ServiceM8 14 is here, offering unprecedented visibility and insight into what’s happening in your business, and exciting innovations to help you get more out of ServiceM8 than ever before. Learn about everything new & improved in ServiceM8 14.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.
Enhanced Job Card
Activating ServiceM8 14 will automatically activate the Enhanced Job Card, if it wasn’t activated in your account already.
ServiceM8 14 sees a range of improvements to the Enhanced Job Card, including:
- Checklists & Tasks — Diary Record: See assigned tasks in the Diary, just like the original job card.
- Checklists & Tasks — Notification on Completion: Get notified when a task you assigned to someone has been completed — like it was before!
- Checklists & Tasks — Copy & Paste: Easily copy a checklist from one job to another. You can also copy a checklist from a document, or paste one to your Invoice Description.
- Checklists & Tasks — Assign & Remind: Simply hover & click next to a task to assign it, or set a reminder. Edit the same way!
- Apply Job Template: You can now apply a Job Template to an existing job, after it’s been created.
- Save to Diary: Save Quote & Invoices to the job’s Diary, without needing to draft or send an email.