ServiceM8 Quote and Invoicing Templates

ServiceM8 Quote and Invoicing Templates



 ServiceM8 Quote and Invoicing Templates


ServiceM8 have templates that you can use for quoting and invoicing. If you are using Burdi, you can decide how much information your customers see by using the templates feature in ServiceM8. Watch the video below to see this in action. 



Watch the video below to understand ServiceM8 quotes and invoicing templates
​


    • Related Articles

    • ServiceM8 Quotes

      ServiceM8 Quotes If you quote jobs in ServiceM8, you can use Burdi to help you. Burdi can help to automate quoting by generating sale prices for materials as well as matching items used on the job to the materials quoted once the quote has been won. ...

    • Pushing individual items to ServiceM8

      Pushing individual items to ServiceM8 You have an option to send individual line items to ServiceM8. To do this, follow the steps below. Step 1: Head to Purchases and search for the invoice you need to publish to ServiceM8. Select View Items. Step 2: ...

    • How can I connect to ServiceM8?

        Connecting to ServiceM8 Step 1: From your dashboard, click on Account and go to Integrations. Step 2: Click Connect to ServiceM8. Step 3: A pop-up window will open. You will need to give Burdi permission to connect to ServiceM8. Sign into ServiceM8 ...

    • Integrating Burdi with ServiceM8 and/Xero

      Integrating Burdi with other software Burdi currently integrates with both ServiceM8 and Xero. Watch the video below on how to integrate Burdi with other software. Watch the video below to see how to integrate Burdi with ServiceM8 and/or Xero ...

    • ▶️ ServiceM8 Error: "Store setting does not allow items to be pushed to ServiceM8"

      ServiceM8 Error: "Store setting does not allow items to be pushed to ServiceM8" If you are automatically pushing invoices to ServiceM8 and you receive an error message with an X icon of "Store setting does not allow items to be pushed to ServiceM8". ...