Company InfoHoursJob SettingsQuote SettingsInvoice SettingsStaff InfoDoc uploadReviewCompany InformationCompany Name (Required)Email (Required)Address (no PO Box details) (Required)State ABN (Required)Billing Email (Required)Suburb (Required)Country Website / URL Mobile Number Postcode (Required)Opening HoursPlease tell us how you operate. If you have staggered days and times use the 'add' function.Opening hours Week days Please selectMonday to Friday7 Days a weekMondayTuesdayWednesdayThursdayFridaySaturdaySundayOpen/Closed Please selectOpenClosedOpening at Closing Time Add RemoveDo you work public holidays? Please selectNoYesJob SettingsWhat should your job card start as? QuoteWork OrderHow much time in advance do you want clients notified of your arrival? Please selectNo arrival window1/2 hour arrival window1 hour2 hours3 hours4 HoursPlease tell us the commencement Job Number Do you require a suffex or Prefex for jobs? Please selectNot requiredYes - SuffexYes - PrefexPlease tell us the Suffix/Prefix if required. Job Categories - Thinking about how you would group your jobs, please tell us how you would like to categorise your jobs. For example, Warranty, Insurance, After- hours, VIP etc Job Queue - ServiceM8 has standard queues for your jobs. Parts on Order, Pending Quotes, Workshop. Are there any others you would like (these can be added at anytime). Quote Template SettingsHow long is your quote valid for? Please select7 days14 days30 days60 days90 daysQuote appearance Please selectItemised quoteSummary quoteInvoice Template SettingsPayment terms (Required)Please selectCODPrepaid7 Days14 Days30 DaysInvoice appearance Please selectItemised invoiceSummary InvoiceInvoice naming for email subject line (Required)Please selectCompany Name Invoice #(Job Number)Company Name Invoice #(Job Number) for $(Job Price)Invoice #(Job Number) for $(Job Price)Are you registered for GST? Please selectYesNoPartial invoice job numbers Please selectUse original job number with suffix (A, B, C, etc)Use next available job numberWho will receive the Invoice for payment? (Required)Please selectJob's Billing ContactCompany's 'Accounts Payable'Payment Method Cash OnlyPayPalCashMasterCardChequeVisaAMEXAll MethodsEFTPlease tell us if you are adding a processing fee for cards? Please selectNeverAlwaysFor payments over $500For payments over $1,000For payments over $2,000For payments over $5,000Access to the ServiceM8 DashboadUse the 'add button' to list everyone that will need to have access to the dashboard. This includes any contract staff that you engage on a regular basis to complete a job for you.Staff Details First Name Last Name Job Title Mobile Number Email Role Please selectBusiness Owner RoleFinance RoleStaff RoleContractor RoleStaff Role (no pricing)Strict Contractor RoleAdd RemoveDocumentation uploadTo help set up your account we require a copy of your logo, current quote and invoice templates. If you don't have a current quote or invoice template, please let us know.I don't have the following QuoteInvoicePlease upload your documents here (Required) Drag and Drop your files here to upload. File types allowed: doc, docx, pdf, xls, xlsx, jpeg and png You can upload up to 5 files. Please review your information and sign below before submitting.Please sign below to confirm that the information provide is correct and is to be used by Your IT Guardian for the purpose of establishing your ServiceM8 account. (Required) NamePreviousNextSubmit
