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Getting Started

What's New
Contact Support

About add-ons

ServiceM8 add-ons - overview
What are ServiceM8 Add-ons?
What are Badges, and how do I use them?
What is Track My Arrival?
How to add fields to photos using Advanced Photo Branding
How to add Staff Leave
How Supplier Invoice Importing works
How to send shift times to Xero, MYOB or QuickBooks as a timesheet
How to use the Automated Supplier Import Add-on
What is the Location Insights add-on?
Queues - overview
What is the Burn List badge?

Office Agent

Introducing Office Agent
How to get started with Office Agent
How to create and manage Office Agent tasks
How to use the Office Agent task library
How to use Office Agent chat
Talk to Office Agent from the ServiceM8 app

ServiceM8 Phone

How to set up ServiceM8 Phone
How to use ServiceM8 Phone
How to set up devices for ServiceM8 Phone
ServiceM8 Phone FAQs
ServiceM8 Phone setup & preparation checklist
How to divert a number to ServiceM8 Phone
How to set the outbound Caller ID with ServiceM8 Phone
How to access voicemail with ServiceM8 Phone
How to send a call to Inbox with ServiceM8 Phone
How to set staff On Call after hours with ServiceM8 Phone
How to transfer a call to a team member with ServiceM8 Phone
Audio troubleshooting for ServiceM8 Phone
Changing your existing ServiceM8 Phone number
Porting your existing phone number to ServiceM8 Phone
Automatic call return routing in ServiceM8 Phone
How to divert calls to a Secondary Call Group
How to copy phone numbers from ServiceM8 Phone into the ServiceM8 App
Telstra Caller ID Restrictions from November 2021
How to customise hold music on ServiceM8 Phone
Managing call response rates with ServiceM8 Phone reports
How to divert calls to an external number
How to block nuisance callers in ServiceM8 Phone

ServiceM8 Phone Agent

Introducing the ServiceM8 Phone Agent
How to set up the ServiceM8 Phone Agent
How to create instructions and procedures for the ServiceM8 Phone Agent
How to test and go live with the ServiceM8 Phone Agent

Recurring Jobs and Reminders

Recurring Jobs + Reminders Add-on — Overview
How do I turn on the recurring Jobs add-on
How do I create a recurring job?
How do I use the simple recurring jobs feature?
How to make a reminder using follow up badges
How do I use Recurring Jobs with the Services Add-on?
How the Recurring Jobs Auto-Routing Add-on works
How automatic payment for Recurring Jobs works
What is the Start Date when creating a Recurring Job?
Will I be charged for reminders that go into the inbox?
When do recurring jobs activate?
When do reminders appear in the Inbox?
Can a recurring job be created directly from an existing job?
I turned on the badge but no reminder was sent, what is wrong?
How to search for recurring jobs

Forms

Forms - Overview
How to view all questions in a Form
How to buy Forms from the Form Store
How to enable a form badge on a job
How to pause and resume Forms
Form Follow-Up Automation
How to create Form questions and add the fields into a document template
Creating a simple Contract Variation Form
Forms - How to link the Contract Variation form to the Contract Variation document template
How to edit Forms
How to add a photo into a form
Using the Skip Question IF condition in the form
How to show check mark in the form
How to add a form to the Form Store
How to send forms for remote signature
How to capture a client's signature on a Form after review
How to create Forms using an auto-generated template
How to create a merge field on Mac
Can I pay for a custom form to be built?
How to make a copy of a Form

Automation

Automation - overview
How to set automatic booking reminders
Badge Follow Up Automation
Quote Follow Up Automation
Payment Follow Up Automation
Booking Confirmation Automation
Customer Feedback Automation
How to send Live Invoice Statements to clients
How to cancel scheduled automations
How to send automatic booking confirmations and reminders
How to turn off an Automation for a Client
How to send clients a link to their Live Statement
How to add invoices to Live Statements
How to view and manage automations in a Job card

