ServiceM8 Help Center Migration Tracker
Source: https://support.servicem8.com/ Migration Date: 2026-02-10Summary
| Metric | Count |
|---|---|
| Total Articles (non-draft) | 512 |
| Successfully Migrated | 512 |
| Failed | 0 |
| MDX Files Created | 509 |
| Categories | 6 |
| Sections | 51 |
Status: COMPLETE
All articles have been migrated successfully.Category Breakdown
Getting Started Guide (11 articles)
Basic Account Set Up (6 articles)
- Creating a ServiceM8 account
- Creating Staff Logins to your ServiceM8 Account
- Choosing your Quote & Invoice Templates in ServiceM8
- Connect to Xero, QuickBooks Online or MYOB
- How to Set Up & Trial ServiceM8
- Importing Clients & Items to ServiceM8
Test drive the basics (4 articles)
- Create a job from the Dispatch Board
- Schedule the job
- Open the job on the app
- Invoice and complete the job on the app
Preparing to go live with ServiceM8 (1 articles)
Advanced Setup (41 articles)
Email & SMS Templates (3 articles)
- Customising automated confirmation email templates
- Creating your own email template
- How to create an SMS Template.
FAQ (8 articles)
- What are Job Categories?
- How to add business closed dates and sync public holidays
- Not all my staff have Apple devices. How can I use ServiceM8?
- Can I set job numbers manually rather than automatically?
- How can I pay for ServiceM8?
- How do I get billed for ServiceM8?
- What do I set the tax setting to when importing materials?
- How to set your business up for Non GST/VAT
Invoice & Quote Templates (17 articles)
- How to modify invoice or quote templates
- How to add banking details to invoices
- How to create a merge field
- How to remove itemised materials from invoices or quotes
- Available fields for invoice and quote templates
- How to download an invoice or quote template
- How to add terms and conditions to your quote or invoice template
- How to upload a modified or custom template to ServiceM8
- Troubleshooting logos and images in invoice and quote templates
- How do I add a ‘Paid Stamp’ to my invoice template?
- What fonts can be used in ServiceM8’s templates?
- Tips for designing new invoice or quote templates
- Setting up invoice and quote templates - overview
- How to add material line bookmarks to custom invoice or quote templates
- How to set up Quote & Form templates for remote signature
- How to invoice with Domestic Reverse Charge (DRC) VAT in the UK?
- Can I pay to have a template designed or altered for my business?
Advanced Setup (13 articles)
- How to change the default SMS invoicing template?
- How to import Materials and Clients
- How to set up Two Step Authentication
- Can I add a prefix or suffix to job numbers?
- How to create a custom security role
- How to change your email signature
- Security Roles Overview
- Security Roles Reference
- Can my staff produce work orders instead of invoices through the checkout wizard?
- How to activate additional staff notifications
- How to set up queues
- How to prevent staff members from creating items
- How to set up Save As You Go item pricing
App (58 articles)
More on the App (21 articles)
- How to Find Which Job You’re Checked In To
- Online Booking SMS Extension
- How to use Booking Suggestions
- What is Smart Labour?
- Camera - how Multi-Photo and Audio Tagging works
- How to record and save videos to a job
- How to scan paper documents using the app
- How to mark up photos in the ServiceM8 app
- How to draw diagrams in the ServiceM8 app
- How to FaceTime call other staff
- How to auto-approve invoices
- How to view Stock Levels in the App & Online
- Using the Staff Schedule on the iPad
- How to use Barcode Scanning
- How to use ServiceM8 Measure
- How to use ServiceM8 with Siri Shortcuts
- How to Drag and Drop files and contacts into the ServiceM8 app (iPad only)
- How to use Automated Time Tracking
- iOS Features
- How to customise the Jobs view
- How to use Quick Quote & Quick Invoice
Basics (20 articles)
- New to the ServiceM8 app? Start here.
