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Documentation Index

Fetch the complete documentation index at: https://support.servicem8.com/llms.txt

Use this file to discover all available pages before exploring further.

(For more information about modifying templates, see this article.) To download an invoice or quote template:
  1. From the Online Dashboard, click Settings.
go to Settings blank
  1. Click Document Templates.
open Document Templates blank
  1. Select the template you want to modify. (For more information about template selection, see this article.)
  2. From the Help pane on the right, click click here to download the template.
downloading a template blank The template will download as a Microsoft Word document to your computer.
Last modified on March 3, 2026