Want to show information for a particular client across all of their jobs? Use the Client Diary! Let’s say you have a SLA (service level agreement) with a letting agent you work with – record those details on that client’s diary and it’ll show the note on ALL jobs you do for that client. There […]
Record cheque & cash payments on the job card, so that you don’t lose track of them! The payment button on the job card is perfect for recording cash or cheques that are handed to staff members. If you have xero connected, ServiceM8 will tell Xero that payment has been received, so that the invoice […]
Whether you’ve got one van or a fleet of vans in your business, setting up a ServiceM8 job card for each van is one of the easiest ways to keep all of the information and key dates for that van in one place. For ease of searching, create a customer that’s the name or registration […]
Create a custom security role that literally just shows them the ServiceM8 Activity Feed by disabling High Level access to all of the sections apart from the Job Diary. Enable the Job Diary Show Photos option. Assign that Security Role to your marketing person. Then share the photos you want them to use by sharing […]
If the answer is YES, then you need to stop! Making sure you’re doing these 5 things will get you well on your way to improving the way you use ServiceM8 in your business. 1. Not adding a job description to the job card This is important to make sure that you include all of […]
I’ve just finished pulling together the last 52 week’s worth of ServiceM8 Tip Tuesday posts into a handy-to-read eBook. I’ve been getting asked to do this for ages! Having it as an eBook means that you won’t waste your time trying to find all of the recent tips. Plus! They’re organised by topic, covering 6 […]
Do you have a document or set of documents that you need to attach to a particular email? ServiceM8 makes this easy with their attachment option on Email Templates.
Did you know that ServiceM8 also offer their own Phone app and that you can try it FREE for 3 months? ServiceM8 Phone is a smart phone system for trades & services. With ServiceM8 Phone, you’ll have access to – Find out more here https://www.servicem8.com/uk/phone Are you using ServiceM8 Phone? Finding it useful?
When was the last time you took a close look at how much profit you’re making?
Want to increase your prices quickly? Use the ServiceM8 Set Markup option. When was the last time you put your prices up?
If you’re using online booking pages to allow your potential customer to send enquiries and make bookings, then you’ll want to know about this simple out-of-box report that ServiceM8 now provides… To find this on your account, go to Reports > Online Bookings > By Service You’ll be shown how many visits each page has […]
If you’re using the latest ServiceM8 feature – Proposals – then you’ll probably want to access some of your best photos to show off your work, your team or your accreditations time and time again. Save your best photos to ‘favourites’ and you’ll be able to access them easily from any job card, for any […]