Inbox is a new and faster way to convert emails into new jobs. Now you can forward job-related emails directly into ServiceM8 including all attachments, and convert them directly into new jobs. All client details and attachments will auto-populate a new job card. You can also attach emails to existing jobs.
How does it work?
When you activate the ServiceM8 Inbox in your account, you're given your own ServiceM8 email address - any emails forwarded to this address will appear automatically on your Dispatch Board, ready for you to convert them into jobs.
Important Note
The ServiceM8 Inbox is designed only to handle messages that can be converted to jobs. We do not recommend forwarding all your email to your ServiceM8 Inbox.
Viewing your ServiceM8 Inbox Address
You can view your ServiceM8 Inbox address in Settings > ServiceM8 Inbox.
Converting Inbox Messages to Jobs
From the ServiceM8 web interface
You'll have a new icon at the top right - the Inbox. Open the inbox to check for incoming jobs.
To convert an inbox message into a new job, select the message, and then click Convert to job. If you have created a job template it will also appear here for you to use.
If the email is from an existing client, then the new job will be created with their details. ServiceM8 can also detect some job and contact details and automatically populate the correct fields - please refer to this article for more information.
From the ServiceM8 Mobile App
Using the ServiceM8 mobile app, you can access the Inbox from the More menu.
Choose an email message to be converted to job
Tap Action
Tap Convert To Job
Select new job or use a job template
It will be now converted to a job
That's it!
All information in the email is transferred automatically to the job diary, and the original email and any attachments are now part of your new job.
Messages in the inbox will remain there until you converted them to a job or delete the message. Messages that have been converted to jobs will be removed from the inbox after 24 hours (you can still view the original inbox message in the job diary).
Attaching Inbox Messages to Existing Jobs
For emails that arrive in your Inbox which you'd like to attach to an existing job, instead of converting these to a new job, click the down-arrow instead and select 'Attach to existing job' from the drop down:
Then search by keyword, client name or job number to select a job to attach the email to:
Confirm and the email will be saved to the Job Diary:
