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Getting Started Guide

Once you've created your ServiceM8 account, follow this quick-start guide and you’ll be up and running fast.

1

Test drive the basics

Try out some of the core features of ServiceM8 to see how it will fit into your business.

Install the ServiceM8 iOS app

Download the ServiceM8 app from Apple's App Store and log in.

Create a job from the Dispatch Board (web)

Click the New Job button and enter the client and job details.

Schedule the job to a staff member (web)

Drag the newly created job onto your own staff icon in the schedule.

Open the job on the app

Navigate to the job site, take photos, and add notes about work done.

Invoice and complete the job on the app

Add labour and materials to the job and then send the invoice.

Send the invoice to your connected Accounting Package (web)

View and approve the invoice over to your accounting package.

Don't use a supported accounting package?

Receive a payment against the job (web)

Use the ServiceM8 Invoicing page to record a payment against a job.

Use a supported accounting package?

2

Personalise your account

Basic account setup which also helps you understand how ServiceM8 works.

Personalise your quote & invoice template

Upload your logo and set your basic business details & preferences.

Integrate with your Accounting Package

Import your clients and materials from your accounting package, and export completed jobs to your accounting package as invoices.

Don't use a supported accounting package?

Import your existing clients & materials

If you have an existing list of clients and items you can import them into ServiceM8. If not, that's not a problem, just enter clients and items as you need them.

Use a supported accounting package?

Invite Staff

Send invites to staff and set their access levels.

3

Ready to go?

We've got plans that will suit your business & a roadmap for how to implement ServiceM8.

Choose a plan

Select a pricing plan that works for your business — change it anytime.

Pick a date for your business to go live

Lock in a day from which your business will go live with ServiceM8 (Mondays are good).

Have your staff complete their training

We've got an Implementation Guide with training for all staff roles. Have your staff test ServiceM8 out — you can remove 'dummy' jobs later.

4

Final steps

Tidy up your account and start scheduling work so you can hit the ground running.

Clean up your account

If you have test jobs and clients you want to remove you can use our cleanup wizard to remove any unwanted test data.

Prepare for your go live day

Once you've cleaned up your account, start scheduling outstanding work and new jobs to your start day & after.

Need help?

Get Professional Assistance

Get in touch with a local ServiceM8 partner for full setup and training packages.

Got a question?

Start a chat below or send an email to support@servicem8.com.