Keep your efficiency & service on point, with smart lists

How job filters & the ‘Action Required’ list help you to quote, schedule, manage, complete & invoice jobs, faster.

Watch here in full screen

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:

  • My Schedule 
  • Today
  • For My Review
  • My Tasks
  • Mentions
  • Replies
  • My Queued Jobs
  • All Jobs
  • In Progress
  • Unscheduled
  • Completed
  • Quotes
  • *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

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