// TEAM TRAINING

ServiceM8 training for your office and field team

ServiceM8 training is a 2-hour remote session where Web Blend teaches your office staff and technicians to run jobs in your own ServiceM8 account. It costs $390 + GST, and the session is recorded so new staff can rewatch it.

Updated September 2026

Book my team's training See the 2-hour agenda

Web Blend is a ServiceM8 Bronze Partner based in Darwin. Find us in the ServiceM8 Partner Directory.

// FIXED PRICE

One session, one price

$390 + GST

One 2-hour session for the whole team, booked at a time that suits the office and the crew. We reply within one business day with available session times, and the recording is sent to you after the session.

What's included

A 2-hour remote session on a video call, with office staff and technicians on the same call
Run in your own ServiceM8 account on practice jobs, not a demo account
An office block and a field block, adjusted to the features you actually use
Questions answered live against your job categories, templates and forms
A recording of the full session, yours to keep so new staff can rewatch it

// THE AGENDA

What the 2 hours cover

The session follows one job from phone call to paid invoice. The office block comes first, then the field block, about an hour each. We drop anything your account does not use and spend the time on what trips your team up.

Office staff: about 60 minutes

Job cards and the Diary. Create a job card from a phone enquiry with the right client, site address and job description. See where every note, photo, email and SMS lands in the job Diary.
Quoting. Build and send a quote from your own price list, then follow it through quote acceptance or remote signature so the job moves to Work Order.
Scheduling on the Dispatch Board. Book jobs to the right technician, reschedule when the customer changes their mind and put more than one person on a job.
Action Required and queues. Keep unscheduled work out of Action Required by sending it to a queue, such as quotes awaiting approval or parts on order, so nothing goes quiet.
Invoicing. Check the labour and materials the tech recorded, produce the invoice and send it, then see how it syncs to your accounting package if one is connected.

Technicians: about 60 minutes

Finding the day in the app. Open the Jobs view, find the next job and read the job card before leaving the yard.
Check In and Check Out. Check In on arrival so time is recorded against the job, then Check Out through the checkout wizard with the right outcome.
Notes and photos. Type or dictate job notes and take photos that save straight to the Diary, so the office stops ringing to ask what happened.
Checklists and forms. Tick off job checklists and fill in the forms your account already uses, such as a job sheet or safety check.
Signatures and payment. Collect the customer's signature for quote or invoice sign off on site, add billable items and take payment before driving away.

// BEFORE THE SESSION

What you provide

The session only works if the team practises on the devices they use every day. Sort these out before the call and the full 2 hours go on ServiceM8, not on logins.

A time when the office and field team can both join for their half
Each person logged in to ServiceM8 on the device they use at work: computer for the office, phone for the techs
Two or three typical jobs you want the team to practise on
A phone number and email you control to act as the test customer, so no real customer gets a practice quote
The questions your team keeps asking. Never send passwords through the enquiry form.

// STRAIGHT ANSWER

Who should not buy this

A 2-hour session teaches a team to use an account that already works. If any of these sound like you, start somewhere else.

Your account is not set up yet

Training on an empty account teaches very little. Our full setup at $4,800 + GST includes owner and team training.

See what setup includes

The workflow itself is broken

If jobs stall because statuses, queues or templates are wrong, training will not fix it. That is a consulting job first.

Talk to a ServiceM8 consultant

You want things built, not taught

Custom forms, automations and integrations are separate builds. The session teaches what is already in your account.

See ServiceM8 automation builds

You are a sole trader just starting

ServiceM8's free Learning Roadmap covers the basics well. Come back when you have staff to bring onto the same system.

Open the Learning Roadmap

// BEFORE YOU BOOK

ServiceM8 training questions

Everything else about ServiceM8, from setup packages to integrations, is on our ServiceM8 hub.

See all ServiceM8 services

How much does ServiceM8 training cost?

ServiceM8 training from Web Blend is $390 + GST, fixed price. That covers one 2-hour remote session for your office staff and technicians, run in your own ServiceM8 account, plus a recording of the session to keep. There is no hourly billing on top.

Who should attend the ServiceM8 training session?

Anyone who touches a job. Office and accounts staff join for the quoting, scheduling, queues and invoicing half. Technicians join for the app half: Check In, notes, photos, forms and signatures. The owner usually stays for both.

Is the training run in our own ServiceM8 account?

Yes. We work through practice jobs in your live account so the team learns your job categories, templates and forms. We use a test customer contact you control, so no real customer receives a practice quote or invoice.

Do we get a recording of the training?

Yes. The full 2-hour session is recorded and the recording is sent to you afterwards. New starters can watch it before their first day on the tools, which saves you repeating the same walkthrough.

Does the training include setting up our ServiceM8 account?

No. The session teaches the account you already have. Account configuration, templates, custom forms and automations are separate work. Full setup is $4,800 + GST and already includes owner and team training.

Is ServiceM8's free Learning Roadmap enough on its own?

It is a good start. The Learning Roadmap is a free set of videos and articles inside ServiceM8. It teaches the software in general. Paid training covers how your business uses it: who creates the job, who books it, what the tech records and who invoices.

Get the whole team using ServiceM8 the same way

Tell us how many people need training and which part of the job keeps going wrong. We will come back with session times. $390 + GST, fixed.

Book my team's training