During our first quarterly ‘Simplification Day’, Jonathan and I went through every business process and asked the same question over and over – is there a simpler or easier way of doing this? One simple change that came out of our day was grouping the emails he commonly uses at the top of the email […]
I’m still surprised when I audit ServiceM8 accounts and find they’re not even using the out-of-the-box automations that ServiceM8 provide! ServiceM8 has a range of simple automations that you can switch on to have your own little ServiceM8 robot helping you. To get started, go to account > settings > add-ons and switch on the […]
Job queues are for the stages that your work goes through from quote to completion. They represent your pipeline. The flow that your work follows. For each job queue, you have the option to assign a member of staff to take care of that stage or not. You might find it easier to visualise this […]
#TipTuesday – Start using video walkthroughs to make quoting easier ServiceM8 made a range of improvements to the camera in the last major update. Video recordings were extended from 30 seconds to 2 minutes each, there’s a timer to show you how much recording time you have left and a visual warning before you run […]
Want to make more data-driven decisions in 2024? Use ServiceM8’s custom fields option to start tracking the information that might make a difference to your success. Management thinker Peter Drucker said it best, “You can’t manage what you can’t measure.” You can’t know if you are successful unless success is defined and tracked. By measuring […]
Here are a few ideas for how you can get the most out of ServiceM8 when you’re tackling larger projects. Firstly remember that – Next, you can utilise various features.. consider – Do you manage large projects with ServiceM8? What other tips and tricks do you have on this topic?
Revenue is always an easy KPI to understand, but in our increasingly impatient and demanding world, time is money. When was the last time you looked at the time stats in your business? Could you tell me how long on average it takes to get a job through from creation to completion? Is this a […]
ServiceM8 Network is perfect for working with subcontractors and giving them all of the information they need without having to give them access to your ServiceM8 account. This is better than sending a WhatsApp, for example, as it cuts out the possibility of typos in the job address (I sent our sparky to the wrong […]
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 […]
NFC tags are a great way to kick off automations. You can kick off ServiceM8 siri shortcuts, make navigating home easier, track your workouts ( and text your accountability mate at the same time to tell them you’ve been to the gym) track your supplements, control your home and set focus time for work. To […]
