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, 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...
by Hazel | Tuesday, 28th November 2023 | Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
The final 2023 update that was announced was the new ServiceM8 chat feature – an American-sounding AI assistant that you can use directly within the ServiceM8 app. Following the initial launch, I noticed that they’ve placed a shortcut to ‘Mr ServiceM8’ (as I’m...