I recommend that you set up job templates for the types of work you do most often. The first stop for ideas is your knowledge of the business (what do you get asked to do most). After that, take a look at your website to see how your services are laid out. Finally, you can […]
If you’re using Xero with ServiceM8, try Xero Tracking Categories Why? You say! Xero tracking categories allow you to monitor the performance of different areas of your business https://central.xero.com/s/article/Set-up-tracking-categories-UK For example, you might want to differentiate between different parts of the business, plumbing vs heating vs drainage; or have the option to choose a member […]
Using ServiceM8 phone? When I first set up my ServiceM8 Phone account, I didn’t know how to record my greeting message, so I just used the text-to-speech option to play a robot-like automated voice. I thought it was about time I replaced the terrible robot voice…. To record your own welcome and voicemail messages: Not […]
I’ve nicknamed ServiceM8’s new AI chatbot ‘Mr ServiceM8’ You can ask him to do things for you on the ServiceM8 app to help you move your jobs through to completion more easily. Ask him something about the job, for example: Ask him questions about the following types of information in a job: Ask him to […]
You can use a generic ServiceM8 form to record issues, faults, recommendations and more. Include rows that show a photo, a title for the photo and a description of the item or issue. You can also include a few basic customer details at the top of the form, such as the customer name and job […]
Following the launch of the latest update in October 2023, ServiceM8 12, you can now add not just one, but multiple checklists to a job description. Why would you want to do this? Well you can divide a job’s requirements by category, such as by room, divide the to do list by stage (e.g. first […]
Want to make your quotation look more like a glossy, professional brochure? Add a cover page to your quote template. You can create your quote’s cover page with a free Canva account, or any other image / design tool. If you want to include customer or project details on the cover page, you can either […]
Use the ServiceM8 Knowledge add-on to create an email processing guide for yourself and your team. For example, a potential customer emails you to request a boiler service. Your entry for this in your ‘email processing guide’ could be something along the lines of… Boiler service enquiry Of course your instructions are likely to be […]
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Change the order of your job queues to save time – put the one that you / your team use the most often first in the list of queues. This means that when you’re on the job card, clicking the Queue button will automatically suggest the first job queue on the list, saving you having […]
Here’s a list of things to review following the ServiceM8 12 launch in October. (Consider saving this list somewhere so that you can do this as part of a software / office spring-clean job in January…) 1. Firstly, have you activated the ServiceM8 12 updates?! If so, continue! 2. Go through each of your email […]
The final 2023 update that was announced was the new ServiceM8 chat feature – an American-sounding AI assistant that you can use directly within the ServiceM8 app. Following the initial launch, I noticed that they’ve placed a shortcut to ‘Mr ServiceM8’ (as I’m calling him) in the job actions bar. I would imagine they’ve done […]
