Proposals Improvements
Craft beautiful online quotes that give clients more detail and choice. Check out the latest improvements to Proposals in ServiceM8 14.
Addons
How to Auto-Collect a Deposit on Quote Acceptance
Taking a pre-payment when customers accept your quote is a great practice to protect your business, make jobs run smoother & maintain cashflow.
How to Send Invoice Statements
Two options for sending high-volume, regular clients a statement of their invoices.
How to turn off Automations per client
What do to when you don’t want a specific client to receive emails & texts from one of your Automations.
How to make Bundles
How to save materials, services and/or labour together as a single, preset “bundle”. Speed up quoting/invoicing, systemise your pricing, and make quotes & invoices easier for clients to understand.
How to build your first digital Form
A step-by-step guide to making a basic Job Completion Report with the Forms Add-on.
Send booking confirmations, automatically
You can set a confirmation email or SMS to auto-send to clients when you schedule their job, in the app or online.
ServiceM8 Phone
A smart, cloud-based phone system extending the power of ServiceM8 to client & staff calls.
Can I call you back?…
Guilty of forgetting to call clients back? The SMS Extension feature is a great backup when you can’t create a job on the spot.
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.