Scanning documents into ServiceM8




Attaching a document to any job is quick and easy with ServiceM8. Simply insert the document into the Doxie scanner facedown. The ServiceM8 scanning screen will automatically open. Now choose to attach the document to either a job or a customer, search for the job using any information you recall, like a phone number, a job number or a clients name. Select the job from the results and click done. 

The document is now attached to the job.

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