Welcome to ServiceM8! This lesson will show you how to create and book a job using the ServiceM8 Online Dashboard.
1. Create a new job.
From the main menu, click New Job.
A new job card will open up from the Dispatch Board. The job card is the virtual folder where all information about a given job will be stored, from the minute the job is created right through to completion.
2. Complete the Job Card fields.
The Job Card Details tab contains the following fields:
- Customer: Use to search for existing customers, or to enter a new customer name. This can be an individual's name (for example, the home owner), or a company name.
- Job Address: Enter the job address. If the customer is already in the system, the address will automatically populate. If you are creating a new customer, ServiceM8 will suggest addresses as you type.
- Job Status: Select the current job status: Quote, Work Order, Completed, or Unsuccessful. New jobs should start as a Quote (if the customer needs to see & accept a quote first), or Work Order (if the job's confirmed to go straight ahead).
- Job Category (optional): This field lets you organize your jobs any way you'd like. Default categories are After-Hours, Standard, VIP, and Warranty, but you can customize categories to meet your needs.
- PO Number (optional): Enter the customer's purchase order information here.
- Job Description: Enter a description of the work to be completed, for your team to see.
- Checklist (optional): Use the Checklist field to specify job requirements or tasks to be completed.
- Contacts: Hovering over the Job Contact section lets you choose Job Contact, Billing Contact, or Property Manager. (The default is Job Contact.) Enter as much contact information for your customer as possible.
- Job Notes (optional): Use this field to add any notes about the job that don't belong under the Job Description or Checklist fields.
Complete the fields to the best of your knowledge. The Job Card will auto-save as you go.
TIP: The Saved icon and Undo button on the bottom left of the Job Card will appear as you work. Click Undo if you make a mistake or accidentally delete something you shouldn't have. (At which point, the Redo button will also appear, in case you want to undo the Undo!)
3. Once all fields are completed, click Schedule to book the job.
Click Schedule to open the Add Booking window from the Job Card. Use the dropdowns to set the staff member, duration, date, and time. Selecting a staff member will automatically show their schedule on the calendar pane on the right of the Add Booking window, helping you easily find available times, or you can select one of the suggested options under Bookings.
Click Save Booking.
Click Close to close the Job Card.
Your new job will now appear on the Dispatch Board in the Jobs List on the right e.g. in the All Jobs list. You can use the various filters, or search bar, to find jobs.
NOTE: If you are not ready to book the job just yet, click Close. The new job will still be visible on the Jobs List, in lists such as All Jobs, Unscheduled Jobs & Action Required. When you are ready, you can drag your new job from this list onto a staff member or to the Staff Schedule to book the job. (See How to schedule jobs for more in-depth information about scheduling.)