ServiceM8 Help
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ServiceM8 Help
Overview
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Recent
Product News and Updates
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Announcements
(5)
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ServiceM8 App 2.0.3 Released
iPad / iPhone app version 2.0 released
ServiceM8 App 2.0.4
Videos
(7)
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VIDEO: How to Create a Job Using the Dispatch Board
VIDEO: Introduction To ServiceM8
VIDEO: How to scan documents into ServiceM8
Using ServiceM8
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Getting Started
(8)
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Overview: Life of a job for a sole trader Electrician
Overview: Life of a Job for an Electrician business in ServiceM8
Dispatch Board - Overview
Setup
(5)
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Checklist - Are you ready to go live?
How to change a staff members Security Role setting.
How to create a custom security role
Basics - App
(7)
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How to create a job in the app
How to create an invoice in the app
How to complete a job and receive payment on the app
Basics - Dispatch Board
(7)
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How to complete and invoice a job
How to create a job online
How to schedule jobs online
Invoicing
(10)
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How do I reverse a payment made on a job?
Overview - The three ways to track payments
Overview - Invoicing pages
Advanced Usage
(13)
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Security Roles Overview
How can I manage jobs on hold?
Creating your own email template
App - FAQ
(12)
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How can I get my clients to appear in my iPhone contacts automatically?
Can I print directly to a printer from my iPhone/iPad?
What's New in ServiceM8 2.0 App?
Dispatch Board - FAQ
(4)
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Once i've checked in & out of a job on the app, where do i find it?
The schedule only displays 8am to 5pm, how can I change it?
What is 'Admin Time' and how does it work?
Custom Template Design
(12)
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How do I create a custom invoice/quote/work order template?
How to show bookmarks in word
How to download a template and make minor field changes
Resources
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Hardware
(2)
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Setting Up Your Doxie ServiceM8 Scanner
Scanning documents into ServiceM8
General - FAQ
(32)
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Not all my staff have iDevices how can I use ServiceM8?
When will ServiceM8 support Android-based devices?
How much does ServiceM8 cost?
ServiceM8 Add-ons
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MYOB Integration
(13)
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Can payments sent from ServiceM8 to MYOB be automatically sent to undeposited funds?
MYOB AccountRight v19.7 ODBC driver update
Error when Starting the ServiceM8 MYOB Connector with AVG Anti Virus
Job Templates
(2)
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How to create a job template
How to use a job template
Xero Integration
(4)
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How do I connect ServiceM8 to Xero?
Sending your first job to Xero
How do I change which Xero account receives payments from ServiceM8?
External Calendars
(4)
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How do I see my ServiceM8 schedule in Google Calendar?
How do I see my ServiceM8 schedule in Microsoft Outlook 2007?
How do I see my ServiceM8 schedule in Apple iCal?
Add-on's Directory
(2)
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How are add-ons priced?
What are ServiceM8 Add-ons?
Forms
(3)
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Forms - Overview
Forms - How to link the Contract Variation form to the Contract Variation document template
Creating a simple Contract Variation Form
Job Allocations
(4)
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Job Allocations - How to view and cancel allocations on a tech
How to allocate a job online
Job Allocations - How to change allocation window times
The Inbox
(1)
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What is the ServiceM8 Inbox?
