General FAQ

General troubleshooting and account FAQs for ServiceM8.

Questions

• Which accounting software packages and countries are supported by the Automated Timesheet Sync Add-o?

• How do I activate automatic credit card surcharging?

• What changes when I move to a lower ServiceM8 plan?

• AMEX American Express card payments not working?

• Is the Asset Management feature compatible with hand tools, cordless drills, jack hammers etc? If I?

• What is the best way to import our contacts to ServiceM8?

• Can I bulk archive uncompleted Tasks without needing to remove or complete them individually?

• If we cancel our ServiceM8 subscription, is there any option for “read only” access to be able to ac?

• Can documents be attached to tasks, leads, or purchase orders?

• Can technicians use ServiceM8 on Android devices?

• How do I edit our timesheets?

• What makes ServiceM8 stand out?

• How do I get started with ServiceM8 for my business?

• Can you input time via a start and end time?

• Does it integrate with payroll tools?

• Are item libraries or product/service catalogues supported for fast quoting?

• How do I manage two businesses in one ServiceM8 account?

• How do I change item account codes in ServiceM8?

• What if we do longer projects, which can take weeks or months - can ServiceM8 work for us?

• How do I change the VAT tax rate in ServiceM8?

• How do we map new items to different income accounts in our accounting software?

• Can ServiceM8 work for quote-first businesses?

• Do you need to integrate ServiceM8 with an accounting package?

• How do I update ABN and bank details in ServiceM8?

• Is it possible to include Assets in a Network Request, so our subcontractors can scan Assets and com?

• Does ServiceM8 connect or integrate with Sage accounting software?

• Does ServiceM8 have a feature to generate and send purchase orders?

• Does ServiceM8 integrate directly with any Point of Sale (POS) solutions?

• Does ServiceM8 track stock levels or offer Inventory Management?

• Is SSO (Single Sign-On) available?

• Can time be exported or integrated with payroll/accounting systems?

• How do we transition our ServiceM8 account over in the event we change our name, branding, merge wit?

• Can we trial the Forms Add-on and some of the forms available to use?

• Which versions of each accounting package software does ServiceM8 work with?

• Which accounting package softwares does ServiceM8 connect with?

• How do I forward calls from my ServiceM8 Phone number to an external answering service or virtual receptionist?

• Can we set our own job numbers per job?

• How does Room Scan work in ServiceM8?

• Will I still need my accounting software if I sign up to ServiceM8?

• Can tasks be marked as non-billable?

• Can customers book jobs online through ServiceM8?

• Can ServiceM8 customise forms to match business workflows?

• Can ServiceM8 generate asset service reports or certificates for customers?

• Can I jump directly between questions in a ServiceM8 Form?

• Can ServiceM8 import a list of existing assets?

• Can I use two ServiceM8 accounts on the same computer?

• Does ServiceM8 have an Online Dashboard or desktop app?

• Does ServiceM8 offer a free trial, and do I need a credit card?

• Does ServiceM8 support Asset Management?

• How does ServiceM8 pricing work?

• What industries is ServiceM8 best suited to, and what if my industry is not listed?

• What size business is ServiceM8 best suited to, and can it work for more than 20 staff?