Want to know how to make your proposals look better? Customise the theme colour to match your branding and make changes to the heading layout! To do this: TIP: If you want a colour that is complementary to your brand, use the eyedropper tool on your logo displayed on the Proposal template. You can add, remove, […]
If you’ve been using ServiceM8 automations for a while, you’ll have spotted that different automations go to different people on the job card. This is really useful to know and understand, but I can’t find a definitive list anywhere on the ServiceM8 support site. Here’s the definitive list of which automation goes to which recipient […]
The Burn List badge is a simple way to flag clients that have a negative history with your business. For example, if a client refuses to pay or if they are abusive to your staff, you can apply the Burn List badge. If that client tries to do business with you again, whoever tries to […]
Did you know that ServiceM8 Phone now has ‘Cellular Network Fallback’? In plain english, when you’re in an area with low mobile internet (data) coverage, you can switch from using data over the internet to using the standard phone network. First, you need to switch on the option to let your staff choose – This […]
If you’re a QuickBooks Online user (on their Advanced Plan), then you may or may not know that QuickBooks has it’s own Custom Fields. You can use these Custom Fields to send more information from ServiceM8 to QuickBooks – for example: To set up QuickBooks Custom Fields: (for a list of the main ServiceM8 field […]
If you use ServiceGuru add-ons, then you’ll be well aware by now that they will be going away this month. According to the latest update from ServiceM8, the provision of their add-ons and services will be ending on 1 February 2025. Over the last few weeks I’ve been inundated with requests for workarounds and solutions […]
Prior to the 2024 ServiceM8 update, when a partial invoice was generated, the invoice amount was shown in the note on the job diary for all staff to see, whether you wanted them to see pricing updates or not. This lead a lot of companies to hide parts of the job diary from staff that […]
I’ve got a ServiceM8 app tip for you today… When you book jobs in on the app, it’ll show suggestions for possible appointments. You might already know that tapping a booking suggestion will show you how it fits into your diary before you book it in.. Did you know that if you tap on the […]
Here’s yet another improvement that’s dropped into the ServiceM8 since the September 2024 update: Book all-day and multi-day jobs on the app! Previously, you could only book multi-day jobs and projects through ServiceM8’s online version. This was particularly frustrating if you preferred booking all of your jobs on the app— it meant one more thing […]
Here’s another option that’s only been possible since September – using the ServiceM8 openAI Smart Helper to rewrite bits of text, instead of the whole lot… When you’ve drafted text, or ServiceM8 has drafted it for you, you can improve specific sections without rewriting everything. Simply highlight the sentence or paragraph you want to change […]
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 […]