- How to create a job in the iOS app
- How to view your assigned jobs
- How to start & navigate to a job on the app
- How to schedule a job using the ServiceM8 iOS app
- How to take and save photos to a job
- How to access Billing and Job Actions menu
- How to add labour & materials to a job
- How to create and send an invoice in the app
- How to complete a job and receive payment on the app
- Collecting a customer’s signature for quote or invoice sign off
- How to change the status of a job on the app
- How to reschedule job bookings
- How to clock on/off and start/end break
- Approving an invoice from the app
- How to stay in control using the Jobs view in the ServiceM8 App
- How to accept mobile payments in person using Scan & Pay
- How to customise the Job Actions bar
- About the ServiceM8 Android app: ServiceM8 Lite
- How to use ServiceM8 Lite for Android
FAQ (17 articles)
- Why is one of my staff members icon gray instead of coloured?
- What does Job Status mean?
- How much bandwidth does the app use?
- I’m not receiving push notifications on my iPhone/iPad
- Once I’ve Checked In & Out of a job on the app, where do I find it?
- How can I disable automatic Check In & Check Out?
- What are Saved Searches?
- Can I print directly to a printer from my iPhone/iPad?
- How do I use voice dictation in the ServiceM8 app?
- How do I set up Caller ID with ServiceM8?
- How do I setup my invoice and quote templates?
- How can I email files from my Dropbox, Box, GoogleDrive, OneDrive or iCloud?
- How ServiceM8 works with CarPlay
- Managing your ServiceM8 plan through Apple subscriptions
- Changing your subscription plan from Apple to ServiceM8
- How to scan text with your camera to Forms, Assets, and Services
- How do I attach files to jobs in the app (iOS)
Desktop (84 articles)
Basics (19 articles)
- How to train staff with the Learning Roadmap
- Dispatch Board - Overview
- How to create a job
- How to schedule a job
- How to build and send your first quote
- How to add materials to a job online
- How to complete and invoice a job
- How to create an invoice online
- How to complete a job and receive payment online
- How to mark a job as unsuccessful
- How to use ServiceM8’s Two-Way SMS
- Client card overview
- What are Job Filters?
- How to View Staff Status
- Using Action Required to keep on top of jobs and scheduling
- What does Job Status mean?
- Checklist - Are you ready to go live?
- How to install the ServiceM8 desktop app for PC and Mac
- New to ServiceM8? Start with a job walkthrough.
Invoicing (19 articles)
- Invoice management (Online Dashboard)
- Why you should use a cloud accounting package
- How to issue an invoice by email online
- How to Send an Invoice by SMS
- InstantPost
- How Quote Versions & Quote Options Work
- How to use a quote acceptance?
- How to re-order items on Quotes and Invoices
- Can I provide customers a discount off standard pricing?
- Show & Hide the Tax Rate in the Quotes & Invoicing tab
- How to set Payment Terms
- What is Awaiting Approval used for?
- How do I reverse a payment made on a job?
- How to select new invoice or quote templates
- Setting up Invoice templates for Real Estate customers
- How invoicing works with a non-integrated accounting package
- Approving jobs without syncing to accounting
- How to change an invoice date
- How to save a quote or invoice to the Diary
FAQ (20 articles)
- Team Scheduling: How to schedule multiple staff members to the same job
- How do I change a staff member’s password
- How to change your login Email
- What do the job dots mean?
- How to add fields to photos using Advanced Photo Branding
- How to change a staff member’s Security Role
- What is ‘Admin Time’ and how does it work?
- How can I quickly add new jobs for clients I deal with multiple times?
- How do I communicate with staff via the Dispatch Board?
- How to delete notes, photos, and other attachments from the Job Diary
- How to create and use Checklists
- How do I delete/remove jobs in ServiceM8?
- How can I manage jobs on hold?
- How can I send a branded video to a client?
- How can I attach files to jobs on the Dispatch Board?
- The schedule only displays 8am to 5pm, how can I change it?
- Correcting an existing account login error
- How to change the order of Staff Members
- How to change the order of Queues
- How to change a staff member’s icon
More on the Online Dashboard (26 articles)
- How to dispatch urgent jobs
- How to allocate jobs in booking windows
- How do I attach photos and files to Emails?
