ServiceM8 Network allows businesses using ServiceM8 to share jobs between their accounts, seamlessly and securely. ServiceM8 Network aims to make it much easier to deal with subcontracted work. It does this by providing you with tools to describe the work that has to be done, make it easy for your subcontractors to fulfil your requirements, and enabling you to manage and track the progress of your subcontracted jobs.
Joining the ServiceM8 Network
Joining the Network is very easy, simply enable the ServiceM8 Network add-on in the Settings area of your ServiceM8 account. After you activate the ServiceM8 Network add-on, any Network Requests sent to your business e-mail address (configured in Settings > Preferences) will arrive in your ServiceM8 Inbox, ready to be converted into a job.
For further details, please see How to join the ServiceM8 Network.
Sending Network Requests
Sending a Network Request indicates that you want that business to either provide you with a Quote to perform work (a Quote Request), or you want that business to perform the work (a Work Order Request).
A Network Request includes
- A description of the work to be done
- Contact details
- Billing details
- Checklist requirements
- Photo requirements (e.g. "take a photo before starting work")
- Document requirements (e.g. "provide your insurance certificate")
- Form requirements (e.g. a pre-start checklist or authorization form)
Network Requests can be sent to any e-mail address. If the e-mail address matches a ServiceM8 account which has joined the ServiceM8 Network, the request will arrive in their ServiceM8 Inbox ready to be converted to a job in their ServiceM8 account. Otherwise, ServiceM8 will send a link to the e-mail address which allows the contractor to view the job details and complete the job requirements through any modern web browser (Google Chrome, Firefox, Safari, etc).
For more information, please see How to send a Network Request.
Accepting Network Requests for ServiceM8 users
With the ServiceM8 Network add-on activated, any Network Requests sent to your business e-mail address (configured in Settings > Preferences) will arrive in your ServiceM8 Inbox, ready to be converted into a job. You will also receive a notification e-mail. To accept the Network Request, click the Convert to Job button.
You can also accept Network Requests using the ServiceM8 mobile app. Go to the More menu, select Inbox, then select the inbox message and tap Convert to Job.
Accepting Network Requests without a ServiceM8 account
If you receive a Network Request and you have not activated ServiceM8 Network, you will receive an e-mail similar to the above. Click the "View Work Order" link to view the job details, accept the job, and complete the job requirements through any modern web browser (Google Chrome, Firefox, Safari, etc). Please refer to Overview of the web based job view for more details.
Click the Accept Job button to notify the sender that you have accepted the job.
Completing Network Requests
As you complete the requirements of the Network Request, you should mark off each requirement as done. Simply tap a requirement to indicate that it's been completed (you may then select a photo/document, or complete a Form, if applicable). This will provide real-time feedback to the sender on the progress of the work.
You can also use ServiceM8 Network to send and receive messages and files related to the job.
The process of completing Network Requests is different depending on whether you're using the ServiceM8 mobile app, the Dispatch Board, or if you are not using a ServiceM8 account. Please see the following articles for more details