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Below are various settings and configurations in your ServiceM8 account you may want to review:
  • Stripe account connection (if any): have you connected ServiceM8 to Stripe for payment processing, and do you need to review this connection or connect a different account?
  • Accounting package (if any): is your account connected to Xero, MYOB, or QuickBooks Online, and do you need to review this connection or connect a different account?
  • Payment and banking details on quote and invoice templates: do you need to update payment instructions in Settings > Document Templates?
  • Messaging templates: review details across all email and SMS templates, including automation templates, especially where text is typed directly rather than using merge fields.
  • Forms: review any business-specific forms.
  • Add-ons: review all active add-ons, especially add-ons that involve external enquiries, bookings, imports, or third-party billing.
  • Preferences: review all settings in Settings > Preferences, including company information.
  • ServiceM8 subscription payment details: review the credit/debit card used for your ServiceM8 subscription in Settings > ServiceM8 Account.
  • Staff and security roles: review current staff access and security roles.
Last modified on March 10, 2026