Auto Work Order: Automating Work Order Processing in ServiceM8
Use AI to extract information from incoming work orders and create ServiceM8 jobs with less manual data entry.
Updated
Discover six powerful ServiceM8 add-ons from Over Geek that help trade businesses manage, map, update, test, report on and share asset information more efficiently.
ServiceM8 provides trade and field-service businesses with tools for recording, locating, inspecting and testing assets. However, businesses managing large asset registers, multiple sites or compliance programs may need additional ways to view, update, report and share that information.
Over Geek has developed a suite of ServiceM8 add-ons that address different parts of the asset-management workflow. These tools work with the asset and job information already held in ServiceM8, helping businesses reduce repetitive administration without introducing a completely separate asset-management system.
The six main asset-related add-ons currently available from Over Geek are:
OG Portal is a branded, self-service client portal connected to ServiceM8.
Instead of responding manually whenever a client wants an asset register, inspection history, compliance status or information about an upcoming visit, businesses can provide access through their own branded portal.
Clients can view:
Each asset can display its location, photos, previous test results and related ServiceM8 forms. Businesses can also configure expiry periods by asset type so assets are automatically identified as Due Soon or Overdue when their most recent test exceeds the nominated period.
OG Portal also supports broader compliance checks that do not belong to one individual asset. A ServiceM8 form can be linked to a recurring site-level check, allowing the portal to show whether each site is compliant, failed, due soon, overdue or yet to be inspected.
This can be particularly useful for businesses providing recurring fire safety, electrical testing, HVAC maintenance, property compliance or other scheduled inspection services.
Best suited to: Businesses that want clients to access asset, job and compliance information without contacting the office each time.
Current pricing: OG Portal Essential is listed at $59 AUD per month and Professional at $79 AUD per month.
Updating a large number of assets individually can be time-consuming. DataGrid provides a spreadsheet-style interface for viewing and updating ServiceM8 asset information in bulk.
Users select an asset type and client site, then view the relevant assets in a sortable grid. Depending on the fields recorded in ServiceM8, this may include asset names, asset codes, locations, types, sizes, dates and custom fields.
DataGrid allows users to:
This can be valuable when asset information needs to be cleaned up, standardised or updated following a contract change, site audit, equipment replacement program or bulk data import.
For example, a business could update the service frequency, location description, category or another shared field across dozens of similar assets without opening every asset separately.
Best suited to: Businesses with large asset registers that regularly need bulk corrections, standardisation or updates.
Current pricing: DataGrid is listed as free during beta, with pricing of $5.99 AUD per month when launched on the store.
Reported is a report-building platform that creates branded PDF inspection and testing reports from ServiceM8 job and asset data.
Businesses can build reusable report templates using a drag-and-drop editor. Available content can include:
Once generated, the report is automatically attached to the relevant ServiceM8 job, ready to review or send to the client.
Reported can also export the underlying information to CSV or Excel. This means a client can receive both a polished PDF report and structured asset data for its own spreadsheet, compliance platform or audit records.
One particularly useful feature is Quote Headstart. When enabled, failed assets identified in a report can be transferred into a new ServiceM8 quote job. The original report is attached for context, failed assets are added to the job description and each failure becomes a checklist item ready for pricing.
This helps connect the inspection process with the follow-up sales and rectification process, reducing the need to manually copy failed items into a new quote.
Best suited to: Inspection, testing and compliance businesses that need professional client-facing reports generated from ServiceM8 data.
Current pricing: $79 AUD per month with a seven-day free trial and no credit card required to begin the trial.
PinDrop converts the ServiceM8 asset register into a live, interactive map.
Unlike a job map, PinDrop is designed around the physical assets themselves. Each asset is represented by a map pin that can display its:
Pins can be colour-coded by asset type, while status icons identify assets that have passed, failed or have not been tested within the nominated period.
Users can search across asset names, codes, sites and custom fields, apply filters, choose which sites or asset types to display and reposition incorrect asset locations by dragging pins on the map.
PinDrop also allows PDF or image floor plans to be positioned over satellite imagery.
The plan can be moved, scaled, rotated and locked to the correct geographic position. Separate levels can be toggled for multi-storey properties, allowing indoor assets to be displayed in their actual locations.
Floor plans are stored within ServiceM8 rather than in a separate external asset database. They can also appear through OG Portal, giving clients more context about where equipment is located.
PinDrop can export a branded A3 PDF map containing a legend and compass, which may be useful for site documentation, emergency plans, technicians or client records.
Best suited to: Fire protection, alarm monitoring, AV installation, facility maintenance, property management and other businesses managing many geographically distributed or indoor assets.
Current pricing: PinDrop is listed as free during beta, with planned pricing of $14.99 per month at launch.
AssetWagon is a free export utility for ServiceM8 asset information.
It allows users to select asset types and sites, then export their ServiceM8 asset register into:
The spreadsheet option provides a portable copy of asset data that can be reviewed, filtered, shared with a client or imported into another system.
The Google Earth export provides a visual overview of asset locations, which may be useful when assets are distributed across large properties, campuses, public areas, infrastructure networks or multiple client sites.
AssetWagon can be particularly useful when a client requests a copy of its asset register in a familiar format or when a business needs to review ServiceM8 asset information outside the platform.
Best suited to: Businesses needing a simple, portable asset export for clients, auditing, mapping or external analysis.
Current pricing: Free, with manual installation through Over Geek.
ServiceM8’s asset testing workflow is commonly used in the field through the mobile app. DeskSide Assets brings a similar workflow to the desktop and opens directly from a ServiceM8 job card.
From a computer, office staff or technicians can:
This can help when asset information is being reviewed or completed from the office, when a technician is working from a laptop, or when test records need to be entered after field information has been collected.
It may also improve accessibility for teams that find a full desktop screen more practical than completing extensive asset records on a phone or tablet.
Best suited to: Businesses that need to review, inspect or test ServiceM8 assets from the desktop rather than exclusively through the mobile app.
Current pricing: $5.99 per month with a seven-day trial.
Each Over Geek add-on solves a different asset-management problem, but they can also form a connected workflow.
A business could use:
Because these tools work with information held in ServiceM8, businesses can extend their asset-management capabilities while retaining ServiceM8 as the central operational system.
The right option depends on the workflow problem you are trying to solve.
Choose OG Portal when clients need ongoing visibility of their sites, assets, jobs and compliance records.
Choose DataGrid when staff are spending too much time opening and updating assets individually.
Choose Reported when ServiceM8 data needs to become a polished inspection, testing or compliance report.
Choose PinDrop when the physical location of each asset matters and a standard asset list is not enough.
Choose AssetWagon when you need a quick Excel or Google Earth export.
Choose DeskSide Assets when asset testing and reviewing needs to be completed from a desktop computer.
Some businesses may only require one of these functions, while asset-heavy inspection and maintenance businesses may benefit from combining several.
Over Geek currently lists 17 ServiceM8 add-ons across assets, jobs, clients, files and reporting. Its asset-focused tools provide practical ways to bulk edit asset records, map equipment, complete testing, produce reports, share compliance information and export data.
View all Over Geek ServiceM8 add-ons:
https://overgeek.com.au/addons/
Over Geek is an independent third-party developer and is not affiliated with or endorsed by ServiceM8. Pricing, trial periods and beta availability should be confirmed directly with Over Geek before installation.
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