A fullscreen roster, a recurring booking wizard, live conflict detection and an AI scheduling assistant — the spiritual successor to the Multi-Booking Scheduler add-on, rebuilt from the ground up.
Watch
A walkthrough of the roster, the booking wizard and the AI assistant – about 40 minutes start to finish.
What it does
Built for field-service and home-care teams who book the same staff again and again — repeat visits, cleaning, pest control, deliveries and fleet maintenance.
Month, week and day views with drag-to-reschedule and colour-coded staff. A live booking-density heat map shows where the week is tight before you commit anyone — and status badges stay current with a silent five-minute refresh.
A guided what / when / who / confirm flow. One-off or recurring — daily, weekly or monthly, ending on a date or after a set number of visits. Ideal for scheduled property maintenance.
Overlapping assignments are flagged before you create them. Resolve a double-booking by reassigning to another available team member in a couple of clicks.
Ask in plain English to find the right available person — it matches on trade and skill across a mixed team (electrical vs plumbing) and works around each person's hours and leave. Fill the wizard or tidy the roster. Bring your own key — Claude, OpenAI, OpenRouter, or a local Ollama model.
Set working hours, leave and per-person trades, skills, territories and teams. These drive the assistant's suggestions and the roster's clash warnings — so an electrical job lands with an electrician who's actually free.
Getting started
Booking Manager installs straight into ServiceM8 — nothing to host, no separate login. Here's the order we'd set up a small trade team (say, a mix of electricians and plumbers) so the roster, matching and reminders all work from day one.
Only the business owner can open the add-on at first — everyone else needs access granted.
Tagging trades and hours powers the assistant's suggestions and the roster's clash warnings.
Day-to-day coordination and forward planning both live on the roster.
Bring your own AI key when you're ready — start read-only, then loosen the reins.
Help & troubleshooting
The quick answers to the things people ask most. Still stuck? Get in touch.
If you run a ServiceM8 team and schedule the same people again and again, yes. It's built for trades (electrical, plumbing and mixed teams), home care, cleaning, pest control, deliveries and fleet maintenance — anywhere you're juggling who goes where, repeat visits and regular maintenance.
No. Booking Manager works through ServiceM8's own system — the bookings you make are normal ServiceM8 bookings. It doesn't delete or rewrite your jobs, customers or history; it just gives you a better way to see and schedule them. Nothing happens to your data that you didn't ask for.
Yes. Every booking is written straight into ServiceM8, so it appears on the normal schedule and in each technician's ServiceM8 app — not just inside Booking Manager. Your team keeps working exactly the way they already do.
Only the ones you already use. Because bookings are real ServiceM8 bookings, your existing booking reminders still go out as normal — so if you're scheduling a big batch at once, pause them first to avoid a flood, then switch them back on. Booking Manager doesn't add any new messages of its own.
Your whole team, with the access you choose. When you first open it, only the business owner is in. From Settings → Staff → Access you give each person full, read-only or no access — typically full for whoever runs the schedule and read-only or none for techs who just work from their ServiceM8 app. If someone's missing from the list entirely, they may be hidden under Appearance.
You tell it once. Tag each person's trade and skills and set their working hours and leave (Settings → Staff). Then the assistant suggests the right trade who's actually free — an electrical job goes to your electricians, not the plumbers — and the roster flags clashes. You always make the final call: it guides the choice rather than locking anyone out.
Yes. The booking wizard does one-off or recurring visits — daily, weekly or monthly, ending on a date or after a set number of visits — which is ideal for service contracts and property maintenance. For real-estate work, add the property manager as a contact on the job alongside the tenant so everyone's on the record.
The AI assistant feature is experimental and optional. Experimental means we don't gaurantee its performance. You bring your own API key so you're in control of the cost. Your key is stored securely and never shown back in the browser, and the assistant can't change anything until you switch on each action — it only suggests until you say so. Prefer not to use AI? Everything else in Booking Manager works fully without it.
Yes — once you record it in Booking Manager. ServiceM8 doesn't currently open its native leave feature to add-ons, so leave is entered directly in Booking Manager under Settings → Staff → Leave. Add someone's leave there and both the booking wizard and the AI assistant will account for it, keeping that person out of availability suggestions for those dates. If ServiceM8 opens up its native leave in future, we'll update Booking Manager to work with it.
Email us at support@workm8s.com — a quick note with your ServiceM8 account name and a screenshot is plenty. Booking Manager is built and supported by WorkM8 Consulting, a ServiceM8 Gold Partner. There's more in the Support section below.
