The ServiceM8 app for Android, ServiceM8 Lite, is intended for staff, subcontractors and temporary/casual workers who use Android devices and only need basic functionality to see jobs scheduled to them, and complete core tasks. Although it doesn't have all of the powerful functionality of the iOS app, the ServiceM8 Android app lets users complete essential field tasks with ease. It provides a clear view of all scheduled jobs and job-related notifications, so you're always up-to-date on any changes or urgent tasks.
From accessing your schedule to completing jobs and updating records, here's a step-by-step guide to the ServiceM8 Lite Android app.
NOTE: For subcontractors who have created a ServiceM8 account to receive and manage ServiceM8 Network requests, see How to complete Network Requests with the ServiceM8 Lite Android app.
Jobs, Notifications & More
Opening the app takes you directly to My Schedule. This page lists all of jobs scheduled to You, allowing you to quickly see what's ahead.
Note that each job displays its current status with a colored icon: Quote, Work Order, Completed, or Unsuccessful. If you're using the ServiceM8 Lite app, most of your scheduled jobs will likely have the blue W icon, indicating they are in Work Order status.
The bottom menu bar on the My Schedule page gives you access to three key views:
- Jobs: Tap to return to the My Schedule page.
- Notifications: Tap to see all recent job notifications, such as booking changes or notes you've been tagged in. Tap a notification to open the relevant Job Card.
- More: This includes options for Help and Logout. If you tap Help, you'll be directed to the ServiceM8 Help Centre for additional support.
Access job details through the Job Card
Tap on any job in your schedule to open the Job Card, where you'll find the following key elements:
- Job Description: An overview of what the job entails.
- Diary: Tap to open a history of events, communications, notes, attachments, and photos saved against the job.
- Checklist: A list of tasks that need to be completed on the job.
- Contacts: Information about the client or contacts related to the job.
- Job Details: Additional information regarding badges, job status, job category, and the purchase order number (if applicable).
- Job Action Bar: Use to contact the client, complete Forms, take photos, or add job notes.
Activities and changes logged on a job card are automatically saved as you work. To exit a job card, you have two options:
- Tap Done at the top of the screen, or
- Swipe down or tap anywhere outside of the Job Card to return to the My Schedule view.
Start a job: Navigation and arrival
When you're ready to start a job, open the job card and tap Start Job. You'll be given two options:
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Navigate to Job: This opens Google Maps for turn-by-turn navigation to the job site. Once you arrive at the job, return to the Job Card and tap Arrived. Your travel time will be automatically logged, and the job timer will start to track time on site.
- If Notify Client is toggled to the ON position and you select Navigate to Job, a message will automatically be sent to the job contact to let them know you're on your way.
- Skip Navigation: If you don't want to log your travel time, skip navigation. No travel time will be logged, and the job timer will start immediately.
TIP: Tap the green info icon on the top right of the job card if you want to view the job address on a map before starting, or navigating to, a job.
Complete checklist tasks on a job
Checklists help ensure that all tasks are completed before checking out of a job. As you complete each task, tap it to mark it as completed.
- Photos: Tapping a checklist task containing the word "photo" will automatically open the camera. After taking the photo and tapping OK, the image is saved to the job's Diary and the the checklist task is marked as completed.
- Forms: Tapping a checklist task to complete a Form will automatically open the Form. After completing all form requirements, the form is saved to the job's Diary and the checklist task is marked as completed.
Take additional actions: Phone, camera, and notes
At the bottom of the Job Card, you'll find an Action menu with three or four icons:
- Phone: Tap to call the job contact directly from the app.
- Forms: Tap to complete any required Forms
- Camera: Tap to take photos, which will automatically be saved to the job's Diary.
- Notes: Tap to add notes to the job's Diary, helping you record any updates or observations during the job.
TIP: Adding notes in the ServiceM8 Lite Android app is easy with the speech-to-text converter. Tap the microphone icon above the keyboard, speak your notes, and the app will transcribe them for you. Once you're done, tap Save.
Check out of a job
Once you've completed all tasks, tap Check Out. The app will display a summary of your travel time and your job time (in hours and minutes). You'll be prompted to select one of two options:
- Job Complete: Tap if all tasks have been completed to the client's satisfaction. The job status will update to Completed.
- Not Complete: Tap if not all tasks have been accomplished or if there are additional barriers to completion. The job status will remain unchanged.
You will then be prompted to add any final notes about the job. It is a best practice to quickly summarize the outcome.
- To add notes, tap the blank space and enter your notes, then tap Finish.
- If you do not have anything else to add, tap Finish.
