How to set up Automations
A close look at the 5 types of automations you can set to save time on admin tasks, improve customer service & generate more work, automatically.
Addons
Two Way SMS with clients
Activate a messaging portal with your business branding, where clients can respond to texts you’ve sent from ServiceM8. All message history is saved to the Job Diary.
Knowledge Add-on: share business know-how, procedures and info
The Knowledge Add-on lets you record videos and create articles in ServiceM8, which can be searched and viewed by team members in the field. Great for accessing know-how, procedures or info when you need it!
Asset Management add-on: a better way to track and manage assets
Catalogue the details and location of equipment, appliances, installations or machinery, whether they be a client’s, or your own, then record and track their service history. Check out the blog to see how.
Online booking and enquiry forms with the Services Add-on
Have you checked out how you can create online booking and enquiry forms for your business with ServiceM8? Make it easy for your customers to get in touch or book your services.
5 features to check out in the New Year
Looking for a mini-project over the break to improve your business and the way you use ServiceM8? Here are some ideas from the recent 6.0 release.
Automation Add-on: how to automate routine emails and texts
The Automation add-on is a powerful tool to free your business from routine and repetitive emails and texts to clients. Quote and payment follow ups, booking reminders and post-job offers can all be automated, helping you bring more work in, provide professional service, and run a better business.
Seven habits to help you get paid faster
Almost 50 percent of small businesses experience late payments on at least half the bills owed to them. Here are 7 habits to help you get paid what you’re owed, faster.
Forms Add-on: build professional PDF forms or reports on site
Simply by working through a step-by-step list of questions on their iPhone or iPad, field staff can generate comprehensive and professional PDF forms and reports while on site.
Feature highlight: How to set up an Online Booking Form
This post provides a quick overview of ServiceM8’s Online Booking Form add-on, and how you can set up a sleek online booking page for your business in minutes.