How to create a merge field - ServiceM8 Help Center

With the cursor in position you want your new field click Insert
Click Quick Parts
Click Field
Select Merge Field
Enter the Field’s name in the Field name box
Click Ok
That’s It!

This lesson will show how to create a merge field from scratch.

With the cursor in position you want your new field click Insert

Click Quick Parts

Click Field

Select Merge Field

Enter the Field’s name in the Field name box

Click Ok

That’s It!

Last modified on February 10, 2026

How to add banking details to invoices

How to remove itemised materials from invoices or quotes