- How do I remove staff from the dispatch board?
- How to create a task
- How do I add a contact to a client online?
- How to manage jobs with queues
- How can I remove a job from a Queue?
- How SMS Booking Links work
- How Job Filters work (Online Dashboard)
- How Two Way Email works
- How Tagging & Smart Links Work
- Events which trigger automatic notifications to field staff
- How to view your Account Activity
- How to view personal information relating to a particular client
- How to Edit Notes
- How to edit Check In data
- How to update a client’s details
- How to delete notes and other items from the Job Diary
- How to delete a job
- How to delete a client record
- What are job highlights?
- How Global Search works
- How to see a job’s booking history
- How to see a job’s edit history
- How to use the new Enhanced Job Card
ServiceM8 Add-ons (247 articles)
ServiceM8 Phone (21 articles)
- How to set up ServiceM8 Phone
- How to use ServiceM8 Phone
- How to set up devices for ServiceM8 Phone
- ServiceM8 Phone FAQs
- ServiceM8 Phone setup & preparation checklist
- How to divert a number to ServiceM8 Phone
- How to set the outbound Caller ID with ServiceM8 Phone
- How to access voicemail with ServiceM8 Phone
- How to send a call to Inbox with ServiceM8 Phone
- How to set staff On Call after hours with ServiceM8 Phone
- How to transfer a call to a team member with ServiceM8 Phone
- Audio troubleshooting for ServiceM8 Phone
- Changing your existing ServiceM8 Phone number
- Porting your existing phone number to ServiceM8 Phone
- Automatic call return routing in ServiceM8 Phone
- How to divert calls to a Secondary Call Group
- How to copy phone numbers from ServiceM8 Phone into the ServiceM8 App
- Telstra Caller ID Restrictions from November 2021
- How to customise hold music on ServiceM8 Phone
- Managing call response rates with ServiceM8 Phone reports
- How to divert calls to an external number
Recurring Jobs & Reminders (14 articles)
- What is the Start Date when creating a Recurring Job?
- Will I be charged for reminders that go into the inbox?
- When do recurring jobs activate?
- When do reminders appear in the Inbox?
- Can a recurring job be created directly from an existing job?
- Recurring Jobs + Reminders Add-on — Overview
- How do I turn on the recurring Jobs add-on
- I turned on the badge but no reminder was sent, what is wrong?
- How do I create a recurring job?
- How do I use the simple recurring jobs feature?
- How to make a reminder using follow up badges
- How do I use Recurring Jobs with the Services Add-on?
- How the Recurring Jobs Auto-Routing Add-on works
- How automatic payment for Recurring Jobs works
Xero (12 articles)
- What does ‘You have reached the limit of invoices you can approve’ mean?
- How do I connect ServiceM8 to Xero?
- How the sync with Xero works
- Sending your first job to Xero
- Xero Tracking Categories
- How to Remove a Payment from Xero
- How do I change which Xero account receives payments from ServiceM8?
- Resolving Xero invoice number conflicts
- Setting your default invoice status to Awaiting Approval or Approved in Xero
- Resolving contact archive errors
- Resolving Xero invoice synchronization issues
- What information goes into the Reference field in Xero?
ServiceM8 Add-ons (12 articles)
- What are ServiceM8 Add-ons?
- What are Badges, and how do I use them?
- What is Track My Arrival?
- How to add fields to photos using Advanced Photo Branding
- How to add Staff Leave
- How Supplier Invoice Importing works
- How to send shift times to Xero, MYOB or QuickBooks as a timesheet
- How to use the Automated Supplier Import Add-on
- What is the Location Insights add-on?
