If you’ve tried to use the ‘pick up keys’ badge previously, you may have found that it constantly got missed by your team – badges on the app were right down at the bottom of the job card. Now, since the September 2024 update, badges are now right at the top of the job card, […]
What are Bundles? The Bundles Add-on streamlines your pricing, quoting, and invoicing process. It allows you to combine multiple items—labour, materials, or services—into a preset “bundle” with a fixed price and single description that clients see on their quotes and invoices. What are Proposals? Proposals are enhanced quotes that offer richer formatting, photos, and multiple-choice […]
What is PayByBank? PayByBank is a fast and secure way for clients to transfer you money, which costs far less than card payments! Available in the UK, customers simply select their bank, verify the payment in their banking app, and the payment goes through, with instant confirmation. How much does it cost? As per all […]
Have you ever been on site filling out a ServiceM8 form that a customer needs to review before they actually sign it? You hand over your iPhone or iPad for the customer to sign in the box on the ServiceM8 app, but they can’t actually review the form, because you haven’t been able to produce […]
As a team that regularly works with and builds custom forms, Jonathan and I were delighted to see the latest updates to how you can edit completed ServiceM8 forms. Instead of only being able to edit ‘free text’ fields, you can now edit any and every field on a form. This is perfect for when […]
If you’re using the desktop app for mac then you probably won’t have spotted that you can now easily copy a job number! If you copy into another job card diary note, it’ll paste it with a hash (#) which turns it into an actual link to that job) Had you spotted this? Have you […]
ServiceM8 Online now allows for multiple, tickable checklists, so that your office team can use and work through them. You can also drag and drop to change not only the order of items on a checklist, but also drag and drop the checklists themselves. You can use checklists for different stages of a job, different […]
Another great development within the latest ServiceM8 upgrades was the ability to actually create proper templates for your Proposals. Rather than only being able to re-use the last 10 proposals you’ve sent, you can set up dedicated templates for all of the different types of proposals you want to create for your customers. You can […]
Does this sound familiar? You had hundreds of incomplete Tasks on your ServiceM8 account and then you updated to ServiceM8 13 and a lot of them disappeared? Not to worry! this will likely be because incomplete Tasks on Completed and Unsuccessful jobs are now hidden by default.. rest assured that they’re all still there. Plus, […]
I never thought I’d see this day – ServiceM8 Android. Built for technicians, subcontractors & temporary workers, when it’s not practical to give them an iPhone, and they don’t need the full power of the iOS app. ServiceM8 Lite for Android shares a similar look and feel to the iOS app, but is limited to […]
Every year, I watch the launch and put together a printable cheatsheet. I find having something printed out and on my desk really handy, as ServiceM8 release so many little and large updates that it’s easy to forget what they’ve changed. So here it is…. for your printing pleasure… a cheat sheet that lays out […]
ServiceM8’s awesome Proposals feature has been around for nearly a year now, and between you and I, it’s just about to get some serious improvements. Proposals mean that you can give your potential customers a choice now – they can choose between options A, B or C; select upsells and extras and build their own […]
