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Customer Success Support

Customer Success support for connecting ServiceM8 and Xero or QuickBooks Online, as required.

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Branded Dashboard Setup (Lifestyle Tradies)

Up to two branded “Lifestyle Tradie” dashboards, built using standard ServiceM8 features for easy rollout.

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Dashboard Training & Optimisation

Dashboard overview and training, including guidance and minor adjustments such as adding filters or extra fields.

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Custom “Must-Have” Report

One custom report that cannot be produced using standard functionality (e.g. Asset report or partial invoice report).

Complete this form to sign up for the Lifestyle Tradie plan:

Connect ServiceM8 to Wink Toolbox in 3 Steps

Frequently asked questions

What is Wink Toolbox for ServiceM8, in simple terms?

 Wink Toolbox acts as an intelligent co-pilot for your ServiceM8 account. It connects your ServiceM8 data with your other systems (like your accounting software) and automates your most time-consuming back-office tasks. The result is better reporting, less manual work for your team, and a clearer view of your business performance. 

ServiceM8 already has reports. How are yours different?

ServiceM8 is fantastic for managing your field operations, but its reporting is often limited to the data within the app itself. Wink Toolbox creates blended reports that combine your ServiceM8 data with data from your accounting software and other integrations. This allows you to see a true, complete picture of your profitability, from job completion all the way to the bank. 

How long does it take to set up? I don't have time for a complex project.

 We designed it to be fast and simple. You can connect your ServiceM8 account in minutes using secure, official API connections. There is no complex coding or lengthy implementation. Our team is also on hand to guide you through a quick onboarding to ensure you get value from day one. 

Is my company's data safe and secure?

Absolutely. Data security is our top priority. We use the official, secure APIs provided by ServiceM8 and other partners to ensure your data is encrypted and protected at all times. We are a "middleware" platform, meaning we facilitate communication between your systems; we never sell or share your data. 

Do I need to be an AI expert to use the automation features?

 Not at all. Many of our most powerful AI features, like AI Invoice Processing (OCR), work right out of the box with no complex setup. For those who want more control, our "Back Office Automations" plan allows you to connect your own favorite AI model (like from OpenAI or Google), giving you advanced capabilities and future-proofing your business without being an AI genius. 

What other software does Wink Toolbox connect to besides ServiceM8?

 We connect to the most popular accounting platforms used by trade and service businesses, including Xero, QuickBooks Online, and Sage. This is key to our blended reporting and allows us to automate processes like accounts payable from end to end. Please see our available connectors here. 

What is the main benefit I can expect to see from using Wink Toolbox?

Clarity and Time. You will save countless hours per week on manual, repetitive back-office tasks. More importantly, you will gain a clear, trustworthy, and up-to-date view of your business's financial and operational health, allowing you to make more confident, data-driven decisions for growth.