Zevik adds a post-quote client experience and follow-up layer to your ServiceM8 workflow — track engagement, capture questions, follow up at the right time, and know which quotes are worth your attention.
ServiceM8 shows the quote was sent. Zevik shows what happened next.
ServiceM8 runs the job. Zevik manages the quote decision window.
No new quoting system. No duplicate job management. Just a clearer post-quote workflow.
The quote is sent. Then the guessing starts.
Did they open it? Did they understand it? Are they comparing? Have they gone cold? After the quote leaves ServiceM8, most contractors are still relying on memory, gut feel, and manual follow-up.
Opened but no reply
Smith Residence · viewed twice, no response in 4 days
Did not open
10 Park Ave · sent 6 days ago, never opened
Question waiting
Brunswick HVAC · client asked about timing
Requested a call
Hot water replacement · client wants to talk
Reopened after 5 days
Switchboard upgrade · cold quote came back warm
Approved
Carlton North job · client tapped Approve
The problem isn't quote creation. The problem is not knowing what happens after the client receives it.
Give clients more than a PDF.
A clean quote page that explains the work in plain language, plays a short voice walkthrough, and gives the client three obvious next moves: approve, ask a question, or request a call.
① Quote PDF — your existing ServiceM8 PDF, attached cleanly
② Plain-language explanation — summary the client actually reads
③ Voice walkthrough — your quote, narrated
④ Approve · Ask · Call — three clear next moves
⑤ Mobile-first — most clients open quotes on their phone
The client gets clarity. You get a cleaner signal.
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SE
Sample Electrical
Licensed Melbourne electrical contractor
Quote #4218
Hi J. Smith,
Switchboard upgrade — 14 Cromwell St
$4,280 inc. GST
What's included
Replace the existing meter panel with a new 18-pole switchboard, fit RCBOs across all circuits, and bring earthing up to current standard. One day on-site, power off for approximately three hours.
▶
Voice walkthrough
Hear me explain this quote in 90 seconds
1:28
PDF
Switchboard quote · 14 Cromwell St.pdf
3 pages
Approve quote
Ask a question
Request a call
Give clients more than a PDF.
A clean quote page that explains the work, plays a short voice walkthrough, and gives the client three obvious next moves.
SE
Sample Electrical
Quote #4218
Hi J. Smith,
Switchboard upgrade — 14 Cromwell St
$4,280 inc. GST
What's included
Replace meter panel with 18-pole switchboard, fit RCBOs, bring earthing up to standard. One day on-site.
▶
Voice walkthrough
90-second explanation
1:28
PDF
Quote.pdf
3p
Approve quote
Ask a question
Request a call
The client gets clarity. You get a cleaner signal.
Send with Zevik from inside ServiceM8.
Your job stays in ServiceM8. Zevik adds the client quote experience, follow-up and decision visibility after the quote is ready.
app.servicem8.com / job / 4218
More → Send with Zevik
1ServiceM8 stays the source
You quote in ServiceM8. Zevik picks up the quote at the send stage.
2Job history stays updated
Quote sent and quote approval activity can appear back on the ServiceM8 job record.
3No replacement workflow
ServiceM8 remains the job system. Zevik handles the post-quote client experience and follow-up.
ServiceM8 remains the job record. Zevik upgrades what happens after the quote is sent.
Send with Zevik from inside ServiceM8.
Your job stays in ServiceM8. Zevik adds the client quote experience, follow-up and decision visibility after the quote is ready.
ServiceM8 · More menu
ServiceM8 · Activity feed
ServiceM8 stays the source
You quote in ServiceM8. Zevik picks up at the send stage.
Job history stays updated
Quote sent and approval activity appears on the ServiceM8 job record.
No replacement workflow
ServiceM8 remains the job system. Zevik handles the post-quote layer.
ServiceM8 remains the job record. Zevik upgrades what happens after the quote is sent.
See who is interested, who is stuck, and who has gone quiet.
