How job filters & the ‘Action Required’ list help you to quote, schedule, manage, complete & invoice jobs, faster.
Check out this video to learn all about the various filters you can apply to your jobs list, in both the ServiceM8 app & the Online Dashboard. It explains what jobs appear in:
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My Schedule
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Today
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For My Review
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My Tasks
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Mentions
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Replies
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My Queued Jobs
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All Jobs
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In Progress
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Unscheduled
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Completed
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Quotes
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*Action Required*
These filters and smart lists help you and your team to:
- Keep track of all jobs moving through your business
- Focus on jobs that need your personal attention or action
- Keep jobs moving toward successful completion
- Maintain great customer service and responsiveness
- Communicate & manage jobs as a team, without excess calls & texts
- Understand what’s needed to progress a job, at a glance