Got a second business or friend interested in ServiceM8? Check out the ServiceM8 setup and training rebate fund! Get up to £1,000 ServiceM8 account credit when you get started with a ServiceM8 Partner ServiceM8 is now offering a setup and training rebate fund for businesses who are brand new to ServiceM8. If you work with […]
Did you know that ServiceM8 comes with Shortcuts built in? Open the app > hit … more > tap Siri Shortcuts Each one comes with a brief description and to switch on each shortcut, just hit the + next to it. This ServiceM8 article goes through each shortcut in detail. If you’re not sure where […]
Want an easy way to up-level your account? Use the ServiceM8 form store! The ServiceM8 form store is a marketplace for ServiceM8 forms. With new forms appearing all the time, this is a great way to quickly and easily save yourself time and effort. Forms bought from the form store are downloaded onto your account […]
The Bundles Add-on is a way to streamline and systemise your pricing, quoting & invoicing. With a ServiceM8 bundle you can set up a single item that packages up labour and materials, so that when you sell that package, you can just add one line onto your quotes or invoices and everything is included. You […]
Want to give your Virtual Assistant or Admin team a questions script to run through when they’re talking to clients? Here are a few ways to do this – I’ve put together a short video to show you the options – https://www.loom.com/share/c086b9e739e140eeaa44fd885eda896a?sid=0d7dbbcc-752f-4525-9e11-30ec2769ff4d 1 – Notes in the job diary – If you’re using job templates, […]
Not sure whether you’re keeping up with all the work coming in? Use the Weekly Job Summary report add-on to let ServiceM8 post an update on new jobs, jobs completed and active jobs (work orders and quotes) in the activity feed every week. You can decide who this handy little summary is shown to each […]
In today’s digital age, cybersecurity is a top concern for businesses of all sizes. With sensitive information stored online, it’s important to take measures to protect your accounts from potential hackers. Though ServiceM8 have invested in industry-leading infrastructure and have bank-grade security to secure their servers, this alone doesn’t protect individual ServiceM8 accounts from being […]
#TipTuesday – Set up 5 year reminders with a 58 month follow up badge If you’re an electrician, you’ll be wanting to remind your customers that their next EICR or PAT test needs to be done 5 years after the last check. ServiceM8 only offers the recurring job follow up badges (the ribbon-shaped badges) for […]
When you send quotes from ServiceM8, if you include the link for the customer to view online, your customer can accept the quote online.
#TipTuesday – How to report on staff job check in and check out times If you go to the desktop version (ie not the ServiceM8 app) and head over to reports > timesheets > activity timesheets, you can run a report for each staff member. Set the data source to mobile checkin / checkout information […]
ServiceM8 offers a range of badges to streamline your workflow. In this article, we’ll explore the 5 main badge types – Information Only, Follow Up, Form, Automation, and Asset badges. Understanding these badges will help you make the most of ServiceM8. Information Only badges serve as passive indicators, providing valuable information without triggering any specific […]
On the desktop version of ServiceM8 (both the desktop app for PC and Mac and the browser version if you’re using Chrome / Safari etc) there’s an overall on/off switch in settings > automation > payment follow up, This will turn payment chasers on or off for all clients. But you have more control than […]