How to select new invoice or quote templates

When you created your account, ServiceM8 set up default invoice and quote templates populated with your company details. However, every business is different. If the default templates don't meet your needs, it’s easy to select new ones! ServiceM8 offers a wide variety of invoice and quote template designs.

To browse available invoice and quote templates:

  1. From the Online Dashboard, click Settings.
  1. Click Document Templates.
ServiceM8 Document Templates
  1. On the left menu, select Invoice or Quote, depending on which template you would like to change. Your current template will be shown.
Templates menu
  1. Click Next Template (or Previous Template) to scroll through the different templates.
Scrolling ServiceM8 templates

TIP: As you browse, look closely at the templates and consider your business needs. Beyond the design differences, different templates may or may not include:

  • Breakdowns by individual line items (materials or services)
  • Material and labour subtotals
  • Total amount only
  • Bank account details
  • Detailed job description

To set a new template:

  1. Once you have found a template you like, click Use this template.
  2. Scroll down to Template Settings. Different templates will have different available built-in fields, such as payment terms or notes to customers.
  3. Fill in the fields, then click Save Template Settings.
Template settings

Your new template is now active!

TIP: Templates can also be modified, but it's easiest to start from the template that most closely meets your needs. For more information, see Modifying invoice and quote templates.

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