To complete a job in ServiceM8


Open ServiceM8 on an iPhone or web browser


  • Double click on the job to open
  • Press the OPEN JOB button
  • Click on the QUOTES AND INVOICING tab
  • Enter in the work completed in the WORK COMPLETED FIELD


  • Add any materials that were used through the ADD MATERIAL/SERVICE button
  • If the customer is going to be charged for the work, use the CHECK IN/CHECK OUT data
    • If there is no data, double click on the CHECK IN/CHECK OUT icon
    • press the ADD TIME button
    • Enter the STAFF member
    • Enter in the RATE
    • Enter in a start time
    • Enter in the time that will be charged in hours
    • Press the the BILLED radio button if the job is a chargeable type such as INSTALLATION, MAINTENANCE and CHARGEABLE
    • Press SAVE


  • Go to the CUSTOM FIELDS tab
  • Enter in all the relevant data or change information that is incorrect
    • any data that is changed will update Epicor when the job status is changed in ServiceM8


  • Go back to the JOB DETAILS tab
  • If the job category is not correct, please change it in the JOB CATEGORY field
  • Change the job status to indicate the status of the job
    • COMPLETE will close the job
    • UNSUCCESSFUL indicates a return job is required
    • QUOTE is used for when works need to be estimated


  • Press the SAVE button


To complete the job completely, the Coordinator will need to 


  • Go to the INVOICING tab in ServiceM8


  • Go to the AWAITING APPROVAL tab


  • Select the job to approve and press the APPROVE button


Go in to Epicor


  • Search for SERVICE JOB TRACKER and open
  • Locate the Epicor job from the job in ServiceM8
    • this can be found on the job card in ServiceM8 in the PO# field


  • Press the search icon illustrated BINOCULARS
  • Enter the SRV number into the search field under STARTING AT
  • Press SEARCH


  • Double click on the desired result
  • The job is displayed


  • On the left hand side, click on the MATERIALS to see what items have been added