You can use the Grammarly chrome extension alongside the ServiceM8 Smart Helper to improve your spelling and grammar. This is great if you want the option of the Smart Helper to auto-write or improve your text generally, but you still want Grammarly’s spelling and grammar suggestions. Grammarly has free and paid options – find out […]
Proposals only become available as ‘templates’ or ‘starting points’ when you send them. They’re removed from the list of ‘starting points’ if you delete them from a job. Set up a test job for each of your proposal types. This is a job that is addressed to you as the customer and doesn’t get used […]
Want to be able to choose whether you send a stripe link for payment or not? While it’s very convenient to allow customers to pay via credit or debit card, there is a cost associated with stripe transaction fees. When running our plumbing and heating business, I wanted to allow customers to pay via stripe […]
Today’s tip is iPhone-focused, as most of us use iPhones all day long 😆 I only recently discovered that if you take a photo or video that contains text, you can open the photo on your iPhone camera roll or from within the ServiceM8 app and copy the text. Here’s how: For more information, check […]
Welcome to ServiceM8 12 Watch the launch video below and activate the changes on your ServiceM8 account today! This year’s updates really focus on improvements and upgrades with AI, automation and more, making it easier than ever to manage your jobs, staff and clients with ServiceM8. Activate the updates on your ServiceM8 account Online / […]
Have you got a very long or ugly link that you want to include in your company emails? For example, you want to point your prospects and customers to your YouTube channel, but your YouTube link looks something like this: https://www.youtube.com/channel/UCAyEr9fimIkBJsEhTO-n41Q 1. Start by going to servicem8.com > settings > email templates and either create […]
Got a second business or friend interested in ServiceM8? Check out the ServiceM8 setup and training rebate fund! Get up to £1,000 ServiceM8 account credit when you get started with a ServiceM8 Partner ServiceM8 is now offering a setup and training rebate fund for businesses who are brand new to ServiceM8. If you work with […]
Did you know that ServiceM8 comes with Shortcuts built in? Open the app > hit … more > tap Siri Shortcuts Each one comes with a brief description and to switch on each shortcut, just hit the + next to it. This ServiceM8 article goes through each shortcut in detail. If you’re not sure where […]
Want an easy way to up-level your account? Use the ServiceM8 form store! The ServiceM8 form store is a marketplace for ServiceM8 forms. With new forms appearing all the time, this is a great way to quickly and easily save yourself time and effort. Forms bought from the form store are downloaded onto your account […]
The Bundles Add-on is a way to streamline and systemise your pricing, quoting & invoicing. With a ServiceM8 bundle you can set up a single item that packages up labour and materials, so that when you sell that package, you can just add one line onto your quotes or invoices and everything is included. You […]
Want to give your Virtual Assistant or Admin team a questions script to run through when they’re talking to clients? Here are a few ways to do this – I’ve put together a short video to show you the options – https://www.loom.com/share/c086b9e739e140eeaa44fd885eda896a?sid=0d7dbbcc-752f-4525-9e11-30ec2769ff4d 1 – Notes in the job diary – If you’re using job templates, […]
Not sure whether you’re keeping up with all the work coming in? Use the Weekly Job Summary report add-on to let ServiceM8 post an update on new jobs, jobs completed and active jobs (work orders and quotes) in the activity feed every week. You can decide who this handy little summary is shown to each […]
