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 article inside the job card or from the Knowledge screen using the app.
Here's how:
Open a job and tap the Job Action menu "+"
Slide down and tap Knowledge
Tap Add Knowledge Article
Or you can go to More, then tap Knowledge
To add a Knowledge article, tap "+"
Tap Add Knowledge Article
Add a title name, create your content, and add tags
Tap Add New Tag to create a new one
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.
Then tap Save
You've now successfully added a Knowledge article!
If information in a job is matched to a Knowledge article's tag, then that article will be accessible within the job as shown here:
Tags:Knowledge Base,Knowledge-Base