Requirements
The following settings and app permissions are needed to use ServiceM8 Chat:- Siri (Settings > Siri & Search > Ask Siri)
- Speech recognition (Settings > ServiceM8 > Speech Recognition)
- Microphone (Settings > ServiceM8 > Microphone)
- Use with Ask Siri (Settings > ServiceM8 > Siri & Search > Use with Ask Siri)
How to start a chat
You need to be checked into a job to start a chat. This is because ServiceM8 Chat is job-specific — ServiceM8 can only provide information and action tasks for the job you’re checked in to. To try out ServiceM8 Chat, check into a job then say, Hey Siri, Start ServiceM8 Chat. This will open the job you’re checked in to in the ServiceM8 app, and start a chat:
What you can do with ServiceM8 Chat
Ask ServiceM8 to tell you about the job, for example:- Tell me about this job
- What materials do I need?
- What badges are on this job?
- Summarize all correspondence with the customer
- Has the customer asked for anything I should know about?
- Job Description
- Notes
- Email & SMS correspondence
- Badges
- Work Completed
- Materials/Services added to the job
- Add items (letting you build an invoice as you talk)
- Add a job note
- Add a job note which includes a tag/mention of another staff member
- Email a saved email template to the Job Contact, Billing Contact or Property Manager
- Send any of your SMS templates to the Job Contact, Billing Contact or Property Manager
- Check out of the job
Ending the chat
To end the chat, tap X or verbally tell ServiceM8 Chat to end the chat**.** (For example, when ServiceM8 asks, “Need more tips?”, reply with “No thanks, end chat.”)