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.

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

Learn more

• Smart lists like ‘Action Required’ & ‘For My Review’
• Job highlights in smart lists
• How to use Queues, including “assignable” queues