Online Booking

Introduction to the Services Add-on
What is the Simple Online Enquiry booking form?
How to create Online Booking Forms & Services
How to add images to your Online Booking Pages
How to accept a deposit or payment with the Services Add-on
How to Add the Online Booking Form to Your Website
How to add your ServiceM8 Online Booking link to your Facebook Page
Connect Online Booking to Facebook or Google Analytics
How to import/export Services
Self-serve customer scheduling & deposits with Services
How to track the source of your Online Bookings

Reports

How do I generate Reports?
Jobs Completed Report
Weekly Job Summary Report
Weekly Activity Report
How to use the Weekly Timesheet report
Jobs Completed in the Business Dashboard Report
Average Job Value in the Business Dashboard Report
Quote Win Rate in the Business Dashboard Report
First Time Fix Rate in the Business Dashboard Report
Returning Customer Rate in the Business Dashboard Report
Days to Payment in the Business Dashboard Report
Gross Profit Margin in the Business Dashboard Report
What is the Advanced Reporting Pack Add-on?
How to create Custom Reports
Customer Feedback in the Business Dashboard Report
How to use the Team Timesheet & Shift GPS reports
View the Business Dashboard in the ServiceM8 app
Change the Business Dashboard date range

Proposals

How to create and send Proposals (Online Dashboard)
How to create and send Proposals (iOS app)
How to create and use Proposal templates
How to view and restore previous versions of a Proposal
How clients can download a Proposal as a PDF

Asset Management

How to get started with the Asset Management add-on
Ordering Asset Management QR Code Labels
Completing Forms for Assets
How Reporting works with the Asset Management add-on
How to Replace Asset Labels
How to bulk-import Assets from a CSV spreadsheet
How to link imported Assets to QR code labels on site

Job Costing and Markup

Job Costing Overview
Markup Billing Overview
Who Can Access Job Costing and Profit Data?

Customer Feedback

What is the Customer Feedback add-on for?
How to collect Customer Feedback
What is the difference between using the link and using the {feedback} field?
Why is the customer feedback comment limited to only 160 characters?
How to request Google and Facebook reviews with the Customer Feedback Add-on

ServiceM8 Inbox

What is the ServiceM8 Inbox?
How the inbox job card auto-fill feature works
How Work Order Scanning works

Knowledge

What is ServiceM8 Knowledge
How to create a Knowledge article online
How to create a Knowledge article in the app
How to use Knowledge tagging
How to create a Knowledge video in the app
How to attach and use PDFs as Knowledge
How to record a toolbox meeting in Knowledge
How to embed ServiceM8 content in a Knowledge article
How to use Knowledge Sections

Bundles

How to use the Bundles Add-on
How to Copy a Bundle

Client Sites

Client Sites Overview
How do I add a new site to a head office?
How do I link existing client sites to a head office?

Job Templates

What are Job Templates?
How to apply a Job Template to an existing job

Job Allocations

Job Allocations - Overview and Setup
Job Allocations - How to change allocation window times
Job Allocations - How to view and cancel allocations on a tech
How the 'Business Hours' allocation shortcut works
How to insert an Allocation Window in email & SMS templates
How to set a default job allocation expiry

Auto Routing

How to use Auto Routing to optimise daily schedules

Smart Contacts

How to use Smart Contacts

ServiceM8 Network

Introduction to ServiceM8 Network
How to send a Network Request
How to complete a Network Request
Best practices for using ServiceM8 Network to subcontract jobs

ServiceM8 Pay

How to get started with ServiceM8 Pay
How to prepare for card surcharge changes in Australia
How to switch from Stripe Payments to ServiceM8 Pay
ServiceM8 Pay card processing fees & payout speed
How to take card payments on site
How to send invoices for card payment online
How to reconcile ServiceM8 Pay processing fees in Xero & QuickBooks Online
How to use Deposits with ServiceM8 Pay
How to use PayTo with ServiceM8 Pay (Australia)
How to use PayByBank with ServiceM8 Pay (UK)
How Deposits sync to Xero with ServiceM8 Pay
How Deposits sync to QuickBooks Online with ServiceM8 Pay

Stripe

What is Stripe?
How to integrate with Stripe
How to take payment with Stripe on the app
How to take payment with Stripe online
How to reconcile Stripe fees in your accounting package
Stripe transaction fees & payout speeds
Tap to Pay on iPhone with ServiceM8
How to pass on card payment processing fees
How to take card payments on site
How to send invoices for card payment online
How to set up Tap to Pay on Android

Partial Invoicing

How do I turn on the Partial Invoicing add-on?
How to partial invoice for a deposit
How to create a partial invoice for existing items
Can I use partial invoicing to issue a deposit receipt?

