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Creating Checklists in ServiceM8

Who doesn't like a good checklist, right ?





Picture this....you're a tradie, business owner, jack of all trades and you want to make sure that your staff out on the road actually REMEMBER to complete all the tasks they are meant to do on site.


Enter ServiceM8.


ServiceM8 is a complete Job Management System designed for tradies and business owners on the go.





It works two-fold. The desktop version can be accessed via your standard web browser and is perfect for office staff responsible for job scheduling, GPS staff tracking, timesheet submissions and client communication.


For field staff, the app accessed via your iPhone or iPad, is your task checklist, job clock in system, client communication portal, quote and invoice platform, and your onsite credit card processing facility.



CREATING CHECKLISTS


It's pretty easy to create a simple checklist for each job from your desktop computer.


In the Description section of the Job, add a dash (-) in front of each item you wish to create a checklist for.


For example:


Hedge Trimming

- complete Job Safety Analysis prior to commencing job

- before photo

- trim approximately 5cm from hedge

- after photo

- issue client with invoice

- dump clippings



The dash will create a checklist when you view the job on the ServiceM8 app.


Even better, by including the word "photo" it will create a push function to open the camera from within ServiceM8 so your field staff can take a photo, and automatically attach it to the job!






She's A Keeper is a Certified ServiceM8 Partner.


Want help rolling it out in your business ? Email us at hello@shesakeeper.com.au


We have special discounts available for ServiceM8 new subscribers!













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