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.
Reply to design inquiries and flag project details needed for follow-up.
Your website leads get a helpful first reply, and your sales team sees the questions and contact details it still needs.
Welcome design clients with their project details and shared folder link.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Send new clients their design scope and first steps after signing.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
Clear extra copies of design files and email project owners a log.
Keep shared project folders tidy: this cloud duplicate file finder trashes confirmed extras and emails owners a Friday cleanup log.