# New to the ServiceM8 app? Start here.

> Learn about new to the ServiceM8 app?

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**Welcome to ServiceM8! We’re for trade contractors & service businesses — any kind of small business which manages jobs and staff in the field.**

Our goal is to help you succeed and eliminate administration. With ServiceM8, you’ll cut time on paperwork, get more jobs done, and provide great service — before, during and after every job.

**Try the below steps, and see how ServiceM8 could work for you.**

## 1. Open a job card

Digital job cards in ServiceM8 mean you can access job and client details, anywhere.

![Opening a job card in the app](/images/004-332-738-1._open_job.gif)

## 2. Complete a job checklist

Easy checklists of job requirements mean jobs get done right the first time, every time.

![Completing a job checklist in the app](/images/004-332-774-2._checklist_and_photo.gif)

### 3. Save a job note

Important notes can be typed or dictated, automatically saved to the job’s Diary, forever.

![Saving a job note in the app](/images/004-332-775-3._text_note.gif)

## 4. Create a new job card

Save new client & job details anywhere, anytime. New job cards can start off with a status of either ‘Quote’ or ‘Work Order’.

![Creating a new job card in the app](/images/004-332-776-4._new_job.gif)

## 5. Schedule a job

See how you can schedule jobs to yourself or your team, from anywhere.

![Scheduling a job to a team member](/images/004-332-777-5._schedule_job.gif)

## 6. Email & text clients from their job card

Test how you can email & text clients centrally from their job card — it’s all saved in the job Diary.

![Emailing a client from the job card](/images/004-332-778-6._new_email.gif)

## 7. Add billable items & labour

Add billable items/materials as you go on site. You can even charge labour based on how long you’ve been checked in.

![Adding billable items and materials](/images/004-332-791-7._add_material.gif)

## 8. Quote & invoice on site

See how you can 'Check out' to generate a quote or invoice immediately on site.

![Checking out to generate an invoice](/images/004-332-792-8._checkout.gif)

### 9. Send a test quote or invoice

Try sending yourself a quote or invoice. You can email and/or SMS quotes & invoices before heading to your next job — not late at night! Quoting fast wins you work & invoicing ASAP keeps cash flowing.

![Sending an invoice by email](/images/004-332-793-9._email_invoice.gif)

## 10. Sync invoices to Xero, MYOB or QuickBooks Online

When ready, connect to your accounting package so you can sync invoices and payments, eliminating double entry. See the [Getting Started Guide](/help-center/getting-started) for guidance.

![Syncing invoices to accounting software](/images/004-332-794-11._invoice_approval.gif)

## Looks good?

Check out our [Getting Started Guide](/help-center/getting-started) for a step-by-step on how to trial ServiceM8 with some real jobs in your business..

***

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