Basics for management & finance staff
- Introduction to ServiceM8's Online Dashboard
- ServiceM8 iOS & Device compatibility
- ServiceM8 iOS & Device compatibility
- Staff security roles
- What does Job Status mean?
- How to schedule urgent jobs (Online Dashboard & App)
- Invoice management (Online Dashboard)
- Choosing Invoice and Quote templates
- How to complete and invoice a job (Online Dashboard)
- How to complete a job & record payment (Online Dashboard)
- How the sync with an integrated accounting package works
- How to connect ServiceM8 to an accounting package
- How invoicing works with a non-integrated accounting package
- How to manage invoicing on the app
- How to add/edit labour & materials for a job (Online Dashboard)
- How to create an invoice (Online Dashboard)
- How to issue an invoice by email (Online Dashboard)
- How to issue an invoice by email (Online Dashboard)