ServiceM8 Reporting – New and Improved

ServiceM8 hover over graphs

Have you spotted that ServiceM8 Reports have had an overhaul? The reports section can be a great starting point for getting to know your numbers. If you’ve read the The E-Myth Revisited, you’ll know that data is a key part of your business success. “You can’t manage what you can’t measure.” I’m passionate about reporting […]

5 ServiceM8 Tips You Might Have Missed

ServiceM8 quote options

TIP: the Knowledge Add-on lets you record videos & create articles in ServiceM8, which can be searched & viewed in the field. Great for accessing know-how, procedures & important info when you need it! TIP: do you know about Global Search in the online dashboard? You can find almost anything in your account & job […]

Q&A – How do I buy ready-made ServiceM8 forms?

ServiceM8 form store

Introducing… the ServiceM8 form store! Login to your ServiceM8 account online, go to settings > forms > form store You can use search terms to filter the forms… Over to you Have you used the form store yet? Which forms have you bought? Are there forms you really want to see in the form store?  […]

Q&A – How do I deduct CIS from a ServiceM8 invoice?

Dealing with CIS in ServiceM8

– Open the job you want to deduct CIS from – Create a CIS suffered item by typing ‘CIS’ in Item Code and CIS Suffered in Item Name – Add -1 in quantity – Add the amount you want to remove from the invoice – Set Tax rate to No VAT Use this online calculator […]

Today’s the Last Day to get 15% off your first year with ServiceM8!

New Year Campaign

There are only a few hours left to save on a new ServiceM8 plan! You could save up to £484 over the next 12 months if you sign up for ServiceM8 today. To redeem the offer, follow this link & either login to your online ServiceM8 account or sign up for a new account via your […]

How to change the account owner email address on your ServiceM8 account

ServiceM8Tips

Perhaps you’ve updated your email address, or you want to hand the account over to someone else, this wizard will take you through the steps needed to change your account-holding email address Just click on this link: https://www.servicem8.com/help_me/ChangeAccountOwner ..and follow the instructions. Let me know how you get on with this in the instructions below.

Is there an easy way to email photos to suppliers from ServiceM8?

The ServiceM8 job diary

I was recently asked the question: Is there a way of putting a wholesaler email address into ServiceM8 so that when I take a picture on a job, I can then email the wholesaler and attach the picture, so all the emails to and from the wholesaler are located in the ServiceM8 job diary? Answer […]

ServiceM8 7.0 is now available: How to update, best new features and more

ServiceM8 announced on 10th September that version 7.0 was on the horizon… and now it’s here! Coinciding with the iOS12 launch, ServiceM8 7.0 brings a raft of improvements and new features. The new features include knowledge articles, online courses (‘learning roadmap’), asset management, quote & invoice version history, online booking & services improvements and a […]

New to the ServiceM8 Form Store – Customer Satisfaction Survey

Customer Feedback Form ServiceM8

ServiceM8 recently announced the launch of their form store – a place for ServiceM8 users to buy ready-made forms for use in their accounts. What are forms? Forms are a digital version of any paper document that you currently use in your business. They are perfect for surveys, checklists and inspection reports. Other uses include […]