobs, and which logins belong to people who no longer work for you. The quiet risk in most accounts.
Integrations
Accounting, payments, your website forms and anything connected through Zapier or the API. Whether each connection is live, what it syncs, and where it quietly drops data.
Add-ons you are paying for
Every add-on installed on the account, what it does, whether anyone uses it, and which ones to switch off.
On storage: ServiceM8 lists data storage as unlimited on every plan, so the check never tells you to delete jobs to save space. See the ServiceM8 storage limit facts, how archiving old jobs works and keeping your own ServiceM8 backup for the detail behind that part of the report.
// HOW IT WORKS
From login to fix list in about a week
No workshop, no discovery call, no change to your account while we look.
01
Tell us what annoys you
A short form: your trade, how many staff are on the account, and the two or three things that waste the most office time. That tells us where to look hardest.
02
Give us a login
You add a staff login for us with admin access. We do not change anything in the account during the check. You remove the login when we are done.
03
We go through the account
All eight areas, on your live data, with a ServiceM8 Bronze Partner doing the work. Not a scanner, not a checklist sent to you to fill in.
04
You get the list and the recording
A written, prioritised fix list and a recorded screen walkthrough of your own account, showing each finding where it lives.
05
You decide what happens next
Fix it yourself from the list, hand it to your office manager, or have us quote the items you want done. No call is required to receive the report.
// WHAT YOU GET
What you get at the end
A written fix list you can forward to your office manager without translating it first, and a recording that shows each item inside your own ServiceM8 account.
- A prioritised fix list, ordered by what saves the most office time for the least work, so you can start at the top and stop whenever you like.
- An impact and effort rating on every item, in plain English, so you can tell a ten-minute settings change from a rebuild.
- A recorded walkthrough of your own account, so your office manager can see exactly where each fix lives without a meeting.
- Which fixes you can do yourself in ServiceM8 settings, and which need a build.
- A fixed quote for the items you want us to do, if you want any of them done. Quoted per item, so you can pick.
Fix Impact Effort
Retire the two queues nobody checks High Low
Build job templates for your three most common jobs High Medium
Remove logins for staff who have left Medium Low
Switch off the add-on nobody uses Low Low
How a row reads, not a prediction about your account. Your rows come out of the review, and until we look neither of us knows what they say.
// YOUR PART
What you need to provide
Four things. None of them take long.
- A staff login for Web Blend with admin access, removed by you once the check is finished.
- Ten minutes on a short form: your trade, team size, and what wastes the most office time.
- A list of anything connected outside ServiceM8 that you know about, such as your accounting software or website forms.
- Someone who can answer a few questions by email if we find something we cannot explain from the account alone.
// THE FEE
The fee: $350 + GST, credited if you go ahead
The fee is $350 + GST, paid once. If Web Blend performs eligible work quoted from the health check, the full $350 + GST is credited against that work. That includes the $4,800 + GST setup when the answer is to rebuild, and automation builds from $1,800 + GST.
Nothing renews and nothing rolls into a retainer. The fix list and the recording are yours either way, and they are written so anyone who knows ServiceM8 can work from them.
// BE HONEST WITH YOURSELF
Who should not buy this
Four situations where $350 + GST is the wrong spend. We would rather say so here than take the money.
You have already decided to start again
If you know the account needs rebuilding from scratch, skip the report and ask for a setup quote. Paying for a document that says "rebuild it" is a slow way to the same answer.
You run a handful of jobs a month and it works
If the account does what you need and nobody is fighting it, a health check will not find much worth paying for. Keep your money.
You want the fixes done, not a list
If you already know what is wrong, tell us and we will quote the fix directly. The health check is for when you know something is off but not what, or not where to start.
// WHAT COMES NEXT
Where the health check leads
Most fix lists split three ways: settings you change yourself, a rebuild of the foundations, or automation work on top of an account that is basically sound.
// $4,800 + GST ServiceM8 setup
When the foundations are the problem: workflow, queues, templates, price book, forms and training, rebuilt for one fixed price.
// FROM $1,800 + GST ServiceM8 automation setupWhen the account is sound but the office is still chasing: missed-call text back, quote follow-up and more, built on your account.
// ONGOING HELP ServiceM8 consultantWhat a ServiceM8 consultant does, when you need one, and when the help docs will do the job for free.
// QUESTIONS
Straight answers before you book
Not sure whether your account needs this? Ask us. We will tell you honestly, including when the answer is that it does not.
Get in touchWhat is a ServiceM8 health check?
A ServiceM8 health check is a fixed-price review of an existing ServiceM8 account. Web Blend, a ServiceM8 Bronze Partner, goes through your job statuses and queues, templates, forms, automations, storage and backup, staff permissions, integrations and add-ons, then hands back a written, prioritised fix list and a recorded walkthrough of your own account. It costs $350 + GST.
How much does a ServiceM8 health check cost?
It is $350 + GST, paid once. If Web Blend performs eligible work quoted from the health check, such as the $4,800 + GST setup or an automation build, the full $350 + GST is credited against that work. Otherwise you keep the fix list and the recording.
Will you change anything in my account?
No. The check is read and report only. We look, we record, we write it up. Nothing in the account is changed unless you later ask us to do a fix and approve the quote for it.
How long does it take?
About one week from the login landing to the fix list and recording in your inbox. It is a fixed piece of work with an end, not something that rolls into a retainer.
Do you fix the problems, or only report them?
The $350 + GST buys the review. Fixes are quoted separately and per item, so you can do the settings changes yourself, hand the list to your office manager, or have us do the lot. Automation builds start from $1,800 + GST.
Is this the same as the $290 website and ads audit?
No. The Website & Ads Audit looks at your website and your advertising. The ServiceM8 health check looks inside your job management account. They cover different ground and are bought separately.
// READY WHEN YOU ARE
Find out what your ServiceM8 account is costing the office
Tell us what annoys you and add a login. You get a prioritised fix list and a recorded walkthrough for a flat $350 + GST, credited in full if we do eligible work from it.
Book my $350 + GST health check