Kits and Pre-Builds
In 2019, Metlabs Tech tackled the issue of Kits & Prebuilds to provide ServiceM8 customers with a higher level of needed customisation. This solved many issues that ServiceM8 customers were having but, it wasn’t widely available to all national & international ServiceM8 clients.
Today, in 2020 we are excited to launch Metlabs Tech’s Kits and Pre-Builds add-on on the ServiceM8 store.
How Do I Get It?
First, you need to go to the ServiceM8 Add-on Store and find the addon Metlabs Tech’s Kits and Pre-Builds.
Second, you’ll be asked to create an account on our Tool Kit and connect your ServiceM8 account to the Tool Kit (through the Integrations tab).
Once you ServiceM8 account is connected you will be able to see all your ServiceM8 items in the materials section.
These are a direct view of the materials in your ServiceM8 account and depending on how many items you have this may take a while to load.
How Do I Make Kits?
Navigate to the Kits Section first then select the “Add” button.
You’ll be asked to then enter a unique Item Number & Item Name and if you would like the kit to be tax inclusive.
Once you’ve saved it, you will be able to start adding materials to your kit.
You can then start to add items by selecting the “add item” button.
You can use the "All", "Kit", "ServiceM8", and "Price List" buttons to filter what items are displayed.
When adding items you are able to search, select and add item quantities to your kit.
Once you’ve selected the items and entered the quantities you can then click save.
NOTE: you can only add an item once.
Other Features
Our Kit Tool now offers a feature known as Offline Items. Offline Items allows you to have some materials stored within Kits & Pre-Builds add-on and not in ServiceM8. These Offline Items can be found under the Kit Tool tab.
Items with tax added onto a kit with a no-tax option will have their tax amount removed from the overall costs associated with that specific kit.
You can open a kit and copy it to make a variation of that kit.
If items prices change in ServiceM8 or in the Tool Kit you will need to refresh the items by clicking the refresh symbol on the Kit Page.
You can create Items within the Items Page which will then create within your ServiceM8 account.
NEW FEATURE – Kit tool only items.
Some clients requested the ability to manage items in the kit tool and only export kits to ServiceM8. Now you can by add itemsto the “kit tool” tab and they will not show up in serviceM8. You will still be able to link those items to a kit and the kit will be visible in serviceM8 with the correct price and cost.
NEW FEATURE – CSV Bulk Upload
You can now upload CSV price lists to the Kits & Pre-Builds addon. Select the "Price Lists" button on your side bar and press the "Add" button to upload your CSV.
