23rd April 2024

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ServiceM8 Tips

Group most used emails templates together for speedy inbox processing

During our first quarterly ‘Simplification Day’, Jonathan and I went through every business process and asked the same question over and over – is there a simpler or easier way of doing this?

One simple change that came out of our day was grouping the emails he commonly uses at the top of the email template list, by adding a 0 – at the beginning of the template names.

Email template list

He processes the company ServiceM8 inbox twice daily, so it’s important that this task is as easy as possible.

This simple change means that he now doesn’t have to look through the long list of email templates to the find the ones he uses over and over again.

This is probably the simplest yet most impactful change that we’ve implemented in a while.

Is this something that you could look at doing for your team?

How do you ensure your emails are easy to understand and find?

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Hazel Portrait
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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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