How to complete a Network Request

When a business sends you a work request using ServiceM8 Network, it will appear in your Inbox. ServiceM8 Network Requests will have a Network icon and the message subject will start with Job #.

1. Tap More > Inbox to go to the ServiceM8 Inbox.
2. Tap the new Network Request to open it.
3. Review the request.
   • If you want to accept the request, tap Convert to Job.
   • If you do not want to accept the request, tap Send Email and let the requester know. You can then delete the request from your ServiceM8 Inbox.

When you convert a ServiceM8 Network Request to a job, a new job card will open. Note that the Network Request Reference Number becomes the PO Number of the new job.

TIP: Once a new job card has been created, all normal job management functions (scheduling, invoicing, etc.) remain the same. Keep in mind that the business that issued you the request will appear as the client, followed by the details of the job contact they've provided (which is likely to be their client). 

In the job card, you will see the Job Description and a Network Request checklist containing all tasks to be completed. As you complete each task, tap the checklist item. The business that sent the request will see that you have completed the task.

• Photos: Tapping a checklist task containing the word "photo" will automatically open the camera. After taking the photo and tapping Save, the image is saved 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 requirements, the Form is saved and the checklist task is marked as completed.

You can send as many Network Updates, which are messages to the business who sent the Network Request, as needed during a job. You will receive a ServiceM8 notification and an email for any Network Update messages sent to you.

To send a Network Update:

1. From the job card, tap the Network icon in the Job Action menu.
2. Add a message and any required attachments.
3. Tap Post.

TIP: Once all checklist tasks have been completed, it is a good practice to confirm completion with an update.

Opening the app takes you directly to My Schedule, where you can view all of your Network Requests that have been converted into jobs. You can tap any job to open its job card.

To open your ServiceM8 Inbox and see notifications for new Network Requests, tap More, then tap Inbox. When a business sends you a work request using ServiceM8 Network, it will appear in your Inbox. ServiceM8 Network Requests will have a Network icon and the message subject will start with Job #.

Tap a message to open and review a Network Request. To accept the request, tap the Convert to Job button. The request will be converted into a job in your ServiceM8 account, and a new job card will open.

Note that the Network Request Reference Number becomes the PO Number of the new job.

In the job card, you will see the Job Description and all associated tasks as a Network Request checklist. As you complete each task, tap the checklist item to mark it as completed. The business that sent the request will see that you have completed the task.

• Photos: Tapping a checklist task containing the word "photo" will automatically open the camera. After taking the photo and tapping the tick button, the image is saved 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 requirements, the Form is saved and the checklist task is marked as completed.

TIP: You can add notes and photos for your own reference to the Diary. You can also track your travel and job times within the Android app. For more information, see How to use ServiceM8 Lite app for Android.

You can send as many Network Updates, which are messages to the business who sent the Network Request, as needed during a job. You will receive a ServiceM8 notification and an email for any Network Update messages sent to you.

To send a Network Update:

1. Tap the Network icon in the Job Action menu.
2. Add a message and any required attachments.
3. Tap Post.

TIP: Once all checklist tasks have been completed, it is a good practice to confirm completion with an update.

When a business sends you a work request using ServiceM8 Network, it will appear in your Inbox. ServiceM8 Network Requests will have a Network icon and the message subject will start with Job #.

1. Open your ServiceM8 Inbox.
2. Click the new Network Request.
3. Review the request.
   • If you want to accept the request, click Convert to Job.
   • If you do not want to accept the request, click Email and let the requester know. You can then remove the request from your ServiceM8 Inbox.

When you convert a ServiceM8 Network Request to a job, a new job card will open. Note that the Network Request Reference Number becomes the PO Number of the new job. All activity to date is captured in the job's Diary.

TIP: Once a new job card has been created, all normal job management functions (scheduling, invoicing, etc.) remain the same. Keep in mind that the business that issued you the request will appear as the client, followed by the details of the job contact they've provided (which is likely to be their client).

In the job card, you will see the Job Description and a Network Request checklist containing all tasks to be completed. As you complete each task, click the checklist item. The business that sent the request will see that you have completed the task.

• Photo or Document requirements will prompt you to select a file when you click the requirement.
• Form requirements will open a new window to complete the Form when you click the requirement.

To send a message to the contracting business, you can use the standard Email or SMS buttons at the top of the job card.

To send a message about a specific completed checklist task, or to add additional documentation to the task, hover over the task in the job's Diary and click the down arrow, then click Reply.