Manage your client database in ServiceM8. These articles cover adding contacts, updating client details, handling duplicates, and viewing job history for individual clients.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.
Jobs and scheduling
- Jobs and scheduling
- How to create a job
- How to schedule a job
- How to mark a job as unsuccessful
- What are Job Filters?
- How to install the ServiceM8 desktop app for PC and Mac
- How to dispatch urgent jobs
- How to allocate jobs in booking windows
- How to manage jobs with queues
- How can I remove a job from a Queue?
- How Job Filters work (Online Dashboard)
- What are job highlights?
- How to see a job's booking history
- How to see a job's edit history
- How to use the new Enhanced Job Card
- How to delete a job
- Team Scheduling: How to schedule multiple staff members to the same job
- How can I quickly add new jobs for clients I deal with multiple times?
- How do I delete/remove jobs in ServiceM8?
- The schedule only displays 8am to 5pm, how can I change it?
- How to create a job in the iOS app
- How to view your assigned jobs
- How to start & navigate to a job on the app
- How to schedule a job using the ServiceM8 iOS app
- How to change the status of a job on the app
- How to reschedule job bookings
- How to stay in control using the Jobs view in the ServiceM8 App
- How to customise the Job Actions bar
- How to customise the Jobs view
- What does Job Status mean?
- What are Saved Searches?
- What are Job Categories?
- Can I set job numbers manually rather than automatically?
- Can I add a prefix or suffix to job numbers?
- How to set up queues
- What is the difference between a Task and a Job?
- Can the standard job status choices be customized?
- How to reorder the Jobs, Staff & Queue lists in the App
Dispatch Board
- Dispatch Board
- Dispatch Board - Overview
- Using Action Required to keep on top of jobs and scheduling
- How to View Staff Status
- How do I remove staff from the dispatch board?
- How to view your Account Activity
- How Global Search works
- Events which trigger automatic notifications to field staff
- What do the job dots mean?
- How do I communicate with staff via the Dispatch Board?
- How can I attach files to jobs on the Dispatch Board?
- How to change the order of Staff Members
- How to change the order of Queues
- How to change a staff member's icon
- What is 'Admin Time' and how does it work?
- How to add business closed dates and sync public holidays
Quotes and invoicing
- Quotes and invoicing
- How to build and send your first quote
- How to add materials to a job online
- How to complete and invoice a job
- How to create an invoice online
- How to complete a job and receive payment online
- Invoice management (Online Dashboard)
- How to issue an invoice by email online
- How to Send an Invoice by SMS
- InstantPost
- How Quote Versions & Quote Options Work
- How to use a quote acceptance?
- How to re-order items on Quotes and Invoices
- Can I provide customers a discount off standard pricing?
- Show & Hide the Tax Rate in the Quotes & Invoicing tab
- How to set Payment Terms
- What is Awaiting Approval used for?
- How do I reverse a payment made on a job?
- How to change an invoice date
- How to save a quote or invoice to the Diary
- How to access Billing and Job Actions menu
- How to add labour & materials to a job
- How to create and send an invoice in the app
- How to complete a job and receive payment on the app
- Collecting a customer's signature for quote or invoice sign off
- Approving an invoice from the app
- How to auto-approve invoices
- How to view Stock Levels in the App & Online
- How to use Quick Quote & Quick Invoice
- How do I setup my invoice and quote templates?
- How to send quotes for remote signature
- How to insert section description lines in Quotes & Invoices
- Automatic archiving of materials
- How does toggling the “Amounts are” setting between Tax Exclusive and Tax Inclusive affect the Total Invoice amount?
- What do I set the tax setting to when importing materials?
- How to set your business up for Non GST/VAT
- How to accept mobile payments in person using Scan & Pay
Clients and contacts
- Clients and contacts
- Client card overview
- How do I add a contact to a client online?
- How to view personal information relating to a particular client
- How to update a client's details
- How to delete a client record
- How to fix a duplicate client
- How do I manage customers with multiple locations?
- How can I view the job history for a client?
- How to edit the order of client first & last names
Communication
- Communication
- How to use ServiceM8's Two-Way SMS
- How do I attach photos and files to Emails?
