Desktop
Basics
- New to ServiceM8 Online? Start here.
- How to get started with the Learning Roadmap
- Dispatch Board - Overview
- Book your first job
- How to schedule jobs online
- Send your first quote
More on the Online Dashboard
- How can I schedule urgent jobs?
- How to allocate jobs to staff in booking "windows"
- How do I attach photos and files to Emails?
- How do I remove staff from the dispatch board?
- How to create a task
- How do I add a contact to a client online?
Invoicing
- Invoice management (Online Dashboard)
- Why you should use a cloud accounting package
- How to issue an invoice by email online
- Overview - Invoicing pages
- How to Send an Invoice by SMS
- InstantPost
FAQ
- How can I schedule the same job to multiple staff members at the same time?
- How do I change a staff member’s password
- How to change your login Email
- What do the job dots mean?
- What is Advanced Photo Branding?
- How to change a staff member's Security Role setting.