> ## 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.

# Tasks

# ServiceM8 Help Center Migration Tracker

**Source:** [https://support.servicem8.com/](https://support.servicem8.com/)
**Migration Date:** 2026-02-10

## Summary

| 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)

* [x] [Creating a ServiceM8 account](/help-center/getting-started-guide/basic-account-set-up/creating-a-servicem8-account)
* [x] [Creating Staff Logins to your ServiceM8 Account](/help-center/getting-started-guide/basic-account-set-up/creating-staff-logins-to-your-servicem8-account)
* [x] [Choosing your Quote & Invoice Templates in ServiceM8](/help-center/getting-started-guide/basic-account-set-up/choosing-your-quote-invoice-templates-in-servicem8)
* [x] [Connect to Xero, QuickBooks Online or MYOB](/help-center/getting-started-guide/basic-account-set-up/connect-to-xero-quickbooks-online-or-myob)
* [x] [How to Set Up & Trial ServiceM8](/help-center/getting-started-guide/basic-account-set-up/how-to-set-up-trial-servicem8)
* [x] [Importing Clients & Items to ServiceM8](/help-center/getting-started-guide/basic-account-set-up/importing-clients-items-to-servicem8)

#### Test drive the basics (4 articles)

* [x] [Create a job from the Dispatch Board](/help-center/getting-started-guide/test-drive-the-basics/create-a-job-from-the-dispatch-board)
* [x] [Schedule the job](/help-center/getting-started-guide/test-drive-the-basics/schedule-the-job)
* [x] [Open the job on the app](/help-center/getting-started-guide/test-drive-the-basics/open-the-job-on-the-app)
* [x] [Invoice and complete the job on the app](/help-center/getting-started-guide/test-drive-the-basics/invoice-and-complete-the-job-on-the-app)

#### Preparing to go live with ServiceM8 (1 articles)

* [x] [How to Clear Out Test Jobs & Clients](/help-center/getting-started-guide/preparing-to-go-live-with-servicem8/how-to-clear-out-test-jobs-clients)

### Advanced Setup (41 articles)

#### Email & SMS Templates (3 articles)

* [x] [Customising automated confirmation email templates](/help-center/advanced-setup/email-sms-templates/customising-automated-confirmation-email-templates)
* [x] [Creating your own email template](/help-center/advanced-setup/email-sms-templates/creating-your-own-email-template)
* [x] [How to create an SMS Template.](/help-center/advanced-setup/email-sms-templates/how-to-create-an-sms-template)

#### FAQ (8 articles)

* [x] [What are Job Categories?](/help-center/advanced-setup/faq/what-are-job-categories)
* [x] [How to add business closed dates and sync public holidays](/help-center/advanced-setup/faq/how-to-add-business-closed-dates-and-sync-public-holidays)
* [x] [Not all my staff have Apple devices. How can I use ServiceM8?](/help-center/advanced-setup/faq/not-all-my-staff-have-apple-devices-how-can-i-use-servicem8)
* [x] [Can I set job numbers manually rather than automatically?](/help-center/advanced-setup/faq/can-i-set-job-numbers-manually-rather-than-automatically)
* [x] [How can I pay for ServiceM8?](/help-center/advanced-setup/faq/how-can-i-pay-for-servicem8)
* [x] [How do I get billed for ServiceM8?](/help-center/advanced-setup/faq/how-do-i-get-billed-for-servicem8)
* [x] [What do I set the tax setting to when importing materials?](/help-center/advanced-setup/faq/what-do-i-set-the-tax-setting-to-when-importing-materials)
* [x] [How to set your business up for Non GST/VAT](/help-center/advanced-setup/faq/how-to-set-your-business-up-for-non-gstvat)

#### Invoice & Quote Templates (17 articles)

* [x] [How to modify invoice or quote templates](/help-center/advanced-setup/invoice-quote-templates/how-to-modify-invoice-or-quote-templates)
* [x] [How to add banking details to invoices](/help-center/advanced-setup/invoice-quote-templates/how-to-add-banking-details-to-invoices)
* [x] [How to create a merge field](/help-center/advanced-setup/invoice-quote-templates/how-to-create-a-merge-field)
* [x] [How to remove itemised materials from invoices or quotes](/help-center/advanced-setup/invoice-quote-templates/how-to-remove-itemised-materials-from-invoices-or-quotes)
* [x] [Available fields for invoice and quote templates](/help-center/advanced-setup/invoice-quote-templates/available-fields-for-invoice-and-quote-templates)
* [x] [How to download an invoice or quote template](/help-center/advanced-setup/invoice-quote-templates/how-to-download-an-invoice-or-quote-template)
* [x] [How to add terms and conditions to your quote or invoice template](/help-center/advanced-setup/invoice-quote-templates/how-to-add-terms-and-conditions-to-your-quote-or-invoice-template)
* [x] [How to upload a modified or custom template to ServiceM8](/help-center/advanced-setup/invoice-quote-templates/how-to-upload-a-modified-or-custom-template-to-servicem8)
* [x] [Troubleshooting logos and images in invoice and quote templates](/help-center/advanced-setup/invoice-quote-templates/troubleshooting-logos-and-images-in-invoice-and-quote-templates)
* [x] [How do I add a 'Paid Stamp' to my invoice template?](/help-center/advanced-setup/invoice-quote-templates/how-do-i-add-a-paid-stamp-to-my-invoice-template)
* [x] [What fonts can be used in ServiceM8's templates?](/help-center/advanced-setup/invoice-quote-templates/what-fonts-can-be-used-in-servicem8s-templates)
* [x] [Tips for designing new invoice or quote templates](/help-center/advanced-setup/invoice-quote-templates/tips-for-designing-new-invoice-or-quote-templates)
* [x] [Setting up invoice and quote templates - overview](/help-center/advanced-setup/invoice-quote-templates/setting-up-invoice-and-quote-templates-overview)
* [x] [How to add material line bookmarks to custom invoice or quote templates](/help-center/advanced-setup/invoice-quote-templates/how-to-add-material-line-bookmarks-to-custom-invoice-or-quote-templates)
* [x] [How to set up Quote & Form templates for remote signature](/help-center/advanced-setup/invoice-quote-templates/how-to-set-up-quote-form-templates-for-remote-signature)
* [x] [How to invoice with Domestic Reverse Charge (DRC) VAT in the UK?](/help-center/advanced-setup/invoice-quote-templates/how-to-invoice-with-domestic-reverse-charge-drc-vat-in-the-uk)
* [x] [Can I pay to have a template designed or altered for my business?](/help-center/advanced-setup/invoice-quote-templates/can-i-pay-to-have-a-template-designed-or-altered-for-my-business)

#### Advanced Setup (13 articles)

* [x] [How to change the default SMS invoicing template?](/help-center/advanced-setup/advanced-setup/how-to-change-the-default-sms-invoicing-template)
* [x] [How to import Materials and Clients](/help-center/advanced-setup/advanced-setup/how-to-import-materials-and-clients)
* [x] [How to set up Two Step Authentication](/help-center/advanced-setup/advanced-setup/how-to-set-up-two-step-authentication)
* [x] [Can I add a prefix or suffix to job numbers?](/help-center/advanced-setup/advanced-setup/can-i-add-a-prefix-or-suffix-to-job-numbers)
* [x] [How to create a custom security role](/help-center/advanced-setup/advanced-setup/how-to-create-a-custom-security-role)
* [x] [How to change your email signature](/help-center/advanced-setup/advanced-setup/how-to-change-your-email-signature)
* [x] [Security Roles Overview](/help-center/advanced-setup/advanced-setup/security-roles-overview)
* [x] [Security Roles Reference](/help-center/advanced-setup/advanced-setup/security-roles-reference)
* [x] [Can my staff produce work orders instead of invoices through the checkout wizard?](/help-center/advanced-setup/advanced-setup/can-my-staff-produce-work-orders-instead-of-invoices-through-the-checkout-wizard)
* [x] [How to activate additional staff notifications](/help-center/advanced-setup/advanced-setup/how-to-activate-additional-staff-notifications)
* [x] [How to set up queues](/help-center/advanced-setup/advanced-setup/how-to-set-up-queues)
* [x] [How to prevent staff members from creating items](/help-center/advanced-setup/advanced-setup/how-to-prevent-staff-members-from-creating-items)
* [x] [How to set up Save As You Go item pricing](/help-center/advanced-setup/advanced-setup/how-to-set-up-save-as-you-go-item-pricing)