- How SMS Booking Links work
- How Two Way Email works
- How Tagging & Smart Links Work
- How to Edit Notes
- How to delete notes and other items from the Job Diary
- How to delete notes, photos, and other attachments from the Job Diary
- How can I send a branded video to a client?
- Customising automated confirmation email templates
- Creating your own email template
- How to create an SMS Template.
- How to change the default SMS invoicing template?
- How to change your email signature
- How to activate additional staff notifications
- Can I adjust the SMS template sent to clients when navigating to the job?
- Can I change SMS messages to come from my business name rather than "ServiceM8"?
- Australian SMS sender ID registration
- What kind of Email & SMS can I send through ServiceM8?
- How to create an email template informing clients of your data handling practices
The mobile app
- The mobile app
- About the ServiceM8 Android app: ServiceM8 Lite
- How to use ServiceM8 Lite for Android
- How to use Booking Suggestions
- What is Smart Labour?
- Why is one of my staff members icon gray instead of coloured?
- How much bandwidth does the app use?
- I'm not receiving push notifications on my iPhone/iPad
- Once I've Checked In & Out of a job on the app, where do I find it?
- How can I disable automatic Check In & Check Out?
- How do I use voice dictation in the ServiceM8 app?
- How do I set up Caller ID with ServiceM8?
- How can I email files from my Dropbox, Box, GoogleDrive, OneDrive or iCloud?
- How ServiceM8 works with CarPlay
- How to scan text with your camera to Forms, Assets, and Services
- How do I attach files to jobs in the app (iOS)
Photos, notes and attachments
- How to take and save photos to a job
- How to clock on/off and start/end break
- Camera - how Multi-Photo and Audio Tagging works
- How to record and save videos to a job
- How to scan paper documents using the app
- How to mark up photos in the ServiceM8 app
- How to draw diagrams in the ServiceM8 app
- How to add fields to photos using Advanced Photo Branding
- How to tag photos and videos
- How to share job photos on Instagram and Facebook
- How to import photos from the Camera Roll
- How to add the ServiceM8 Camera to your Control Centre
- How to minimise videos using Picture in Picture
- How to filter a job Diary
Templates
- Templates
- Setting up invoice and quote templates - overview
- How to modify invoice or quote templates
- How to add banking details to invoices
- How to create a merge field
- How to remove itemised materials from invoices or quotes
- Available fields for invoice and quote templates
- How to download an invoice or quote template
- How to add terms and conditions to your quote or invoice template
- How to upload a modified or custom template to ServiceM8
- Troubleshooting logos and images in invoice and quote templates
- How do I add a 'Paid Stamp' to my invoice template?
- What fonts can be used in ServiceM8's templates?
- Tips for designing new invoice or quote templates
- How to add material line bookmarks to custom invoice or quote templates
- How to set up Quote & Form templates for remote signature
- How to invoice with Domestic Reverse Charge (DRC) VAT in the UK?
- Can I pay to have a template designed or altered for my business?
- How to select new invoice or quote templates
- Setting up Invoice templates for Real Estate customers
Accounting integrations
- Accounting integrations
- How do I connect ServiceM8 to Xero?
- How the sync with Xero works
- Sending your first job to Xero
- Xero Tracking Categories
- How to Remove a Payment from Xero
- How do I change which Xero account receives payments from ServiceM8?
- Resolving Xero invoice number conflicts
- Setting your default invoice status to Awaiting Approval or Approved in Xero
- Resolving contact archive errors
- Resolving Xero invoice synchronization issues
- What information goes into the Reference field in Xero?
- What does 'You have reached the limit of invoices you can approve' mean?
- How do I connect ServiceM8 to QuickBooks Online?
- How the sync with QuickBooks Online works
- Sending your first invoice to QuickBooks Online.
- How to resend an invoice to QuickBooks Online?
- How to sync the ServiceM8 Fields to the Custom Fields in QuickBooks Online Advanced
- How do I integrate ServiceM8 with MYOB?
- How the sync with MYOB works
- How to send an invoice through to MYOB
- What are the benefits of integrating ServiceM8 with MYOB?
