Minor fixes and improvements

Minor fixes and improvements

Introducing ServiceM8 14! • iOS 26 Liquid Glass A fresh new look that maximises content on screen — buttons and tabs are lighter and let the content behind show through. • Markup Improvements Make markups clearer and more professional. Add text directly onto images, draw proper circles, squares and lines, and even drag images onto photos or documents. • Tap to Pay on iPhone | NZ Support Now available in New Zealand, joining Australia, Canada, the United Kingdom and the United States! Accept in-person, contactless payments with nothing but your iPhone. • Copy & Paste Checklists Quickly copy a checklist group from one job and paste it to another. • Document Scanner | Auto-Naming Scanned PDFs are now automatically named, so it’s easier to keep track of documents. • Send Photos & Files by SMS You can now send photos or files to clients via SMS, at no extra cost. • Auto Routing Get the most efficient order to attend your scheduled jobs for the day. Auto Routing works with allocated and fixed-time bookings, with varying levels of optimisation available to choose from. • Job Check Out Report See a detailed breakdown of every visit: GPS logs, travel vs. time on site, notes, items, photos, videos, and checklists completed. • Edit Job Time You can now edit job time in the app, via the Job Check Out Report, or right at Check Out. • New Job Actions Call Supplier — instantly call suppliers saved with the Suppliers add-on. Navigate to Supplier — get directions straight from the job card. • Supplier Emails Saved Supplier emails are available to choose from when drafting emails from a job card. • Proposals | Fixed Items (Subtotal Only) List items in Proposals without showing individual prices — customers see item names and a subtotal only, giving you flexibility in how you present quotes. • Knowledge | View Original PDF With the new ability to upload PDFs as Knowledge, when viewing this Knowledge in the app, the document is converted into a format for the best experience, however you can also view the original PDF. • Asset Management | QR Code Linking With the new ability to bulk import Assets, you can now quickly link each one on site by applying a QR code label, then searching and attaching it to the relevant Asset. • iPad Improvements Support for iPadOS 26 keyboard, menu and windows.

Minor fixes and improvements

Minor fixes and improvements

Minor fixes and improvements

Minor fixes and improvements

Minor fixes and improvements

Minor fixes and improvements

Minor changes and improvements

Introducing ServiceM8 13! Proposals You can now create and send beautiful online quotes, with Proposals, right in the app! You can start from a template, add text and gallery sections, set materials to Fixed, Multiple Choice or Optional, and even drag-and-drop to reorder. All-Day & Multi-Day Bookings When a booking is more than one day long, it will now show on each of the days it’s booked for, in all schedule views. In the Calendar, you can see how many days it’s booked, and what day you’re up to. Plus, it’s now possible to book All-Day jobs across multiple days, in the app. Smarter Item Search Searching for an Item/Service is faster and easier, with the ability to search with part of an item’s code or name, in any order. Bundles Search When browsing Bundles to add to the job, it’s now possible to search for the specific Bundle you’re after. Edit Forms After completing certificates, inspections or reports on site with the Forms Add-on, if you make a mistake or forget something, you can now revisit all types of fields in a completed Form. Just open it from the Diary, tap Edit, and you can work back through the Form. Check In & Navigation Optimisation When you tap Start Job, you can now choose whether to Notify Client & Navigate to Job, all in one view, for a streamlined check-in experience. Tap to Pay on iPhone | UK & Canada Support The ability to accept in-person, contactless payments, right on your iPhone — from physical debit and credit cards, to Apple Pay and other digital wallets — is now available in the UK, Canada, Australia & the USA. Deposits with ServiceM8 Pay It’s now possible to accept a percentage deposit (pre-payment) on site upon quote acceptance, with ServiceM8 Pay. Photo Browsing Improvements To make it easy to browse and find specific photos, when you filter the Diary to ‘Photos & Videos’, it will now expand to show all photos, grouped by time and staff member. Checklist Improvements Checklists are now more powerful, plus they’re easier to create and manage in the app. You can assign checklist tasks to staff members, attach a reminder to a task, create multiple checklists, and drag-and-drop to reorder. Auto Quote & Auto Invoice ServiceM8 can draft your description of Work Completed and a list of Items/Services to charge for, in seconds. Simply review, make any required changes, then send! ServiceM8 Chat Improvements ServiceM8 Chat, your voice-activated assistant, can now do more for you — you can now send any SMS Template, add billable items to the job, get tips on how to use ServiceM8 itself, or discuss general topics, all with your voice. Badge Prominence Badges now appear at the top of the job card, under the client’s details, to increase their visibility and the chance of field technicians noticing them.

