ServiceM8 Onboarding From

Let’s Get Started With ServiceM8 Setup

First Name (account owner) *

Last Name (account owner) *

Email (account owner) *

Phone (account owner) *

Business Name *

Website

Business Logo

1. Please Upload Your Quote Templates (Zip & upload all if you have multiple)

2. Please Upload Your Invoice Templates (Zip & upload all if you have multiple)

3. Would you like to collect the client’s signature when they accept the quote?

YES

4. Do you want to collect any deposit when when client accepts the quote? if yes then give us the %age of how much should it be?

5. Please share your list of labour services along with their costs. If you already have a document for this, you can share the document link here.

6. Please provide a list of all materials you use or sell in your jobs.

For each material, include the following details (if available):

Material Name, Description, Cost Price, Sell Price, Unit, Tax Code (if applicable)

Upload CSV file for your product/materials

7. To add staff and admin in ServiceM8, open the below google sheet, make a copy of it and then fill in the information, then download it as a CSV file and upload it below.
https://docs.google.com/spreadsheets/d/1Fad4QQIxfEUvAyrR54VMUFY4dHZG1nUm53e6-ErB_V8/edit?usp=sharing

8. What are the categories you want in your job queues

9. Please mention you Form names and questions for each of those forms.

10. Upload Your Customer List (CSV File).

11. Upload any Additional Files or Document if you want.

12. Mention any specific areas that you want us to focus on during the training call.

13. Share Any Additional Informations or Any comment if you have