External Calendars

How to use the Calendar Import Add-on
How do I see my ServiceM8 schedule in my iPhone/iPad Calendar?
How do I see my ServiceM8 schedule in Apple iCal?
How do I see my ServiceM8 schedule in Google Calendar?
How do I see my ServiceM8 schedule in Microsoft Outlook?

Third-Party Integrations

A brief introduction to Zapier integration
How to send an email after a form is completed in ServiceM8 through Zapier
How does the Mailchimp Integration work?
How do you turn on the MailChimp add-on and connect your account.
A quick introduction to Workato integration
How to turn on the Deputy add-on
How the Deputy integration works
Reece Plumbing Supplier Integration
Discontinuation of third-party add-ons by ServiceGuru

Email Integrations

How the Office 365 Integration Works
How to setup a Custom SMTP Server

Website and Email

How to set up a website and domain with the Website and Email add-on
How to add and delete images from your website gallery
How to send ServiceM8 emails from your existing domain

Suppliers

How to call, email or navigate to your Suppliers
How to import a supplier quote
How to manage supplier price lists

n8n

How to connect ServiceM8 to n8n

Franchise

Add-ons FAQ

How to activate Cellular Network Fallback on ServiceM8 Phone
How to markup and fill in PDFs with PDF Fill-in
How to use Room Scan
How to use the Smart Writing Helper
How to use Auto-Quote and Auto-Invoice
How to use ServiceM8 Chat
How to use Live Activities
How to transcribe videos

What's New
Contact Support

About add-ons

ServiceM8 add-ons - overview
What are ServiceM8 Add-ons?
What are Badges, and how do I use them?
What is Track My Arrival?
How to add fields to photos using Advanced Photo Branding
How to add Staff Leave
How Supplier Invoice Importing works
How to send shift times to Xero, MYOB or QuickBooks as a timesheet
How to use the Automated Supplier Import Add-on
What is the Location Insights add-on?
Queues - overview
What is the Burn List badge?

Office Agent

Introducing Office Agent
How to get started with Office Agent
How to create and manage Office Agent tasks
How to use the Office Agent task library
How to use Office Agent chat
Talk to Office Agent from the ServiceM8 app

ServiceM8 Phone

How to set up ServiceM8 Phone
How to use ServiceM8 Phone
How to set up devices for ServiceM8 Phone
ServiceM8 Phone FAQs
ServiceM8 Phone setup & preparation checklist
How to divert a number to ServiceM8 Phone
How to set the outbound Caller ID with ServiceM8 Phone
How to access voicemail with ServiceM8 Phone
How to send a call to Inbox with ServiceM8 Phone
How to set staff On Call after hours with ServiceM8 Phone
How to transfer a call to a team member with ServiceM8 Phone
Audio troubleshooting for ServiceM8 Phone
Changing your existing ServiceM8 Phone number
Porting your existing phone number to ServiceM8 Phone
Automatic call return routing in ServiceM8 Phone
How to divert calls to a Secondary Call Group
How to copy phone numbers from ServiceM8 Phone into the ServiceM8 App
Telstra Caller ID Restrictions from November 2021
How to customise hold music on ServiceM8 Phone
Managing call response rates with ServiceM8 Phone reports
How to divert calls to an external number
How to block nuisance callers in ServiceM8 Phone

ServiceM8 Phone Agent

Introducing the ServiceM8 Phone Agent
How to set up the ServiceM8 Phone Agent
How to create instructions and procedures for the ServiceM8 Phone Agent
How to test and go live with the ServiceM8 Phone Agent

