ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Surface gaps in large purchase requests before approval.
Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.
Keep contract requests missing a W-9 out of the approval queue.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.
Keep incomplete requests waiting and alert requesters.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.