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ServiceM8 setup and data
- How do you bulk import clients, sites and contacts into ServiceM8?ServiceM8 how-toServiceM8 imports clients from CSV, but sites and extra contacts need a second pass. The order to load them in and the duplicate check to run against Xero.
- How much can you format a ServiceM8 email template?ServiceM8 how-toServiceM8 email templates take simple formatting and HTML in Source view. What works, the field codes for logos and links, and how to test a quote email.
- Why don't ServiceM8 stock levels go down when materials are used?ServiceM8 how-toServiceM8 does not deduct stock itself. Xero, QuickBooks or MYOB does, once a tracked item is on an approved invoice. Four checks, and a materials cleanup.