Hands On Exercise - ServiceM8 and CRM - Mar 2025

Open the CRM, Create New lead and enter the below records in your presonal Sheet (not in the Booking sheet). Please ensure you Choose the Status as "No Follow Up" for all these records

Case 1
Name: TEST-John smith
End of Lease Cleaning job
Mobile number
0405014932
Verified
Email address admin@bestlocalcleaners.com.au

Type
End of Lease Cleaning
4 bedrooms
2 bathrooms

Start date
Flexible: within the next few days

Location
97 Damask drive Tarneit VIC 3029
Preferred contact time
Anytime

---------------------
Case 2
Name: TEST-Joeseph Mike
End of Lease Cleaning job
Mobile number
0405014932
Verified
Email address Sales@bestlocalcleaners.com.au

Type
End of Lease Cleaning

2 bedrooms
2 bathrooms

Start date
Flexible: within the next few days

Location
11 Damask Drive Tarneit VIC 3029
Preferred contact time
Anytime

----------------------------
Case 3
Name: TEST-Michael Jordan
End of Lease Cleaning job
Mobile number
0405014244
Verified
Email address Marketing@bestlocalcleaners.com.au

Type
End of Lease Cleaning

2 bedrooms
2 bathrooms

Start date
Flexible: within the next few days

Location
21 Eva West Gungahlin ACT
Preferred contact time
Anytime

Once Finished Move on to the next question.

click here when done

On your first attempt you were unable to connect to the Cust, and reached his voicemail.

In your CRM what action should you do?

Please perform this action against the records you created in the last question.

Once finished move to the next question

click here when done

For Record 1-3

On your Second attempt, you were able to contact the Cust and need to email the quote to the Cust.

In ServiceM8 what action should you do?

Create Quotes and email them to the Cust

Preferred date for all jobs in 30 of Next month

Price as per the Calculator

Assume rest of the values for quote.

In your CRM what action should you do?

Please perform this action against the records you created in the last question.

Once finished move to the next question

click here when done

For Record 3

Cust accepted the Quote via email reply, Please change its status to Workorder in the Service M8.

In ServiceM8 what next action should you do?

Create and email Invoice

In your spreadsheet what action should you do?

Please perform this action against the records you created in the last question.

Once finished move to the next question

click here when done

For Record 1

Cust accepted the Quote over the phone, Please change its status to Workorder in the Service M8.

In ServiceM8 what next action should you do?

Create and email Invoice

In your CRM what action should you do?

Please perform this action against the records you created in the last question.

Once finished move to the next question

click here when done

For Record 1 and 3 you have recieved the Payment

In ServiceM8 what next action should you do?

Find and Schedule the cleaner

In your CRM what action should you do?

Please perform this action against the records you created in the last question.

Once finished move to the next question

click here when done

For Record 1 and 3 Cleaning has been performed

What do you need to do next?

In ServiceM8 what next action should you do?

In your CRM what action should you do?

Please perform this action against the records you created in the last question.

Once finished move to the next question

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Hands On Exercise - ServiceM8 and CRM - Mar 2025