Use bundles to simplify the way you quote and invoice jobs
The Bundles Add-on is a way to streamline and systemise your pricing, quoting & invoicing. With a ServiceM8 bundle you can set up a single item that packages up labour and materials, so that when you sell that package, you can just add one line onto your quotes or...
Guide your virtual assistant through a script when they’re talking to your clients
Want to give your Virtual Assistant or Admin team a questions script to run through when they’re talking to clients? Here are a few ways to do this – I’ve put together a short video to show you the options –...
Here is a quick way to make sure you are staying on top of work coming in
Not sure whether you’re keeping up with all the work coming in? Use the Weekly Job Summary report add-on to let ServiceM8 post an update on new jobs, jobs completed and active jobs (work orders and quotes) in the activity feed every week. You can decide who this handy...
Worried about getting hacked? Check out this guide to securing your ServiceM8 account
In today’s digital age, cybersecurity is a top concern for businesses of all sizes. With sensitive information stored online, it’s important to take measures to protect your accounts from potential hackers. Though ServiceM8 have invested in...
Set up 5 year reminders with a 58 month follow up badge
#TipTuesday – Set up 5 year reminders with a 58 month follow up badge If you’re an electrician, you’ll be wanting to remind your customers that their next EICR or PAT test needs to be done 5 years after the last check. ServiceM8 only offers the recurring job...
What happens to a job in a queue when quote is accepted
#TipTuesday – What happens to a job in a queue when quote is accepted? When you send quotes from ServiceM8, if you include the link for the customer to view online, your customer can accept the quote online. When they do this, the job used to drop out of the job...
How to report on staff job check in and check out times
#TipTuesday – How to report on staff job check in and check out times If you go to the desktop version (ie not the ServiceM8 app) and head over to reports > timesheets > activity timesheets, you can run a report for each staff member. Set the data source...A Guide to ServiceM8 Badges
ServiceM8 offers a range of badges to streamline your workflow. In this article, we’ll explore the 5 main badge types – Information Only, Follow Up, Form, Automation, and Asset badges. Understanding these badges will help you make the most of ServiceM8....
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Hello and Welcome!
My name is Hazel – I’m a UK-based ServiceM8 Expert. Learning how to run a plumbing business has given me the experience to know exactly what challenges you face as a trade business owner and how ServiceM8 can make running a business a whole lot simpler.