### App (58 articles)

#### More on the App (21 articles)

* [x] [How to Find Which Job You're Checked In To](/help-center/app/more-on-the-app/how-to-find-which-job-youre-checked-in-to)
* [x] [Online Booking SMS Extension](/help-center/app/more-on-the-app/online-booking-sms-extension)
* [x] [How to use Booking Suggestions](/help-center/app/more-on-the-app/how-to-use-booking-suggestions)
* [x] [What is Smart Labour?](/help-center/app/more-on-the-app/what-is-smart-labour)
* [x] [Camera  -  how Multi-Photo and Audio Tagging works](/help-center/app/more-on-the-app/camera-how-multi-photo-and-audio-tagging-works)
* [x] [How to record and save videos to a job](/help-center/app/more-on-the-app/how-to-record-and-save-videos-to-a-job)
* [x] [How to scan paper documents using the app](/help-center/app/more-on-the-app/how-to-scan-paper-documents-using-the-app)
* [x] [How to mark up photos in the ServiceM8 app](/help-center/app/more-on-the-app/how-to-mark-up-photos-in-the-servicem8-app)
* [x] [How to draw diagrams in the ServiceM8 app](/help-center/app/more-on-the-app/how-to-draw-diagrams-in-the-servicem8-app)
* [x] [How to FaceTime call other staff](/help-center/app/more-on-the-app/how-to-facetime-call-other-staff)
* [x] [How to auto-approve invoices](/help-center/app/more-on-the-app/how-to-auto-approve-invoices)
* [x] [How to view Stock Levels in the App & Online](/help-center/app/more-on-the-app/how-to-view-stock-levels-in-the-app-online)
* [x] [Using the Staff Schedule on the iPad](/help-center/app/more-on-the-app/using-the-staff-schedule-on-the-ipad)
* [x] [How to use Barcode Scanning](/help-center/app/more-on-the-app/how-to-use-barcode-scanning)
* [x] [How to use ServiceM8 Measure](/help-center/app/more-on-the-app/how-to-use-servicem8-measure)
* [x] [How to use ServiceM8 with Siri Shortcuts](/help-center/app/more-on-the-app/how-to-use-servicem8-with-siri-shortcuts)
* [x] [How to Drag and Drop files and contacts into the ServiceM8 app (iPad only)](/help-center/app/more-on-the-app/how-to-drag-and-drop-files-and-contacts-into-the-servicem8-app-ipad-only)
* [x] [How to use Automated Time Tracking](/help-center/app/more-on-the-app/how-to-use-automated-time-tracking)
* [x] [iOS Features](/help-center/app/more-on-the-app/ios-features)
* [x] [How to customise the Jobs view](/help-center/app/more-on-the-app/how-to-customise-the-jobs-view)
* [x] [How to use Quick Quote & Quick Invoice](/help-center/app/more-on-the-app/how-to-use-quick-quote-quick-invoice)

#### Basics (20 articles)

* [x] [New to the ServiceM8 app? Start here.](/help-center/app/basics/new-to-the-servicem8-app-start-here)
* [x] [How to create a job in the iOS app](/help-center/app/basics/how-to-create-a-job-in-the-ios-app)
* [x] [How to view your assigned jobs](/help-center/app/basics/how-to-view-your-assigned-jobs)
* [x] [How to start & navigate to a job on the app](/help-center/app/basics/how-to-start-navigate-to-a-job-on-the-app)
* [x] [How to schedule a job using the ServiceM8 iOS app](/help-center/app/basics/how-to-schedule-a-job-using-the-servicem8-ios-app)
* [x] [How to take and save photos to a job](/help-center/app/basics/how-to-take-and-save-photos-to-a-job)
* [x] [How to access Billing and Job Actions menu](/help-center/app/basics/how-to-access-billing-and-job-actions-menu)
* [x] [How to add labour & materials to a job](/help-center/app/basics/how-to-add-labour-materials-to-a-job)
* [x] [How to create and send an invoice in the app](/help-center/app/basics/how-to-create-and-send-an-invoice-in-the-app)
* [x] [How to complete a job and receive payment on the app](/help-center/app/basics/how-to-complete-a-job-and-receive-payment-on-the-app)
* [x] [Collecting a customer's signature for quote or invoice sign off](/help-center/app/basics/collecting-a-customers-signature-for-quote-or-invoice-sign-off)
* [x] [How to change the status of a job on the app](/help-center/app/basics/how-to-change-the-status-of-a-job-on-the-app)
* [x] [How to reschedule job bookings](/help-center/app/basics/how-to-reschedule-job-bookings)
* [x] [How to clock on/off and start/end break](/help-center/app/basics/how-to-clock-onoff-and-startend-break)
* [x] [Approving an invoice from the app](/help-center/app/basics/approving-an-invoice-from-the-app)
* [x] [How to stay in control using the Jobs view in the ServiceM8 App](/help-center/app/basics/how-to-stay-in-control-using-the-jobs-view-in-the-servicem8-app)
* [x] [How to accept mobile payments in person using Scan & Pay](/help-center/app/basics/how-to-accept-mobile-payments-in-person-using-scan-pay)
* [x] [How to customise the Job Actions bar](/help-center/app/basics/how-to-customise-the-job-actions-bar)
* [x] [About the ServiceM8 Android app: ServiceM8 Lite](/help-center/app/basics/about-the-servicem8-android-app-servicem8-lite)
* [x] [How to use ServiceM8 Lite for Android](/help-center/app/basics/how-to-use-servicem8-lite-for-android)

#### FAQ (17 articles)

* [x] [Why is one of my staff members icon gray instead of coloured?](/help-center/app/faq/why-is-one-of-my-staff-members-icon-gray-instead-of-coloured)
* [x] [What does Job Status mean?](/help-center/app/faq/what-does-job-status-mean)
* [x] [How much bandwidth does the app use?](/help-center/app/faq/how-much-bandwidth-does-the-app-use)
* [x] [I'm not receiving push notifications on my iPhone/iPad](/help-center/app/faq/im-not-receiving-push-notifications-on-my-iphoneipad)
* [x] [Once I've Checked In & Out of a job on the app, where do I find it?](/help-center/app/faq/once-ive-checked-in-out-of-a-job-on-the-app-where-do-i-find-it)
* [x] [How can I disable automatic Check In & Check Out?](/help-center/app/faq/how-can-i-disable-automatic-check-in-check-out)
* [x] [What are Saved Searches?](/help-center/app/faq/what-are-saved-searches)
* [x] [Can I print directly to a printer from my iPhone/iPad?](/help-center/app/faq/can-i-print-directly-to-a-printer-from-my-iphoneipad)
* [x] [How do I use voice dictation in the ServiceM8 app?](/help-center/app/faq/how-do-i-use-voice-dictation-in-the-servicem8-app)
* [x] [How do I set up Caller ID with ServiceM8?](/help-center/app/faq/how-do-i-set-up-caller-id-with-servicem8)
* [x] [How do I setup my invoice and quote templates?](/help-center/app/faq/how-do-i-setup-my-invoice-and-quote-templates)
* [x] [How can I email files from my Dropbox, Box, GoogleDrive, OneDrive or iCloud?](/help-center/app/faq/how-can-i-email-files-from-my-dropbox-box-googledrive-onedrive-or-icloud)
* [x] [How ServiceM8 works with CarPlay](/help-center/app/faq/how-servicem8-works-with-carplay)
* [x] [Managing your ServiceM8 plan through Apple subscriptions](/help-center/app/faq/managing-your-servicem8-plan-through-apple-subscriptions)
* [x] [Changing your subscription plan from Apple to ServiceM8](/help-center/app/faq/changing-your-subscription-plan-from-apple-to-servicem8)
* [x] [How to scan text with your camera to Forms, Assets, and Services](/help-center/app/faq/how-to-scan-text-with-your-camera-to-forms-assets-and-services)
* [x] [How do I attach files to jobs in the app (iOS)](/help-center/app/faq/how-do-i-attach-files-to-jobs-in-the-app-ios)

### Desktop (84 articles)

#### Basics (19 articles)

* [x] [How to train staff with the Learning Roadmap](/help-center/desktop/basics/how-to-train-staff-with-the-learning-roadmap)
* [x] [Dispatch Board - Overview](/help-center/desktop/basics/dispatch-board-overview)
* [x] [How to create a job](/help-center/desktop/basics/how-to-create-a-job)
* [x] [How to schedule a job](/help-center/desktop/basics/how-to-schedule-a-job)
* [x] [How to build and send your first quote](/help-center/desktop/basics/how-to-build-and-send-your-first-quote)
* [x] [How to add materials to a job online](/help-center/desktop/basics/how-to-add-materials-to-a-job-online)
* [x] [How to complete and invoice a job](/help-center/desktop/basics/how-to-complete-and-invoice-a-job)
* [x] [How to create an invoice online](/help-center/desktop/basics/how-to-create-an-invoice-online)
* [x] [How to complete a job and receive payment online](/help-center/desktop/basics/how-to-complete-a-job-and-receive-payment-online)
* [x] [How to mark a job as unsuccessful](/help-center/desktop/basics/how-to-mark-a-job-as-unsuccessful)
* [x] [How to use ServiceM8's Two-Way SMS](/help-center/desktop/basics/how-to-use-servicem8s-two-way-sms)
* [x] [Client card overview](/help-center/desktop/basics/client-card-overview)
* [x] [What are Job Filters?](/help-center/desktop/basics/what-are-job-filters)
* [x] [How to View Staff Status](/help-center/desktop/basics/how-to-view-staff-status)
* [x] [Using Action Required to keep on top of jobs and scheduling](/help-center/desktop/basics/using-action-required-to-keep-on-top-of-jobs-and-scheduling)
* [x] [What does Job Status mean?](/help-center/desktop/basics/what-does-job-status-mean)
* [x] [Checklist - Are you ready to go live?](/help-center/desktop/basics/checklist-are-you-ready-to-go-live)
* [x] [How to install the ServiceM8 desktop app for PC and Mac](/help-center/desktop/basics/how-to-install-the-servicem8-desktop-app-for-pc-and-mac)
* [x] [New to ServiceM8? Start with a job walkthrough.](/help-center/desktop/basics/new-to-servicem8-start-with-a-job-walkthrough)