- How to resend an invoice to MYOB
- Can payments sent from ServiceM8 to MYOB be automatically sent to undeposited funds?
- What happens to my data when I integrate SeviceM8 with MYOB?
- I cannot see the MYOB Integration Wizard under settings
- Will I still be able to generate invoices in MYOB that are not registered in ServiceM8?
- How to transfer Work Completed to MYOB
- What is the best approach to invoicing now that I've integrated MYOB?
- Does ServiceM8 integrate with MYOB AccountEdge products?
- Which accounting packages does ServiceM8 connect to?
- Why you should use a cloud accounting package
- How invoicing works with a non-integrated accounting package
- Approving jobs without syncing to accounting
Staff and security
- Staff and security
- How to set up Two Step Authentication
- How to create a custom security role
- Security Roles Overview
- Security Roles Reference
- Can my staff produce work orders instead of invoices through the checkout wizard?
- How to prevent staff members from creating items
- How to set up Save As You Go item pricing
- How do I change a staff member’s password
- How to change your login Email
- How to change a staff member's Security Role
- What to do if you have a staff member leave the business.
- Two Step Authentication: Frequently Asked Questions
- How to change Account Owner login email and phone number
- Correcting an existing account login error
Account and billing
- Account and billing
- What does ServiceM8 Cost?
- How to cancel my account?
- What happens if I stop using ServiceM8?
- How to reset your password when you’ve forgotten it
- Who owns my ServiceM8 account and its data?
- How safe is my ServiceM8 data from data loss?
- How to download a backup of your ServiceM8 data
- How to Sign in with Passkey
- How to earn Bonus Jobs on the Free plan
- Using Sign in with Apple for ServiceM8
- Changing an Apple private relay email address
- How do I install ServiceM8?
- How can I pay for ServiceM8?
- How do I get billed for ServiceM8?
- Managing your ServiceM8 plan through Apple subscriptions
- Changing your subscription plan from Apple to ServiceM8
- How to move your billing from Xero to ServiceM8
- What counts as a job credit?
- How do I manage having one company with multiple business'?
General FAQ
- Not all my staff have Apple devices. How can I use ServiceM8?
- How to import Materials and Clients
- How to create and use Checklists
- How to create a task
- How to edit Check In data
- Online Booking SMS Extension
- Using the Staff Schedule on the iPad
- How to FaceTime call other staff
- iOS Features
- How to Drag and Drop files and contacts into the ServiceM8 app (iPad only)
- How to Find Which Job You're Checked In To
- How to use ServiceM8 with Siri Shortcuts
- How to use ServiceM8 Measure
- How to use Barcode Scanning
- How to use Automated Time Tracking
- Can check-in/out data be edited?
- How to view the job history for a client
- My jobs are not syncing to the app immediately, what is wrong?
- I can't see any invoice/quote template designs in the Document Templates screen or on the Dispatch Board
- ServiceM8 iOS & Device compatibility
- Does ServiceM8 have an API?
- ServiceM8 and the GDPR
- Does ServiceM8 support Xero?
- Do you provide an uptime guarantee?
- Which countries are usable with ServiceM8?
- Why would I use ServiceM8 on a mobile devices?
- Does ServiceM8 support Android-based devices? Yes
- What mobile devices are supported?
- Can I change the currency used in ServiceM8?
- Which languages are supported?
- How to submit feature ideas for ServiceM8
- Why can I see add-ons in my account that I can't see on my customer's accounts?
- What if I need a feature that is not available?
- What is a ServiceM8 Partner?
- How to Disconnect from a Partner
- ServiceM8 14
- How to connect ServiceM8 to ChatGPT with MCP
- How to find a Job Checkout Report
- What's new in ServiceM8?
- How to scan barcodes in Forms, Assets and Services
- How to set up Back Tap shortcuts with iPhone
- How to add Next Job or Jobs List widgets to the Home screen
- How to set a default labour rate for a staff member
- How to set a default income account for new Materials & Services
Clients and contacts
Browse clients and contacts articles for ServiceM8. Covers managing client records, contacts, duplicates, and job history.
Last modified on February 10, 2026
Was this page helpful?
⌘I