Inbox is a new and faster way to convert emails into new jobs. Now you can forward job-related emails directly into ServiceM8 including all attachments. If the email is from an existing client, ServiceM8 will even automatically assign the job to them.
How does it work?
When you activate the ServiceM8 Inbox in your account, you're given your own ServiceM8 email address - any emails forwarded to this address will appear automatically on your Dispatch Board, ready for you to convert them into jobs.
The ServiceM8 Inbox is designed only to handle messages that can be converted to jobs. We do not recommend forwarding all your email to your ServiceM8 Inbox.
Viewing your ServiceM8 Inbox Address
You can view your ServiceM8 Inbox address in Settings > ServiceM8 Inbox.
Converting Inbox Messages to Jobs
From the ServiceM8 web interface
You'll have a new icon at the top right - the Inbox. Open the inbox to check for incoming jobs.
To convert an inbox message into a new job, select the message, and then click Convert to job. If you have created a job template it will also appear here for you to use.
If the email is from an existing client, then the new job will be created with their details. ServiceM8 can also detect some job and contact details and automatically populate the correct fields - please refer to this article for more information.
From the ServiceM8 Mobile App
Using the ServiceM8 mobile app, you can access the Inbox from the More menu.
All information in the email is transferred automatically to the job diary, and the original email and any attachments are now part of your new job.
Messages in the inbox will remain there until you converted them to a job or delete the message. Messages that have been converted to jobs will be removed from the inbox after 24 hours (you can still view the original inbox message in the job diary).