ServiceM8 Dashboard Tabs

ServiceM8 Dispatch Board tools for invoices, job documents, StaffChat, reporting, diagrams, and AI.

ServiceM8 Dashboard Tabs adds workflow controls to the ServiceM8 web app and job cards. WHAT IT DOES • Dispatch Board tabs: Reports, Timesheets, Revenue, Pipelines, Diagrams, Post Queue, and Schedule Board • Job Documents: open a job card’s Documents icon to create an invoice PDF in the ServiceM8 job diary. A Download button beside each listed document downloads that file through Chrome to the browser’s configured download location. • Real ServiceM8 API Tasks: list, create, sort, filter, and delete tasks (optional in Settings) • Pipelines: named programmes per customer with properties, jobs, task swimlanes, stages, planning, bulk moves, and optional AI • Proposal tools: copy/paste sections and spelling support • Post Queue: schedule completed jobs for a target invoice date • Diagrams: draw trade diagrams and save/load them to a job • Staff Docs: track licences and certificates (optional paid feature) • Job helpers: email contacts, rich email editor, recurrence, reminders, and payment timing • Optional BYOK AI Copilot for search, navigation help, spelling, and confirmed field fills • Turn features on or off independently in Settings HOW TO USE 1. Install the extension and open Options/Settings. 2. Choose Connect with ServiceM8 and complete Extended OAuth consent. 3. Sign in to ServiceM8 at go.servicem8.com. 4. Open Dispatch Board and enable the tabs/tools you want in Settings. 5. To create or download job documents, open a job card, select its Documents icon, then choose Create invoice or Download beside a document. PRIVACY The extension uses ServiceM8 Extended OAuth and accesses account/job data only to provide enabled features. Invoice and job documents can contain personal and financial information. Optional cloud features sync user-created data through Firebase. Optional AI sends the relevant content for your request to OpenRouter and the selected model provider. See the privacy policy for details. REQUIREMENTS • A ServiceM8 account with API access • Chrome browser • Use on go.servicem8.com and other ServiceM8 web hosts Not affiliated with or endorsed by ServiceM8 Pty Ltd unless separately stated.