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.
Addons
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.
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.