ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Start conversations with referred prospects and record what was sent.
New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.
Follow up on prospect calls with commitments in writing.
Your prospect gets a short sales call follow-up email with the agreed next step and timing, while you get a copy and any open questions.