Go to Clients
Search or browse any existing clients, then click Open Client
In the Modify Client, click New Contact
Set the details of the new contact.
Click Save once complete
Jobs and scheduling
- Jobs and scheduling
- How to create a job
- How to schedule a job
- How to mark a job as unsuccessful
- What are Job Filters?
- How to install the ServiceM8 desktop app for PC and Mac
- How to dispatch urgent jobs
- How to allocate jobs in booking windows
- How to manage jobs with queues
- How can I remove a job from a Queue?
- How Job Filters work (Online Dashboard)
- What are job highlights?
- How to see a job's booking history
- How to see a job's edit history
- How to use the new Enhanced Job Card
- How to delete a job
- Team Scheduling: How to schedule multiple staff members to the same job
- How can I quickly add new jobs for clients I deal with multiple times?
- How do I delete/remove jobs in ServiceM8?
- The schedule only displays 8am to 5pm, how can I change it?
- How to create a job in the iOS app
- How to view your assigned jobs
- How to start & navigate to a job on the app
- How to schedule a job using the ServiceM8 iOS app
- How to change the status of a job on the app
- How to reschedule job bookings
- How to stay in control using the Jobs view in the ServiceM8 App
- How to customise the Job Actions bar
- How to customise the Jobs view
- What does Job Status mean?
- What are Saved Searches?
- What are Job Categories?
- Can I set job numbers manually rather than automatically?
- Can I add a prefix or suffix to job numbers?
- How to set up queues
- What is the difference between a Task and a Job?
- Can the standard job status choices be customized?
- How to reorder the Jobs, Staff & Queue lists in the App
Dispatch Board
- Dispatch Board
- Dispatch Board - Overview
- Using Action Required to keep on top of jobs and scheduling
- How to View Staff Status
- How do I remove staff from the dispatch board?
- How to view your Account Activity
- How Global Search works
- Events which trigger automatic notifications to field staff
- What do the job dots mean?
- How do I communicate with staff via the Dispatch Board?
- How can I attach files to jobs on the Dispatch Board?
- How to change the order of Staff Members
- How to change the order of Queues
- How to change a staff member's icon
- What is 'Admin Time' and how does it work?
- How to add business closed dates and sync public holidays
Quotes and invoicing
- Quotes and invoicing
- How to build and send your first quote
- How to add materials to a job online
- How to complete and invoice a job
- How to create an invoice online
- How to complete a job and receive payment online
- Invoice management (Online Dashboard)
- How to issue an invoice by email online
- How to Send an Invoice by SMS
- InstantPost
- How Quote Versions & Quote Options Work
- How to use a quote acceptance?
- How to re-order items on Quotes and Invoices
- Can I provide customers a discount off standard pricing?
- Show & Hide the Tax Rate in the Quotes & Invoicing tab
- How to set Payment Terms
- What is Awaiting Approval used for?
- How do I reverse a payment made on a job?
- How to change an invoice date
- How to save a quote or invoice to the Diary
- How to access Billing and Job Actions menu
- How to add labour & materials to a job
- How to create and send an invoice in the app
- How to complete a job and receive payment on the app
- Collecting a customer's signature for quote or invoice sign off
- Approving an invoice from the app
- How to auto-approve invoices
- How to view Stock Levels in the App & Online
- How to use Quick Quote & Quick Invoice
- How do I setup my invoice and quote templates?
- How to send quotes for remote signature
- How to insert section description lines in Quotes & Invoices
- Automatic archiving of materials
- How does toggling the “Amounts are” setting between Tax Exclusive and Tax Inclusive affect the Total Invoice amount?
- What do I set the tax setting to when importing materials?
- How to set your business up for Non GST/VAT
- How to accept mobile payments in person using Scan & Pay
Clients and contacts
- Clients and contacts
- Client card overview
- How do I add a contact to a client online?
- How to view personal information relating to a particular client
- How to update a client's details
- How to delete a client record
- How to fix a duplicate client
- How do I manage customers with multiple locations?
- How can I view the job history for a client?
- How to edit the order of client first & last names
Communication
- Communication
- How to use ServiceM8's Two-Way SMS
- How do I attach photos and files to Emails?
