20th May 2025

|

ServiceM8

A tip for those moving to ServiceM8 from Gas Engineer Software

I wrote an article over 4 years ago that compared Gas Engineer Software (GES) with ServiceM8. One of the major differences was with how forms work across the two softwares.

GES works in an ‘appliance first’ way – You set up the appliance on GES and then complete forms against that appliance, which means that when you come back the following year to service a boiler, you don’t have to add the details for that appliance again.

ServiceM8, on the other hand, offers forms which are completed from scratch every time. You answer questions about the boiler appliance, make, model etc and when you return the following year to complete another Gas Service Record, you answer those appliance questions again.

If this sounds like a waste of your valuable time, then look at setting up ServiceM8’s Asset Management feature.

Asset Management

This allows you to set up your asset (appliance) types – such as ‘boiler’, ‘gas fire’ and then you complete forms against those assets. The forms can then be modified to pull through the appliance details automatically, so that you don’t have to answer the appliance questions on each return visit.

The added benefit of setting up customer assets in this way is the QR code sticker that you attach to each appliance. This QR code can be scanned by the customer or tenant which takes them to an issue reporting webpage. These issues are then sent directly to your ServiceM8 inbox.

Find out more about ServiceM8’s Asset Management feature

REQUEST YOUR FREE
ServiceM8 ACCOUNT AUDIT

GET EXPERT 1:1 SUPPORT & TRAINING
FOR AS LITTLE AS £95

Leave a Reply

Your email address will not be published. Required fields are marked *

Hazel Portrait
ServiceM8 Logo - Gold ServiceM8 Partner Edition

Hi, I’m Hazel. I’m a Business Systems Specialist + ServiceM8 Gold Partner.

I can help you craft a business that’s easy and efficient to run.

I ran a plumbing and heating company for 10 years and in 2016 became a ServiceM8 Partner.

I’ve worked with hundreds of business owners just like you to implement easier and more efficient ways of running their business.

My mission is simple: to inspire you and help you develop an efficient and profitable business that gives you the time to do more of what you love.

IS SERVICEM8 RIGHT FOR YOU?

READY TO TRY OUT
SERVICEM8?

LOOKING FOR 1:1 SUPPORT & TRAINING?