- Queues - overview
- ServiceM8 add-ons - overview
- What is the Burn List badge?
n8n (1 articles)
ServiceM8 Phone Agent (4 articles)
- Introducing the ServiceM8 Phone Agent
- How to set up the ServiceM8 Phone Agent
- How to create instructions and procedures for the ServiceM8 Phone Agent
- How to test and go live with the ServiceM8 Phone Agent
Suppliers (1 articles)
Auto Routing (1 articles)
ServiceM8 Pay (11 articles)
- How to get started with ServiceM8 Pay
- How to switch from Stripe Payments to ServiceM8 Pay
- ServiceM8 Pay card processing fees & payout speed
- How to take card payments on site
- How to send invoices for card payment online
- How to reconcile ServiceM8 Pay processing fees in Xero & QuickBooks Online
- How to use Deposits with ServiceM8 Pay
- How to use PayTo with ServiceM8 Pay (Australia)
- How to use PayByBank with ServiceM8 Pay (UK)
- How Deposits sync to Xero with ServiceM8 Pay
- How Deposits sync to QuickBooks Online with ServiceM8 Pay
Proposals (5 articles)
- How to create and send Proposals (Online Dashboard)
- How to create and send Proposals (iOS app)
- How to create and use Proposal templates
- How to view and restore previous versions of a Proposal
- How clients can download a Proposal as a PDF
Bundles (2 articles)
Smart Contacts (1 articles)
Website & Email (2 articles)
- How to set up a website and domain with the Website and Email add-on
- How to add and delete images from your website gallery
Knowledge (8 articles)
- What is ServiceM8 Knowledge
- How to create a Knowledge article or video online
- How to create a Knowledge article in the app
- How to use Knowledge tagging
- How to create a Knowledge video in the app
- How to use Knowledge tagging
- How to attach and use PDFs as Knowledge
- How to create a Knowledge article or video online
ServiceM8 Inbox (3 articles)
- What is the ServiceM8 Inbox?
- How the inbox job card auto-fill feature works
- How Work Order Scanning works
Asset Management (7 articles)
- How to get started with the Asset Management add-on
- Ordering Asset Management QR Code Labels
- Completing Forms for Assets
- How Reporting works with the Asset Management add-on
- How to Replace Asset Labels
- How to bulk-import Assets from a CSV spreadsheet
- How to link imported Assets to QR code labels on site
FAQ (9 articles)
- Which accounting packages does ServiceM8 connect to?
- How to activate Cellular Network Fallback on ServiceM8 Phone
- How to markup and fill in PDFs with PDF Fill-in
- How to use Room Scan
- How to use the Smart Writing Helper
- How to use Auto-Quote and Auto-Invoice
- How to use ServiceM8 Chat
- How to use Live Activities
- How to transcribe videos
Services & Online Booking (11 articles)
- Introduction to the Services Add-on
- What is the Simple Online Enquiry booking form?
- How to create Online Booking Forms & Services
- How to add images to your Online Booking Pages
- How to accept a deposit or payment with the Services Add-on
- How to Add the Online Booking Form to Your Website
- How to add your ServiceM8 Online Booking link to your Facebook Page
- Connecting Services to a Facebook Pixel or Google Tracking ID
- How to import/export Services
- Self-serve customer scheduling & deposits with Services
- How to track the source of your Online Bookings
External Calendars (5 articles)
- How to use the Calendar Import Add-on
- How do I see my ServiceM8 schedule in my iPhone/iPad Calendar?
- How do I see my ServiceM8 schedule in Apple iCal?
- How do I see my ServiceM8 schedule in Google Calendar?
- How do I see my ServiceM8 schedule in Microsoft Outlook?
Automation (13 articles)
- Automation - overview
- How to set automatic booking reminders
- Badge Follow Up Automation
- Quote Follow Up Automation
- Payment Follow Up Automation
- Booking Confirmation Automation
- Customer Feedback Automation
- How to send Live Invoice Statements to clients
- How to cancel scheduled automations
- How to send automatic booking confirmations and reminders
- How to turn off an Automation for a Client
- How to send clients a link to their Live Statement
- How to add invoices to Live Statements
Third Party Integrations (9 articles)
- A brief introduction to Zapier integration
- How to send an email after a form is completed in ServiceM8 through Zapier
- How does the Mailchimp Integration work?
