Been Burnt? Flag bad customers with the Burn List badge

The Burn List badge is a simple way to flag clients that have a negative history with your business. For example, if a client refuses to pay or if they are abusive to your staff, you can apply the Burn List badge. If that client tries to do business with you again, whoever tries to […]
ServiceM8 Phone Tip – Switch from mobile data to using the standard phone network when you don’t have any signal

Did you know that ServiceM8 Phone now has ‘Cellular Network Fallback’? In plain english, when you’re in an area with low mobile internet (data) coverage, you can switch from using data over the internet to using the standard phone network. First, you need to switch on the option to let your staff choose – This […]
Use QuickBooks Custom Fields to improve your business reporting

If you’re a QuickBooks Online user (on their Advanced Plan), then you may or may not know that QuickBooks has it’s own Custom Fields. You can use these Custom Fields to send more information from ServiceM8 to QuickBooks – for example: To set up QuickBooks Custom Fields: (for a list of the main ServiceM8 field […]
Read this if you’re affected by the loss of ServiceGuru Add-ons

If you use ServiceGuru add-ons, then you’ll be well aware by now that they will be going away this month. According to the latest update from ServiceM8, the provision of their add-ons and services will be ending on 1 February 2025. Over the last few weeks I’ve been inundated with requests for workarounds and solutions […]
Have you hidden the job diary from staff because of pricing updates? Worry no more!

Prior to the 2024 ServiceM8 update, when a partial invoice was generated, the invoice amount was shown in the note on the job diary for all staff to see, whether you wanted them to see pricing updates or not. This lead a lot of companies to hide parts of the job diary from staff that […]
Expand the booking window to see how an appointment fits into your day

I’ve got a ServiceM8 app tip for you today… When you book jobs in on the app, it’ll show suggestions for possible appointments. You might already know that tapping a booking suggestion will show you how it fits into your diary before you book it in.. Did you know that if you tap on the […]
Book multi-day jobs on the ServiceM8 app

Here’s yet another improvement that’s dropped into the ServiceM8 since the September 2024 update: Book all-day and multi-day jobs on the app! Previously, you could only book multi-day jobs and projects through ServiceM8’s online version. This was particularly frustrating if you preferred booking all of your jobs on the app— it meant one more thing […]
Improve selected text rather than rewriting everything

Here’s another option that’s only been possible since September – using the ServiceM8 openAI Smart Helper to rewrite bits of text, instead of the whole lot… When you’ve drafted text, or ServiceM8 has drafted it for you, you can improve specific sections without rewriting everything. Simply highlight the sentence or paragraph you want to change […]
Use job badges with confidence

If you’ve tried to use the ‘pick up keys’ badge previously, you may have found that it constantly got missed by your team – badges on the app were right down at the bottom of the job card. Now, since the September 2024 update, badges are now right at the top of the job card, […]
Did you know you can use Bundles in ServiceM8 Proposals?

What are Bundles? The Bundles Add-on streamlines your pricing, quoting, and invoicing process. It allows you to combine multiple items—labour, materials, or services—into a preset “bundle” with a fixed price and single description that clients see on their quotes and invoices. What are Proposals? Proposals are enhanced quotes that offer richer formatting, photos, and multiple-choice […]
Switch to ServiceM8 Pay & you’ll be able to offer PayByBank

What is PayByBank? PayByBank is a fast and secure way for clients to transfer you money, which costs far less than card payments! Available in the UK, customers simply select their bank, verify the payment in their banking app, and the payment goes through, with instant confirmation. How much does it cost? As per all […]
How to allow your customers to review completed forms BEFORE they sign

Have you ever been on site filling out a ServiceM8 form that a customer needs to review before they actually sign it? You hand over your iPhone or iPad for the customer to sign in the box on the ServiceM8 app, but they can’t actually review the form, because you haven’t been able to produce […]