How to setup your account - Setup Wizard


This lesson will show you how to go through the set up wizard and set up your account.

Go to on a PC or Mac

Setting your business up in ServiceM8 is easy but it does require the use of a PC or Mac when online.

Click Sign Up

Enter your login details and click Try ServiceM8

This brings you to the account setup wizard

Fill in your business details and click next


Upload your logo


Set your Region and Tax


Set your job number


If your still trialing ServiceM8, leave this number as is. You can change your next job number at anytime in the future in settings. Note: You can only ever set your job number to a higher number, if you need to reset your number to a lower number you will need submit a ticket to help desk.

Finally set your invoicing settings and click Finish

This will bring you to your ServiceM8 Dashboard

Alternatively, you can watch the video tutorial here.

The next step is to set up your invoice template.

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