- How do you turn on the MailChimp add-on and connect your account.
- A quick introduction to Workato integration
- How to turn on the Deputy add-on
- How the Deputy integration works
- Reece Plumbing Supplier Integration
- Discontinuation of third-party add-ons by ServiceGuru
Job Costing & Markup Billing (3 articles)
ServiceM8 Network (4 articles)
- Introduction to ServiceM8 Network
- How to send a Network Request
- How to complete a Network Request
- Best practices for using ServiceM8 Network to subcontract jobs
Reports (16 articles)
- Jobs Completed Report
- Weekly Job Summary Report
- Weekly Activity Report
- How to use the Weekly Timesheet report
- Jobs Completed in the Business Dashboard Report
- Average Job Value in the Business Dashboard Report
- Quote Win Rate in the Business Dashboard Report
- First Time Fix Rate in the Business Dashboard Report
- Returning Customer Rate in the Business Dashboard Report
- Days to Payment in the Business Dashboard Report
- Gross Profit Margin in the Business Dashboard Report
- What is the Advanced Reporting Pack Add-on?
- How to create Custom Reports
- Customer Feedback in the Business Dashboard Report
- How do I generate Reports?
- How to use the Team Timesheet & Shift GPS reports
Stripe (10 articles)
- What is Stripe?
- How to integrate with Stripe
- How to take payment with Stripe on the app
- How to take payment with Stripe online
- How to reconcile Stripe fees in your accounting package
- Stripe transaction fees & payout speeds
- Tap to Pay on iPhone with ServiceM8
- How to pass on card payment processing fees
- How to take card payments on site
- How to send invoices for card payment online
Job Templates (2 articles)
Client Sites (3 articles)
- Client Sites Overview
- How do I add a new site to a head office?
- How do I link existing client sites to a head office?
QuickBooks (5 articles)
- How do I connect ServiceM8 to QuickBooks Online?
- How the sync with QuickBooks Online works
- Sending your first invoice to QuickBooks Online.
- How to resend an invoice to QuickBooks Online?
- How to sync the ServiceM8 Fields to the Custom Fields in QuickBooks Online Advanced
Partial Invoicing (4 articles)
- How do I turn on the Partial Invoicing add-on?
- How to partial invoice for a deposit
- How to create a partial invoice for existing items
- Can I use partial invoicing to issue a deposit receipt?
Customer Feedback (5 articles)
- What is the Customer Feedback add-on for?
- How to collect Customer Feedback
- What is the difference between using the link and using the field?
- Why is the customer feedback comment limited to only 160 characters?
- How to request Google and Facebook reviews with the Customer Feedback Add-on
MYOB (17 articles)
- How do I integrate ServiceM8 with MYOB?
- How do I integrate ServiceM8 with MYOB Essentials?
- How the sync with MYOB works
- How to send an invoice through to MYOB
- What are the benefits of integrating ServiceM8 with MYOB?
- How to resend an invoice to MYOB
- Can payments sent from ServiceM8 to MYOB be automatically sent to undeposited funds?
- What is the MYOB add-on Connector?
- What happens to my data when I integrate SeviceM8 with MYOB?
- I cannot see the MYOB Integration Wizard under settings
- Will I still be able to generate invoices in MYOB that are not registered in ServiceM8?
- How to transfer Work Completed to MYOB
- How to update the MYOB Connector
- How to restart the ServiceM8 MYOB connector
- What is the best approach to invoicing now that I’ve integrated MYOB?
- Does ServiceM8 integrate with MYOB AccountEdge products?
- Error when Starting the ServiceM8 MYOB Connector with AVG Anti Virus
Forms (18 articles)
- Can I pay for a custom form to be built?
