18th February 2025

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ServiceM8 Tips

Make your Proposals look better with ServiceM8

Want to know how to make your proposals look better?

Customise the theme colour to match your branding and make changes to the heading layout!

To do this:

  • From the Online Dashboard, go to Account > Settings.
  • Click Document Templates.
Document Templates
  • In the Templates pane, click Proposal.
  • Click the arrow on the side of the Proposal pane to scroll through available heading formats.
Proposal colour theme
  • Click the colour box next to Theme Colour: to select a new theme colour. Enter your desired RGB values or use the slider to find a colour you like.

TIP: If you want a colour that is complementary to your brand, use the eyedropper tool on your logo displayed on the Proposal template.

Theme Colour

You can add, remove, or rearrange fields in the Company Details box to display your company information as you’d like in the space provided on the header.

The following are most commonly used:

  • {vendor.name} – your business name
  • {vendor.email} – your business email
  • {vendor.website} your business website
  • {location.address} – your business address
  • {location.phone_1} – your business phone
  • {business_number_name}: {vendor.business_number} – Business Number: your business number

You can also include other text that will be displayed exactly as entered.

Company details

When you are happy with your template, click Save Template Settings.

Are you using Proposals in your business yet? If not, you’re missing a trick!

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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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