ServiceM8 Support Forum

7/9/17

Free Training! - ServiceM8 Account Creation

ServiceM8 Training Series - ServiceM8 Account Creation In this video, we walk through the creation of

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Free Training! - ServiceM8 Account Creation

ServiceM8 Training Series - ServiceM8 Account Creation In this video, we walk through the creation of

7/9/17

Senior Tech Support, Digital Data Designed, LLC3

9/17/24

Offering Packages and/or Subscriptions with ServiceM8

Thanks a lot for your response. While that does seem like a workable solution, it's more manual

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Offering Packages and/or Subscriptions with ServiceM8

Thanks a lot for your response. While that does seem like a workable solution, it's more manual

9/17/24

johnny mccormick, Digital Data Designed, LLC2

12/18/23

PPM Schedulling in Servicem8

Link the Jobs together in what way? What goal are you aiming for here? On Saturday, December 2, 2023

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PPM Schedulling in Servicem8

Link the Jobs together in what way? What goal are you aiming for here? On Saturday, December 2, 2023

12/18/23

Rakesh Singh, Digital Data Designed, LLC2

12/18/23

Setting up SM8 to work with Property Management companies

Hello Rakesh, Great to hear you now on ServiceM8! The questions you raise are common situations a

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Setting up SM8 to work with Property Management companies

Hello Rakesh, Great to hear you now on ServiceM8! The questions you raise are common situations a

12/18/23

Lori Heberlein, Digital Data Designed, LLC4

12/14/23

Invoice export issues to QBO

Thanks for this detail Lori, As the error message states, there could be a number of reasons for this

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Invoice export issues to QBO

Thanks for this detail Lori, As the error message states, there could be a number of reasons for this

12/14/23

Adrian Kefford, Digital Data Designed, LLC2

10/26/23

How to track marketing ROI by source from our website enquiries

Hello, This can usually be accomplished by using a Badge or Custom Field to denote that the Job came

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How to track marketing ROI by source from our website enquiries

Hello, This can usually be accomplished by using a Badge or Custom Field to denote that the Job came

10/26/23

Trevor Parker, Digital Data Designed, LLC2

10/26/23

Calender in app

Hello. Unfortunately this is not possible, as the app is not designed to do so. While I can't

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Calender in app

Hello. Unfortunately this is not possible, as the app is not designed to do so. While I can't

10/26/23

Robert Anderson, Digital Data Designed, LLC2

10/26/23

diaries.

Hello, not sure I follow the goal of what you are trying to do. Feel free to Plan a Call to review

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diaries.

Hello, not sure I follow the goal of what you are trying to do. Feel free to Plan a Call to review

10/26/23

Parts CWE, Digital Data Designed, LLC2

10/28/22

Record GPS

Hello, ServiceM8 does not archive the GPS location data per user, only the "live" location.

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Record GPS

Hello, ServiceM8 does not archive the GPS location data per user, only the "live" location.

10/28/22

Joanna C, Digital Data Designed, LLC2

10/17/22

QR Codes for Customers

Hello, ServiceM8 Assets bring much of your request to be functional, while also allowing the user to

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QR Codes for Customers

Hello, ServiceM8 Assets bring much of your request to be functional, while also allowing the user to

10/17/22

John Gaunt, Digital Data Designed, LLC2

10/16/22

Forms - Auto Populate Address

Hello John, Would you mind if I send you an email where you can reply to with the document you are

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Forms - Auto Populate Address

Hello John, Would you mind if I send you an email where you can reply to with the document you are

10/16/22

Edinburgh Heating, Digital Data Designed, LLC2

9/22/22

Completed jobs needing invoicing

Hello Iain, You can see which Jobs have had an Invoice Sent/Printed to the Customer from the

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Completed jobs needing invoicing

Hello Iain, You can see which Jobs have had an Invoice Sent/Printed to the Customer from the

9/22/22

Digital Data Designed, LLC5

8/13/21

ServiceM8 Issues - Time Tracking

Here is an example of the issue: https://drive.google.com/file/d/1wQFhnKrVLtjMyCP7t93W1YTTu8Vp16lL/

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ServiceM8 Issues - Time Tracking

Here is an example of the issue: https://drive.google.com/file/d/1wQFhnKrVLtjMyCP7t93W1YTTu8Vp16lL/

8/13/21

Wayne Merlino, Digital Data Designed, LLC2

4/19/21

Adding jobs with the Inbox and NOT having first name and last name switched when a job is made from the inbox message

Hello, This Client Naming format is part of the design of ServiceM8 which adheres to Accounting

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Adding jobs with the Inbox and NOT having first name and last name switched when a job is made from the inbox message

Hello, This Client Naming format is part of the design of ServiceM8 which adheres to Accounting

