22nd April 2025

|

ServiceM8

Update your job templates to include the new checklists feature

September 2024’s major ServiceM8 update gave us a raft of new features, including the option to add multiple, nameable checklists to job cards.

So why not review your job templates to include more checklists as standard?

Want to add a checklist for ‘starting a job’ process? How about another checklist for closing down every job or completing a visit?

Checklists

Perhaps your office staff need to do different things when different types of job are completed? Add these tasks to a job completed checklist so that they’re not missed.

And if you add these checklists to your job templates, you don’t endlessly have to re-type them on every job you create.

REQUEST YOUR FREE
ServiceM8 ACCOUNT AUDIT

GET EXPERT 1:1 SUPPORT & TRAINING
FOR AS LITTLE AS £95

Leave a Reply

Your email address will not be published. Required fields are marked *

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.

IS SERVICEM8 RIGHT FOR YOU?

READY TO TRY OUT
SERVICEM8?

LOOKING FOR 1:1 SUPPORT & TRAINING?