ServiceM8 Add-ons
ServiceM8 Add-ons
- What are Badges?
- What are ServiceM8 Add-ons?
- What is Track My Arrival?
- What is Advanced Photo Branding?
- How to add Staff leave
- How Supplier Invoice Importing works
Automation
Forms
- Forms - Overview
- Can I pay for a custom form to be built?
- 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
Recurring Jobs & Reminders
- How do I set a job to recur every 3 months that starts in 1 months time?
- How do I set a job to recur every 6 months that starts in 3 months time?
- What does the start date represent?
- Will I be charged for a reminders that go into the inbox?
- What is job activation?
- When do recurring jobs activate?
Services & Online Booking
- Introduction to the Services Add-on
- What is the Online 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
Asset Management
Customer Feedback
Job Allocations
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
Job Templates
Stripe
- What is Stripe?
- How to integrate with Stripe
- How to take payment with Stripe on the app
- How to scan credit cards when processing in-app payments
- How to take payment with Stripe online
- How to reconcile Stripe fees in your accounting package
Partial Invoicing
ServiceM8 Inbox
Client Sites
Job Costing & Margin Billing
Knowledge
- What is ServiceM8 Knowledge
- How to create a Knowledge article or video 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 use Knowledge tagging
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
Third Party Email Integrations
External Calendars
Xero
- How the sync with Xero works
- What does 'You have reached the limit of invoices you can approve' mean?
- How do I connect ServiceM8 to Xero?
- Sending your first job to Xero
- Xero Tracking Categories
- How to Remove a Payment from Xero
MYOB
- How do I integrate ServiceM8 with MYOB?
- How the sync with MYOB AccountRight works
- How do I integrate ServiceM8 with MYOB Essentials
- How the sync with the MYOB AccountRight works
- How to send an invoice through to MYOB
- Troubleshooting MYOB V19 Connector Guide
Quickbooks
ServiceM8 Network
- Introduction to ServiceM8 Network
- How to join the ServiceM8 Network
- How to send a Network Request
- How to complete a Network Request without a ServiceM8 Account
- Overview of the web based job view
- How to complete a Network Request using the ServiceM8 app
Franchise
- Introduction to Call Centre
- How to add a new franchise
- How to add a service region for a franchise
- How to deploy account settings to your franchisee accounts
- How enquiry allocation works
- How to setup an online booking form that sends jobs to your franchisees