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Sales & Service Ops

Draft

ServiceM8 — Create Jobs & Write Reports

Run jobs and write service reports in ServiceM8; how parts flow to billing.

ServiceM8 is the field-service app techs use to run jobs and write service reports.

How parts flow to billing (automatic)

When a parts request carries your ServiceM8 job number, Anvil posts the priced parts and freight straight onto that job, which flows through to the QuickBooks invoice. Techs don't hand-enter parts onto the job.

Creating a job & writing a service report

These hands-on steps are FabTech's ServiceM8 process — to be supplied.

Needs John: the hands-on ServiceM8 steps — how a tech creates a job and writes a service report (required fields, photos, dispatch workflow). This is the one topic that's genuinely your team's process, not ours.

Draft v1 — written from our systems, pending John's review. Edit src/lib/data/docs.ts to change it.