by Hazel | Tuesday, 23rd April 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
During our first quarterly ‘Simplification Day’, Jonathan and I went through every business process and asked the same question over and over – is there a simpler or easier way of doing this? One simple change that came out of our day was grouping the emails he...
by Hazel | Tuesday, 16th April 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
I’m still surprised when I audit ServiceM8 accounts and find they’re not even using the out-of-the-box automations that ServiceM8 provide! ServiceM8 has a range of simple automations that you can switch on to have your own little ServiceM8 robot helping you. To get...
by Hazel | Tuesday, 9th April 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
Job queues are for the stages that your work goes through from quote to completion. They represent your pipeline. The flow that your work follows. For each job queue, you have the option to assign a member of staff to take care of that stage or not. An orange folder...
by Hazel | Tuesday, 2nd April 2024 | Business Tips, Electrician, General, Industry, Plumber, ServiceM8, ServiceM8 Tips |
#TipTuesday – Start using video walkthroughs to make quoting easier ServiceM8 made a range of improvements to the camera in the last major update. Video recordings were extended from 30 seconds to 2 minutes each, there’s a timer to show you how much recording...
by Hazel | Tuesday, 26th March 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
Want to make more data-driven decisions in 2024? Use ServiceM8’s custom fields option to start tracking the information that might make a difference to your success. Management thinker Peter Drucker said it best, “You can’t manage what you can’t measure.”...
by Hazel | Tuesday, 19th March 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
Here are a few ideas for how you can get the most out of ServiceM8 when you’re tackling larger projects. Firstly remember that – you can book as many appointments in as often as you need you can book all-day appointments and have them span weeks. Next, you can...
by Hazel | Tuesday, 12th March 2024 | Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
Revenue is always an easy KPI to understand, but in our increasingly impatient and demanding world, time is money. When was the last time you looked at the time stats in your business? Could you tell me how long on average it takes to get a job through from creation...
by Hazel | Tuesday, 5th March 2024 | Business Tips, General, ServiceM8, ServiceM8 Tips |
ServiceM8 Network is perfect for working with subcontractors and giving them all of the information they need without having to give them access to your ServiceM8 account. This is better than sending a WhatsApp, for example, as it cuts out the possibility of typos in...
by Hazel | Tuesday, 27th February 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
I recommend that you set up job templates for the types of work you do most often. The first stop for ideas is your knowledge of the business (what do you get asked to do most). After that, take a look at your website to see how your services are laid out. Finally,...
by Hazel | Tuesday, 20th February 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
If you’re using Xero with ServiceM8, try Xero Tracking Categories Why? You say! Xero tracking categories allow you to monitor the performance of different areas of your business https://central.xero.com/s/article/Set-up-tracking-categories-UK For example, you might...