ServiceM8 Archives - Hazel Whicher

New to my ServiceM8 shop – The CP42 Gas Form for Commercial Catering

by Hazel | Thursday, 1st August 2019 | Plumber, ServiceM8, Tools & Resources | 0 comments

Released this week, I’ve built a CP42 Gas Safety Inspection Form for Commercial Catering Appliances for ServiceM8. CP42 Gas Safety Inspection Form (Commercial Catering Appliances) If you’re a heating engineer (or you know one!) you can use this CP42 form...

ServiceM8 Reporting – New and Improved

by Hazel | Saturday, 22nd June 2019 | ServiceM8 | 0 comments

Have you spotted that ServiceM8 Reports have had an overhaul? The reports section can be a great starting point for getting to know your numbers. If you’ve read the The E-Myth Revisited, you’ll know that data is a key part of your business success. “You can’t manage...

How to Create an Appointment Confirmation Email with ServiceM8 [Video]

by Hazel | Thursday, 21st March 2019 | ServiceM8, ServiceM8 Tips | 0 comments

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5 ServiceM8 Tips You Might Have Missed

by Hazel | Tuesday, 26th February 2019 | ServiceM8, ServiceM8 Tips | 0 comments

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 the online...

Q&A – How do I buy ready-made ServiceM8 forms?

by Hazel | Sunday, 24th February 2019 | ServiceM8 | 0 comments

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 forms...

Q&A – How do I deduct CIS from a ServiceM8 invoice?

by Hazel | Sunday, 24th February 2019 | ServiceM8 | 0 comments

– 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...