#### Invoicing (19 articles)

* [x] [Invoice management (Online Dashboard)](/help-center/desktop/invoicing/invoice-management-online-dashboard)
* [x] [Why you should use a cloud accounting package](/help-center/desktop/invoicing/why-you-should-use-a-cloud-accounting-package)
* [x] [How to issue an invoice by email online](/help-center/desktop/invoicing/how-to-issue-an-invoice-by-email-online)
* [x] [How to Send an Invoice by SMS](/help-center/desktop/invoicing/how-to-send-an-invoice-by-sms)
* [x] [InstantPost](/help-center/desktop/invoicing/instantpost)
* [x] [How Quote Versions & Quote Options Work](/help-center/desktop/invoicing/how-quote-versions-quote-options-work)
* [x] [How to use a quote acceptance?](/help-center/desktop/invoicing/how-to-use-a-quote-acceptance)
* [x] [How to re-order items on Quotes and Invoices](/help-center/desktop/invoicing/how-to-re-order-items-on-quotes-and-invoices)
* [x] [Can I provide customers a discount off standard pricing?](/help-center/desktop/invoicing/can-i-provide-customers-a-discount-off-standard-pricing)
* [x] [Show & Hide the Tax Rate in the Quotes & Invoicing tab](/help-center/desktop/invoicing/show-hide-the-tax-rate-in-the-quotes-invoicing-tab)
* [x] [How to set Payment Terms](/help-center/desktop/invoicing/how-to-set-payment-terms)
* [x] [What is Awaiting Approval used for?](/help-center/desktop/invoicing/what-is-awaiting-approval-used-for)
* [x] [How do I reverse a payment made on a job?](/help-center/desktop/invoicing/how-do-i-reverse-a-payment-made-on-a-job)
* [x] [How to select new invoice or quote templates](/help-center/desktop/invoicing/how-to-select-new-invoice-or-quote-templates)
* [x] [Setting up Invoice templates for Real Estate customers](/help-center/desktop/invoicing/setting-up-invoice-templates-for-real-estate-customers)
* [x] [How invoicing works with a non-integrated accounting package](/help-center/desktop/invoicing/how-invoicing-works-with-a-non-integrated-accounting-package)
* [x] [Approving jobs without syncing to accounting](/help-center/desktop/invoicing/approving-jobs-without-syncing-to-accounting)
* [x] [How to change an invoice date](/help-center/desktop/invoicing/how-to-change-an-invoice-date)
* [x] [How to save a quote or invoice to the Diary](/help-center/desktop/invoicing/how-to-save-a-quote-or-invoice-to-the-diary)

#### FAQ (20 articles)

* [x] [Team Scheduling: How to schedule multiple staff members to the same job](/help-center/desktop/faq/team-scheduling-how-to-schedule-multiple-staff-members-to-the-same-job)
* [x] [How do I change a staff member’s password](/help-center/desktop/faq/how-do-i-change-a-staff-members-password)
* [x] [How to change your login Email](/help-center/desktop/faq/how-to-change-your-login-email)
* [x] [What do the job dots mean?](/help-center/desktop/faq/what-do-the-job-dots-mean)
* [x] [How to add fields to photos using Advanced Photo Branding](/help-center/desktop/faq/how-to-add-fields-to-photos-using-advanced-photo-branding)
* [x] [How to change a staff member's Security Role](/help-center/desktop/faq/how-to-change-a-staff-members-security-role)
* [x] [What is 'Admin Time' and how does it work?](/help-center/desktop/faq/what-is-admin-time-and-how-does-it-work)
* [x] [How can I quickly add new jobs for clients I deal with multiple times?](/help-center/desktop/faq/how-can-i-quickly-add-new-jobs-for-clients-i-deal-with-multiple-times)
* [x] [How do I communicate with staff via the Dispatch Board?](/help-center/desktop/faq/how-do-i-communicate-with-staff-via-the-dispatch-board)
* [x] [How to delete notes, photos, and other attachments from the Job Diary](/help-center/desktop/faq/how-to-delete-notes-photos-and-other-attachments-from-the-job-diary)
* [x] [How to create and use Checklists](/help-center/desktop/faq/how-to-create-and-use-checklists)
* [x] [How do I delete/remove jobs in ServiceM8?](/help-center/desktop/faq/how-do-i-deleteremove-jobs-in-servicem8)
* [x] [How can I manage jobs on hold?](/help-center/desktop/faq/how-can-i-manage-jobs-on-hold)
* [x] [How can I send a branded video to a client?](/help-center/desktop/faq/how-can-i-send-a-branded-video-to-a-client)
* [x] [How can I attach files to jobs on the Dispatch Board?](/help-center/desktop/faq/how-can-i-attach-files-to-jobs-on-the-dispatch-board)
* [x] [The schedule only displays 8am to 5pm, how can I change it?](/help-center/desktop/faq/the-schedule-only-displays-8am-to-5pm-how-can-i-change-it)
* [x] [Correcting an existing account login error](/help-center/desktop/faq/correcting-an-existing-account-login-error)
* [x] [How to change the order of Staff Members](/help-center/desktop/faq/how-to-change-the-order-of-staff-members)
* [x] [How to change the order of Queues](/help-center/desktop/faq/how-to-change-the-order-of-queues)
* [x] [How to change a staff member's icon](/help-center/desktop/faq/how-to-change-a-staff-members-icon)

#### More on the Online Dashboard (26 articles)

* [x] [How to dispatch urgent jobs](/help-center/desktop/more-on-the-online-dashboard/how-to-dispatch-urgent-jobs)
* [x] [How to allocate jobs in booking windows](/help-center/desktop/more-on-the-online-dashboard/how-to-allocate-jobs-in-booking-windows)
* [x] [How do I attach photos and files to Emails?](/help-center/desktop/more-on-the-online-dashboard/how-do-i-attach-photos-and-files-to-emails)
* [x] [How do I remove staff from the dispatch board?](/help-center/desktop/more-on-the-online-dashboard/how-do-i-remove-staff-from-the-dispatch-board)
* [x] [How to create a task](/help-center/desktop/more-on-the-online-dashboard/how-to-create-a-task)
* [x] [How do I add a contact to a client online?](/help-center/desktop/more-on-the-online-dashboard/how-do-i-add-a-contact-to-a-client-online)
* [x] [How to manage jobs with queues](/help-center/desktop/more-on-the-online-dashboard/how-to-manage-jobs-with-queues)
* [x] [How can I remove a job from a Queue?](/help-center/desktop/more-on-the-online-dashboard/how-can-i-remove-a-job-from-a-queue)
* [x] [How SMS Booking Links work](/help-center/desktop/more-on-the-online-dashboard/how-sms-booking-links-work)
* [x] [How Job Filters work (Online Dashboard)](/help-center/desktop/more-on-the-online-dashboard/how-job-filters-work-online-dashboard)
* [x] [How Two Way Email works](/help-center/desktop/more-on-the-online-dashboard/how-two-way-email-works)
* [x] [How Tagging & Smart Links Work](/help-center/desktop/more-on-the-online-dashboard/how-tagging-smart-links-work)
* [x] [Events which trigger automatic notifications to field staff](/help-center/desktop/more-on-the-online-dashboard/events-which-trigger-automatic-notifications-to-field-staff)
* [x] [How to view your Account Activity](/help-center/desktop/more-on-the-online-dashboard/how-to-view-your-account-activity)
* [x] [How to view personal information relating to a particular client](/help-center/desktop/more-on-the-online-dashboard/how-to-view-personal-information-relating-to-a-particular-client)
* [x] [How to Edit Notes](/help-center/desktop/more-on-the-online-dashboard/how-to-edit-notes)
* [x] [How to edit Check In data](/help-center/desktop/more-on-the-online-dashboard/how-to-edit-check-in-data)
* [x] [How to update a client's details](/help-center/desktop/more-on-the-online-dashboard/how-to-update-a-clients-details)
* [x] [How to delete notes and other items from the Job Diary](/help-center/desktop/more-on-the-online-dashboard/how-to-delete-notes-and-other-items-from-the-job-diary)
* [x] [How to delete a job](/help-center/desktop/more-on-the-online-dashboard/how-to-delete-a-job)
* [x] [How to delete a client record](/help-center/desktop/more-on-the-online-dashboard/how-to-delete-a-client-record)
* [x] [What are job highlights?](/help-center/desktop/more-on-the-online-dashboard/what-are-job-highlights)
* [x] [How Global Search works](/help-center/desktop/more-on-the-online-dashboard/how-global-search-works)
* [x] [How to see a job's booking history](/help-center/desktop/more-on-the-online-dashboard/how-to-see-a-jobs-booking-history)
* [x] [How to see a job's edit history](/help-center/desktop/more-on-the-online-dashboard/how-to-see-a-jobs-edit-history)
* [x] [How to use the new Enhanced Job Card](/help-center/desktop/more-on-the-online-dashboard/how-to-use-the-new-enhanced-job-card)

