by Hazel | Tuesday, 26th December 2023 | Electrician, General, Industry, Plumber, ServiceM8, ServiceM8 Tips |
Use the ServiceM8 Knowledge add-on to create an email processing guide for yourself and your team. Summarise the types of emails and enquiries that you generally tend to receive in your ServiceM8 Inbox. Then write instructions on how to ‘process’ the email and take...
by Hazel | Tuesday, 19th December 2023 | General |
Manage staff holiday requests with a ServiceM8 form and the Staff Leave add on. Create a Staff Holiday Request form or just buy one from my website or the ServiceM8 Form store. Then go to Account > Features and Integrations to browse the Add ons. Switch on the...
by Hazel | Tuesday, 12th December 2023 | Electrician, General, Industry, Plumber, ServiceM8, ServiceM8 Tips |
Change the order of your job queues to save time – put the one that you / your team use the most often first in the list of queues. This means that when you’re on the job card, clicking the Queue button will automatically suggest the first job queue on the list,...
by Hazel | Tuesday, 5th December 2023 | Electrician, General, Industry, Plumber, ServiceM8, ServiceM8 Tips |
Here’s a list of things to review following the ServiceM8 12 launch in October. (Consider saving this list somewhere so that you can do this as part of a software / office spring-clean job in January…) 1. Firstly, have you activated the ServiceM8 12 updates?! If...