Use Company Placeholders in Email and SMS Templates

Use Company Placeholders in Email and SMS Templates

When creating your email and SMS templates, make sure that you use company ‘placeholders’ wherever possible. These are the fields that pull in things like your company name, address or office phone number/email. This company information is pulled from the settings > preferences > company information section of ServiceM8. This means that when you change […]

How to Add Photos and Videos From Your Camera Roll into ServiceM8

How to Add Photos and Videos From Your Camera Roll into ServiceM8

#TipTuesday – Need to attach photos or videos to a Job Diary not taken from the ServiceM8 app? Import them from your camera roll using the Job Actions bar in the relevant Job Card. To import photos from your camera roll: Your photos will appear then in the Job Diary. New to ServiceM8? – Sign […]

Use Smart Links to Connect Related Jobs

Smart links in ServiceM8

Does one job relate to another? Maybe pieces of work that have to be done on the same day, or jobs that include information about previous issues? Put a # in front of the job number when you’re writing a note and it’ll create a link that will take you directly to that job. This […]

Customise the Word Ribbon to Speed up Making ServiceM8 Forms

Closeup of word ribbon

Creating new ServiceM8 forms can be a time consuming process, especially when your forever switching between tabs in word looking for that elusive setting. In this guide I will show you step by step how to customize your word ribbon with all your most used functions. Step 1 – Right click on your tool bar to […]

How to Customise your Quote and Invoice templates to stand out from the crowd

Customising your ServiceM8 quote and invoice templates

ne of the best ways to make ServiceM8 your own is to customise your quote and invoice templates. Getting these right will be the difference between getting work and not, getting paid and not, meeting legal requirements and not. The quote and invoice templates that ServiceM8 provides when you first create your account are not […]

6 ServiceM8 Invoicing Styles To Reduce Arguments & Get You Paid Faster

Different Invoicing styles to help you get paid

Changing the way your invoices are laid out can improve your payment times, reduce arguments about time spent on the job and provide whatever level of detail that you’re happy with. A little-known fact about ServiceM8 invoices is that you can put as much information into ServiceM8 as you like, but pick and choose what’s […]

5 ServiceM8 Tips You Might Have Missed

ServiceM8 quote options

TIP: the Knowledge Add-on lets you record videos & create articles in ServiceM8, which can be searched & viewed in the field. Great for accessing know-how, procedures & important info when you need it! TIP: do you know about Global Search in the online dashboard? You can find almost anything in your account & job […]

Q&A – How do I buy ready-made ServiceM8 forms?

ServiceM8 form store

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?  […]

Q&A – How do I deduct CIS from a ServiceM8 invoice?

Dealing with CIS in ServiceM8

– 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 […]