If you’ve used the ServiceM8 Services feature, then you may have had the sudden realisation and disappointment that the job description gets cleared and overwritten.
I wanted to give you a couple of options for preventing or mitigating against this frustration.
EITHER –
Make sure that the service doesn’t add anything to the job description – if there’s no job description in the service when you apply it, then the existing description will stay put when you apply the service to that job.
OR –
If you want to update the job description with information added by the ServiceM8 service, but you don’t want to lose notes or extra information that’s been added, then you can use the Edit History feature on the job diary.
In the Online Dashboard, just filter the Diary to ‘Edit History’.
You’ll be shown all of the previously saved job descriptions and can then copy and paste from there…
I hope that helps!
Did you realise this feature existed?
Used it much?
