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ServiceM8 reporting
- How do you search ServiceM8 job history by address with AI?ServiceM8 how-toServiceM8's MCP connector lets ChatGPT or Claude search jobs and clients and read job diaries in plain language. Setup steps and its privacy limits.
- How do you see the total value of open quotes in ServiceM8?ServiceM8 how-toServiceM8 does not total open quotes on screen. The closest native view, an export to spreadsheet, and a Custom Report that shows the live figure.
- How do you report profit by job category per quarter in ServiceM8?ServiceM8 how-toServiceM8 shows profit by Job Category only with Job Costing (Premium) and Custom Reports, on rolling periods. Get a quarterly table by export or API.