> ## 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.

# New to the ServiceM8 app? Start here.

> Learn about new to the ServiceM8 app?

**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.

<img src="https://mintcdn.com/servicem8/DebDv9kllgU2gG1R/images/004-332-738-1._open_job.gif?s=ac06d0b3075b425f57afda361bcd6930" alt="Opening a job card in the app" width="540" height="538" data-path="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.

<img src="https://mintcdn.com/servicem8/DebDv9kllgU2gG1R/images/004-332-774-2._checklist_and_photo.gif?s=786ee1ab460f42da1cf38b16ae8559c5" alt="Completing a job checklist in the app" width="540" height="538" data-path="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.

<img src="https://mintcdn.com/servicem8/DebDv9kllgU2gG1R/images/004-332-775-3._text_note.gif?s=b791e7838882337c84e077c05160cbe1" alt="Saving a job note in the app" width="540" height="538" data-path="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’.

<img src="https://mintcdn.com/servicem8/DebDv9kllgU2gG1R/images/004-332-776-4._new_job.gif?s=345fc0d38bac19ca6b196c090f182235" alt="Creating a new job card in the app" width="540" height="538" data-path="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.

<img src="https://mintcdn.com/servicem8/DebDv9kllgU2gG1R/images/004-332-777-5._schedule_job.gif?s=1360a1eac3bc7decdca2a43263b65342" alt="Scheduling a job to a team member" width="540" height="538" data-path="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.

<img src="https://mintcdn.com/servicem8/DebDv9kllgU2gG1R/images/004-332-778-6._new_email.gif?s=f0f499c5c0eb892cbc6b445fd4f413e5" alt="Emailing a client from the job card" width="540" height="538" data-path="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.

<img src="https://mintcdn.com/servicem8/DebDv9kllgU2gG1R/images/004-332-791-7._add_material.gif?s=b6649babc313bd975a5d7886682b715a" alt="Adding billable items and materials" width="540" height="538" data-path="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.

<img src="https://mintcdn.com/servicem8/DebDv9kllgU2gG1R/images/004-332-792-8._checkout.gif?s=d2b9f1d3b9c23b8cae1e5e08ff354841" alt="Checking out to generate an invoice" width="540" height="538" data-path="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.

<img src="https://mintcdn.com/servicem8/DebDv9kllgU2gG1R/images/004-332-793-9._email_invoice.gif?s=79bc44ee6245fd48f4c0494ae8014c26" alt="Sending an invoice by email" width="540" height="538" data-path="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.

<img src="https://mintcdn.com/servicem8/DebDv9kllgU2gG1R/images/004-332-794-11._invoice_approval.gif?s=d1dd33c45350d3de022f4b3f9a0ca3c1" alt="Syncing invoices to accounting software" width="540" height="538" data-path="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..

***

## Related articles

<Columns cols={2}>
  <Card title="How to create a job in the iOS app" icon="arrow-right" href="/help-center/app/basics/how-to-create-a-job-in-the-ios-app" horizontal />

  <Card title="How to view your assigned jobs" icon="arrow-right" href="/help-center/app/basics/how-to-view-your-assigned-jobs" horizontal />

  <Card title="How to create and send an invoice in the app" icon="arrow-right" href="/help-center/app/basics/how-to-create-and-send-an-invoice-in-the-app" horizontal />

  <Card title="New to ServiceM8? Start with a job walkthrough." icon="arrow-right" href="/help-center/desktop/basics/new-to-servicem8-start-with-a-job-walkthrough" horizontal />
</Columns>
