ServiceM8 Feedback

  1. Allow for prebuilt items including parts and labor

    Many electrical companies I know really need the ability to have multiple line items under one material/ service. For example, supply and install one double power outlet (parts required and labor allowed for) cable, power outlet, sundries and labor. So we can track each item on the job and how long it takes and what each part has been allowed for.
    The main reason for this is so we don’t have to show an hourly rate, just one price per item for the customer to see and everything broken down for management reasons.
    This would help so many current ServiceM8…

    186 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Different codes that are not classed as "jobs"

    Able to set codes that can be used generically without creating a job. For example...

    Travel
    Lunch
    Admin
    Interviews
    Office etc

    105 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to add PDF files to Knowledge

    We have a large data base of schematics, manuals and service bulletins in PDF form. We would love to be able to import them into the new Knowledge section.

    135 votes
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    11 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Edit clock on/clock off data

    We should be able to edit our employee's clock in/clock out data.
    Its bad enough that employees will forget to clock our for 2 days,
    then all the data from those 2 days cannot be edited for future use.

    22 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Excel Export for Quotes & Invoicing Materials/Services

    The ability to export all the materials/services that have come through to the job that are sitting in the Quotes and Invoicing tab on the job, weather waiting to be invoiced or invoiced. Currently no way to do this. Contact me for more info.

    15 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Adding multiple emails to a customer, ie E1@gmail.com,E2@gmail.com etc

    Allowing multiple emails to be given to one user would allow job cards and invoices to go to multiple people in the same organisation, meaning that it cannot be missed, so the job card and invoice could go to, manager, accounts and who ever else they might want it sending to

    24 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Merge Jobs

    With multiple admin, occasionally get a job that has been added to the system twice. Although we can delete one, sometimes one job has the quote and emails to the customer and the other job has the invoice and pictures so there is useful information in both. If we merge the jobs and everything remains in date order and the job description would be in perfect working order.

    56 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Please add search functionality on Invoicing. It would be great to have the search bar on each tab.

    Add search functionality on Invoicing. It would be great to have the search bar on each tab.

    23 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add the ability to add and create tags to Jobs, Staff and Clients.

    Hi ServiceM8 can you please implement tags into the system. On Jobs, Staff and Clients that have an api ability to fire when added and removed.
    Also link those functions to Zapier.
    Examples this would help with.
    - Can be used in reporting functions. eg where Jobs have two service types.
    - If i tags were on Staff I could make an integration that filters staff members when licenses expire or renew.
    - Customer Tags could be used to make better integrations with Zapier based on tags being removed or added.
    - I could filter clients who are under contract…

    28 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Manually add and edit assets

    We have to be able to add and edit asset information without needing to scan a QR code to call up an asset or create an asset record.

    There are so many clients using devices such as iPhone 5 series on iOs 10 that don't have the ability to scan a QR code.

    20 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. extra level in the Staff Security - View Other Staff schedules as follows:

    To be able to see the site staff schedules but NOT the schedules of the Business Owners. This is so the Business Owners can schedule visits onto jobs without the supervisors being aware they are coming (for quality control and safety spot checks) and also so that the scheduling of upcoming work potential (ie bookings made under Quote Status to the Business Owner) are also not visible to the supervisors, as this may compromise the winning of the job due to the competitive nature in the industry. The supervisors should ONLY see the schedules of the staff they are responsible…

    6 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. remove the activity feed from app

    have the option to remove the activity feed from the app so the team out in the field dont have to see all of the irrelevant information relating to MYOB etc

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to have multiple clients with the same name.

    I can't believe that ServiceM8 does not have the ability to save clients with the same name. The only solution they have is to add extra characters to the name to make it unique. Surely that is a standard feature that should be available.

    17 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Dispatch Map Functionality

    11/30/2018 - This latest update to the Dispatch Map has significantly affected the way we schedule our jobs.

    Previously, we could filter to Unscheduled Jobs then choose a day and a technician (using the little people icons at the top) to 'layer' the tech's day on top of the Unscheduled Jobs. This may it very convenient, quick and easy to fill in any gaps the tech had in their day.

    Now, there is NO way to select more than one Filter. When you choose Unscheduled jobs, it's all the Unscheduled Jobs. When you choose a tech's schedule, it's just that…

    47 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. calender tilte per job

    can i add a title in calender when i create a job
    so when i look at calender i can see what job the techs are doing without opening the job

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Vehicle to Inventory Management

    I like that we can force push and see inventory, it would be nice to see which vehicle has some of the inventory.

    35 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Automatically schedule a job when "start job" button is pressed using the app.

    When using the app and checking into a job using the Start Job button, serviceM8 should automatically schedule this job on the Dispatch Board under the applicable staff schedule.

    10 votes
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  18. Form Inbox automation - develop a fuction to only send the notification to specific people, instead of all staff on the accoount

    Form Inbox automation - develop a fuction to only send the notification to specific people, instead of all staff on the accoount

    4 votes
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  19. Better materials

    Could we please have:

    -Better search function (get suppliers to include keyword tab in price files with what they use in their apps and website search)

    -A way of grouping materials by category or in folders

    -A simple way to create lists of materials for set tasks and jobs then add them to invoice quickly

    -Ability to track stock in multiple places/vehicles and create lists for a weekly order etc (ARFlow is doing some things right in this area apparently)

    Cheers!

    7 votes
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  20. Ability to schedule recurring call outs under one jon

    We have regular clients that we do daily onsite calls for but they are billed monthly. We need to be able to schedule all of the call outs for the month under 1 job easily with out needing to do it manually. Currently we need to drag and drop to every day of the month and at the end of the month invoice it out, this is very time consuming

    11 votes
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