Should you need to view the personal information you hold in your ServiceM8 account relevant to a particular client, there are a couple of ways you can do this. You can simply pull up the client and job card/s relevant to the particular client, or use ServiceM8’s report export features.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.
Client Card
In your Online Dashboard, go to Clients and open the relevant Client Card
You can also view & open all jobs relevant to a particular client in the Jobs tab of the client card.
Client list export with the Advanced Reporting Pack add-on
You can use the Advanced Reporting Pack add-on to export your all of your clients in .CSV format. The report includes the following details (if entered) held against each client:- Name
- Contact First
- Contact Last
- Company Address
- Billing Address
- Telephone Number
- Mobile Number
- Email address
- And more
NOTE: the report exports your entire client list. If producing this report to obtain data held for a specific client, take special care to ensure you filter & extract data held only for the specific client.
To learn more about the Advanced Reporting Pack, check out this help article.