### ServiceM8 Add-ons (247 articles)

#### ServiceM8 Phone (21 articles)

* [x] [How to set up ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/how-to-set-up-servicem8-phone)
* [x] [How to use ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/how-to-use-servicem8-phone)
* [x] [How to set up devices for ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/how-to-set-up-devices-for-servicem8-phone)
* [x] [ServiceM8 Phone FAQs](/help-center/servicem8-add-ons/servicem8-phone/servicem8-phone-faqs)
* [x] [ServiceM8 Phone setup & preparation checklist](/help-center/servicem8-add-ons/servicem8-phone/servicem8-phone-setup-preparation-checklist)
* [x] [How to divert a number to ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/how-to-divert-a-number-to-servicem8-phone)
* [x] [How to set the outbound Caller ID with ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/how-to-set-the-outbound-caller-id-with-servicem8-phone)
* [x] [How to access voicemail with ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/how-to-access-voicemail-with-servicem8-phone)
* [x] [How to send a call to Inbox with ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/how-to-send-a-call-to-inbox-with-servicem8-phone)
* [x] [How to set staff On Call after hours with ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/how-to-set-staff-on-call-after-hours-with-servicem8-phone)
* [x] [How to transfer a call to a team member with ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/how-to-transfer-a-call-to-a-team-member-with-servicem8-phone)
* [x] [Audio troubleshooting for ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/audio-troubleshooting-for-servicem8-phone)
* [x] [Changing your existing ServiceM8 Phone number](/help-center/servicem8-add-ons/servicem8-phone/changing-your-existing-servicem8-phone-number)
* [x] [Porting your existing phone number to ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/porting-your-existing-phone-number-to-servicem8-phone)
* [x] [Automatic call return routing in ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/automatic-call-return-routing-in-servicem8-phone)
* [x] [How to divert calls to a Secondary Call Group](/help-center/servicem8-add-ons/servicem8-phone/how-to-divert-calls-to-a-secondary-call-group)
* [x] [How to copy phone numbers from ServiceM8 Phone into the ServiceM8 App](/help-center/servicem8-add-ons/servicem8-phone/how-to-copy-phone-numbers-from-servicem8-phone-into-the-servicem8-app)
* [x] [Telstra Caller ID Restrictions from November 2021](/help-center/servicem8-add-ons/servicem8-phone/telstra-caller-id-restrictions-from-november-2021)
* [x] [How to customise hold music on ServiceM8 Phone](/help-center/servicem8-add-ons/servicem8-phone/how-to-customise-hold-music-on-servicem8-phone)
* [x] [Managing call response rates with ServiceM8 Phone reports](/help-center/servicem8-add-ons/servicem8-phone/managing-call-response-rates-with-servicem8-phone-reports)
* [x] [How to divert calls to an external number](/help-center/servicem8-add-ons/servicem8-phone/how-to-divert-calls-to-an-external-number)

#### Recurring Jobs & Reminders (14 articles)

* [x] [What is the Start Date when creating a Recurring Job?](/help-center/servicem8-add-ons/recurring-jobs-reminders/what-is-the-start-date-when-creating-a-recurring-job)
* [x] [Will I be charged for reminders that go into the inbox?](/help-center/servicem8-add-ons/recurring-jobs-reminders/will-i-be-charged-for-reminders-that-go-into-the-inbox)
* [x] [When do recurring jobs activate?](/help-center/servicem8-add-ons/recurring-jobs-reminders/when-do-recurring-jobs-activate)
* [x] [When do reminders appear in the Inbox?](/help-center/servicem8-add-ons/recurring-jobs-reminders/when-do-reminders-appear-in-the-inbox)
* [x] [Can a recurring job be created directly from an existing job?](/help-center/servicem8-add-ons/recurring-jobs-reminders/can-a-recurring-job-be-created-directly-from-an-existing-job)
* [x] [Recurring Jobs + Reminders Add-on — Overview](/help-center/servicem8-add-ons/recurring-jobs-reminders/recurring-jobs-reminders-add-on-overview)
* [x] [How do I turn on the recurring Jobs add-on](/help-center/servicem8-add-ons/recurring-jobs-reminders/how-do-i-turn-on-the-recurring-jobs-add-on)
* [x] [I turned on the badge but no reminder was sent, what is wrong?](/help-center/servicem8-add-ons/recurring-jobs-reminders/i-turned-on-the-badge-but-no-reminder-was-sent-what-is-wrong)
* [x] [How do I create a recurring job?](/help-center/servicem8-add-ons/recurring-jobs-reminders/how-do-i-create-a-recurring-job)
* [x] [How do I use the simple recurring jobs feature?](/help-center/servicem8-add-ons/recurring-jobs-reminders/how-do-i-use-the-simple-recurring-jobs-feature)
* [x] [How to make a reminder using follow up badges](/help-center/servicem8-add-ons/recurring-jobs-reminders/how-to-make-a-reminder-using-follow-up-badges)
* [x] [How do I use Recurring Jobs with the Services Add-on?](/help-center/servicem8-add-ons/recurring-jobs-reminders/how-do-i-use-recurring-jobs-with-the-services-add-on)
* [x] [How the Recurring Jobs Auto-Routing Add-on works](/help-center/servicem8-add-ons/recurring-jobs-reminders/how-the-recurring-jobs-auto-routing-add-on-works)
* [x] [How automatic payment for Recurring Jobs works](/help-center/servicem8-add-ons/recurring-jobs-reminders/how-automatic-payment-for-recurring-jobs-works)

#### Xero (12 articles)

* [x] [What does 'You have reached the limit of invoices you can approve' mean?](/help-center/servicem8-add-ons/xero/what-does-you-have-reached-the-limit-of-invoices-you-can-approve-mean)
* [x] [How do I connect ServiceM8 to Xero?](/help-center/servicem8-add-ons/xero/how-do-i-connect-servicem8-to-xero)
* [x] [How the sync with Xero works](/help-center/servicem8-add-ons/xero/how-the-sync-with-xero-works)
* [x] [Sending your first job to Xero](/help-center/servicem8-add-ons/xero/sending-your-first-job-to-xero)
* [x] [Xero Tracking Categories](/help-center/servicem8-add-ons/xero/xero-tracking-categories)
* [x] [How to Remove a Payment from Xero](/help-center/servicem8-add-ons/xero/how-to-remove-a-payment-from-xero)
* [x] [How do I change which Xero account receives payments from ServiceM8?](/help-center/servicem8-add-ons/xero/how-do-i-change-which-xero-account-receives-payments-from-servicem8)
* [x] [Resolving Xero invoice number conflicts](/help-center/servicem8-add-ons/xero/resolving-xero-invoice-number-conflicts)
* [x] [Setting your default invoice status to Awaiting Approval or Approved in Xero](/help-center/servicem8-add-ons/xero/setting-your-default-invoice-status-to-awaiting-approval-or-approved-in-xero)
* [x] [Resolving contact archive errors](/help-center/servicem8-add-ons/xero/resolving-contact-archive-errors)
* [x] [Resolving Xero invoice synchronization issues](/help-center/servicem8-add-ons/xero/resolving-xero-invoice-synchronization-issues)
* [x] [What information goes into the Reference field in Xero?](/help-center/servicem8-add-ons/xero/what-information-goes-into-the-reference-field-in-xero)

#### ServiceM8 Add-ons (12 articles)

* [x] [What are ServiceM8 Add-ons?](/help-center/servicem8-add-ons/servicem8-add-ons/what-are-servicem8-add-ons)
* [x] [What are Badges, and how do I use them?](/help-center/servicem8-add-ons/servicem8-add-ons/what-are-badges-and-how-do-i-use-them)
* [x] [What is Track My Arrival?](/help-center/servicem8-add-ons/servicem8-add-ons/what-is-track-my-arrival)
* [x] [How to add fields to photos using Advanced Photo Branding](/help-center/servicem8-add-ons/servicem8-add-ons/how-to-add-fields-to-photos-using-advanced-photo-branding)
* [x] [How to add Staff Leave](/help-center/servicem8-add-ons/servicem8-add-ons/how-to-add-staff-leave)
* [x] [How Supplier Invoice Importing works](/help-center/servicem8-add-ons/servicem8-add-ons/how-supplier-invoice-importing-works)
* [x] [How to send shift times to Xero, MYOB or QuickBooks as a timesheet](/help-center/servicem8-add-ons/servicem8-add-ons/how-to-send-shift-times-to-xero-myob-or-quickbooks-as-a-timesheet)
* [x] [How to use the Automated Supplier Import Add-on](/help-center/servicem8-add-ons/servicem8-add-ons/how-to-use-the-automated-supplier-import-add-on)
* [x] [What is the Location Insights add-on?](/help-center/servicem8-add-ons/servicem8-add-ons/what-is-the-location-insights-add-on)
* [x] [Queues - overview](/help-center/servicem8-add-ons/servicem8-add-ons/queues-overview)
* [x] [ServiceM8 add-ons - overview](/help-center/servicem8-add-ons/servicem8-add-ons/servicem8-add-ons-overview)
* [x] [What is the Burn List badge?](/help-center/servicem8-add-ons/servicem8-add-ons/what-is-the-burn-list-badge)

#### n8n (1 articles)

* [x] [How to connect ServiceM8 to n8n](/help-center/servicem8-add-ons/n8n/how-to-connect-servicem8-to-n8n)

#### ServiceM8 Phone Agent (4 articles)

* [x] [Introducing the ServiceM8 Phone Agent](/help-center/servicem8-add-ons/servicem8-phone-agent/introducing-the-servicem8-phone-agent)
* [x] [How to set up the ServiceM8 Phone Agent](/help-center/servicem8-add-ons/servicem8-phone-agent/how-to-set-up-the-servicem8-phone-agent)
* [x] [How to create instructions and procedures for the ServiceM8 Phone Agent](/help-center/servicem8-add-ons/servicem8-phone-agent/how-to-create-instructions-and-procedures-for-the-servicem8-phone-agent)
* [x] [How to test and go live with the ServiceM8 Phone Agent](/help-center/servicem8-add-ons/servicem8-phone-agent/how-to-test-and-go-live-with-the-servicem8-phone-agent)

#### Suppliers (1 articles)

* [x] [How to call, email or navigate to your Suppliers](/help-center/servicem8-add-ons/suppliers/how-to-call-email-or-navigate-to-your-suppliers)

#### Auto Routing (1 articles)

* [x] [How to use Auto Routing to optimise daily schedules](/help-center/servicem8-add-ons/auto-routing/how-to-use-auto-routing-to-optimise-daily-schedules)

