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 "+"
Slide down and tap Knowledge
Tap Record Knowledge Video
Or you can go to More, then tap Knowledge
To add a Knowledge article or video, tap "+"
Tap Record Knowledge Video
Add the title of the video, then tap Record Video to start recording
Tap Save once you're done and it will start uploading the video file
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
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!
It's now successfully added into your Knowledge list available for your Staff members!
NOTE: recorded videos may not be available to view immediately as there is a short initial processing time.