Recurring Jobs and Reminders

Recurring Jobs + Reminders Add-on — Overview
How do I turn on the recurring Jobs add-on
How do I create a recurring job?
How do I use the simple recurring jobs feature?
How to make a reminder using follow up badges
How do I use Recurring Jobs with the Services Add-on?
How the Recurring Jobs Auto-Routing Add-on works
How automatic payment for Recurring Jobs works
What is the Start Date when creating a Recurring Job?
Will I be charged for reminders that go into the inbox?
When do recurring jobs activate?
When do reminders appear in the Inbox?
Can a recurring job be created directly from an existing job?
I turned on the badge but no reminder was sent, what is wrong?
How to search for recurring jobs

Forms

Forms - Overview
How to view all questions in a Form
How to buy Forms from the Form Store
How to enable a form badge on a job
How to pause and resume Forms
Form Follow-Up Automation
How to create Form questions and add the fields into a document template
Creating a simple Contract Variation Form
Forms - How to link the Contract Variation form to the Contract Variation document template
How to edit Forms
How to add a photo into a form
Using the Skip Question IF condition in the form
How to show check mark in the form
How to add a form to the Form Store
How to send forms for remote signature
How to capture a client's signature on a Form after review
How to create Forms using an auto-generated template
How to create a merge field on Mac
Can I pay for a custom form to be built?
How to make a copy of a Form

Automation

Automation - overview
How to set automatic booking reminders
Badge Follow Up Automation
Quote Follow Up Automation
Payment Follow Up Automation
Booking Confirmation Automation
Customer Feedback Automation
How to send Live Invoice Statements to clients
How to cancel scheduled automations
How to send automatic booking confirmations and reminders
How to turn off an Automation for a Client
How to send clients a link to their Live Statement
How to add invoices to Live Statements
How to view and manage automations in a Job card

Online Booking

Introduction to the Services Add-on
What is the Simple Online Enquiry booking form?
How to create Online Booking Forms & Services
How to add images to your Online Booking Pages
How to accept a deposit or payment with the Services Add-on
How to Add the Online Booking Form to Your Website
How to add your ServiceM8 Online Booking link to your Facebook Page
Connect Online Booking to Facebook or Google Analytics
How to import/export Services
Self-serve customer scheduling & deposits with Services
How to track the source of your Online Bookings

Reports

How do I generate Reports?
Jobs Completed Report
Weekly Job Summary Report
Weekly Activity Report
How to use the Weekly Timesheet report
Jobs Completed in the Business Dashboard Report
Average Job Value in the Business Dashboard Report
Quote Win Rate in the Business Dashboard Report
First Time Fix Rate in the Business Dashboard Report
Returning Customer Rate in the Business Dashboard Report
Days to Payment in the Business Dashboard Report
Gross Profit Margin in the Business Dashboard Report
What is the Advanced Reporting Pack Add-on?
How to create Custom Reports
Customer Feedback in the Business Dashboard Report
How to use the Team Timesheet & Shift GPS reports
View the Business Dashboard in the ServiceM8 app
Change the Business Dashboard date range

Proposals

How to create and send Proposals (Online Dashboard)
How to create and send Proposals (iOS app)
How to create and use Proposal templates
How to view and restore previous versions of a Proposal
How clients can download a Proposal as a PDF

Asset Management

How to get started with the Asset Management add-on
Ordering Asset Management QR Code Labels
Completing Forms for Assets
How Reporting works with the Asset Management add-on
How to Replace Asset Labels
How to bulk-import Assets from a CSV spreadsheet
How to link imported Assets to QR code labels on site

Job Costing and Markup

Job Costing Overview
Markup Billing Overview
Who Can Access Job Costing and Profit Data?