#### ServiceM8 Pay (11 articles)

* [x] [How to get started with ServiceM8 Pay](/help-center/servicem8-add-ons/servicem8-pay/how-to-get-started-with-servicem8-pay)
* [x] [How to switch from Stripe Payments to ServiceM8 Pay](/help-center/servicem8-add-ons/servicem8-pay/how-to-switch-from-stripe-payments-to-servicem8-pay)
* [x] [ServiceM8 Pay card processing fees & payout speed](/help-center/servicem8-add-ons/servicem8-pay/servicem8-pay-card-processing-fees-payout-speed)
* [x] [How to take card payments on site](/help-center/servicem8-add-ons/servicem8-pay/how-to-take-card-payments-on-site)
* [x] [How to send invoices for card payment online](/help-center/servicem8-add-ons/servicem8-pay/how-to-send-invoices-for-card-payment-online)
* [x] [How to reconcile ServiceM8 Pay processing fees in Xero & QuickBooks Online](/help-center/servicem8-add-ons/servicem8-pay/how-to-reconcile-servicem8-pay-processing-fees-in-xero-quickbooks-online)
* [x] [How to use Deposits with ServiceM8 Pay](/help-center/servicem8-add-ons/servicem8-pay/how-to-use-deposits-with-servicem8-pay)
* [x] [How to use PayTo with ServiceM8 Pay (Australia)](/help-center/servicem8-add-ons/servicem8-pay/how-to-use-payto-with-servicem8-pay-australia)
* [x] [How to use PayByBank with ServiceM8 Pay (UK)](/help-center/servicem8-add-ons/servicem8-pay/how-to-use-paybybank-with-servicem8-pay-uk)
* [x] [How Deposits sync to Xero with ServiceM8 Pay](/help-center/servicem8-add-ons/servicem8-pay/how-deposits-sync-to-xero-with-servicem8-pay)
* [x] [How Deposits sync to QuickBooks Online with ServiceM8 Pay](/help-center/servicem8-add-ons/servicem8-pay/how-deposits-sync-to-quickbooks-online-with-servicem8-pay)

#### Proposals (5 articles)

* [x] [How to create and send Proposals (Online Dashboard)](/help-center/servicem8-add-ons/proposals/how-to-create-and-send-proposals-online-dashboard)
* [x] [How to create and send Proposals (iOS app)](/help-center/servicem8-add-ons/proposals/how-to-create-and-send-proposals-ios-app)
* [x] [How to create and use Proposal templates](/help-center/servicem8-add-ons/proposals/how-to-create-and-use-proposal-templates)
* [x] [How to view and restore previous versions of a Proposal](/help-center/servicem8-add-ons/proposals/how-to-view-and-restore-previous-versions-of-a-proposal)
* [x] [How clients can download a Proposal as a PDF](/help-center/servicem8-add-ons/proposals/how-clients-can-download-a-proposal-as-a-pdf)

#### Bundles (2 articles)

* [x] [How to use the Bundles Add-on](/help-center/servicem8-add-ons/bundles/how-to-use-the-bundles-add-on)
* [x] [How to Copy a Bundle](/help-center/servicem8-add-ons/bundles/how-to-copy-a-bundle)

#### Smart Contacts (1 articles)

* [x] [How to use Smart Contacts](/help-center/servicem8-add-ons/smart-contacts/how-to-use-smart-contacts)

#### Website & Email (2 articles)

* [x] [How to set up a website and domain with the Website and Email add-on](/help-center/servicem8-add-ons/website-email/how-to-set-up-a-website-and-domain-with-the-website-and-email-add-on)
* [x] [How to add and delete images from your website gallery](/help-center/servicem8-add-ons/website-email/how-to-add-and-delete-images-from-your-website-gallery)

#### Knowledge (8 articles)

* [x] [What is ServiceM8 Knowledge](/help-center/servicem8-add-ons/knowledge/what-is-servicem8-knowledge)
* [x] [How to create a Knowledge article or video online](/help-center/servicem8-add-ons/knowledge/how-to-create-a-knowledge-article-or-video-online)
* [x] [How to create a Knowledge article in the app](/help-center/servicem8-add-ons/knowledge/how-to-create-a-knowledge-article-in-the-app)
* [x] [How to use Knowledge tagging](/help-center/servicem8-add-ons/knowledge/how-to-use-knowledge-tagging)
* [x] [How to create a Knowledge video in the app](/help-center/servicem8-add-ons/knowledge/how-to-create-a-knowledge-video-in-the-app)
* [x] [How to use Knowledge tagging](/help-center/servicem8-add-ons/knowledge/how-to-use-knowledge-tagging)
* [x] [How to attach and use PDFs as Knowledge](/help-center/servicem8-add-ons/knowledge/how-to-attach-and-use-pdfs-as-knowledge)
* [x] [How to create a Knowledge article or video online](/help-center/servicem8-add-ons/knowledge/how-to-create-a-knowledge-article-or-video-online)

#### ServiceM8 Inbox (3 articles)

* [x] [What is the ServiceM8 Inbox?](/help-center/servicem8-add-ons/servicem8-inbox/what-is-the-servicem8-inbox)
* [x] [How the inbox job card auto-fill feature works](/help-center/servicem8-add-ons/servicem8-inbox/how-the-inbox-job-card-auto-fill-feature-works)
* [x] [How Work Order Scanning works](/help-center/servicem8-add-ons/servicem8-inbox/how-work-order-scanning-works)

#### Asset Management (7 articles)

* [x] [How to get started with the Asset Management add-on](/help-center/servicem8-add-ons/asset-management/how-to-get-started-with-the-asset-management-add-on)
* [x] [Ordering Asset Management QR Code Labels](/help-center/servicem8-add-ons/asset-management/ordering-asset-management-qr-code-labels)
* [x] [Completing Forms for Assets](/help-center/servicem8-add-ons/asset-management/completing-forms-for-assets)
* [x] [How Reporting works with the Asset Management add-on](/help-center/servicem8-add-ons/asset-management/how-reporting-works-with-the-asset-management-add-on)
* [x] [How to Replace Asset Labels](/help-center/servicem8-add-ons/asset-management/how-to-replace-asset-labels)
* [x] [How to bulk-import Assets from a CSV spreadsheet](/help-center/servicem8-add-ons/asset-management/how-to-bulk-import-assets-from-a-csv-spreadsheet)
* [x] [How to link imported Assets to QR code labels on site](/help-center/servicem8-add-ons/asset-management/how-to-link-imported-assets-to-qr-code-labels-on-site)

#### FAQ (9 articles)

* [x] [Which accounting packages does ServiceM8 connect to?](/help-center/servicem8-add-ons/faq/which-accounting-packages-does-servicem8-connect-to)
* [x] [How to activate Cellular Network Fallback on ServiceM8 Phone](/help-center/servicem8-add-ons/faq/how-to-activate-cellular-network-fallback-on-servicem8-phone)
* [x] [How to markup and fill in PDFs with PDF Fill-in](/help-center/servicem8-add-ons/faq/how-to-markup-and-fill-in-pdfs-with-pdf-fill-in)
* [x] [How to use Room Scan](/help-center/servicem8-add-ons/faq/how-to-use-room-scan)
* [x] [How to use the Smart Writing Helper](/help-center/servicem8-add-ons/faq/how-to-use-the-smart-writing-helper)
* [x] [How to use Auto-Quote and Auto-Invoice](/help-center/servicem8-add-ons/faq/how-to-use-auto-quote-and-auto-invoice)
* [x] [How to use ServiceM8 Chat](/help-center/servicem8-add-ons/faq/how-to-use-servicem8-chat)
* [x] [How to use Live Activities](/help-center/servicem8-add-ons/faq/how-to-use-live-activities)
* [x] [How to transcribe videos](/help-center/servicem8-add-ons/faq/how-to-transcribe-videos)

#### Services & Online Booking (11 articles)

* [x] [Introduction to the Services Add-on](/help-center/servicem8-add-ons/services-online-booking/introduction-to-the-services-add-on)
* [x] [What is the Simple Online Enquiry booking form?](/help-center/servicem8-add-ons/services-online-booking/what-is-the-simple-online-enquiry-booking-form)
* [x] [How to create Online Booking Forms & Services](/help-center/servicem8-add-ons/services-online-booking/how-to-create-online-booking-forms-services)
* [x] [How to add images to your Online Booking Pages](/help-center/servicem8-add-ons/services-online-booking/how-to-add-images-to-your-online-booking-pages)
* [x] [How to accept a deposit or payment with the Services Add-on](/help-center/servicem8-add-ons/services-online-booking/how-to-accept-a-deposit-or-payment-with-the-services-add-on)
* [x] [How to Add the Online Booking Form to Your Website](/help-center/servicem8-add-ons/services-online-booking/how-to-add-the-online-booking-form-to-your-website)
* [x] [How to add your ServiceM8 Online Booking link to your Facebook Page](/help-center/servicem8-add-ons/services-online-booking/how-to-add-your-servicem8-online-booking-link-to-your-facebook-page)
* [x] [Connecting Services to a Facebook Pixel or Google Tracking ID](/help-center/servicem8-add-ons/services-online-booking/connecting-services-to-a-facebook-pixel-or-google-tracking-id)
* [x] [How to import/export Services](/help-center/servicem8-add-ons/services-online-booking/how-to-importexport-services)
* [x] [Self-serve customer scheduling & deposits with Services](/help-center/servicem8-add-ons/services-online-booking/self-serve-customer-scheduling-deposits-with-services)
* [x] [How to track the source of your Online Bookings](/help-center/servicem8-add-ons/services-online-booking/how-to-track-the-source-of-your-online-bookings)