Minor fixes and improvements

Minor fixes and improvements

Minor fixes and improvements

Minor fixes and improvements

Improvements to automated time tracking

Minor fixes and improvements

Introducing ServiceM8 12! • Live Activities Now, when you’re checked in to a job and lock your iPhone/iPad, you’ll see the job you’re checked in to on your Lock Screen, and how long you’ve been checked in. Tapping it will get you straight to the job card in ServiceM8. This will also be visible in the top Dynamic Island on supported devices. • Inbox A major upgrade of the Inbox, with an improved layout, separation of Replied, Snoozed, and Trashed messages, filters, search, notes, mentions, and swipe actions — swipe left to remove a message, and swipe right to convert to a job. • Copy Bundle With the Bundles Add-on, if you need to create a bundle very similar to an existing one, you can now open an existing bundle, tap "Make a Copy", make your edits, and save as a new bundle. • Card Payment Processing Surcharge It’s now possible to automatically add processing fees when clients pay by card. You can set it to always add the fee, or choose to set a fee-free threshold, with invoices below the threshold amount not adding the surcharge. To configure, go to Preferences in your Online Dashboard. • Multiple Checklists If you want to divide a job’s requirements by category, such as by room, stage or staff member, you can now create multiple checklists per job card. Simply add a title (followed by a colon) at the top of each separate checklist e.g. “ Master Bedroom: “ • Camera Improvements to the ServiceM8 Camera for recording videos, including haptic feedback to physically feel when you start and stop recording, and an increased video recording length of 2 minutes. • Video Transcription With ServiceM8 12, every video you record with the ServiceM8 Camera is automatically transcribed and added to the job’s Diary as a text transcript, so you can show, tell & write, all at the same time. Simply walk around a site describing what needs to be done, or the work completed, and it will auto-transcribe and save what you’ve said with the video. • PDF Fill-in To help digitally manage random paperwork for jobs, you can now fill in or mark up PDFs in ServiceM8 i.e. you can open a PDF form in the Diary to complete then sign it, or mark up a PDF plan or diagram with shapes and annotations. • Room Scan Improvements to Room Scan, which lets you capture the layout of a room as an interactive 3D model. ServiceM8 12 comes with new tools to add symbols, mark specific locations, measure distances, and generate a top-down floor plan of a scanned room. • Smart Writing Helper Incredible tools to save time writing and elevate your productivity, with the ability for ServiceM8 to automatically write emails, text messages, and the description of Work Completed. ServiceM8 can also help improve your writing — simply draft what you need to say, and ServiceM8 can instantly revise your message for clarity, punctuation & grammar, for fast and professional communication.

Tap to Pay on iPhone. Now available in the ServiceM8 app. With Tap to Pay on iPhone in the ServiceM8 app, you can accept in-person, contactless payments, right on your iPhone — from physical debit and credit cards, to Apple Pay and other digital wallets — no extra terminals or hardware needed. It’s easy, secure, and private.

Minor fixes and improvements

Minor fixes and improvements

Minor fixes and improvements

Minor fixes and improvements

Introducing ServiceM8 11 iOS 16 support Room Scan An entirely new way to capture & store the measurements of a room, then interact and understand the space you’re working with. ServiceM8 Room Scan lets you scan & save an interactive 3D model of a room, straight to the job diary, then get instant measurements to help scope the job, estimate materials & deliver the best outcome for your client. Requires iOS 16 & a LiDAR iPhone/iPad. Bundles A new way to streamline and systemise your pricing, quoting & invoicing. You can now roll several items of labour, materials or services into a preset ‘bundle’, with a single description for clients to see on your quotes & invoices. Improved Calendar for iPhone A major update of the Calendar view in the iPhone app. Swipe left or right to change the day, swipe the date bar to change weeks, or tap the date to jump to a specific date. Tap & hold a free space to schedule a job, or tap & hold a booking to change its time or duration. Custom List Order in Jobs View If you find yourself constantly scrolling down the Jobs view to get to your Staff lists, you can now tap ‘Edit’ then drag-n-drop to rearrange the vertical order of your Jobs, Queues & Staff lists to suit. Image Text Recognition Now, you can interact with text in photos saved to the Diary, such as copying long serial numbers, calling written phone numbers, or searching a product’s model number online. Just open & tap the image. Requires iOS 16. Job Diary Filters Now, you can filter the Diary down to the type of info you’re searching for, such as files, images, job notes or correspondence. Edit Notes You can now edit Notes, up to 15 minutes after saving. So, if you make a mistake or typo, you can just reopen the note from the Diary, tap ‘Edit’ and fix it. Photo Import on Checkout When you check out of a job, you’ll now have the option to import any photos you took outside of ServiceM8, while you were Checked In — making it easier to capture important job photos & history, every time. AI Time Tracking A completely new time-tracking engine, powered by artificial intelligence, to make tracking and charging for your time easier. ServiceM8 will automatically Clock you On & Off your shift, and Check you In & Out of jobs throughout the day, so you can focus on your work & clients. Undo Time Action If you get automatically Checked In/Out of a job, or Clocked On/Off your shift, you can now just ‘Undo’ the action and revert back to your previous state. Roll Back Clock Off Time If you don’t Clock Off your shift manually (or automatically), ServiceM8 will later suggest Clock Off times based on your activity and movements, such as when you left the office, or your last job. Trip Suggestions on Checkout If you make a supplies run while Checked In to a job, ServiceM8 automatically tracks this time as an offsite ‘Trip’. But if you forget to add them, these Trips become lost billing opportunities. Now, when there’s a tracked Trip on a job, it’s presented as a step of the Check Out process, so you can choose to add the Trip as billable time, or not, without having to remember. Daily Shift Summary An all-new tool to catch billable time and avoid missed billing opportunities, across your team. The Shift Summary appears in each staff member’s Activity Feed at the end of the day, where they can review their tracked time & allocate lost time. Set Email & Mobile If you’re on site with a client and start drafting their quote or invoice, but don’t have their contact details, you can now ‘Set’ and save their email or number, then and there. Section Lines for Quotes & Invoices Now, you can insert simple description lines between items, giving you the ability to break up your quotes & invoices into sections. To create a description line, just set its Quantity, Cost & Price to zero.

