16th July 2024

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ServiceM8 Tips

Want to share before and after photos with your marketing agency?

Create a custom security role that literally just shows them the ServiceM8 Activity Feed by disabling High Level access to all of the sections apart from the Job Diary.

Enable the Job Diary Show Photos option.

Enable photos in the job diary.

Assign that Security Role to your marketing person.

Then share the photos you want them to use by sharing them from a job card online.

To do this, open the job, find the photos you want to share, click Actions and click Share to Feed.

Sharing photos.

(Extra Tip – sharing photos onto the activity feed via the ServiceM8 app will attach a linked job number, which would then allow them to access the job card online. You might not want them to have access to the job card and it’s actions.)

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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.

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