#ServiceM8Tips: Template Fields Cheatsheet

ServiceM8 Template Cheatsheet

Template fields are used across ServiceM8 to customise your email and text message (SMS) templates to include details from individual jobs. These special fields act like placeholders, pulling in the information from job cards so that your emails and text messages are personalised, without you having to do everything manually. Item Template Fields Amount Paid […]

#ServiceM8Tips: How to set up the online booking form

ServiceM8 Online Booking Form

The ServiceM8 online booking form can be used as a standalone form, added to your website, or can be added to your facebook page. You can also use it in conjunction with a text message template to text a link to your customers asking them to complete the form. The form entries appear in your […]

#ServiceM8Tips: How to import materials

How to import materials

By importing your commonly used materials and services into ServiceM8, you can create a searchable database of parts, with the purchase price and your list price added. This list can then be used to quickly add parts and services to your quotes and invoices. 1. Click settings 2. Click materials & services 3. Click Bulk […]

#ServiceM8Tips: Display one staff member’s calendar at a time

ServiceM8Tips - Showing only a single calendar

As the number of jobs in the diary increases, the calendar may start to feel a little cluttered. You can look at the dispatch board using the ‘staff schedules’ view, but I personally prefer the ‘calendar’ view. To look at each staff members diary on it’s own, click the little arrow next to their name […]

#ServiceM8Tips: Add photos from your camera library

ServiceM8Tips - Adding Photos

There’ll be times when you’re out on a job visit and take photos without actually working from within the ServiceM8 app.  Perhaps one of your mates has texted you a photo of an issue that needs sorting, or you’ve found and saved a photo of a product from the internet. If you’ve been using the […]

#ServiceM8Tips: How to manage your task list

Show ServiceM8 tasks in groups

As your business gets busier you’ll find it more and more difficult to remember everything you need to do on a daily basis. Where once you could get away without a system, as you recruit more staff and attract customers, you’ll need to find a way of communicating the tasks that need to be completed for each job. […]

ServiceM8 5.0 has arrived!

ServiceM8 Launch event every year

One of the things I love about ServiceM8 is their passion for constantly improving their product. They’ve maintained agility by developing only on the iOS platform and this means that they can regularly roll out updates. ServiceM8 5.0 is their biggest release yet.  At the core of the release is a focus on improving efficiency & […]