4/19/21

Dean Cox, Digital Data Designed, LLC4

9/29/20

Is there a Bug in the SM8 known for Safari V14. hangs on adding a new web job quote/invoice

Understood. ServiceM8 annually sees full "version" update right around this time. My guess

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Is there a Bug in the SM8 known for Safari V14. hangs on adding a new web job quote/invoice

Understood. ServiceM8 annually sees full "version" update right around this time. My guess

9/29/20

hvilj...@gmail.com, Digital Data Designed, LLC2

2/4/20

Add form to invoice template and export/ attach form for client

Hello, When it comes to Document Templates (Quotes/Invoices) & Forms, there are a difference

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Document

Add form to invoice template and export/ attach form for client

Templates

Hello, When it comes to Document Templates (Quotes/Invoices) & Forms, there are a difference

2/4/20

mmopla...@gmail.com, Digital Data Designed, LLC2

9/4/18

External calander

I can't say I have seen this too much, but I do feel like I can recall instances where Jobs from

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External calander

I can't say I have seen this too much, but I do feel like I can recall instances where Jobs from

9/4/18

victoria...@gmail.com, Digital Data Designed, LLC2

3/24/18

jobMaterial.* fields in templates

Hi Don Sounds like the bookmarks which tell ServiceM8 where to loop the Job Materials have been

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jobMaterial.* fields in templates

Hi Don Sounds like the bookmarks which tell ServiceM8 where to loop the Job Materials have been

3/24/18

ServiceM8 Support Forum, Digital Data Designed, LLC2

9/16/17

Why does Locate Staff not seem to work?

The reason why Staff are not being displayed accurately, or available to be Located, is usually due

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Why does Locate Staff not seem to work?

The reason why Staff are not being displayed accurately, or available to be Located, is usually due

9/16/17

ServiceM8 Support Forum

7/10/17

XERO Items/Inventory/pricebook cleanup

We are trying to clean up and edit Xero's item list and find that we can't delete or merge

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XERO Items/Inventory/pricebook cleanup

We are trying to clean up and edit Xero's item list and find that we can't delete or merge

7/10/17

7/9/17

Free Training! - Job History Overview

ServiceM8 Training Series - Job History Overview In this video, we explore how to navigate though

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Free Training! - Job History Overview

ServiceM8 Training Series - Job History Overview In this video, we explore how to navigate though

7/9/17

7/9/17

Free Training - Job Queues

ServiceM8 Training Series - Job Queues In this video, we walk through the importance of Job Queues

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Free Training - Job Queues

ServiceM8 Training Series - Job Queues In this video, we walk through the importance of Job Queues

7/9/17

7/9/17

Free Training! - Dispatch Board Overview

ServiceM8 Training Series - Dispatch Board Overview In this video, we review the key sections of the

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Free Training! - Dispatch Board Overview

ServiceM8 Training Series - Dispatch Board Overview In this video, we review the key sections of the

7/9/17

7/9/17

Free Training - Notification Dialogs

ServiceM8 Training Series - Notification Dialogs In this video, we take a quick look at where you

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Free Training - Notification Dialogs

ServiceM8 Training Series - Notification Dialogs In this video, we take a quick look at where you

7/9/17

7/9/17

Free Training - Home Page & Dashboard Overview

ServiceM8 Training Series - Home Page & Dashboard Overview In this video, we highlight the

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Free Training - Home Page & Dashboard Overview

ServiceM8 Training Series - Home Page & Dashboard Overview In this video, we highlight the

7/9/17

7/9/17

Free Training! - Interface Overview

ServiceM8 Training Series - Interface Overview In this video, we walk through the key aspects of the

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Free Training! - Interface Overview

ServiceM8 Training Series - Interface Overview In this video, we walk through the key aspects of the

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17

Working with External Teams

There are a few ways, Obviously you can always email / sms from ServiceM8, but this would have

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Working with External Teams

There are a few ways, Obviously you can always email / sms from ServiceM8, but this would have

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17

ETA from one job to the next

Unfortunately not. With the new add-on integration the ServiceM8 just released, it could be something

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ETA from one job to the next

Unfortunately not. With the new add-on integration the ServiceM8 just released, it could be something

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17

Quickbooks is account wide, and the Custom Electrical account seems to be already to linked with a

QuickBooks Online Link

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QuickBooks

Quickbooks is account wide, and the Custom Electrical account seems to be already to linked with a

QuickBooks Online Link

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17

I seem to be unable to see check in and check out times.

No you should be able to. Let me know if this is not the case, and will do a screen share to resolve

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I seem to be unable to see check in and check out times.

No you should be able to. Let me know if this is not the case, and will do a screen share to resolve

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17