ServiceM8 Video Help

Overview

These videos cover an overview of what ServiceM8 does.

• ServiceM8 - The app for small business
• ServiceM8 Overview
• Introduction to ServiceM8 webinar

Setting up your account

• How to setup your account
• How to add staff to your account
• How to setup your quote and invoice templates
• Security Roles Overview
• ServiceM8 Account Setup Webinar

Field staff training

• ServiceM8 App Introduction
• How to view your assigned jobs
• How to dispatch urgent jobs in the field
• Job Status
• Creating New Jobs
• Scheduling
• Quotes & Estimates
• Starting & Documenting Jobs
• Job Completion & Check Out
• Payments

Dispatch and admin staff training

• ServiceM8 Online Basics
• How to create an invoice
• How to manage jobs on hold
• How to manage jobs that need parts ordered
• What are job dots?
• Creating New Jobs
• Job Status
• Scheduling
• Quotes & Estimates
• Payments
• Job Allocations
• Job Filters
• Client Communication
• Team Communication
• Recurring Jobs

Accounting and finance staff training

• Online Invoicing Overview
• ServiceM8 & Accounting
• Payments
• How You Charge

Addons

• Forms
• SMS Invoicing
• ServiceM8 Network - Getting Started
• ServiceM8 Network
• Booking Reminders
• How to create a ServiceM8 Form
• Introduction to Automation
• Introduction to Services
• Introduction To Franchise Solution
• ServiceM8 Franchise Solution
• Asset Management with ServiceM8
• Collecting Customer Feedback
• Knowledge

Feature highlights

• Today Widget
• ServiceM8 Measure
• How to use ServiceM8 Measure
• Photo Markup Shortcut
• Adding Items via Barcode Scanning
• Email Marketing with Mailchimp
• Email & SMS Templates
• Online & Field Enquiries
• Quick Quotes & Invoices
• Capturing Job History
• Converting Emails into Jobs
• Capturing Photos & Videos