#### External Calendars (5 articles)

* [x] [How to use the Calendar Import Add-on](/help-center/servicem8-add-ons/external-calendars/how-to-use-the-calendar-import-add-on)
* [x] [How do I see my ServiceM8 schedule in my iPhone/iPad Calendar?](/help-center/servicem8-add-ons/external-calendars/how-do-i-see-my-servicem8-schedule-in-my-iphoneipad-calendar)
* [x] [How do I see my ServiceM8 schedule in Apple iCal?](/help-center/servicem8-add-ons/external-calendars/how-do-i-see-my-servicem8-schedule-in-apple-ical)
* [x] [How do I see my ServiceM8 schedule in Google Calendar?](/help-center/servicem8-add-ons/external-calendars/how-do-i-see-my-servicem8-schedule-in-google-calendar)
* [x] [How do I see my ServiceM8 schedule in Microsoft Outlook?](/help-center/servicem8-add-ons/external-calendars/how-do-i-see-my-servicem8-schedule-in-microsoft-outlook)

#### Automation (13 articles)

* [x] [Automation - overview](/help-center/servicem8-add-ons/automation/automation-overview)
* [x] [How to set automatic booking reminders](/help-center/servicem8-add-ons/automation/how-to-set-automatic-booking-reminders)
* [x] [Badge Follow Up Automation](/help-center/servicem8-add-ons/automation/badge-follow-up-automation)
* [x] [Quote Follow Up Automation](/help-center/servicem8-add-ons/automation/quote-follow-up-automation)
* [x] [Payment Follow Up Automation](/help-center/servicem8-add-ons/automation/payment-follow-up-automation)
* [x] [Booking Confirmation Automation](/help-center/servicem8-add-ons/automation/booking-confirmation-automation)
* [x] [Customer Feedback Automation](/help-center/servicem8-add-ons/automation/customer-feedback-automation)
* [x] [How to send Live Invoice Statements to clients](/help-center/servicem8-add-ons/automation/how-to-send-live-invoice-statements-to-clients)
* [x] [How to cancel scheduled automations](/help-center/servicem8-add-ons/automation/how-to-cancel-scheduled-automations)
* [x] [How to send automatic booking confirmations and reminders](/help-center/servicem8-add-ons/automation/how-to-send-automatic-booking-confirmations-and-reminders)
* [x] [How to turn off an Automation for a Client](/help-center/servicem8-add-ons/automation/how-to-turn-off-an-automation-for-a-client)
* [x] [How to send clients a link to their Live Statement](/help-center/servicem8-add-ons/automation/how-to-send-clients-a-link-to-their-live-statement)
* [x] [How to add invoices to Live Statements](/help-center/servicem8-add-ons/automation/how-to-add-invoices-to-live-statements)

#### Third Party Integrations (9 articles)

* [x] [A brief introduction to Zapier integration](/help-center/servicem8-add-ons/third-party-integrations/a-brief-introduction-to-zapier-integration)
* [x] [How to send an email after a form is completed in ServiceM8 through Zapier](/help-center/servicem8-add-ons/third-party-integrations/how-to-send-an-email-after-a-form-is-completed-in-servicem8-through-zapier)
* [x] [How does the Mailchimp Integration work?](/help-center/servicem8-add-ons/third-party-integrations/how-does-the-mailchimp-integration-work)
* [x] [How do you turn on the MailChimp add-on and connect your account.](/help-center/servicem8-add-ons/third-party-integrations/how-do-you-turn-on-the-mailchimp-add-on-and-connect-your-account)
* [x] [A quick introduction to Workato integration](/help-center/servicem8-add-ons/third-party-integrations/a-quick-introduction-to-workato-integration)
* [x] [How to turn on the Deputy add-on](/help-center/servicem8-add-ons/third-party-integrations/how-to-turn-on-the-deputy-add-on)
* [x] [How the Deputy integration works](/help-center/servicem8-add-ons/third-party-integrations/how-the-deputy-integration-works)
* [x] [Reece Plumbing Supplier Integration](/help-center/servicem8-add-ons/third-party-integrations/reece-plumbing-supplier-integration)
* [x] [Discontinuation of third-party add-ons by ServiceGuru](/help-center/servicem8-add-ons/third-party-integrations/discontinuation-of-third-party-add-ons-by-serviceguru)

#### Job Costing & Markup Billing (3 articles)

* [x] [Job Costing Overview](/help-center/servicem8-add-ons/job-costing-markup-billing/job-costing-overview)
* [x] [Markup Billing Overview](/help-center/servicem8-add-ons/job-costing-markup-billing/markup-billing-overview)
* [x] [Who Can Access Job Costing and Profit Data?](/help-center/servicem8-add-ons/job-costing-markup-billing/who-can-access-job-costing-and-profit-data)

#### ServiceM8 Network (4 articles)

* [x] [Introduction to ServiceM8 Network](/help-center/servicem8-add-ons/servicem8-network/introduction-to-servicem8-network)
* [x] [How to send a Network Request](/help-center/servicem8-add-ons/servicem8-network/how-to-send-a-network-request)
* [x] [How to complete a Network Request](/help-center/servicem8-add-ons/servicem8-network/how-to-complete-a-network-request)
* [x] [Best practices for using ServiceM8 Network to subcontract jobs](/help-center/servicem8-add-ons/servicem8-network/best-practices-for-using-servicem8-network-to-subcontract-jobs)

#### Reports (16 articles)

* [x] [Jobs Completed Report](/help-center/servicem8-add-ons/reports/jobs-completed-report)
* [x] [Weekly Job Summary Report](/help-center/servicem8-add-ons/reports/weekly-job-summary-report)
* [x] [Weekly Activity Report](/help-center/servicem8-add-ons/reports/weekly-activity-report)
* [x] [How to use the Weekly Timesheet report](/help-center/servicem8-add-ons/reports/how-to-use-the-weekly-timesheet-report)
* [x] [Jobs Completed in the Business Dashboard Report](/help-center/servicem8-add-ons/reports/jobs-completed-in-the-business-dashboard-report)
* [x] [Average Job Value in the Business Dashboard Report](/help-center/servicem8-add-ons/reports/average-job-value-in-the-business-dashboard-report)
* [x] [Quote Win Rate in the Business Dashboard Report](/help-center/servicem8-add-ons/reports/quote-win-rate-in-the-business-dashboard-report)
* [x] [First Time Fix Rate in the Business Dashboard Report](/help-center/servicem8-add-ons/reports/first-time-fix-rate-in-the-business-dashboard-report)
* [x] [Returning Customer Rate in the Business Dashboard Report](/help-center/servicem8-add-ons/reports/returning-customer-rate-in-the-business-dashboard-report)
* [x] [Days to Payment in the Business Dashboard Report](/help-center/servicem8-add-ons/reports/days-to-payment-in-the-business-dashboard-report)
* [x] [Gross Profit Margin in the Business Dashboard Report](/help-center/servicem8-add-ons/reports/gross-profit-margin-in-the-business-dashboard-report)
* [x] [What is the Advanced Reporting Pack Add-on?](/help-center/servicem8-add-ons/reports/what-is-the-advanced-reporting-pack-add-on)
* [x] [How to create Custom Reports](/help-center/servicem8-add-ons/reports/how-to-create-custom-reports)
* [x] [Customer Feedback  in the Business Dashboard Report](/help-center/servicem8-add-ons/reports/customer-feedback-in-the-business-dashboard-report)
* [x] [How do I generate Reports?](/help-center/servicem8-add-ons/reports/how-do-i-generate-reports)
* [x] [How to use the Team Timesheet & Shift GPS reports](/help-center/servicem8-add-ons/reports/how-to-use-the-team-timesheet-shift-gps-reports)

#### Stripe (10 articles)

* [x] [What is Stripe?](/help-center/servicem8-add-ons/stripe/what-is-stripe)
* [x] [How to integrate with Stripe](/help-center/servicem8-add-ons/stripe/how-to-integrate-with-stripe)
* [x] [How to take payment with Stripe on the app](/help-center/servicem8-add-ons/stripe/how-to-take-payment-with-stripe-on-the-app)
* [x] [How to take payment with Stripe online](/help-center/servicem8-add-ons/stripe/how-to-take-payment-with-stripe-online)
* [x] [How to reconcile Stripe fees in your accounting package](/help-center/servicem8-add-ons/stripe/how-to-reconcile-stripe-fees-in-your-accounting-package)
* [x] [Stripe transaction fees & payout speeds](/help-center/servicem8-add-ons/stripe/stripe-transaction-fees-payout-speeds)
* [x] [Tap to Pay on iPhone with ServiceM8](/help-center/servicem8-add-ons/stripe/tap-to-pay-on-iphone-with-servicem8)
* [x] [How to pass on card payment processing fees](/help-center/servicem8-add-ons/stripe/how-to-pass-on-card-payment-processing-fees)
* [x] [How to take card payments on site](/help-center/servicem8-add-ons/stripe/how-to-take-card-payments-on-site)
* [x] [How to send invoices for card payment online](/help-center/servicem8-add-ons/stripe/how-to-send-invoices-for-card-payment-online)

#### Job Templates (2 articles)

* [x] [What are Job Templates?](/help-center/servicem8-add-ons/job-templates/what-are-job-templates)
* [x] [How to apply a Job Template to an existing job](/help-center/servicem8-add-ons/job-templates/how-to-apply-a-job-template-to-an-existing-job)

#### Client Sites (3 articles)

* [x] [Client Sites Overview](/help-center/servicem8-add-ons/client-sites/client-sites-overview)
* [x] [How do I add a new site to a head office?](/help-center/servicem8-add-ons/client-sites/how-do-i-add-a-new-site-to-a-head-office)
* [x] [How do I link existing client sites to a head office?](/help-center/servicem8-add-ons/client-sites/how-do-i-link-existing-client-sites-to-a-head-office)

