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...
by Hazel | Tuesday, 21st November 2023 | Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
You can use the Grammarly chrome extension alongside the ServiceM8 Smart Helper to improve your spelling and grammar. This is great if you want the option of the Smart Helper to auto-write or improve your text generally, but you still want Grammarly’s spelling and...
by Hazel | Tuesday, 14th November 2023 | Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
Proposals only become available as ‘templates’ or ‘starting points’ when you send them. They’re removed from the list of ‘starting points’ if you delete them from a job. Set up a test job for each of your proposal types. This is a job that is addressed to you as the...