Is there an easy way to email photos to suppliers from ServiceM8?
I was recently asked the question: Is there a way of putting a wholesaler email address into ServiceM8 so that when I take a picture on a job, I can then email the wholesaler and attach the picture, so all the emails to and from the wholesaler are located in the...
#ServiceM8Tips: Template Fields Cheatsheet
Template fields are used across ServiceM8 to customise your email and text message (SMS) templates to include details from individual jobs. These special fields act like placeholders, pulling in the information from job cards so that your emails and text messages are...
#ServiceM8Tips: How to set up the online booking form
The ServiceM8 online booking form can be used as a standalone form, added to your website, or can be added to your facebook page. You can also use it in conjunction with a text message template to text a link to your customers asking them to complete the form. The...
#ServiceM8Tips: How to import materials
By importing your commonly used materials and services into ServiceM8, you can create a searchable database of parts, with the purchase price and your list price added. This list can then be used to quickly add parts and services to your quotes and invoices. 1. Click...
#ServiceM8Tips: Display one staff member’s calendar at a time
As the number of jobs in the diary increases, the calendar may start to feel a little cluttered. You can look at the dispatch board using the ‘staff schedules’ view, but I personally prefer the ‘calendar’ view. To look at each staff members...
Hello and Welcome!
My name is Hazel – I’m a UK-based ServiceM8 Partner and co-owner of a plumbing business. Learning how to run a business, maximise profit and minimise expenses is changing my life. It has allowed me to become fully independent and help other businesses become more efficient and more profitable.
Products
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