• ServiceM8: Streamlined Job Management for Service-Based Businesses
  A robust platform designed to optimize operations in service-based businesses.

Available Actions

• Job and Task Management

  • 🛠️ Create Job: Start a new job and track key details.
  • 🔍 Get Job: Retrieve job information using unique ID.
  • ❌ Delete Job: Remove unnecessary jobs from the system.
  • 🗂️ Create Job Queue: Organize tasks by prioritizing job queues.
  • 📋 Create Job Activity: Log real-time updates on job status.

• Client and Staff Management

  • 👥 Create Client: Add new clients with essential details.
  • 📝 Update Client: Modify client information for accuracy.
  • 👨‍💼 Create Staff Member: Add staff and assign roles.

• Allocation, Badge, and Category Management

  • ⏳ Create Allocation Window: Define time frames for job allocation.
  • 🏷️ Create Badge: Categorize staff based on achievements.
  • 📂 Create Category: Organize jobs, tasks, or clients into categories.

• Tax and Security Role Management

  • 💰 Create Tax Rate: Set tax rates to comply with local regulations.
  • 🔒 Create Security Role: Establish access permissions for staff members.

• Note, Attachment, and Material Management

  • 📝 Create Note: Add context or instructions to records.
  • 📎 Create Attachment: Keep relevant documents attached to jobs or tasks.
  • 📦 Create Material: Track inventory or supplies associated with jobs.

Available Triggers

• ⚙️ Create Note: Trigger events for new notes added.
• ✅ Create Task: Activate workflows upon new task creation.
• 📄 Create Form Response: Automate tasks based on form submissions.

Why Choose ServiceM8?

• Efficiency: Automate workflows and streamline operations.
• Comprehensive Features: Manages jobs, clients, staff, and materials.
• Flexibility: Tailor the system to your specific business needs.

Training Videos

• 🎥 Learn to create and manage jobs.
• 📚 Tutorials on tasks, notes, and attachments.
• 🚀 Maximize efficiency with resource allocation.

Start using ServiceM8 today and elevate your service business!