by Hazel | Tuesday, 6th February 2024 | Business Tips, Electrician, General, Industry, Plumber, ServiceM8 Tips |
NFC tags are a great way to kick off automations. You can kick off ServiceM8 siri shortcuts, make navigating home easier, track your workouts ( and text your accountability mate at the same time to tell them you’ve been to the gym) track your supplements, control your...
by Hazel | Tuesday, 30th January 2024 | Business Tips, Electrician, General, Plumber, ServiceM8 Tips |
I’ve nicknamed ServiceM8’s new AI chatbot ‘Mr ServiceM8’ You can ask him to do things for you on the ServiceM8 app to help you move your jobs through to completion more easily. Ask him something about the job, for example: Tell me about this job What materials do I...
by Hazel | Wednesday, 24th January 2024 | Business Tips, Electrician, General, Plumber, ServiceM8 Tips |
You can use a generic ServiceM8 form to record issues, faults, recommendations and more. Include rows that show a photo, a title for the photo and a description of the item or issue. You can also include a few basic customer details at the top of the form, such as the...
by Hazel | Tuesday, 16th January 2024 | Business Tips, Electrician, General, Plumber, ServiceM8 Tips |
Following the launch of the latest update in October 2023, ServiceM8 12, you can now add not just one, but multiple checklists to a job description. Why would you want to do this? Well you can divide a job’s requirements by category, such as by room, divide the...
by Hazel | Tuesday, 9th January 2024 | Business Tips, Electrician, General, Plumber, ServiceM8 Tips |
Want to make your quotation look more like a glossy, professional brochure? Add a cover page to your quote template. You can create your quote’s cover page with a free Canva account, or any other image / design tool. Once designed, export it as a ‘jpeg’ image (jpeg is...
by Hazel | Tuesday, 2nd January 2024 | Business Tips, General, ServiceM8, ServiceM8 Tips |
Running a business alongside the pressures of daily life can feel overwhelming at times. We all have phases where this feeling of overwhelm is greater than other times. To help overcome this, start by looking at whether you’re actually giving yourself the time and...
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...