Introducing… the ServiceM8 form store! Login to your ServiceM8 account online, go to settings > forms > form store You can use search terms to filter the forms… Over to you Have you used the form store yet? Which forms have you bought? Are there forms you really want to see in the form store? […]
– Open the job you want to deduct CIS from – Create a CIS suffered item by typing ‘CIS’ in Item Code and CIS Suffered in Item Name – Add -1 in quantity – Add the amount you want to remove from the invoice – Set Tax rate to No VAT Use this online calculator […]
You have to ask your staff to clock on & off at the start and end of the day. You’ll also want them to use the start job / finish job button on the app so that it can record their time. You can then either use the timesheet report or send the timesheets to […]
Perhaps you’ve updated your email address, or you want to hand the account over to someone else, this wizard will take you through the steps needed to change your account-holding email address Just click on this link: https://www.servicem8.com/help_me/ChangeAccountOwner ..and follow the instructions. Let me know how you get on with this in the instructions below.
I was recently asked the question: Is there a way of putting a wholesaler email address into ServiceM8 so that when I take a picture on a job, I can then email the wholesaler and attach the picture, so all the emails to and from the wholesaler are located in the ServiceM8 job diary? Answer […]
Template fields are used across ServiceM8 to customise your email and text message (SMS) templates to include details from individual jobs. These special fields act like placeholders, pulling in the information from job cards so that your emails and text messages are personalised, without you having to do everything manually. Item Template Fields Amount Paid […]
The ServiceM8 online booking form can be used as a standalone form, added to your website, or can be added to your facebook page. You can also use it in conjunction with a text message template to text a link to your customers asking them to complete the form. The form entries appear in your […]
By importing your commonly used materials and services into ServiceM8, you can create a searchable database of parts, with the purchase price and your list price added. This list can then be used to quickly add parts and services to your quotes and invoices. 1. Click settings 2. Click materials & services 3. Click Bulk […]
As the number of jobs in the diary increases, the calendar may start to feel a little cluttered. You can look at the dispatch board using the ‘staff schedules’ view, but I personally prefer the ‘calendar’ view. To look at each staff members diary on it’s own, click the little arrow next to their name […]
There’ll be times when you’re out on a job visit and take photos without actually working from within the ServiceM8 app. Perhaps one of your mates has texted you a photo of an issue that needs sorting, or you’ve found and saved a photo of a product from the internet. If you’ve been using the […]
As your business gets busier you’ll find it more and more difficult to remember everything you need to do on a daily basis. Where once you could get away without a system, as you recruit more staff and attract customers, you’ll need to find a way of communicating the tasks that need to be completed for each job. […]
One of the things I love about ServiceM8 is their passion for constantly improving their product. They’ve maintained agility by developing only on the iOS platform and this means that they can regularly roll out updates. ServiceM8 5.0 is their biggest release yet. At the core of the release is a focus on improving efficiency & […]
