Creating & Sending Invites
The core workflow: open a job with upcoming bookings, tick the visits you want, choose what appears in the calendar description, create the .ics file, and send one email with the invite attached.
- 1Open a ServiceM8 job that has upcoming scheduled bookings.
- 2Select Calendar Invite from the job actions.
- 3Tick the visit(s) you want on the invite. Past bookings are hidden from the list.
- 4For each selected visit, use the description picker to include the job description, staff names and/or checklist items. Edit the calendar description text if needed.
- 5Click Create to add the .ics file to the job attachments.
- 6In the New Email composer, set To and CC, adjust the subject and message, optionally pick an Email Template, then click Send.
When two staff members are booked for the same time slot, Calendar Invite shows one combined visit with both names in the schedule list, in the default email, and in the calendar event.
You can add job contacts to the email with one click, CC billing or property contacts, CC scheduled staff or anyone on your team, and apply your ServiceM8 email templates before sending.
Screenshot coming soon: Schedule list with upcoming visits selected and the calendar description picker
Screenshot coming soon: After Create — success message and the New Email composer with attachment
Screenshot coming soon: Email composer showing contact chips, To/CC pills and Email Templates
Continue reading
Need help?
Contact Get In The Cloud DevOps for help using Calendar Invite.
Still need a hand?
Our team can help you activate and use Calendar Invite in your ServiceM8 account.