ServiceM8 Help Center

General

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

Yes. ServiceM8 supports fast quoting using item libraries and related tools:

  • Products and services are stored in your Materials & Services database.
  • New items can be saved as you quote/invoice.
  • Items can sync from Xero, QuickBooks Online, or MYOB.
  • Items can be bulk imported via CSV.
  • Bundles add-on (Kits) lets you group individual items under one description and price.
  • Automated Supplier Import add-on: supplier price lists can be uploaded via CSV or periodically updated automatically, keeping your Materials & Services current without manual data entry.
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