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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
See all 19 articles

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?
See all 22 articles

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
See all 17 articles

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.
See all 16 articles

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