Trades
ServiceM8 document templates
- ServiceM8 quote template for air conditioning installsServiceM8 formA free ServiceM8 aircon quote template: a per room cooling and heating load table, unit spec block, install type and electrical sub circuit line.
- ServiceM8 quote template for electricians: points and circuitsServiceM8 formAn electrical ServiceM8 quote template that counts points and circuits, and prices switchboard upgrades and safety switches as their own priced options.
- ServiceM8 invoice template for real estate and strata workServiceM8 formBill the owner care of the agency while the invoice shows the tenant's address, work order number and contact. ServiceM8 fields and setup for rental work.
- ServiceM8 job checklist template for any tradeServiceM8 formA trade neutral ServiceM8 job checklist in five stages, with photo tasks at the steps that cause disputes and reminders at check in and check out.
- ServiceM8 job sheet template with a photo grid and signatureServiceM8 formA ServiceM8 job sheet built as a Form: work done, materials, time on site, a before and after photo grid and a signature block, with the field codes for each.
- How do you build a good, better, best proposal in ServiceM8?ServiceM8 formServiceM8 has no separate Proposals feature. Build a good, better, best proposal as a quote template cover page with three Quote Options, and when to use it.
- How do you send a purchase order from ServiceM8?ServiceM8 formServiceM8 has no built in purchase order feature. This template turns the job number into your PO and links straight to Supplier Invoice Import matching.
- ServiceM8 quote template, with every field code it usesServiceM8 formThe base ServiceM8 quote Word template: scope, line items, options and an online acceptance link, with every merge field code and bookmark it uses listed.
- ServiceM8 SMS templates for booking, on my way, quotes and invoicesServiceM8 formEight ready to paste ServiceM8 SMS templates with field codes, each kept under 153 characters so a filled message uses one SMS credit, not two.
- ServiceM8 quote template for solar and battery installersServiceM8 formA free ServiceM8 solar and battery quote template: system spec, STC discount line, generation estimate disclaimer and a network approval condition.
- ServiceM8 tax invoice template, field by fieldServiceM8 formA ServiceM8 tax invoice Word template: each ATO tax invoice requirement mapped to the merge field that fills it, plus PO number, bank details and a pay link.
- What are all the ServiceM8 template field codes, by document?ServiceM8 how-toEvery merge field ServiceM8's help centre documents for quotes, invoices and forms, in one table, with what each one prints and its common mistakes.
- ServiceM8 variation template: get sign off before extra workServiceM8 formA free ServiceM8 variation form that prices extra work, records why it is needed and gets the customer's signature on site before the work starts.
- ServiceM8 work order template for subcontractorsServiceM8 formA free ServiceM8 subcontractor work order: scope, site access, agreed rate and the paperwork the subbie must send back before you pay the invoice.
- How do you show the next inspection due date on a ServiceM8 report?ServiceM8 how-toServiceM8 has no field that calculates a due date from a service date. How to enter it as a form answer and merge it onto the certificate.