Before you install
Billfold Terms
Please read this carefully before continuing to install.
7-day free trial · $8.99 AUD/month after
Billfold starts with a 7-day free trial — no card required up front. After the trial, the subscription is $8.99 AUD/month, billed externally from ServiceM8 via Over Geek. A Manage billing link inside the Billfold page takes you to your billing portal.
Heads up: ServiceM8 may show an "unverified" warning
When you click install, ServiceM8 may display a warning that the add-on hasn’t been verified by them yet. That’s normal for add-ons installed directly via the developer rather than from the official ServiceM8 Add-on Store.
Always be cautious about these warnings and only accept and enable trusted add-ons. Please review our Privacy Policy and Terms & Conditions, and if you have any questions please reach out.
Important: source jobs are modified, not deleted
When Billfold consolidates jobs, it does two things to each source job:
- Adds a single offsetting CONINV line item that zeros the job’s total — so the original work is never invoiced twice.
- Adds a note pointing to the new consolidated job number for traceability.
Source jobs are never deleted or unlocked, and their existing line items, materials and bundles are left untouched. Creating the new consolidated job uses one ServiceM8 job credit.
How billing works
- Every new install gets a 7-day free trial automatically — no payment required to start.
- Inside the Billfold page in ServiceM8 you’ll see a countdown of the days remaining and an Add billing / Manage billing link.
- After the trial ends, the subscription is $8.99 AUD/month, billed through Over Geek’s billing portal — not through your ServiceM8 invoice.
- If you don’t add billing details before the trial ends, Billfold simply stops letting you build new consolidated jobs. Anything already built stays in ServiceM8 as normal.
- Cancel anytime from the Manage billing page — your ServiceM8 data is never affected.
What Billfold does — and doesn’t
- Creates one new ServiceM8 job that consolidates several completed jobs, copying their line items into a structured layout with headings.
- Offsets each source job to $0 with a single CONINV line and notes it with the new job’s number — so the originals are traceable but not double-billed.
- Never deletes or unlocks the source jobs. Their existing line items, materials, photos, notes and forms stay exactly where they were.
- Doesn’t store your job data — only your subscription metadata and trial status live on Over Geek’s server.
- Uses one ServiceM8 job credit per consolidated job built (because it’s a new job in your account).
Permissions
Billfold requests the ServiceM8 OAuth scopes it needs to read jobs, materials and inventory, and to write the new consolidated job and the offsetting lines on the source jobs. We never share your data with anyone outside Over Geek. See our Privacy Policy for full details.
By clicking "I understand & install", you acknowledge:
- Billfold starts with a 7-day free trial and then becomes a $8.99 AUD/month subscription.
- Billing is handled externally from ServiceM8 via Over Geek — it does not affect your ServiceM8 subscription.
- Each consolidated job created uses one ServiceM8 job credit and adds a CONINV offset line plus a note on each source job.
- You can cancel and uninstall at any time without losing your ServiceM8 data.