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Should you need to view the personal information you hold in your ServiceM8 account relevant to a particular client, there are a couple of ways you can do this. You can simply pull up the client and job card/s relevant to the particular client, or use ServiceM8’s report export features.

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Client Card

In your Online Dashboard, go to Clients and open the relevant Client Card You can also view & open all jobs relevant to a particular client in the Jobs tab of the client card.

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Client list export with the Advanced Reporting Pack add-on

You can use the Advanced Reporting Pack add-on to export your all of your clients in .CSV format. The report includes the following details (if entered) held against each client:
  • Name
  • Contact First
  • Contact Last
  • Company Address
  • Billing Address
  • Telephone Number
  • Mobile Number
  • Email address
  • And more
NOTE: the report exports your entire client list. If producing this report to obtain data held for a specific client, take special care to ensure you filter & extract data held only for the specific client. To learn more about the Advanced Reporting Pack, check out this help article.
Last modified on March 3, 2026