From the introduction of ServiceM8 13 in September 2023, this is part of how Job Templates work - the client name and contact details cannot be added, as templates are not intended to be “client specific” i.e. templates are designed to help you save time and systemise the process for creating jobs for some of your most popular types of services.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?
Why is the customer name field greyed out when creating a Job Template?
Last modified on April 22, 2026
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