Here are a few ideas for how you can get the most out of ServiceM8 when you’re tackling larger projects.
Firstly remember that –
- you can book as many appointments in as often as you need
- you can book all-day appointments and have them span weeks.
Next, you can utilise various features.. consider –
- creating a work in progress ServiceM8 form that your team can fill out at the end of every day
- using job queues well to manage the stages within the larger / longer project
- use partial invoicing to request staged payments – ie send an invoice after first fix, second fix etc
- use @mentions to notify the right people at the right time
- using the supplier invoice import to have supplier invoice be attached directly to jobs automatically
Do you manage large projects with ServiceM8?
What other tips and tricks do you have on this topic?
