With the Suppliers add-on, you can add the businesses you buy from, along with their contact details and location. This makes it easy to communicate or navigate to your suppliers.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.
How to Activate & Add Suppliers
- Suppliers is an add-on. To get started, log in to the ServiceM8 Online Dashboard, go to Account > Features & Integrations, then activate the ‘Suppliers’ add-on.
- Go to Account > Settings > Suppliers, then click ‘Add Supplier’.
How to Email a Supplier from a Job — Online
When you’re drafting an email from a job card, click into one of the recipient fields and your saved Suppliers will be available to choose from:
How to Email a Supplier from a Job — iOS App
When you’re drafting an email from a job card, tap the recipient field > New email address, then scroll down to choose from your saved Suppliers:
How to Call a Supplier from a Job — Online
With ServiceM8 Phone, you can click-to-call a saved Supplier directly from a job card:
How to Call a Supplier from a Job — iOS App
To call a saved Supplier from a job card in the ServiceM8 iOS app:- Tap the triple-dot in the bottom-right corner of a job card to open your Job Actions menu.
- Scroll down to the bottom and tap Edit Actions, then ensure you add ‘Call Supplier’ to your favourites.
- Open your Job Actions menu as normal, and tap ‘Call Supplier’.
How to Call a Supplier from a Job — ServiceM8 Phone App
With ServiceM8 Phone, you can call a saved Supplier directly from the Contacts tab:
How to Navigate to a Supplier — iOS App
To navigate to a saved Supplier from a job card in the ServiceM8 iOS app:- Tap the triple-dot in the bottom-right corner of a job card to open your Job Actions menu.
- Scroll down to the bottom and tap Edit Actions, then ensure you add ‘Navigate to Supplier’ to your favourites.
- Open your Job Actions menu as normal, and tap ‘Navigate to Supplier’.
- Browse your saved Suppliers and their distance from your current location. Tap each in turn to highlight their location, make your selection, then tap Navigate.
