19th December 2023

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ServiceM8 Tips

Manage staff holiday requests with a form and an add-on

Create a Staff Holiday Request form or just buy one from my website or the ServiceM8 Form store.
Then go to Account > Features and Integrations to browse the Add ons.
Switch on the Staff Leave add-on.
Make sure you have the Email Inbox add-on switched on too!
Forms created on the app but NOT against a particular job go straight to the ServiceM8 Inbox. This is handy when a form doesn’t relate to a particular job.

A member of the team can use the ServiceM8 app to create a new form by going to Jobs > + > New form
You can then review the request and if you decide to approve the request for time off, go to Account > Settings > Staff > Leave > Add Leave and add the details. You can also add the completed form as an attachment to that member of staff’s Staff Profile.

#TipTuesday #ServiceM8 #JobManagement #plumber #electrician #business #SmallBusiness

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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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