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Want to show information for a particular client across all of their jobs? Use the Client Diary!
Let’s say you have a SLA (service level agreement) with a letting agent you work with – record those details on that client’s diary and it’ll show the note on ALL jobs you do for that client.
There are two ways to do this – go to the client record (Account > Clients) and add the note, document or photo directly to the Client Diary.
Or, add a note to the Job Diary, then hover over that note and choose the option ‘save to Client Diary’
If you’re using the Client Sites add-on, this also works.
Notes on the Client Diary are added to all jobs for that client across all jobs at all sites. Think service level agreements and property management details.
Notes added to the Site Diary are added to all jobs at that site. Think access codes and details of dangerous pets.
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.
