Have you noticed that your Proposals are slow to load on the web? Check the size of your images! If they’re huge, then this will be the primary cause of the slow loading times… and the longer your customers have to wait to view something, the less likely they are to hang around. So first, […]
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 […]
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 […]
I’ve nicknamed ServiceM8’s new AI chatbot ‘Mr ServiceM8’ You can ask him to do things for you on the ServiceM8 app to help you move your jobs through to completion more easily. Ask him something about the job, for example: Ask him questions about the following types of information in a job: Ask him to […]