To quickly create a new job for an existing client: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.
Click the New Job button on the Job Dispatch Board
Click the Customer field, and type the client’s name
You’re done.
ServiceM8 will bring up clients matching your search in a list, and once you select the correct client the details will be automatically populated into your job.
Help! I can’t remember the companies name, but i remember the contact was John Smith.
Not a problem, type John Smith into the company search and bring up all companies who have a John Smith contact.
That’s great. But now i’ve got a missed call from a client - all I have is their phone number!
Still not a problem, type their phone number into the company search and bring up matching clients.
In fact, anything about a past job can be used to lookup a client:
- Job addresses
- Phone numbers
- Client Contacts