This article has been superseded — please see How to take card payments on site with ServiceM8.Documentation Index
Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
Use this file to discover all available pages before exploring further.
About add-ons
- ServiceM8 add-ons - overview
- What are ServiceM8 Add-ons?
- What are Badges, and how do I use them?
- What is Track My Arrival?
- How to add fields to photos using Advanced Photo Branding
- How to add Staff Leave
- How Supplier Invoice Importing works
- How to send shift times to Xero, MYOB or QuickBooks as a timesheet
- How to use the Automated Supplier Import Add-on
- What is the Location Insights add-on?
- Queues - overview
- What is the Burn List badge?
ServiceM8 Phone
- How to set up ServiceM8 Phone
- How to use ServiceM8 Phone
- How to set up devices for ServiceM8 Phone
- ServiceM8 Phone FAQs
- ServiceM8 Phone setup & preparation checklist
- How to divert a number to ServiceM8 Phone
- How to set the outbound Caller ID with ServiceM8 Phone
- How to access voicemail with ServiceM8 Phone
- How to send a call to Inbox with ServiceM8 Phone
- How to set staff On Call after hours with ServiceM8 Phone
- How to transfer a call to a team member with ServiceM8 Phone
- Audio troubleshooting for ServiceM8 Phone
- Changing your existing ServiceM8 Phone number
- Porting your existing phone number to ServiceM8 Phone
- Automatic call return routing in ServiceM8 Phone
- How to divert calls to a Secondary Call Group
- How to copy phone numbers from ServiceM8 Phone into the ServiceM8 App
- Telstra Caller ID Restrictions from November 2021
- How to customise hold music on ServiceM8 Phone
- Managing call response rates with ServiceM8 Phone reports
- How to divert calls to an external number
ServiceM8 Phone Agent
Recurring Jobs and Reminders
- Recurring Jobs + Reminders Add-on — Overview
- How do I turn on the recurring Jobs add-on
- How do I create a recurring job?
- How do I use the simple recurring jobs feature?
- How to make a reminder using follow up badges
- How do I use Recurring Jobs with the Services Add-on?
- How the Recurring Jobs Auto-Routing Add-on works
- How automatic payment for Recurring Jobs works
- What is the Start Date when creating a Recurring Job?
- Will I be charged for reminders that go into the inbox?
- When do recurring jobs activate?
- When do reminders appear in the Inbox?
- Can a recurring job be created directly from an existing job?
- I turned on the badge but no reminder was sent, what is wrong?
Forms
- Forms - Overview
- How to buy Forms from the Form Store
- How to enable a form badge on a job
- How to pause and resume Forms
- Form Follow-Up Automation
- How to create Form questions and add the fields into a document template
- Creating a simple Contract Variation Form
- Forms - How to link the Contract Variation form to the Contract Variation document template
- How to edit Forms
- How to add a photo into a form
- Using the Skip Question IF condition in the form
- How to show check mark in the form
- How to add a form to the Form Store
- How to send forms for remote signature
- How to capture a client's signature on a Form after review
- How to create Forms using an auto-generated template
- How to create a merge field on Mac
- Can I pay for a custom form to be built?
Automation
- Automation - overview
- How to set automatic booking reminders
- Badge Follow Up Automation
- Quote Follow Up Automation
- Payment Follow Up Automation
- Booking Confirmation Automation
- Customer Feedback Automation
- How to send Live Invoice Statements to clients
- How to cancel scheduled automations
- How to send automatic booking confirmations and reminders
- How to turn off an Automation for a Client
- How to send clients a link to their Live Statement
- How to add invoices to Live Statements
Online Booking
- Introduction to the Services Add-on
- What is the Simple Online Enquiry booking form?
- How to create Online Booking Forms & Services
- How to add images to your Online Booking Pages
- How to accept a deposit or payment with the Services Add-on
- How to Add the Online Booking Form to Your Website
- How to add your ServiceM8 Online Booking link to your Facebook Page
- Connecting Services to a Facebook Pixel or Google Tracking ID
- How to import/export Services
- Self-serve customer scheduling & deposits with Services
- How to track the source of your Online Bookings
Reports
- How do I generate Reports?
- Jobs Completed Report
- Weekly Job Summary Report
- Weekly Activity Report
- How to use the Weekly Timesheet report
- Jobs Completed in the Business Dashboard Report
- Average Job Value in the Business Dashboard Report
- Quote Win Rate in the Business Dashboard Report
- First Time Fix Rate in the Business Dashboard Report
- Returning Customer Rate in the Business Dashboard Report
- Days to Payment in the Business Dashboard Report
- Gross Profit Margin in the Business Dashboard Report
- What is the Advanced Reporting Pack Add-on?
- How to create Custom Reports
- Customer Feedback in the Business Dashboard Report
- How to use the Team Timesheet & Shift GPS reports
Proposals
Asset Management
Job Costing and Markup
Customer Feedback
ServiceM8 Inbox
Knowledge
Client Sites
Job Allocations
Smart Contacts
ServiceM8 Network
ServiceM8 Pay
- How to get started with ServiceM8 Pay
- How to switch from Stripe Payments to ServiceM8 Pay
- ServiceM8 Pay card processing fees & payout speed
- How to take card payments on site
- How to send invoices for card payment online
- How to reconcile ServiceM8 Pay processing fees in Xero & QuickBooks Online
- How to use Deposits with ServiceM8 Pay
- How to use PayTo with ServiceM8 Pay (Australia)
- How to use PayByBank with ServiceM8 Pay (UK)
- How Deposits sync to Xero with ServiceM8 Pay
- How Deposits sync to QuickBooks Online with ServiceM8 Pay
Stripe
- What is Stripe?
- How to integrate with Stripe
- How to take payment with Stripe on the app
- How to take payment with Stripe online
- How to reconcile Stripe fees in your accounting package
- Stripe transaction fees & payout speeds
- Tap to Pay on iPhone with ServiceM8
- How to pass on card payment processing fees
- How to take card payments on site
- How to send invoices for card payment online
Partial Invoicing
External Calendars
Third-Party Integrations
- A brief introduction to Zapier integration
- How to send an email after a form is completed in ServiceM8 through Zapier
- How does the Mailchimp Integration work?
- How do you turn on the MailChimp add-on and connect your account.
- A quick introduction to Workato integration
- How to turn on the Deputy add-on
- How the Deputy integration works
- Reece Plumbing Supplier Integration
- Discontinuation of third-party add-ons by ServiceGuru
Email Integrations
Website and Email
How to take payment with Stripe on the app
Learn how to take payment with Stripe on the app in ServiceM8.
Last modified on March 3, 2026
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