7th May 2024

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ServiceM8 Tips

Using ServiceM8 Proposals? Save photos as favourites to add them easily

If you’re using the latest ServiceM8 feature – Proposals – then you’ll probably want to access some of your best photos to show off your work, your team or your accreditations time and time again.

Save your best photos to ‘favourites’ and you’ll be able to access them easily from any job card, for any proposal.

To do this (on the online version of ServiceM8):

  • Find the photo you want to use – if it’s in your ServiceM8 account then you can search for it with the search bar at the top of the screen, or find it on your computer.
  • Add it to a job card
  • Open the photo from the job’s Diary, and click Actions > Add to Favourites
Adding photos to favorites

When you go to add a new photo to a proposal gallery section, you’ll be shown all of that job’s photos and the favourites.

Gallery section

Ta-da! Now you can use that photo on any proposal without having to search for it again 🙂

Want to win more Proposals? Grab a copy of my eBook – Closing the Deal – Unleashing the Power of ServiceM8 Proposals! It’s available for Instant Download today.

“This is brilliant and really helpful to understand it’s potential, not to mention all of the extra content at the end” ~ Chris

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Hazel Portrait
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Hi, I’m Hazel. I’m a Business Systems Specialist + ServiceM8 Gold Partner.

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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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