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....
Want more control over your payment chasers?
How to Create a ServiceM8 Report That Shows Completed Job Revenue by Staff Member
Want to know how much your team are bringing in? Today I’ll show you how to create a custom report in ServiceM8 that breaks down your completed job revenue by team member. For this, you’ll need to make sure that you have the advanced reporting pack add-on switched on....
Use Company Placeholders in Email and SMS Templates
When creating your email and SMS templates, make sure that you use company ‘placeholders’ wherever possible. These are the fields that pull in things like your company name, address or office phone number/email. This company information is pulled from the...
How to Add Photos and Videos From Your Camera Roll into ServiceM8
#TipTuesday – Need to attach photos or videos to a Job Diary not taken from the ServiceM8 app? Import them from your camera roll using the Job Actions bar in the relevant Job Card. To import photos from your camera roll: In the ServiceM8 App, open the job card...
Use Smart Links to Connect Related Jobs
Customise the Word Ribbon to Speed up Making ServiceM8 Forms
Creating new ServiceM8 forms can be a time consuming process, especially when your forever switching between tabs in word looking for that elusive setting. In this guide I will show you step by step how to customize your word ribbon with all your most used functions....
Plumber? How to ditch the paperwork in less than 5 minutes
Subscribe to my YouTube Channel for regular videos empowering small business owners View The Channel Transcript Hey, I’m Hazel, I’m a ServiceM8 expert and I have 10 years’ experience running a plumbing and heating business here in the UK. Thanks for...
2022 Launch – ServiceM8 11 is Here!
Welcome to ServiceM8 11 Watch the launch video below and activate the changes on your ServiceM8 account today! This year’s updates really focus on improvements and upgrades to existing features and functionality, making it easier than ever to manage your jobs,...
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.