PortalMEin was designed with the primary objective of managing our Customer Portal solution. Every aspect of a project is visible within PortalMEin, and access to the Customer Portal by your clients is based on the email address associated with Contacts of a Job or related Clients.

PortalMEin’s Customer Portal plans to offer multiple layout options, and custom layouts are also possible.

Planned for release in Feb 2025

Stop sending your staff across town in a haphazard manner. Instead, optimize their Job Routes based on various factors to ensure maximum time utilization.

ServiceM8 Forms are effective, but their simplicity can be problematic when dealing with intricate use cases, resulting in difficulty navigating the interface. Additionally, there is a desire for responses to trigger actions on Jobs, such as adding Line Items or Tasks.

PortalMEin Forms will work seamlessly with ServiceM8 Forms, enhancing navigation of complex Forms, enabling response-based actions, easier asset functionality, and more!

PortalMEin will be able to coordinate Flat Rate Pricing from solutions such as Profit Rhino and Flat Rate Software, and import them into ServiceM8 while preserving their Category structure within our Material Selector solution.

Identifying the appropriate material for a new line item within a job can be time-consuming in ServiceM8. Our Material Selector solution enables you to filter materials based on categories and sub-categories, and visualize the material with supporting image(s).

Numerous teams provide customized pricing and discounts to select clients based on various factors. Our objective with this solution is to facilitate a straightforward process for applying customized pricing to jobs for clients who have specified their pricing requirements.

Have you ever desired the ability to visually verify the content you are adding to a Job to ensure its accuracy? Have you ever wished for supporting images to be displayed in Quotes and Invoices for your clients? PortalMEin has been designed to provide these long-standing requests!

ServiceM8 facilitates the modification of Check-In Time Entries within a single Job. Additionally, it provides basic reporting capabilities for reviewing individual Staff Members’ entries over time. However, there is currently no efficient method to modify these entries across specified timeframes.

In contrast, our Bulk Time Editor is specifically tailored for editing Check-In Time Entries while simultaneously viewing all entries within the requested timeframe.

Numerous teams have workflows that involve customers who prepay for services such as labor or consulting time, or who subscribe to services that will be executed at a later date. Our planned solutions that will simplify and streamline the management of these offerings.

During extreme weather events, numerous teams provide services to their subscribing clients (such as snow removal or hail damage checks). Our Emergency Jobs solution automates the generation of jobs for these clients with a single button press. Additionally, if another wave of weather strikes, new jobs will only be created if the previously generated job has been completed.

Managing projects within ServiceM8 can be challenging. PortalMEin is designed to facilitate a pipeline workflow, enabling seamless progression of jobs as they evolve. Our strategy involves automating administrative tasks by triggering actions when a job is moved to a different pipeline.

Need to duplicate a Job with granular control?

Ever wish you would quickly and simply adjust the pricing on a Job in bulk?

ServiceM8 Network is designed for a specific workflow, and for some, it simply doesn’t meet their needs for coordinating work with external vendors.

PortalMEin’s Vendor Portal offers a centralized solution for vendors to access Job Requests sent to them, accept and take action on all of them from a central portal.

If your team owns a fleet of company-owned vehicles, the PortalMEin Vehicle Portal provides a comprehensive solution for managing your fleet’s maintenance and service history. It offers complete reminders and checklists to ensure efficient and organized vehicle management.

Relying solely on device Location Services for Staff locations and Job Check-Ins frequently results in unreliable outcomes. This solution seeks to integrate with our industry-leading partner, providing GPS Location and Dashcam solutions. By integrating these solutions with ServiceM8, we can enhance Staff locations, improve Job Check-Ins, and leverage additional tools such as travel breadcrumb history and driving behaviors.

PortalMEin’s comprehensive Inventory Management System will provide a robust and fully functional solution to meet all your inventory management requirements. It will effectively maintain your inventory items that require inventorying, track your on-hand inventory, manage purchase orders, facilitate receiving, and coordinate job allocation and installation actions.

ServiceM8 Services are highly effective, but their utilization can sometimes pose challenges due to the evolving nature of jobs. Our objective with this solution is to replicate the ease of use of ServiceM8 Services while simultaneously enabling seamless functionality throughout the duration of a job’s lifecycle, ensuring that the job’s content remains unaffected.

ServiceM8 Recurring Jobs excels in its intended use cases, but it may encounter limitations in more intricate scenarios. Editing and updating substantial quantities of Recurring Jobs can be an excessively challenging endeavor. Our upcoming solution aims to address this by offering additional functionalities, simplifying the creation and modification of Recurring Jobs in bulk.

Our primary objective within PortalMEin Dashboards is to construct workflow-specific dashboards, populating the requisite data to effectively execute a workflow’s requirements.

Need attachemnts to only be visible to certain team members? This is the solution for you!