How to create a Knowledge video in the app

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Knowledge is a ServiceM8 Add-on — to get started, ensure the add-on is activated through your Online Dashboard (go to Settings > ServiceM8 Add-ons). If you can’t see the Knowledge Add-on, check your plan details.

In this lesson you will learn step-by-step ways to create a Knowledge video inside the job card or from the Knowledge screen using the app.

Here's how:

Open a job and tap the Job Action menu "+"

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Slide down and tap Knowledge

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Tap Record Knowledge Video

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Or you can go to More, then tap Knowledge

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To add a Knowledge article or video, tap "+"

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Tap Record Knowledge Video

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Add the title of the video, then tap Record Video to start recording

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Tap Save once you're done and it will start uploading the video file

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Tap the bottom-left preview thumbnail to review the video, add tags, share or delete it.

To tag the video article, simply tap Add New Tag, then Save

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NOTE: with Knowledge tagging, the tag's text must be an exact match of an Item Name, Item Number, Client Name, or Service Name. Use a comma if you would like to tag another Material, Client or Service. Ensure there are no commas within the tag itself.

Finally, tap Save and you're done!

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It's now successfully added into your Knowledge list available for your Staff members!

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NOTE: recorded videos may not be available to view immediately as there is a short initial processing time.  

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