- How SMS Booking Links work
- How Two Way Email works
- How Tagging & Smart Links Work
- How to Edit Notes
- How to delete notes and other items from the Job Diary
- How to delete notes, photos, and other attachments from the Job Diary
- How can I send a branded video to a client?
- Customising automated confirmation email templates
- Creating your own email template
- How to create an SMS Template.
- How to change the default SMS invoicing template?
- How to change your email signature
- How to activate additional staff notifications
- Can I adjust the SMS template sent to clients when navigating to the job?
- Can I change SMS messages to come from my business name rather than "ServiceM8"?
- What kind of Email & SMS can I send through ServiceM8?
- How to create an email template informing clients of your data handling practices
The mobile app
- The mobile app
- About the ServiceM8 Android app: ServiceM8 Lite
- How to use ServiceM8 Lite for Android
- How to use Booking Suggestions
- What is Smart Labour?
- Why is one of my staff members icon gray instead of coloured?
- How much bandwidth does the app use?
- I'm not receiving push notifications on my iPhone/iPad
- Once I've Checked In & Out of a job on the app, where do I find it?
- How can I disable automatic Check In & Check Out?
- How do I use voice dictation in the ServiceM8 app?
- How do I set up Caller ID with ServiceM8?
- How can I email files from my Dropbox, Box, GoogleDrive, OneDrive or iCloud?
- How ServiceM8 works with CarPlay
- How to scan text with your camera to Forms, Assets, and Services
- How do I attach files to jobs in the app (iOS)
Photos, notes and attachments
- How to take and save photos to a job
- How to clock on/off and start/end break
- Camera - how Multi-Photo and Audio Tagging works
- How to record and save videos to a job
- How to scan paper documents using the app
- How to mark up photos in the ServiceM8 app
- How to draw diagrams in the ServiceM8 app
- How to add fields to photos using Advanced Photo Branding
- How to tag photos and videos
- How to share job photos on Instagram and Facebook
- How to import photos from the Camera Roll
- How to add the ServiceM8 Camera to your Control Centre
- How to minimise videos using Picture in Picture
- How to filter a job Diary
Templates
- Templates
- Setting up invoice and quote templates - overview
- How to modify invoice or quote templates
- How to add banking details to invoices
- How to create a merge field
- How to remove itemised materials from invoices or quotes
- Available fields for invoice and quote templates
- How to download an invoice or quote template
- How to add terms and conditions to your quote or invoice template
- How to upload a modified or custom template to ServiceM8
- Troubleshooting logos and images in invoice and quote templates
- How do I add a 'Paid Stamp' to my invoice template?
- What fonts can be used in ServiceM8's templates?
- Tips for designing new invoice or quote templates
- How to add material line bookmarks to custom invoice or quote templates
- How to set up Quote & Form templates for remote signature
- How to invoice with Domestic Reverse Charge (DRC) VAT in the UK?
- Can I pay to have a template designed or altered for my business?
- How to select new invoice or quote templates
- Setting up Invoice templates for Real Estate customers
Accounting integrations
- Accounting integrations
- How do I connect ServiceM8 to Xero?
- How the sync with Xero works
- Sending your first job to Xero
- Xero Tracking Categories
- How to Remove a Payment from Xero
- How do I change which Xero account receives payments from ServiceM8?
- Resolving Xero invoice number conflicts
- Setting your default invoice status to Awaiting Approval or Approved in Xero
- Resolving contact archive errors
- Resolving Xero invoice synchronization issues
- What information goes into the Reference field in Xero?
- What does 'You have reached the limit of invoices you can approve' mean?
- How do I connect ServiceM8 to QuickBooks Online?
- How the sync with QuickBooks Online works
- Sending your first invoice to QuickBooks Online.
- How to resend an invoice to QuickBooks Online?
- How to sync the ServiceM8 Fields to the Custom Fields in QuickBooks Online Advanced
- How do I integrate ServiceM8 with MYOB?
- How the sync with MYOB works
- How to send an invoice through to MYOB
- What are the benefits of integrating ServiceM8 with MYOB?
