ServiceM8 Help Center

Jobs

How do I send multiple quotes to a client?

Generally, ServiceM8 works on a “one job per Job card / one invoice per Job card” basis. You cannot separately quote and invoice multiple different jobs out of the same Job card, even for the same client.

If you have two or more separate jobs for the same client, and they are likely to be managed and invoiced separately, create separate jobs with unique Job cards and job numbers.

If you need to present different quote options for the same job (for example good, better, best), create Quote Options in the same job and generate separate PDFs for each option. Only one quote option can be accepted and restored to the Job card.

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