Introducing ServiceM8 11 iOS 16 support Room Scan An entirely new way to capture & store the measurements of a room, then interact and understand the space you’re working with. ServiceM8 Room Scan lets you scan & save an interactive 3D model of a room, straight to the job diary, then get instant measurements to help scope the job, estimate materials & deliver the best outcome for your client. Requires iOS 16 & a LiDAR iPhone/iPad. Bundles A new way to streamline and systemise your pricing, quoting & invoicing. You can now roll several items of labour, materials or services into a preset ‘bundle’, with a single description for clients to see on your quotes & invoices. Improved Calendar for iPhone A major update of the Calendar view in the iPhone app. Swipe left or right to change the day, swipe the date bar to change weeks, or tap the date to jump to a specific date. Tap & hold a free space to schedule a job, or tap & hold a booking to change its time or duration. Custom List Order in Jobs View If you find yourself constantly scrolling down the Jobs view to get to your Staff lists, you can now tap ‘Edit’ then drag-n-drop to rearrange the vertical order of your Jobs, Queues & Staff lists to suit. Image Text Recognition Now, you can interact with text in photos saved to the Diary, such as copying long serial numbers, calling written phone numbers, or searching a product’s model number online. Just open & tap the image. Requires iOS 16. Job Diary Filters Now, you can filter the Diary down to the type of info you’re searching for, such as files, images, job notes or correspondence. Edit Notes You can now edit Notes, up to 15 minutes after saving. So, if you make a mistake or typo, you can just reopen the note from the Diary, tap ‘Edit’ and fix it. Photo Import on Checkout When you check out of a job, you’ll now have the option to import any photos you took outside of ServiceM8, while you were Checked In — making it easier to capture important job photos & history, every time. AI Time Tracking A completely new time-tracking engine, powered by artificial intelligence, to make tracking and charging for your time easier. ServiceM8 will automatically Clock you On & Off your shift, and Check you In & Out of jobs throughout the day, so you can focus on your work & clients. Undo Time Action If you get automatically Checked In/Out of a job, or Clocked On/Off your shift, you can now just ‘Undo’ the action and revert back to your previous state. Roll Back Clock Off Time If you don’t Clock Off your shift manually (or automatically), ServiceM8 will later suggest Clock Off times based on your activity and movements, such as when you left the office, or your last job. Trip Suggestions on Checkout If you make a supplies run while Checked In to a job, ServiceM8 automatically tracks this time as an offsite ‘Trip’. But if you forget to add them, these Trips become lost billing opportunities. Now, when there’s a tracked Trip on a job, it’s presented as a step of the Check Out process, so you can choose to add the Trip as billable time, or not, without having to remember. Daily Shift Summary An all-new tool to catch billable time and avoid missed billing opportunities, across your team. The Shift Summary appears in each staff member’s Activity Feed at the end of the day, where they can review their tracked time & allocate lost time. Set Email & Mobile If you’re on site with a client and start drafting their quote or invoice, but don’t have their contact details, you can now ‘Set’ and save their email or number, then and there. Section Lines for Quotes & Invoices Now, you can insert simple description lines between items, giving you the ability to break up your quotes & invoices into sections. To create a description line, just set its Quantity, Cost & Price to zero.