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How to Create an Appointment Confirmation Email with ServiceM8 [Video]
5 ServiceM8 Tips You Might Have Missed
TIP: the Knowledge Add-on lets you record videos & create articles in ServiceM8, which can be searched & viewed in the field. Great for accessing know-how, procedures & important info when you need it! TIP: do you know about Global Search in...
Q&A – How do I buy ready-made ServiceM8 forms?
Introducing... the ServiceM8 form store! Login to your ServiceM8 account online, go to settings > forms > form store You can use search terms to filter the forms... Over to youHave you used the form store yet? Which forms have you bought?Are there...
Q&A – How do I deduct CIS from a ServiceM8 invoice?
- Open the job you want to deduct CIS from- Create a CIS suffered item by typing 'CIS' in Item Code and CIS Suffered in Item Name- Add -1 in quantity- Add the amount you want to remove from the invoice- Set Tax rate to No VAT Use this online calculator...
Q&A – Is there a timesheet function within ServiceM8 where staff can log their hours?
You have to ask your staff to clock on & off at the start and end of the day. You'll also want them to use the start job / finish job button on the app so that it can record their time. You can then either use the timesheet report or send the...
Today’s the Last Day to get 15% off your first year with ServiceM8!
There are only a few hours left to save on a new ServiceM8 plan! You could save up to £484 over the next 12 months if you sign up for ServiceM8 today. To redeem the offer, follow this link & either login to your online ServiceM8 account or sign up for a new...
New on the ServiceM8 form store – PAT reports for Electricians
Released just before Christmas, I’ve built 5 appliance and 30 appliance versions of a PAT report for ServiceM8.
How to get started with cash flow forecasting in less than 10 minutes
Understanding how cash moves through your business is of vital importance to your success. It’s easy to get started. Use Float to do the hard work for you.
How to change the account owner email address on your ServiceM8 account
Perhaps you've updated your email address, or you want to hand the account over to someone else, this wizard will take you through the steps needed to change your account-holding email address Just click on this link:...
Resources
I created this resource page to easily list recommended services, products, and companies that I use and/or those I know are valuable. This way you can quickly find great products and services all in one place. Disclosure: There are some affiliate links below and I...