NZ Automate

At Philo Software, we specialize in crafting bespoke software solutions that enhance business operations. One of our standout projects, NZ Automate, was designed to extend the capabilities of ServiceM8, a job management platform used by trades and service-based businesses.

The Challenge

ServiceM8 is a powerful tool for managing jobs, but many businesses require automation to reduce manual intervention and ensure timely updates. Clients needed a way to respond dynamically to job changes—whether that meant notifying customers, updating job statuses, or triggering other workflow actions without manual input. For example, when a customer emails for a quote, businesses often need to manually send terms of service. Similarly, after a job is completed, businesses may want to automatically send a request for a Google review a week later. Additionally, businesses needed a way to update job statuses and make important information accessible through job badges for staff working on jobs.

Our Solution

NZ Automate is a custom-built ServiceM8 add-on that allows businesses to create event-driven automations tailored to their workflows. Users can define automation rules that react to specific job changes and take predefined actions such as:

• Modifying job states (e.g., marking jobs as "In Progress" when a technician arrives on-site).
• Sending customer notifications via SMS or email based on job updates.
• Triggering follow-up actions like reminders, escalations, or reassignment based on predefined criteria.
• Updating job statuses with badges to ensure staff can quickly view key information without reading all customer notes.
• Automated Terms of Service Delivery: Ensures customers receive the business’s terms of service automatically when appropriate, improving compliance and transparency.

Key Features

• Intuitive Rule Builder: Users can set up automations with an easy-to-use interface, choosing triggers and actions that fit their workflow.
• Seamless ServiceM8 Integration: The add-on integrates directly with ServiceM8’s API to ensure real-time responsiveness.
• Time-Saving Automations: Reduces administrative workload by handling repetitive tasks automatically.
• Customizable Alerts: Enables businesses to tailor notifications to customers, ensuring better communication and service.
• Automated Terms of Service Delivery: Ensures customers receive the business’s terms of service automatically when appropriate, improving compliance and transparency.

Impact and Results

NZ Automate has streamlined job management for ServiceM8 users, saving businesses time and reducing human error. One standout example is Curtain Clean Tauranga, who have significantly automated their curtain cleaning pipeline. With the help of job badges, staff can accurately determine how to process each job, eliminating confusion and reducing manual updates. By automating repetitive tasks, companies can focus more on delivering quality service rather than managing job updates manually.

Conclusion

With NZ Automate, Philo Software has demonstrated its ability to enhance existing platforms with intelligent automation, providing tangible value to service-based businesses. If your company uses ServiceM8 and is looking for smarter ways to manage jobs, NZ Automate is the solution to consider.