Automate scheduling, generate ServiceM8 jobs, track compliance, and give your clients portal access — all from one powerful platform.
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Core Features
From contract creation to job generation, compliance tracking to customer portals — PPM handles it all.
Create, manage and track contracts with full lifecycle support. Set billing, renewals, and values. Clone to save time.
Flexible recurring patterns — weekly, monthly, quarterly, annual or custom. Attach checklists, badges, and materials.
Generate ServiceM8 jobs with one click or in batch. Includes badges, checklists, materials, and contacts.
Track equipment with detailed records — manufacturer, model, serial, warranty. Import from ServiceM8 or CSV.
Track certificates with expiry dates, automated reminders, and a compliance dashboard. Never miss a renewal.
Give clients secure access to contracts, assets, schedules, and compliance. Share a simple link — no login needed.
Generate professional contract PDFs. Send for digital signature and track signing status. Secure document storage.
Contract value reports, completion rates, compliance stats, and service forecast calendar. Plan ahead with confidence.
Automated email reminders with client self-service renewal. Clone contracts with updated dates and pricing. Never let a contract lapse.
Configurable prefixes and auto-increment numbering. Create professional reference systems for your contracts.
See upcoming visits in a daily summary and send reminders to the site contact. The Automation extension can email customers automatically.
Try It
A sample company with real screens. No sign-up.
Interactive Demo
Click around a sample company with real screens. No sign-up, and nothing reaches ServiceM8.
Create jobs, renew contracts, generate documents and try the main workflows, with a guided tour that explains each step.
Open the demo
A service visit, a reactive call-out and signing a contract in person, as your engineers see it on their phone.
Take the mobile tourExtensions
Optional extensions, managed from your PPM account. Availability and any charge are shown before you switch one on.
Sends contract renewal and visit reminder emails to your customers on schedule, with a log of every email.
See every month’s planned visits on a map and a board, assign them to engineers and keep the plan.
Log breakdowns and call-outs against the contract, site and asset, alongside the planned work.
One contract covering many sites, each keeping its own equipment, schedules and paperwork.
Quote from a template, send a branded PDF, and turn an accepted quote into a contract.
Take card payments for contracts through your own Stripe account.
Collect contract payments by Direct Debit through your own GoCardless account.
Export upcoming renewals to CSV for your accounting or invoicing software.
Keep your audit checklist, NCRs and documents together and export one pack for the inspector.
Alarm Receiving Centre reports matched to the sites and assets already in PPM.
Add your own fields to any asset type, and show them only when they apply.
Prepare RAMS from your contract and asset data.
Also available as a standalone app. Visit SiteSafe Pro ↗ (opens in a new tab)
Track your own insurance, qualifications, vehicles and supplier documents, with expiry reminders.
Also available as a standalone app. Visit CertTracker ↗ (opens in a new tab)
Digital logbooks for site checks: staff scan a QR code and record the check on their phone.
Also available as a standalone app. Visit Logbook ↗ (opens in a new tab)
The engineers’ app for reactive jobs: worksheets, signatures, parts and notifications.
Browse, sign and bill service contracts from a phone.
Service forms completed on site, with the report going back to the job.
Build and edit your own service worksheets for the mobile app.
Remind customers about the checks they do between your visits, and record when they confirm.
A dark theme across the whole app.
Industries
Whether you manage fire systems, HVAC units, pest control, or any other recurring service — PPM adapts to your business.
Alarm testing, sprinkler inspections, emergency lighting, extinguisher servicing
Air conditioning servicing, filter replacements, heating system maintenance
Regular treatment schedules, bait station inspections, site reporting
EICR testing, PAT testing, electrical maintenance, certificate tracking
Backflow testing, drain maintenance, water system inspections
Commercial cleaning contracts, regular service scheduling
Building maintenance, landscaping, facilities management
Fully configurable for any business with recurring maintenance needs
Getting Started
Three simple steps to transform how you manage service contracts.
Install from the ServiceM8 Add-on Store and connect your account securely. Clients and sites sync automatically.
Set up contracts, add assets, define maintenance schedules with recurrence patterns, checklists, badges and materials.
Generate ServiceM8 jobs individually or in batch. Jobs appear with all details, ready for your team to complete.
Available now in the ServiceM8 Add-on Store
Pricing
One plan with everything included. No hidden fees, no feature limits.
Everything you need to manage service contracts
No credit card required to start
Requires a ServiceM8 subscription
18 optional extensions, switched on from your PPM account. See them all →
Tutorials
An 8-part video series that walks you through PPM from first setup to automated reminders.
Configure your account so PPM is set up correctly from the start.
Build a planned maintenance contract for a client and site.
Add equipment assets and set up recurring service schedules.
Forecast your monthly service workload and plan ahead.
Renew contracts and generate ServiceM8 service jobs.
Set up customer portal access so clients can see their service.
Send PDF contracts to clients for online signature.
Automate contract renewal and visit reminder emails.
Prefer us to set it up for you? See Premium Onboarding →
Integration
PPM works hand-in-hand with ServiceM8. Your team keeps using the tools they know — jobs simply appear in ServiceM8 with all the details they need.
Clients, sites, and job statuses sync automatically between ServiceM8 and PPM.
Industry-standard OAuth 2.0 authentication. We never store your ServiceM8 credentials.
Generated jobs include badges, checklists, materials, and contacts. Everything your team needs.
Send generated jobs to specific ServiceM8 queues for better workflow management.
ServiceM8
PPM
About Us
We specialise in creating powerful, reliable integrations for ServiceM8. PPM Service Contracts is built with security, reliability, and performance at its core.
Industry-standard encryption and OAuth 2.0 authentication.
Robust error handling and automated system monitoring.
Intelligent caching and efficient API usage for snappy performance.
Dedicated support team and continuous feature development.
Join service professionals already using PPM to automate their contracts and grow their business.
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