ServiceM8 Help Center

The mobile app

How do I attach files to jobs in the ServiceM8 app?

Attach an existing document to a job from your device, iCloud Drive or another Files location.

You can attach an existing PDF or other file to a job’s Diary in the ServiceM8 app.

Attach a file from a job

To add Attach File to your Job Actions, tap More (…) → Edit Actions, tap + beside Attach File, then tap Done. Customise the Job Actions bar to place it among your first four actions for one-tap access.

  1. Open the Job card and tap More (…) in the Job Actions bar.

    Job card with More outlined in the bottom Job Actions bar
  2. Tap Attach File.

    Job Actions with Attach File outlined
  3. Select the file you want to attach, then tap Open. To find a file in another location, use Browse to choose your device, iCloud Drive or another Files provider.

    A file selected in Files with Open outlined
  4. Tap Diary on the Job card to view the attached file.

    The attached PDF at the top of the job Diary

Attach a file from another app

You can also share a file from another app to a job in ServiceM8.

  1. Open the file on your device in the app where it’s stored.

  2. Tap Share, the square with an upward arrow.

  3. Tap ServiceM8. You may need to tap More first.

  4. Tap Select job to attach file, then search for and select the Job card.

  5. Tap Attach File.

    Sharing a file from another app and attaching it to a job in ServiceM8
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