12th November 2024

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ServiceM8 Tips

Edit any and all fields on your completed ServiceM8 forms

As a team that regularly works with and builds custom forms, Jonathan and I were delighted to see the latest updates to how you can edit completed ServiceM8 forms.

Instead of only being able to edit ‘free text’ fields, you can now edit any and every field on a form.

This is perfect for when you’re testing a new form, or perhaps another member of staff has chosen the wrong answer to a multiple choice question.

Bear in mind, however, that signatures are still removed from edited forms. This does make sense as your engineer and customer can’t agree to edits they’ve not seen.

Do you have much cause to edit forms?

What are the typical edits you have to make? Fixing typo’s? Changing wording? Updating photos?

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Hazel Portrait
ServiceM8 Logo - Gold ServiceM8 Partner Edition

Hi, I’m Hazel. I’m a Business Systems Specialist + ServiceM8 Gold Partner.

I can help you craft a business that’s easy and efficient to run.

I ran a plumbing and heating company for 10 years and in 2016 became a ServiceM8 Partner.

I’ve worked with hundreds of business owners just like you to implement easier and more efficient ways of running their business.

My mission is simple: to inspire you and help you develop an efficient and profitable business that gives you the time to do more of what you love.

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