Customer Feedback

What is the Customer Feedback add-on for?
How to collect Customer Feedback
What is the difference between using the link and using the {feedback} field?
Why is the customer feedback comment limited to only 160 characters?
How to request Google and Facebook reviews with the Customer Feedback Add-on

ServiceM8 Inbox

What is the ServiceM8 Inbox?
How the inbox job card auto-fill feature works
How Work Order Scanning works

Knowledge

What is ServiceM8 Knowledge
How to create a Knowledge article online
How to create a Knowledge article in the app
How to use Knowledge tagging
How to create a Knowledge video in the app
How to attach and use PDFs as Knowledge
How to record a toolbox meeting in Knowledge
How to embed ServiceM8 content in a Knowledge article
How to use Knowledge Sections

Bundles

How to use the Bundles Add-on
How to Copy a Bundle

Client Sites

Client Sites Overview
How do I add a new site to a head office?
How do I link existing client sites to a head office?

Job Templates

What are Job Templates?
How to apply a Job Template to an existing job

Job Allocations

Job Allocations - Overview and Setup
Job Allocations - How to change allocation window times
Job Allocations - How to view and cancel allocations on a tech
How the 'Business Hours' allocation shortcut works
How to insert an Allocation Window in email & SMS templates
How to set a default job allocation expiry

Auto Routing

How to use Auto Routing to optimise daily schedules

Smart Contacts

How to use Smart Contacts

ServiceM8 Network

Introduction to ServiceM8 Network
How to send a Network Request
How to complete a Network Request
Best practices for using ServiceM8 Network to subcontract jobs

ServiceM8 Pay

How to get started with ServiceM8 Pay
How to prepare for card surcharge changes in Australia
How to switch from Stripe Payments to ServiceM8 Pay
ServiceM8 Pay card processing fees & payout speed
How to take card payments on site
How to send invoices for card payment online
How to reconcile ServiceM8 Pay processing fees in Xero & QuickBooks Online
How to use Deposits with ServiceM8 Pay
How to use PayTo with ServiceM8 Pay (Australia)
How to use PayByBank with ServiceM8 Pay (UK)
How Deposits sync to Xero with ServiceM8 Pay
How Deposits sync to QuickBooks Online with ServiceM8 Pay

Stripe

What is Stripe?
How to integrate with Stripe
How to take payment with Stripe on the app
How to take payment with Stripe online
How to reconcile Stripe fees in your accounting package
Stripe transaction fees & payout speeds
Tap to Pay on iPhone with ServiceM8
How to pass on card payment processing fees
How to take card payments on site
How to send invoices for card payment online
How to set up Tap to Pay on Android

Partial Invoicing

How do I turn on the Partial Invoicing add-on?
How to partial invoice for a deposit
How to create a partial invoice for existing items
Can I use partial invoicing to issue a deposit receipt?

External Calendars

How to use the Calendar Import Add-on
How do I see my ServiceM8 schedule in my iPhone/iPad Calendar?
How do I see my ServiceM8 schedule in Apple iCal?
How do I see my ServiceM8 schedule in Google Calendar?
How do I see my ServiceM8 schedule in Microsoft Outlook?

Third-Party Integrations

A brief introduction to Zapier integration
How to send an email after a form is completed in ServiceM8 through Zapier
How does the Mailchimp Integration work?
How do you turn on the MailChimp add-on and connect your account.
A quick introduction to Workato integration
How to turn on the Deputy add-on
How the Deputy integration works
Reece Plumbing Supplier Integration
Discontinuation of third-party add-ons by ServiceGuru

Email Integrations

How the Office 365 Integration Works
How to setup a Custom SMTP Server

Website and Email

How to set up a website and domain with the Website and Email add-on
How to add and delete images from your website gallery
How to send ServiceM8 emails from your existing domain

Suppliers

How to call, email or navigate to your Suppliers
How to import a supplier quote
How to manage supplier price lists

n8n

How to connect ServiceM8 to n8n

Franchise

Add-ons FAQ

How to activate Cellular Network Fallback on ServiceM8 Phone
How to markup and fill in PDFs with PDF Fill-in
How to use Room Scan
How to use the Smart Writing Helper
How to use Auto-Quote and Auto-Invoice
How to use ServiceM8 Chat
How to use Live Activities
How to transcribe videos

ServiceM8 Phone

How to use ServiceM8 Phone

Learn how to use ServiceM8 Phone in ServiceM8.

How to set up ServiceM8 Phone How to set up devices for ServiceM8 Phone

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