How to setup your account - Setup Wizard – upstream

This lesson will show you how to go through the set up wizard and set up your account.

Go to ServiceM8.com on a PC or Mac

Setting your business up in ServiceM8 is easy but it does require the use of a PC or Mac when online.

Click Sign Up

Enter your login details and click Try ServiceM8

This brings you to the account setup wizard

Fill in your business details and click next

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Upload your logo

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Set your Region and Tax

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Set your job number

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If your still trialing ServiceM8, leave this number as is. You can change your next job number at anytime in the future in settings. Note: You can only ever set your job number to a higher number, if you need to reset your number to a lower number you will need submit a ticket to help desk.

Finally set your invoicing settings and click Finish

This will bring you to your ServiceM8 Dashboard