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 […]
You can use a generic ServiceM8 form to record issues, faults, recommendations and more. Include rows that show a photo, a title for the photo and a description of the item or issue. You can also include a few basic customer details at the top of the form, such as the customer name and job […]
Following the launch of the latest update in October 2023, ServiceM8 12, you can now add not just one, but multiple checklists to a job description. Why would you want to do this? Well you can divide a job’s requirements by category, such as by room, divide the to do list by stage (e.g. first […]
Want to make your quotation look more like a glossy, professional brochure? Add a cover page to your quote template. You can create your quote’s cover page with a free Canva account, or any other image / design tool. If you want to include customer or project details on the cover page, you can either […]
Running a business alongside the pressures of daily life can feel overwhelming at times. We all have phases where this feeling of overwhelm is greater than other times. To help overcome this, start by looking at whether you’re actually giving yourself the time and space to actually take care of the tasks you know you […]
Use the ServiceM8 Knowledge add-on to create an email processing guide for yourself and your team. For example, a potential customer emails you to request a boiler service. Your entry for this in your ‘email processing guide’ could be something along the lines of… Boiler service enquiry Of course your instructions are likely to be […]
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Change the order of your job queues to save time – put the one that you / your team use the most often first in the list of queues. This means that when you’re on the job card, clicking the Queue button will automatically suggest the first job queue on the list, saving you having […]
Here’s a list of things to review following the ServiceM8 12 launch in October. (Consider saving this list somewhere so that you can do this as part of a software / office spring-clean job in January…) 1. Firstly, have you activated the ServiceM8 12 updates?! If so, continue! 2. Go through each of your email […]
The final 2023 update that was announced was the new ServiceM8 chat feature – an American-sounding AI assistant that you can use directly within the ServiceM8 app. Following the initial launch, I noticed that they’ve placed a shortcut to ‘Mr ServiceM8’ (as I’m calling him) in the job actions bar. I would imagine they’ve done […]
You can use the Grammarly chrome extension alongside the ServiceM8 Smart Helper to improve your spelling and grammar. This is great if you want the option of the Smart Helper to auto-write or improve your text generally, but you still want Grammarly’s spelling and grammar suggestions. Grammarly has free and paid options – find out […]
Proposals only become available as ‘templates’ or ‘starting points’ when you send them. They’re removed from the list of ‘starting points’ if you delete them from a job. Set up a test job for each of your proposal types. This is a job that is addressed to you as the customer and doesn’t get used […]