#### QuickBooks (5 articles)

* [x] [How do I connect ServiceM8 to QuickBooks Online?](/help-center/servicem8-add-ons/quickbooks/how-do-i-connect-servicem8-to-quickbooks-online)
* [x] [How the sync with QuickBooks Online works](/help-center/servicem8-add-ons/quickbooks/how-the-sync-with-quickbooks-online-works)
* [x] [Sending your first invoice to QuickBooks Online.](/help-center/servicem8-add-ons/quickbooks/sending-your-first-invoice-to-quickbooks-online)
* [x] [How to resend an invoice to QuickBooks Online?](/help-center/servicem8-add-ons/quickbooks/how-to-resend-an-invoice-to-quickbooks-online)
* [x] [How to sync the ServiceM8 Fields to the Custom Fields in QuickBooks Online Advanced](/help-center/servicem8-add-ons/quickbooks/how-to-sync-the-servicem8-fields-to-the-custom-fields-in-quickbooks-online-advanced)

#### Partial Invoicing (4 articles)

* [x] [How do I turn on the Partial Invoicing add-on?](/help-center/servicem8-add-ons/partial-invoicing/how-do-i-turn-on-the-partial-invoicing-add-on)
* [x] [How to partial invoice for a deposit](/help-center/servicem8-add-ons/partial-invoicing/how-to-partial-invoice-for-a-deposit)
* [x] [How to create a partial invoice for existing items](/help-center/servicem8-add-ons/partial-invoicing/how-to-create-a-partial-invoice-for-existing-items)
* [x] [Can I use partial invoicing to issue a deposit receipt?](/help-center/servicem8-add-ons/partial-invoicing/can-i-use-partial-invoicing-to-issue-a-deposit-receipt)

#### Customer Feedback (5 articles)

* [x] [What is the Customer Feedback add-on for?](/help-center/servicem8-add-ons/customer-feedback/what-is-the-customer-feedback-add-on-for)
* [x] [How to collect Customer Feedback](/help-center/servicem8-add-ons/customer-feedback/how-to-collect-customer-feedback)
* [x] [What is the difference between using the link and using the {feedback} field?](/help-center/servicem8-add-ons/customer-feedback/what-is-the-difference-between-using-the-link-and-using-the-feedback-field)
* [x] [Why is the customer feedback comment limited to only 160 characters?](/help-center/servicem8-add-ons/customer-feedback/why-is-the-customer-feedback-comment-limited-to-only-160-characters)
* [x] [How to request Google and Facebook reviews with the Customer Feedback Add-on](/help-center/servicem8-add-ons/customer-feedback/how-to-request-google-and-facebook-reviews-with-the-customer-feedback-add-on)

#### MYOB (12 articles)

* [x] [How do I integrate ServiceM8 with MYOB?](/help-center/servicem8-add-ons/myob/how-do-i-integrate-servicem8-with-myob)
* [x] [How the sync with MYOB works](/help-center/servicem8-add-ons/myob/how-the-sync-with-myob-works)
* [x] [How to send an invoice through to MYOB](/help-center/servicem8-add-ons/myob/how-to-send-an-invoice-through-to-myob)
* [x] [What are the benefits of integrating ServiceM8 with MYOB?](/help-center/servicem8-add-ons/myob/what-are-the-benefits-of-integrating-servicem8-with-myob)
* [x] [How to resend an invoice to MYOB](/help-center/servicem8-add-ons/myob/how-to-resend-an-invoice-to-myob)
* [x] [Can payments sent from ServiceM8 to MYOB be automatically sent to undeposited funds?](/help-center/servicem8-add-ons/myob/can-payments-sent-from-servicem8-to-myob-be-automatically-sent-to-undeposited-funds)
* [x] [What happens to my data when I integrate SeviceM8 with MYOB?](/help-center/servicem8-add-ons/myob/what-happens-to-my-data-when-i-integrate-sevicem8-with-myob)
* [x] [I cannot see the MYOB Integration Wizard under settings](/help-center/servicem8-add-ons/myob/i-cannot-see-the-myob-integration-wizard-under-settings)
* [x] [Will I still be able to generate invoices in MYOB that are not registered in ServiceM8?](/help-center/servicem8-add-ons/myob/will-i-still-be-able-to-generate-invoices-in-myob-that-are-not-registered-in-servicem8)
* [x] [How to transfer Work Completed to MYOB](/help-center/servicem8-add-ons/myob/how-to-transfer-work-completed-to-myob)
* [x] [What is the best approach to invoicing now that I've integrated MYOB?](/help-center/servicem8-add-ons/myob/what-is-the-best-approach-to-invoicing-now-that-ive-integrated-myob)
* [x] [Does ServiceM8 integrate with MYOB AccountEdge products?](/help-center/servicem8-add-ons/myob/does-servicem8-integrate-with-myob-accountedge-products)

#### Forms (18 articles)

* [x] [Can I pay for a custom form to be built?](/help-center/servicem8-add-ons/forms/can-i-pay-for-a-custom-form-to-be-built)
* [x] [Forms - Overview](/help-center/servicem8-add-ons/forms/forms-overview)
* [x] [How to buy Forms from the Form Store](/help-center/servicem8-add-ons/forms/how-to-buy-forms-from-the-form-store)
* [x] [How to enable a form badge on a job](/help-center/servicem8-add-ons/forms/how-to-enable-a-form-badge-on-a-job)
* [x] [How to pause and resume Forms](/help-center/servicem8-add-ons/forms/how-to-pause-and-resume-forms)
* [x] [Form Follow-Up Automation](/help-center/servicem8-add-ons/forms/form-follow-up-automation)
* [x] [How to create Form questions and add the fields into a document template](/help-center/servicem8-add-ons/forms/how-to-create-form-questions-and-add-the-fields-into-a-document-template)
* [x] [Creating a simple Contract Variation Form](/help-center/servicem8-add-ons/forms/creating-a-simple-contract-variation-form)
* [x] [Forms - How to link the Contract Variation form to the Contract Variation document template](/help-center/servicem8-add-ons/forms/forms-how-to-link-the-contract-variation-form-to-the-contract-variation-document-template)
* [x] [How to edit Forms](/help-center/servicem8-add-ons/forms/how-to-edit-forms)
* [x] [How to add a photo into a form](/help-center/servicem8-add-ons/forms/how-to-add-a-photo-into-a-form)
* [x] [Using the Skip Question IF condition in the form](/help-center/servicem8-add-ons/forms/using-the-skip-question-if-condition-in-the-form)
* [x] [How to show check mark in the form](/help-center/servicem8-add-ons/forms/how-to-show-check-mark-in-the-form)
* [x] [How to add a form to the Form Store](/help-center/servicem8-add-ons/forms/how-to-add-a-form-to-the-form-store)
* [x] [How to send forms for remote signature](/help-center/servicem8-add-ons/forms/how-to-send-forms-for-remote-signature)
* [x] [How to capture a client's signature on a Form after review](/help-center/servicem8-add-ons/forms/how-to-capture-a-clients-signature-on-a-form-after-review)
* [x] [How to create Forms using an auto-generated template](/help-center/servicem8-add-ons/forms/how-to-create-forms-using-an-auto-generated-template)
* [x] [How to create a merge field on Mac](/help-center/servicem8-add-ons/forms/how-to-create-a-merge-field-on-mac)

#### Job Allocations (5 articles)

* [x] [Job Allocations - Overview and Setup](/help-center/servicem8-add-ons/job-allocations/job-allocations-overview-and-setup)
* [x] [Job Allocations - How to change allocation window times](/help-center/servicem8-add-ons/job-allocations/job-allocations-how-to-change-allocation-window-times)
* [x] [Job Allocations - How to view and cancel allocations on a tech](/help-center/servicem8-add-ons/job-allocations/job-allocations-how-to-view-and-cancel-allocations-on-a-tech)
* [x] [How the 'Business Hours' allocation shortcut works](/help-center/servicem8-add-ons/job-allocations/how-the-business-hours-allocation-shortcut-works)
* [x] [How to insert an Allocation Window in email & SMS templates](/help-center/servicem8-add-ons/job-allocations/how-to-insert-an-allocation-window-in-email-sms-templates)

#### Third Party Email Integrations (2 articles)

* [x] [How the Office 365 Integration Works](/help-center/servicem8-add-ons/third-party-email-integrations/how-the-office-365-integration-works)
* [x] [How to setup a Custom SMTP Server](/help-center/servicem8-add-ons/third-party-email-integrations/how-to-setup-a-custom-smtp-server)

#### Franchise (1 articles)

* [x] [Franchise Deactivation FAQ](/help-center/servicem8-add-ons/franchise/franchise-deactivation-faq)

