Yes, ServiceM8 is designed to work with businesses which issue quotes or estimates for acceptance. You can create a new job in ServiceM8 as a Quote, develop your quote or estimate, then issue this via email or text through ServiceM8 for the client to view online, or as a PDF.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.
Overview
General
- General FAQ
- Which accounting software packages and countries are supported by the Automated Timesheet Sync add-on?
- How do we activate the automatic credit card surcharging with the new version of ServiceM8?
- What changes when I move to a lower ServiceM8 plan?
- AMEX American Express card payments not working?
- Is Asset Management compatible with hand tools like cordless drills and jackhammers?
- 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 a read-only access option?
- 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?
- Can we include assets in a Network Request so subcontractors can scan and complete them?
- 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 after a name change, rebrand, or business merge?
- 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 ServiceM8 import a list of existing assets?
- 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?
Jobs
- Jobs FAQ
- When approving invoices to Xero, can you send the Job Address as well?
- Why are our arrival windows in our booking confirmation emails and texts sometimes skewed too early?
- How do I attach external emails to a job in ServiceM8?
- In Invoicing > Awaiting Approval, why do I get an "invoice must be unique" error when approving to Xero?
- Can we make ServiceM8 job numbers the same as Xero invoice numbers?
- How do we issue another invoice to the same client from the same job?
- How do I send multiple quotes to a client?
- Can I merge two jobs in ServiceM8?
- Why are non-job tasks no longer supported?
- Is it possible to save a photo from my iPhone to a job in ServiceM8, if it wasn't taken in the app?
- How do I print a list of all jobs for a client?
- What report in ServiceM8 will give me a total of jobs/invoices which are owed to us by clients?
- What reporting does ServiceM8 provide for project progress, such as completion rates?
- How do we use Queues to track the status of jobs?
- Can I use ServiceM8 for scheduling while Xero handles accounting?
- Does the app track movements when you are not checked into a job, and can you view movement history?
- How do I approve a job in the Invoicing tab, without sending it to Xero/QuickBooks/MYOB?
- Why is the customer name field greyed out when creating a Job Template?
- Can ServiceM8 automate job status changes or workflow steps?
- Can ServiceM8 generate multiple reports automatically after a job is completed?
- Can ServiceM8 generate PDF job completion reports for customers?
- Can ServiceM8 optimise scheduling based on location or route efficiency?
- Can ServiceM8 print or export the job schedule?
- Can ServiceM8 store, scan, or upload documents and PDFs directly to Job cards?
- Can ServiceM8 track expenses against jobs?
- Can ServiceM8 track job profitability and gross profit margin?
- Does ServiceM8 provide KPI dashboards or business performance reports?
Quotes
Invoices
- Invoices FAQ
- Why have my Stripe payments not come through yet?
- How do I fix the "reached the limit of invoices you can approve" error?
- How do I fix the Xero contact error when approving an invoice?
- When invoices are sent from ServiceM8 to Xero, are they draft or approved?
- How do I link my invoices to Xero?
- How do I pass on Stripe credit card payment processing fees as a surcharge?
- Are payment gateways supported (e.g. Stripe, PayPal, GoCardless)?
- How do I remove invoices created during the trial that are still showing in Invoicing?
- How do I send an invoice to my accounting software (Xero, QuickBooks Online or MYOB)?
- How is the invoice date set in ServiceM8?
- Is Stripe the only card payment company you integrate with?
- Can we turn off ServiceM8 Pay/Stripe for online invoices only?
- How do I check which bank account the invoices are being sent to in Xero?
- Will ServiceM8 create a contact in Xero if the contact does not already exist?
- If I remove a credit card payment from an invoice in ServiceM8, will that refund the money?
- Are Sales Invoices synced with Xero?
- Can ServiceM8 create credit notes?
- Can ServiceM8 handle deposits or progress payments on jobs?
- Can ServiceM8 send invoices automatically to accounting software?
Staff
- Staff FAQ
- When it comes to setting which staff receive certain Notifications, what does "Notify Admin" mean?
- A new staff member cannot log into the app and sees an error to add the ServiceM8 Phone add-on. Why?
- can ServiceM8 help track time for the purpose of payroll and staff wages?
- Can ServiceM8 help monitor technician productivity?
- Can ServiceM8 restrict technicians to checking into jobs only when they are on site?
- Does ServiceM8 support live GPS tracking of technicians?
Notifications
- Notifications FAQ
- Can I adjust the wording of the SMS that gets sent to clients when a technician starts navigating to?
- Why is Branded SMS limited to 11 characters, and can we pay for more?
- Why can't I see the Two Way SMS add-on?
- When connecting to Xero, why do I get the app has requested access to data error?
- How do I fix the \"document total must be greater or equal to zero\" error?
- Can ServiceM8 send marketing messages or bulk SMS to customers?
Integrations
- Integrations FAQ
- Are Chart of Accounts synced from Xero?
- Are Clients synced with Xero (please specify whether 1-way or 2-way sync)?
- Is it mandatory to connect ServiceM8 to Xero?
- Which MYOB versions does ServiceM8 work with?
- How do I fix the "Xero Access Token Has Expired" notice?
- Which accounting software is best to link with ServiceM8: Xero, MYOB, or QuickBooks Online?
- Are Tax Rates and Account Codes synced from Xero?
- When assigning an account code for new items, why is the Xero code I want not appearing?
- When I connect QuickBooks to ServiceM8, do I need to import all customers?
Mobile app
- Mobile app FAQ
- Can we change the wording of the preset Outcome options to choose from in the app when you Check Out?
- Do you have an Android app?
- Do you need the iOS device to be connected to a network to create an asset?
- How does the processing of card payments through the ServiceM8 app work?
- When will you release more functionality for the ServiceM8 Lite Android app?
- Can you upload timesheets from the mobile app?
- Is there a way to tell the start and end of shift Breaks recorded through the app?
- Is there a ServiceM8 Android app?
- Can ServiceM8 be used only from the mobile app without a computer?
- Does ServiceM8 have a native mobile app (iOS, Android)?
- Does ServiceM8 work offline without mobile coverage or internet?
Can ServiceM8 work for quote-first businesses?
Last modified on April 22, 2026
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