Client calls, they need two power points moved
Client is available at 3pm.
The admin drags the job onto John the electrician’s schedule at 3pm.
This job is now in the field techs responsibility
John receives notification on his device that his schedule has changed.
At 2:45 John opens his schedule then opens the job
Then John navigates to it and notifies the client
ServiceM8 gives you the option at this point to automatically notify the client.
Sample SMS message below which is store in the job diary
When John gets to the house he re-opens the job
John can see the work he needs to do and has the client’s information on the job card.
John does what he does best
Once complete, John takes a photo of his handy work.
Then records the work that he did
John records the work that he did.
John now goes to the billing tab, where he enters the materials and labour used
He then checks out of the job
He marks the job as complete and selects to produce invoice.
John gets the client to sign that the work was completed to their satisfaction
Finally he hits send
John then moves on to his next job - This job is now in the accountants responsibility
This business has an accountant, for business’ that don’t this job would fall back to the admin staff.
Online: On the Invoicing tab under awaiting approval, the accountant approves the job.
Online: When the client pays for the work the accountant records that the payment is received.
The client paid in full via Eftpos
The job will now move to the Paid tab
