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ServiceM8 Phone AI Agent Builder
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Training Overview
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Actions
Dispatch Board
Creation & Basics
1.1 Account Creation
1.2 Interface Overview
Home Page
2.1 Home Page & Dashboard Overview
2.2 Edit Dashboard
2.3 Support Tickets
2.4 Notification Dialogues
Dispatch Board
3.1 Dispatch Board Overview
3.2 Actions
3.3 Job Queues
3.4 Staff Members
3.5 Job Search
3.6 Jobs List
3.7 Displaying Jobs
3.8 Job Window
Job History
4.1 Job History Overview
Clients
5.1 Client Page Overview
5.2 Accounting Package Sync
5.3 Bulk Import Wizard
Invoicing
6.1 Invoicing
Reports
7.1 Reporting Overview
In this video, we walk through the basics of the Action options.
Related Links from video:
Settings - Job Templates
ServiceM8 Support: Online Basics
ServiceM8 Support: Dispatch Board Overview
ServiceM8 Support: Search "Job Template"
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