by Hazel | Tuesday, 23rd April 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
During our first quarterly ‘Simplification Day’, Jonathan and I went through every business process and asked the same question over and over – is there a simpler or easier way of doing this? One simple change that came out of our day was grouping the emails he...
by Hazel | Tuesday, 16th April 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
I’m still surprised when I audit ServiceM8 accounts and find they’re not even using the out-of-the-box automations that ServiceM8 provide! ServiceM8 has a range of simple automations that you can switch on to have your own little ServiceM8 robot helping you. To get...
by Hazel | Tuesday, 9th April 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
Job queues are for the stages that your work goes through from quote to completion. They represent your pipeline. The flow that your work follows. For each job queue, you have the option to assign a member of staff to take care of that stage or not. An orange folder...
by Hazel | Tuesday, 27th February 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
I recommend that you set up job templates for the types of work you do most often. The first stop for ideas is your knowledge of the business (what do you get asked to do most). After that, take a look at your website to see how your services are laid out. Finally,...
by Hazel | Tuesday, 20th February 2024 | Business Tips, Electrician, General, Plumber, ServiceM8, ServiceM8 Tips |
If you’re using Xero with ServiceM8, try Xero Tracking Categories Why? You say! Xero tracking categories allow you to monitor the performance of different areas of your business https://central.xero.com/s/article/Set-up-tracking-categories-UK For example, you might...