### Tips, Trick & More (71 articles)

#### More (56 articles)

* [x] [Can check-in/out data be edited?](/help-center/tips-trick-more/more/can-check-inout-data-be-edited)
* [x] [How to view the job history for a client](/help-center/tips-trick-more/more/how-to-view-the-job-history-for-a-client)
* [x] [How to create an email template informing clients of your data handling practices](/help-center/tips-trick-more/more/how-to-create-an-email-template-informing-clients-of-your-data-handling-practices)
* [x] [What counts as a job credit?](/help-center/tips-trick-more/more/what-counts-as-a-job-credit)
* [x] [How to fix a duplicate client](/help-center/tips-trick-more/more/how-to-fix-a-duplicate-client)
* [x] [How to cancel my account?](/help-center/tips-trick-more/more/how-to-cancel-my-account)
* [x] [Can I adjust the SMS template sent to clients when navigating to the job?](/help-center/tips-trick-more/more/can-i-adjust-the-sms-template-sent-to-clients-when-navigating-to-the-job)
* [x] [My jobs are not syncing to the app immediately, what is wrong?](/help-center/tips-trick-more/more/my-jobs-are-not-syncing-to-the-app-immediately-what-is-wrong)
* [x] [How do I manage customers with multiple locations?](/help-center/tips-trick-more/more/how-do-i-manage-customers-with-multiple-locations)
* [x] [What to do if you have a staff member leave the business.](/help-center/tips-trick-more/more/what-to-do-if-you-have-a-staff-member-leave-the-business)
* [x] [How to change Account Owner login email and phone number](/help-center/tips-trick-more/more/how-to-change-account-owner-login-email-and-phone-number)
* [x] [I can't see any invoice/quote template designs in the Document Templates screen or on the Dispatch Board](/help-center/tips-trick-more/more/i-cant-see-any-invoicequote-template-designs-in-the-document-templates-screen-or-on-the-dispatch-board)
* [x] [What happens if I stop using ServiceM8?](/help-center/tips-trick-more/more/what-happens-if-i-stop-using-servicem8)
* [x] [ServiceM8 iOS & Device compatibility](/help-center/tips-trick-more/more/servicem8-ios-device-compatibility)
* [x] [What does ServiceM8 Cost?](/help-center/tips-trick-more/more/what-does-servicem8-cost)
* [x] [Does ServiceM8 have an API?](/help-center/tips-trick-more/more/does-servicem8-have-an-api)
* [x] [ServiceM8 and the GDPR](/help-center/tips-trick-more/more/servicem8-and-the-gdpr)
* [x] [Does ServiceM8 support Xero?](/help-center/tips-trick-more/more/does-servicem8-support-xero)
* [x] [How to reset your password when you’ve forgotten it](/help-center/tips-trick-more/more/how-to-reset-your-password-when-youve-forgotten-it)
* [x] [Do you provide an uptime guarantee?](/help-center/tips-trick-more/more/do-you-provide-an-uptime-guarantee)
* [x] [Can the standard job status choices be customized?](/help-center/tips-trick-more/more/can-the-standard-job-status-choices-be-customized)
* [x] [Which countries are usable with ServiceM8?](/help-center/tips-trick-more/more/which-countries-are-usable-with-servicem8)
* [x] [Why would I use ServiceM8 on a mobile devices?](/help-center/tips-trick-more/more/why-would-i-use-servicem8-on-a-mobile-devices)
* [x] [Does ServiceM8 support Android-based devices? Yes](/help-center/tips-trick-more/more/does-servicem8-support-android-based-devices-yes)
* [x] [How to download a backup of your ServiceM8 data](/help-center/tips-trick-more/more/how-to-download-a-backup-of-your-servicem8-data)
* [x] [What is the difference between a Task and a Job?](/help-center/tips-trick-more/more/what-is-the-difference-between-a-task-and-a-job)
* [x] [Why can I see add-ons in my account that I can't see on my customer's accounts?](/help-center/tips-trick-more/more/why-can-i-see-add-ons-in-my-account-that-i-cant-see-on-my-customers-accounts)
* [x] [What does ServiceM8 do?](/help-center/tips-trick-more/more/what-does-servicem8-do)
* [x] [What mobile devices are supported?](/help-center/tips-trick-more/more/what-mobile-devices-are-supported)
* [x] [Can I change the currency used in ServiceM8?](/help-center/tips-trick-more/more/can-i-change-the-currency-used-in-servicem8)
* [x] [Who owns my ServiceM8 account and its data?](/help-center/tips-trick-more/more/who-owns-my-servicem8-account-and-its-data)
* [x] [How can I view the job history for a client?](/help-center/tips-trick-more/more/how-can-i-view-the-job-history-for-a-client)
* [x] [Two Step Authentication: Frequently Asked Questions](/help-center/tips-trick-more/more/two-step-authentication-frequently-asked-questions)
* [x] [What if I need a feature that is not available?](/help-center/tips-trick-more/more/what-if-i-need-a-feature-that-is-not-available)
* [x] [Overview: Life of a job for a sole trader Electrician](/help-center/tips-trick-more/more/overview-life-of-a-job-for-a-sole-trader-electrician)
* [x] [Can I change SMS messages to come from my business name rather than "ServiceM8"?](/help-center/tips-trick-more/more/can-i-change-sms-messages-to-come-from-my-business-name-rather-than-servicem8)
* [x] [Overview: Life of a Job for an Electrician business in ServiceM8](/help-center/tips-trick-more/more/overview-life-of-a-job-for-an-electrician-business-in-servicem8)
* [x] [How to import photos from the Camera Roll](/help-center/tips-trick-more/more/how-to-import-photos-from-the-camera-roll)
* [x] [What is a ServiceM8 Partner?](/help-center/tips-trick-more/more/what-is-a-servicem8-partner)
* [x] [How to Disconnect from a Partner](/help-center/tips-trick-more/more/how-to-disconnect-from-a-partner)
* [x] [How does toggling the “Amounts are” setting between Tax Exclusive and Tax Inclusive affect the Total Invoice amount?](/help-center/tips-trick-more/more/how-does-toggling-the-amounts-are-setting-between-tax-exclusive-and-tax-inclusive-affect-the-total-invoice-amount)
* [x] [How do I manage having one company with multiple business'?](/help-center/tips-trick-more/more/how-do-i-manage-having-one-company-with-multiple-business)
* [x] [Using Sign in with Apple for ServiceM8](/help-center/tips-trick-more/more/using-sign-in-with-apple-for-servicem8)
* [x] [How safe is my ServiceM8 data from data loss?](/help-center/tips-trick-more/more/how-safe-is-my-servicem8-data-from-data-loss)
* [x] [Changing an Apple private relay email address](/help-center/tips-trick-more/more/changing-an-apple-private-relay-email-address)
* [x] [Changing an Apple private relay email address](/help-center/tips-trick-more/more/changing-an-apple-private-relay-email-address)
* [x] [Which languages are supported?](/help-center/tips-trick-more/more/which-languages-are-supported)
* [x] [How to submit feature ideas for ServiceM8](/help-center/tips-trick-more/more/how-to-submit-feature-ideas-for-servicem8)
* [x] [How do I install ServiceM8?](/help-center/tips-trick-more/more/how-do-i-install-servicem8)
* [x] [What's new in ServiceM8?](/help-center/tips-trick-more/more/whats-new-in-servicem8)
* [x] [How to Sign in with Passkey](/help-center/tips-trick-more/more/how-to-sign-in-with-passkey)
* [x] [How to earn Bonus Jobs on the Free plan](/help-center/tips-trick-more/more/how-to-earn-bonus-jobs-on-the-free-plan)
* [x] [ServiceM8 14](/help-center/tips-trick-more/more/servicem8-14)
* [x] [How to connect ServiceM8 to ChatGPT with MCP](/help-center/tips-trick-more/more/how-to-connect-servicem8-to-chatgpt-with-mcp)
* [x] [How to find a Job Checkout Report](/help-center/tips-trick-more/more/how-to-find-a-job-checkout-report)
* [x] [What kind of Email & SMS can I send through ServiceM8?](/help-center/tips-trick-more/more/what-kind-of-email-sms-can-i-send-through-servicem8)

#### Tips & Tricks (15 articles)

* [x] [How to send quotes for remote signature](/help-center/tips-trick-more/tips-tricks/how-to-send-quotes-for-remote-signature)
* [x] [How to scan barcodes in Forms, Assets and Services](/help-center/tips-trick-more/tips-tricks/how-to-scan-barcodes-in-forms-assets-and-services)
* [x] [How to tag photos and videos](/help-center/tips-trick-more/tips-tricks/how-to-tag-photos-and-videos)
* [x] [How to set up Back Tap shortcuts with iPhone](/help-center/tips-trick-more/tips-tricks/how-to-set-up-back-tap-shortcuts-with-iphone)
* [x] [How to share job photos on Instagram and Facebook](/help-center/tips-trick-more/tips-tricks/how-to-share-job-photos-on-instagram-and-facebook)
* [x] [How to minimise videos using Picture in Picture](/help-center/tips-trick-more/tips-tricks/how-to-minimise-videos-using-picture-in-picture)
* [x] [How to add Next Job or Jobs List widgets to the Home screen](/help-center/tips-trick-more/tips-tricks/how-to-add-next-job-or-jobs-list-widgets-to-the-home-screen)
* [x] [Automatic archiving of materials](/help-center/tips-trick-more/tips-tricks/automatic-archiving-of-materials)
* [x] [How to insert section description lines in Quotes & Invoices](/help-center/tips-trick-more/tips-tricks/how-to-insert-section-description-lines-in-quotes-invoices)
* [x] [How to reorder the Jobs, Staff & Queue lists in the App](/help-center/tips-trick-more/tips-tricks/how-to-reorder-the-jobs-staff-queue-lists-in-the-app)
* [x] [How to set a default labour rate for a staff member](/help-center/tips-trick-more/tips-tricks/how-to-set-a-default-labour-rate-for-a-staff-member)
* [x] [How to set a default income account for new Materials & Services](/help-center/tips-trick-more/tips-tricks/how-to-set-a-default-income-account-for-new-materials-services)
* [x] [How to filter a job Diary](/help-center/tips-trick-more/tips-tricks/how-to-filter-a-job-diary)
* [x] [How to add the ServiceM8 Camera to your Control Centre](/help-center/tips-trick-more/tips-tricks/how-to-add-the-servicem8-camera-to-your-control-centre)
* [x] [How to edit the order of client first & last names](/help-center/tips-trick-more/tips-tricks/how-to-edit-the-order-of-client-first-last-names)

## Source URL Mapping

All source URLs from [https://support.servicem8.com/hc/en-us/articles/](https://support.servicem8.com/hc/en-us/articles/)\* have been
migrated to /help-center/{category}/{section}/{article-slug}.mdx