- Forms - Overview
- How to buy Forms from the Form Store
- How to enable a form badge on a job
- How to pause and resume Forms
- Form Follow-Up Automation
- How to create Form questions and add the fields into a document template
- Creating a simple Contract Variation Form
- Forms - How to link the Contract Variation form to the Contract Variation document template
- How to edit Forms
- How to add a photo into a form
- Using the Skip Question IF condition in the form
- How to show check mark in the form
- How to add a form to the Form Store
- How to send forms for remote signature
- How to capture a client’s signature on a Form after review
- How to create Forms using an auto-generated template
- How to create a merge field on Mac
Job Allocations (5 articles)
- Job Allocations - Overview and Setup
- Job Allocations - How to change allocation window times
- Job Allocations - How to view and cancel allocations on a tech
- How the ‘Business Hours’ allocation shortcut works
- How to insert an Allocation Window in email & SMS templates
Third Party Email Integrations (2 articles)
Franchise (1 articles)
Tips, Trick & More (71 articles)
More (56 articles)
- Can check-in/out data be edited?
- How to view the job history for a client
- How to create an email template informing clients of your data handling practices
- What counts as a job credit?
- How to fix a duplicate client
- How to cancel my account?
- Can I adjust the SMS template sent to clients when navigating to the job?
- My jobs are not syncing to the app immediately, what is wrong?
- How do I manage customers with multiple locations?
- What to do if you have a staff member leave the business.
- How to change Account Owner login email and phone number
- I can’t see any invoice/quote template designs in the Document Templates screen or on the Dispatch Board
- What happens if I stop using ServiceM8?
- ServiceM8 iOS & Device compatibility
- What does ServiceM8 Cost?
- Does ServiceM8 have an API?
- ServiceM8 and the GDPR
- Does ServiceM8 support Xero?
- How to reset your password when you’ve forgotten it
- Do you provide an uptime guarantee?
- Can the standard job status choices be customized?
- Which countries are usable with ServiceM8?
- Why would I use ServiceM8 on a mobile devices?
- Does ServiceM8 support Android-based devices? Yes
- How to download a backup of your ServiceM8 data
- What is the difference between a Task and a Job?
- Why can I see add-ons in my account that I can’t see on my customer’s accounts?
- What does ServiceM8 do?
- What mobile devices are supported?
- Can I change the currency used in ServiceM8?
- Who owns my ServiceM8 account and its data?
- How can I view the job history for a client?
- Two Step Authentication: Frequently Asked Questions
- What if I need a feature that is not available?
- Overview: Life of a job for a sole trader Electrician
- Can I change SMS messages to come from my business name rather than “ServiceM8”?
- Overview: Life of a Job for an Electrician business in ServiceM8
- How to import photos from the Camera Roll
- What is a ServiceM8 Partner?
- How to Disconnect from a Partner
- How does toggling the “Amounts are” setting between Tax Exclusive and Tax Inclusive affect the Total Invoice amount?
- How do I manage having one company with multiple business’?
- Using Sign in with Apple for ServiceM8
- How safe is my ServiceM8 data from data loss?
- Changing an Apple private relay email address
- Changing an Apple private relay email address
- Which languages are supported?
- How to submit feature ideas for ServiceM8
- How do I install ServiceM8?
- What’s new in ServiceM8?
- How to Sign in with Passkey
- How to earn Bonus Jobs on the Free plan
- ServiceM8 14
- How to connect ServiceM8 to ChatGPT with MCP
- How to find a Job Checkout Report
- What kind of Email & SMS can I send through ServiceM8?
Tips & Tricks (15 articles)
- How to send quotes for remote signature
- How to scan barcodes in Forms, Assets and Services
- How to tag photos and videos
- How to set up Back Tap shortcuts with iPhone
- How to share job photos on Instagram and Facebook
- How to minimise videos using Picture in Picture
- How to add Next Job or Jobs List widgets to the Home screen
- Automatic archiving of materials
- How to insert section description lines in Quotes & Invoices
- How to reorder the Jobs, Staff & Queue lists in the App
- How to set a default labour rate for a staff member
- How to set a default income account for new Materials & Services
- How to filter a job Diary
- How to add the ServiceM8 Camera to your Control Centre
- How to edit the order of client first & last names