Learn how to streamline follow-ups using reminder badges in ServiceM8. This tutorial covers how to set up reminder badges, activate them in your account, and apply them to job cards so important tasks are clearly flagged. By using reminders effectively, you can track pending work, keep your schedule organised, and ensure important follow-ups are never overlooked by your team.

Streamline your workflow by creating job templates in ServiceM8. Templates help standardise job information, reduce repetitive data entry, and ensure your team follows consistent processes for every type of work you perform.

Learn how to effectively manage your team’s schedule using the ServiceM8 calendar. With clear visibility of jobs and staff availability, you can organise workloads, assign tasks efficiently, and keep your daily operations running smoothly.

Learn the correct way to remove or delete a job in ServiceM8 while maintaining accurate records and system integrity. Understanding the difference between changing a job’s status and permanently deleting it helps ensure your data remains clean and your reporting stays reliable.

Learn how to manage and customise payment terms in ServiceM8 to suit your business and customer needs. This guide explains how payment terms affect invoice due dates and how setting the right terms can improve cash flow and maintain clear expectations with your clients.

Discover how to activate automation in ServiceM8 to simplify repetitive tasks and keep your workflow running smoothly. Automation helps ensure key actions are completed automatically, saving time and improving consistency across your job management process.

Keep customers informed and improve transparency by sending job start notifications directly from ServiceM8. With the right setup, clients can receive real-time updates when a technician begins a job, helping build trust and reduce uncertainty about arrival times.

Learn how to quickly identify the account owner in ServiceM8 to ensure proper control over billing, permissions, and key account settings. Knowing who holds ownership helps maintain accountability and smooth management of your business system.

Discover how to capture, organise, and professionally present job photos in ServiceM8 using the Photo Diary. From taking photos on-site to storing and viewing them on job cards, this guide shows you how to keep visual records clear, organised, and client-ready.

Discover how ServiceM8 simplifies your quote proposal process with an easy-to-complete approval form that helps clients review, sign, and pay deposits seamlessly. By streamlining approvals and automating follow-ups, you can reduce delays, improve cash flow, and present a more professional quoting experience.

Gain better visibility of your team’s time on the road with ServiceM8’s Travel Time Report. Tracking travel time helps improve scheduling accuracy, monitor productivity, and understand the true cost of jobs across different time periods.

ServiceM8 provides powerful scheduling tools to manage everything from single-day bookings to ongoing weekly assignments. Easily create detailed bookings, allocate staff, and adjust timeframes as jobs evolve — all while keeping your calendar organised and conflict-free.

ServiceM8 makes adding photos from your phone quick and seamless, helping you document every stage of a job directly within the app. Using the Import Photo feature, you can upload images from your device’s gallery or take new photos on the spot and attach them straight to the job card. Adding photos is simple and fast, ensuring important visual details are recorded without interrupting your workflow.

Learn how to quickly send booking links directly from the ServiceM8 mobile app, allowing customers to choose their preferred time and confirm appointments instantly—no desktop required.

Learn how to use Security Roles in ServiceM8 to control team access and protect sensitive business information. By customising visibility settings, you can ensure staff only see what’s relevant to their role, improving accountability while maintaining operational efficiency and data security across your business.

ServiceM8’s Auto Routing, powered by ServiceM8 Job Allocations, intelligently assigns work using allocation windows, travel origins, and advanced route calculations. After enabling the Job Allocation Add-On, you can create structured allocations, define availability windows, and customise optimisation settings to ensure the right technician is assigned to the right job at the right time.

Discover how Job Categories in ServiceM8 can help you organise your jobs more effectively and keep your business running smoothly. By structuring work into clear categories, you improve visibility, simplify tracking, and create a more organised system that supports better planning and decision-making.

Learn how to organise and streamline your workflow in ServiceM8 by using Job Categories and filters effectively. Categorising jobs allows you to quickly sort, manage, and track different types of work, improving visibility and helping your team stay focused and efficient throughout the day.

ServiceM8’s Materials and Services feature helps you build quotes faster and with greater accuracy by letting you create, customise, and manage the items you use every day. Add individual materials, bundle services together, and tailor grouped items to match how your business actually works. Whether you’re preparing a quote or generating an invoice, you’ll see exactly how these items appear to your customers—so there are no surprises and no pricing mistakes.

Discover powerful ServiceM8 features and add-ons designed to streamline job management, enhance customer communication, and elevate your professional image across every stage of the service workflow.