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Switching from ServiceM8 to Taskr

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Quick Comparison

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Why Teams Switch

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Terminology Mapping

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Jobs & Work

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People & Places

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Scheduling

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Financial

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Features

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Feature Comparison

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What Works Similarly

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What’s More Powerful in Taskr

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What’s Different

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Data Migration

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What to Export from ServiceM8

1. Clients (essential)
   • Settings > Import/Export > Export Clients
   • CSV format
2. Jobs (for history)
   • Settings > Import/Export > Export Jobs
   • Include completed jobs for reference
3. Materials & Labour (recommended)
   • Export from Settings
   • Your price list
4. Staff Info (reference)
   • Manual note-taking
   • Certifications, contact details

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ServiceM8 to Taskr Field Mapping

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Clients → Customers

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Sites → Locations

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Materials → Products

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Step-by-Step Export

ServiceM8: Settings (gear icon)
→ Import/Export
→ Export
→ Clients
→ Download CSV

ServiceM8: Settings (gear icon)
→ Import/Export
→ Export
→ Jobs
→ Select date range (all time for full history)
→ Download CSV

ServiceM8: Settings (gear icon)
→ Import/Export
→ Export
→ Materials
→ Download CSV

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Workflow Comparison

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Creating a Job

1. Tap + to create job
2. Select or create client
3. Add job details
4. Add charges (optional now)
5. Save
6. Dispatch separately

1. Operations > Jobs > Create (or Cmd+K “new job”)
2. Select customer (locations available)
3. Add details
4. Assign and schedule in one step
5. Done

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On the Job (Field)

1. Open job from queue/schedule
2. Travel / On Site status
3. Complete forms
4. Add photos
5. Add materials/labour
6. Get signature
7. Complete job
8. Invoice (or queue for office)

1. Open job (from schedule or search)
2. Start timer (auto “In Progress”)
3. Add progress notes
4. Upload photos
5. Stop timer
6. Mark complete
7. One-click invoice

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Quoting

1. Create from job or standalone
2. Add line items
3. Send via email
4. Convert to job when accepted

1. Finances > Quotes > Create
2. Select customer
3. Add line items
4. Preview and send
5. Convert to job when accepted

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Invoicing

1. From completed job
2. Review charges
3. Generate invoice
4. Send to client

1. From completed job
2. Review line items
3. Generate invoice (one click)
4. Send via email or portal

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Things ServiceM8 Users Love About Taskr

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Better Desktop Experience

• Full functionality on desktop
• Easier data entry for complex jobs
• Better for office staff
• Same experience across devices

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Asset & Compliance Management

• Full asset register
• Compliance scheduling
• Certification tracking
• Service history per asset
• Fault management

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Team Scheduling

• Visual calendar scheduling
• Drag-and-drop assignments
• Team workload view
• Conflict detection
• Route optimization (coming)

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Detailed Reporting

• Customizable dashboards
• Financial analytics
• Team performance metrics
• Compliance status reports
• Export to any format

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Migration Timeline

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For Typical ServiceM8 User

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Quick Migration Path

Day 1: Export ServiceM8, set up Taskr
Day 2: Import customers, set up products
Day 3: Test with sample jobs
Day 4: Train team
Day 5: Go live with Taskr

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ServiceM8 Habits to Adjust

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Status Tracking

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Forms & Documentation

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Job Queue Management

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Common Questions

Forms don’t transfer directly. Use progress notes for job documentation, or contact us about custom solutions for complex form requirements.

Yes, for reference. Import completed jobs as historical records. Don’t try to import in-progress jobs - recreate them fresh.

Yes! If they’re comfortable with ServiceM8, Taskr will feel familiar. Most are proficient within 2-3 days.

Check Taskr’s integration library for equivalents. Common integrations (Xero, MYOB, etc.) are available.

Yes, you can maintain read-only access to ServiceM8 while using Taskr for new work.

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Migration Checklist

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Before You Start

• Export clients from ServiceM8
• Export materials/labour list
• Export jobs (for reference)
• Note any custom forms used
• List current integrations
• Set up Taskr account
• Configure organization settings

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During Migration

• Import customers
• Set up products/services
• Create job templates
• Test sample job workflow
• Test quoting workflow
• Test invoicing workflow

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Go-Live

• Invite team members
• Brief training session
• Create first real jobs
• Complete first real job
• Send first real invoice
• Celebrate! 🎉

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First Week

• Daily check-ins with team
• Address any questions
• Refine workflows
• Set ServiceM8 to inactive

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Getting Help

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ServiceM8 Switcher Resources

• Field Technician Guide - Mobile workflow
• Office Admin Guide - Desktop operations
• Real-World Examples - Scenario tutorials

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Support

• In-app chat: Quick questions
• Email: [email protected]
• Migration help: Contact for assisted migration