How to view personal information relating to a particular client

Should you need to view the personal information you hold in your ServiceM8 account relevant to a particular client, there are a couple of ways you can do this. You can simply pull up the client and job card/s relevant to the particular client, or use ServiceM8's report export features.

Client Card

In your Online Dashboard, go to Clients and open the relevant Client Card

You can also view & open all jobs relevant to a particular client in the Jobs tab of the client card.

Client list export with the Advanced Reporting Pack add-on

You can use the Advanced Reporting Pack add-on to export your all of your clients in .CSV format. The report includes the following details (if entered) held against each client:

  • Name
  • Contact First
  • Contact Last
  • Company Address
  • Billing Address
  • Telephone Number
  • Mobile Number
  • Email address
  • And more

NOTE: the report exports your entire client list. If producing this report to obtain data held for a specific client, take special care to ensure you filter & extract data held only for the specific client. 

To learn more about the Advanced Reporting Pack, check out this help article

0 out of 0 found this helpful