ServiceM8 Support Forum

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Need help with ServiceM8? We got you covered!

This support forum is maintained by Digital Data Designed, the leading ServiceM8 Certified Partner in North America.

This group will contain Tips & Tricks, detailed How-To's, and user-submitted questions. Feel free to browse and post, but keep it clean.

Be sure to find out more about our services at dddesigned.com, check out our ServiceM8 Training Series for a robust overview of ServiceM8, or reach out to us directly!

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Digital Data Designed, LLC

7/9/17

Announcement

Free Training! - ServiceM8 Account Creation

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

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ServiceM8

Training

Announcement

Free Training! - ServiceM8 Account Creation

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

7/9/17

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

ServiceM8

Templates

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

2/4/20

Digital Data Designed, LLC

7/9/17

Announcement

Free Training! - Job History Overview

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

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ServiceM8

Training

Announcement

Free Training! - Job History Overview

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

7/9/17

Digital Data Designed, LLC

7/9/17

Announcement

Free Training - Job Queues

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

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ServiceM8

Training

Announcement

Free Training - Job Queues

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

7/9/17

Digital Data Designed, LLC

7/9/17

Announcement

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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ServiceM8

Training

Announcement

Free Training! - Dispatch Board Overview

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

7/9/17

Digital Data Designed, LLC

7/9/17

Announcement

Free Training - Notification Dialogs

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

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ServiceM8

Training

Announcement

Free Training - Notification Dialogs

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

7/9/17

Digital Data Designed, LLC

7/9/17

Announcement

Free Training - Home Page & Dashboard Overview

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

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ServiceM8

Training

Announcement

Free Training - Home Page & Dashboard Overview

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

7/9/17

Digital Data Designed, LLC

7/9/17

Announcement

Free Training! - Interface Overview

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

unread,

ServiceM8

Training

Announcement

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

Q&A

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

Q&A

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

Q&A

QuickBooks Online Link

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

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QuickBooks

ServiceM8

Q&A

QuickBooks Online Link

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

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17

Q&A

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

Q&A

How Does ServiceM8 Handle Job Length Changes

In relation to the schedule? Assuming this is what you mean, and if there was another job scheduled

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How Does ServiceM8 Handle Job Length Changes

In relation to the schedule? Assuming this is what you mean, and if there was another job scheduled

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17

Q&A

How to Assign a Job to 2 Technicians

You are actually creating 2 bookings; one for each technician. For example… Daniel and Evan need to

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How to Assign a Job to 2 Technicians

You are actually creating 2 bookings; one for each technician. For example… Daniel and Evan need to

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17

Q&A

How to handle week day(s) off

Great Question! The best workflow for this is to have never-ending/completed Jobs titled/companied as

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How to handle week day(s) off

Great Question! The best workflow for this is to have never-ending/completed Jobs titled/companied as

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17

Q&A

Job alerts

This is actually handled directly in the individual's device. From the Settings app, scroll down

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This is actually handled directly in the individual's device. From the Settings app, scroll down

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17

Q&A

Staff Icons

There is only the 5, and I would agree, I which they would have a more visual selection option. Until

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There is only the 5, and I would agree, I which they would have a more visual selection option. Until

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17

Q&A

Dispatch Board Help

Yes. Once you are ready, we will have ServiceM8 activate a cleanup wizard. This does have the option

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ServiceM8

Q&A

Dispatch Board Help

Yes. Once you are ready, we will have ServiceM8 activate a cleanup wizard. This does have the option

7/9/17

ServiceM8 Support Forum, Digital Data Designed, LLC2

7/9/17

Q&A

More booking options then in 15 minutes?

Yes, this can be done, just manually. From the Calendar scheduling in the Dispatch Board, you can

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Booking

ServiceM8

Q&A

More booking options then in 15 minutes?

Yes, this can be done, just manually. From the Calendar scheduling in the Dispatch Board, you can

7/9/17