- How to resend an invoice to MYOB
- Can payments sent from ServiceM8 to MYOB be automatically sent to undeposited funds?
- What happens to my data when I integrate SeviceM8 with MYOB?
- I cannot see the MYOB Integration Wizard under settings
- Will I still be able to generate invoices in MYOB that are not registered in ServiceM8?
- How to transfer Work Completed to MYOB
- What is the best approach to invoicing now that I've integrated MYOB?
- Does ServiceM8 integrate with MYOB AccountEdge products?
- Which accounting packages does ServiceM8 connect to?
- Why you should use a cloud accounting package
- How invoicing works with a non-integrated accounting package
- Approving jobs without syncing to accounting
Staff and security
- Staff and security
- How to set up Two Step Authentication
- How to create a custom security role
- Security Roles Overview
- Security Roles Reference
- Can my staff produce work orders instead of invoices through the checkout wizard?
- How to prevent staff members from creating items
- How to set up Save As You Go item pricing
- How do I change a staff member’s password
- How to change your login Email
- How to change a staff member's Security Role
- What to do if you have a staff member leave the business.
- Two Step Authentication: Frequently Asked Questions
- How to change Account Owner login email and phone number
- Correcting an existing account login error
Account and billing
- Account and billing
- What does ServiceM8 Cost?
- How to cancel my account?
- What happens if I stop using ServiceM8?
- How to reset your password when you’ve forgotten it
- Who owns my ServiceM8 account and its data?
- How safe is my ServiceM8 data from data loss?
- How to download a backup of your ServiceM8 data
- How to Sign in with Passkey
- How to earn Bonus Jobs on the Free plan
- Using Sign in with Apple for ServiceM8
- Changing an Apple private relay email address
- How do I install ServiceM8?
- How can I pay for ServiceM8?
- How do I get billed for ServiceM8?
- Managing your ServiceM8 plan through Apple subscriptions
- Changing your subscription plan from Apple to ServiceM8
- What counts as a job credit?
- How do I manage having one company with multiple business'?
General FAQ
- Not all my staff have Apple devices. How can I use ServiceM8?
- How to import Materials and Clients
- How to create and use Checklists
- How to create a task
- How to edit Check In data
- Online Booking SMS Extension
- Using the Staff Schedule on the iPad
- How to FaceTime call other staff
- iOS Features
- How to Drag and Drop files and contacts into the ServiceM8 app (iPad only)
- How to Find Which Job You're Checked In To
- How to use ServiceM8 with Siri Shortcuts
- How to use ServiceM8 Measure
- How to use Barcode Scanning
- How to use Automated Time Tracking
- Can check-in/out data be edited?
- How to view the job history for a client
- My jobs are not syncing to the app immediately, what is wrong?
- I can't see any invoice/quote template designs in the Document Templates screen or on the Dispatch Board
- ServiceM8 iOS & Device compatibility
- Does ServiceM8 have an API?
- ServiceM8 and the GDPR
- Does ServiceM8 support Xero?
- Do you provide an uptime guarantee?
- Which countries are usable with ServiceM8?
- Why would I use ServiceM8 on a mobile devices?
- Does ServiceM8 support Android-based devices? Yes
- What mobile devices are supported?
- Can I change the currency used in ServiceM8?
- Which languages are supported?
- How to submit feature ideas for ServiceM8
- Why can I see add-ons in my account that I can't see on my customer's accounts?
- What if I need a feature that is not available?
- What is a ServiceM8 Partner?
- How to Disconnect from a Partner
- ServiceM8 14
- How to connect ServiceM8 to ChatGPT with MCP
- How to find a Job Checkout Report
- What's new in ServiceM8?
- How to scan barcodes in Forms, Assets and Services
- How to set up Back Tap shortcuts with iPhone
- How to add Next Job or Jobs List widgets to the Home screen
- How to set a default labour rate for a staff member
- How to set a default income account for new Materials & Services
How do I add a contact to a client online?
Find out how to add a contact to a client online in ServiceM8.
This lesson will explain how to add a new contact to a client.
Last modified on March 3, 2026
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