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.
About add-ons
- ServiceM8 add-ons - overview
- What are ServiceM8 Add-ons?
- What are Badges, and how do I use them?
- What is Track My Arrival?
- How to add fields to photos using Advanced Photo Branding
- How to add Staff Leave
- How Supplier Invoice Importing works
- How to send shift times to Xero, MYOB or QuickBooks as a timesheet
- How to use the Automated Supplier Import Add-on
- What is the Location Insights add-on?
- Queues - overview
- What is the Burn List badge?
ServiceM8 Phone
- How to set up ServiceM8 Phone
- How to use ServiceM8 Phone
- How to set up devices for ServiceM8 Phone
- ServiceM8 Phone FAQs
- ServiceM8 Phone setup & preparation checklist
- How to divert a number to ServiceM8 Phone
- How to set the outbound Caller ID with ServiceM8 Phone
- How to access voicemail with ServiceM8 Phone
- How to send a call to Inbox with ServiceM8 Phone
- How to set staff On Call after hours with ServiceM8 Phone
- How to transfer a call to a team member with ServiceM8 Phone
- Audio troubleshooting for ServiceM8 Phone
- Changing your existing ServiceM8 Phone number
- Porting your existing phone number to ServiceM8 Phone
- Automatic call return routing in ServiceM8 Phone
- How to divert calls to a Secondary Call Group
- How to copy phone numbers from ServiceM8 Phone into the ServiceM8 App
- Telstra Caller ID Restrictions from November 2021
- How to customise hold music on ServiceM8 Phone
- Managing call response rates with ServiceM8 Phone reports
- How to divert calls to an external number
ServiceM8 Phone Agent
Recurring Jobs and Reminders
- Recurring Jobs + Reminders Add-on — Overview
- How do I turn on the recurring Jobs add-on
- How do I create a recurring job?
- How do I use the simple recurring jobs feature?
- How to make a reminder using follow up badges
- How do I use Recurring Jobs with the Services Add-on?
- How the Recurring Jobs Auto-Routing Add-on works
- How automatic payment for Recurring Jobs works
- What is the Start Date when creating a Recurring Job?
- Will I be charged for reminders that go into the inbox?
- When do recurring jobs activate?
- When do reminders appear in the Inbox?
- Can a recurring job be created directly from an existing job?
- I turned on the badge but no reminder was sent, what is wrong?
Forms
- Forms - Overview
- How to buy Forms from the Form Store
- How to enable a form badge on a job
- How to pause and resume Forms
- Form Follow-Up Automation
- How to create Form questions and add the fields into a document template
- Creating a simple Contract Variation Form
- Forms - How to link the Contract Variation form to the Contract Variation document template
- How to edit Forms
- How to add a photo into a form
- Using the Skip Question IF condition in the form
- How to show check mark in the form
- How to add a form to the Form Store
- How to send forms for remote signature
- How to capture a client's signature on a Form after review
- How to create Forms using an auto-generated template
- How to create a merge field on Mac
- Can I pay for a custom form to be built?
Automation
- Automation - overview
- How to set automatic booking reminders
- Badge Follow Up Automation
- Quote Follow Up Automation
- Payment Follow Up Automation
- Booking Confirmation Automation
- Customer Feedback Automation
- How to send Live Invoice Statements to clients
- How to cancel scheduled automations
- How to send automatic booking confirmations and reminders
- How to turn off an Automation for a Client
- How to send clients a link to their Live Statement
- How to add invoices to Live Statements
Online Booking
- Introduction to the Services Add-on
- What is the Simple Online Enquiry booking form?
- How to create Online Booking Forms & Services
- How to add images to your Online Booking Pages
- How to accept a deposit or payment with the Services Add-on
- How to Add the Online Booking Form to Your Website
- How to add your ServiceM8 Online Booking link to your Facebook Page
- Connecting Services to a Facebook Pixel or Google Tracking ID
- How to import/export Services
- Self-serve customer scheduling & deposits with Services
- How to track the source of your Online Bookings
Reports
- How do I generate Reports?
- Jobs Completed Report
- Weekly Job Summary Report
- Weekly Activity Report
- How to use the Weekly Timesheet report
- Jobs Completed in the Business Dashboard Report
- Average Job Value in the Business Dashboard Report
- Quote Win Rate in the Business Dashboard Report
- First Time Fix Rate in the Business Dashboard Report
- Returning Customer Rate in the Business Dashboard Report
- Days to Payment in the Business Dashboard Report
- Gross Profit Margin in the Business Dashboard Report
- What is the Advanced Reporting Pack Add-on?
- How to create Custom Reports
- Customer Feedback in the Business Dashboard Report
- How to use the Team Timesheet & Shift GPS reports
Proposals
Asset Management
Job Costing and Markup
Customer Feedback
ServiceM8 Inbox
Knowledge
Client Sites
Job Allocations
Smart Contacts
ServiceM8 Network
ServiceM8 Pay
- How to get started with ServiceM8 Pay
- How to switch from Stripe Payments to ServiceM8 Pay
- ServiceM8 Pay card processing fees & payout speed
- How to take card payments on site
- How to send invoices for card payment online
- How to reconcile ServiceM8 Pay processing fees in Xero & QuickBooks Online
- How to use Deposits with ServiceM8 Pay
- How to use PayTo with ServiceM8 Pay (Australia)
- How to use PayByBank with ServiceM8 Pay (UK)
- How Deposits sync to Xero with ServiceM8 Pay
- How Deposits sync to QuickBooks Online with ServiceM8 Pay
Stripe
- What is Stripe?
- How to integrate with Stripe
- How to take payment with Stripe on the app
- How to take payment with Stripe online
- How to reconcile Stripe fees in your accounting package
- Stripe transaction fees & payout speeds
- Tap to Pay on iPhone with ServiceM8
- How to pass on card payment processing fees
- How to take card payments on site
- How to send invoices for card payment online
Partial Invoicing
External Calendars
Third-Party Integrations
- A brief introduction to Zapier integration
- How to send an email after a form is completed in ServiceM8 through Zapier
- How does the Mailchimp Integration work?
- How do you turn on the MailChimp add-on and connect your account.
- A quick introduction to Workato integration
- How to turn on the Deputy add-on
- How the Deputy integration works
- Reece Plumbing Supplier Integration
- Discontinuation of third-party add-ons by ServiceGuru
Email Integrations
Website and Email
How to use ServiceM8 Phone
Learn how to use ServiceM8 Phone in ServiceM8.
Last modified on February 26, 2026
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