Jobs FAQ

Troubleshooting FAQs for jobs and scheduling in ServiceM8.

Questions

• 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?

• Why are my UK booking times one hour out during daylight saving time?

• 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 the jobs that we have listed for a client. I cannot work out how to pri?

• What report in ServiceM8 will give me a total of jobs/invoices which are owed to us by clients?

• Can I report on Completed jobs sent or not sent to Xero?

• What reporting does ServiceM8 have to track overall project progress, such as job completion rates b?

• How do we use Queues to track the status of jobs?

• Can I use ServiceM8 for scheduling while Xero handles accounting?

• What happens to existing jobs if I edit or remove a Job Category?

• 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 I change the first day of the week on the Dispatch Board?

• 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?