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Let's get started with job management systems!
In this session we will review your current workflow, I will demonstrate how job management systems will work in your business, I will learn more about your business and we will discuss the training and set up path ahead with the job management system you decide to go with.
Account creation & setup
Create/modify Job Categories & Queues
Enable required add on's
Email and SMS Templates
Document Templates (Quote/Invoice)
Connect to accounting package OR import clients and materials
Configure security roles for staff
Form Creation
Custom Fields
The purpose of the Training stage is to teach each staff member what the job management system is and how it helps the business, show each staff member which parts of their day to day work will be different once the business starts using the system
We will get you up and running with ServiceM8 in no time!
If you and/or staff feel comfortable figuring out the basics by completing the Learning Roadmap, then you may only require a basic set up service.
Account creation / backend configuration
Create Staff
1 x invoice template
1 x quote template
Customised job categories
Accounting integration
This service usually takes 2 - 4 hours
Welcome, recurring clients! If you've been directed to our website to schedule your 2-hour sessions, you're in the right place. Simply navigate through, pick a date and time that aligns with your schedule, and your booking will be confirmed with an accompanying invoice.
Our two hour remote administration service is designed to alleviate the administrative burden from your business, allowing you to focus on what you do best!
Job management, processing and sending purchase orders, work orders, invoicing, client contact, email inbox management, scheduling and MORE!