Every quote you send shows real activity — opens, listens, questions, call requests, approvals. With a clear next action against each one. Practical pipeline visibility, not vanity tracking.
app.zevik.io/dashboard/quotes
Z
Zevik
Dashboard
Quotes
Templates
Trust media
Integrations
Billing
Settings
Quotes · Active
Active quotes — 3 need attention
Sorted by recommended next action
Smith Residence — Switchboard upgrade
SM8 Job 4218 · sent 4 days ago
$4,280
Opened ×3PDF viewedAudio played 1:12No reply 4d
→Next action: Send a follow-up SMS — client has viewed the quote multiple times
10 Park Ave — Hot water replacement
SM8 Job 4231 · sent 6 days ago
$2,150
Not opened2 SMS reminders sent
→Next action: Consider calling — no opens after two reminders
Brunswick Cafe — HVAC service
SM8 Job 4244 · sent 2 days ago
$3,640
Opened ×2Question askedCall requested
→Next action: Call client — they asked about scheduling and want to talk
This isn't vanity tracking. It's practical quote pipeline visibility.
See who is interested, who is stuck, and who has gone quiet.
Every quote you send shows real activity — opens, listens, questions, call requests, approvals.
Smith Residence
Job 4218 · 4d
$4,280
Opened ×3Audio 1:12No reply
Next: SMS follow-up — viewed multiple times
10 Park Ave
Job 4231 · 6d
$2,150
Not opened2 SMS sent
Next: Consider calling
Brunswick Cafe
Job 4244 · 2d
$3,640
Opened ×2QuestionCall requested
Next: Call client — wants to talk
Practical quote pipeline visibility, not vanity tracking.
Follow up without chasing every quote manually.
Zevik tracks quote activity after the client receives it, then prompts the right follow-up when something changes — not on a fixed schedule.
Trigger · Not opened
Prompt the client to view the quote.
If a quote sits unopened, Zevik can send a friendly nudge with a direct link — so it doesn't just sit at the bottom of an inbox.
Trigger · Opened, silent
Follow up while it's still warm.
When a client has opened the quote but said nothing for several days, Zevik flags the quote and suggests a follow-up — before it goes cold.
Trigger · Question or call requested
Bring it back as a clear action.
If the client asks a question or asks for a call, that quote moves to the top of the list with the actual question or request attached — not buried in email.
Trigger · Re-engaged
Know when a quiet quote becomes active.
A quiet quote that gets reopened can be a strong engagement signal. Zevik surfaces it so you can follow up while it matters.
No new quoting system. No separate phone workflow. Follow-up stays tied to the quote.
A natural enhancement to your ServiceM8 workflow.
ServiceM8 stays the system of record for jobs, scheduling, quoting, and invoicing. Zevik adds the layer that lives between “quote sent” and “quote decided”.
Keep ServiceM8 for
Running the job
Job management
Scheduling & dispatch
Quoting & line items
Invoicing & payments
Job history & site notes
Day-to-day operations
+
Add Zevik for
The quote decision window
Clearer client quote page
Voice quote explanation
Engagement tracking
SMS follow-up
Client questions, captured
Call requests, surfaced
Quote intent visibility
Zevik enhances ServiceM8 by strengthening what happens after the quote is sent.
Built for the quotes that need more than “sent”.
Client never opens
A direct link to a quote page that's easier to open than an email attachment.
Opens, says nothing
Zevik flags the silence so you can follow up while it's still warm.
Has a question
The question lands as a clear action against the quote, with full context.
Wants to talk
A call request moves the quote to the top of the list.
Has gone quiet
Zevik shows when a quote has gone quiet, so you can decide whether it's still worth chasing.
Common questions
Is Zevik a replacement for ServiceM8?
No. ServiceM8 stays your job, quoting, scheduling, and invoicing system. Zevik works alongside ServiceM8 by adding the client experience, follow-up and visibility layer after the quote is sent.
Does Zevik create the quote?
No. You build the quote in ServiceM8 like you do today. Zevik connects at the send stage and adds the client quote experience, follow-up and visibility layer.
What does Zevik add to my ServiceM8 quote workflow?
A clearer client quote page, a voice walkthrough, engagement tracking, SMS follow-up, captured client questions and call requests, and a clear next action against every active quote.
Does Zevik send SMS follow-ups?
Yes — automatic stepped SMS reminders, plus the option to send a one-off SMS manually from any quote.
Can clients approve or ask questions through Zevik?
Yes. The client quote page has Approve, Ask a question, and Request a call. Each action shows up against the quote in your dashboard.
Will this add more admin?
No. Zevik is designed to remove admin — fewer "did you get my quote?" messages and fewer follow-ups from memory.
Upgrade what happens after your ServiceM8 quote is sent.
Keep using ServiceM8 to run the job. Use Zevik to give clients a clearer quote experience, follow up with context, and know where every quote stands.
