SNAP / JOB REPORTSfield-built reporting
request beta access
docs menu▼

Onboarding — ServiceM8

Snap Job Reports works hand-in-hand with ServiceM8. Once it's installed, the office creates reports from inside ServiceM8 job cards, and techs take photos and give ratings from an app on their phone or tablet. No app store, no entering things twice.

This takes about ten minutes for the office to install, then a minute per tech to sign in.

1. Office: install it

This step is done by whoever runs ServiceM8 for the business (usually the owner or office manager). They connect Snap Job Reports to your ServiceM8 account once. Techs don't need to do this.

  1. Start from ServiceM8's add-on directory, or paste this install link into a browser: app.snapjobreports.com/oauth/authorize?platform=servicem8.
  2. ServiceM8 will ask you to sign in (if you aren't already) and show a permissions screen listing what we need access to. In plain terms:
    • Jobs and schedule — read your jobs and their timing so we can copy them over, and write the finished PDF and a status note back onto the job.
    • Staff — read your ServiceM8 staff list so we can copy it over and show each tech their own jobs.
    • Job photos — read existing photos and add new ones back to the job.
    • Job attachments — read existing attachments and attach the finished PDF back to the job.
    • Job materials and checklists — read these so a report can be started from them.
    • Customers and job categories — read client and category names for matching and the office dropdowns.
    • Vendor — tell which ServiceM8 account this is.
  3. Tap Allow / Approve.
  4. You'll land straight in the Snap Job Reports setup steps (step 2 below). You're now connected.

Heads up — one ServiceM8 account connects to one Snap Job Reports workspace. If that ServiceM8 account is already connected to another Snap Job Reports workspace, the install is refused with an "already connected" message and nothing changes — disconnect there first, or contact support.

2. Office: finish setup

Approving takes you into a short setup, with five steps:

  1. Sync — we pull in your ServiceM8 staff and recent jobs. This happens on its own and usually takes a few seconds. If it can't finish right now, you can carry on — it tries again automatically every hour.
  2. Roles — your staff appear in a list. Switch on Office access for anyone who should be able to use the office side. Your own row is set to office access and can't be switched off here. You need at least one person with office access before you can finish.
  3. Workspace — set your workspace name (shown in the sidebar, emails, and PDFs) and, if you like, a separate brand name for the reports.
  4. Branding — pick a main colour and font for the office side and the PDF accents.
  5. Reports — optional footer text for the PDF (trading name, ABN, contact details). Your logo and the rest of your branding live in Settings → Branding afterwards.

Tap Finish setup and you land on the Dashboard.

There's no "invite" step. Your team comes straight from ServiceM8 — every active staff member is added automatically. You don't add people by name or email; you just choose who gets office access. Everyone else gets the phone app (see step 3). You can change who has office access any time on the Team page.

3. Techs: sign in on your phone

Every active ServiceM8 staff member can use the phone app — there's no separate invite. Each tech does this on their own phone, once.

  1. On the phone or tablet, open app.snapjobreports.com/field/login.
  2. Type the email address that's on your ServiceM8 staff record.
  3. We email you a six-digit code (from noreply@snapjobreports.com). Type it in on the same screen.
  4. You're in. You stay signed in for 30 days — you'll only sign in again if that runs out, if the office disconnects ServiceM8, or if your staff record is switched off.

If your email isn't recognised, it's usually because it doesn't match the email on your ServiceM8 staff record, or the office hasn't connected ServiceM8 yet. Ask the office to check.

4. Techs: add the app to your home screen (optional but recommended)

The app works in any normal browser, but adding it to your home screen makes it open full-screen like a normal app — quick to load, no browser bar.

iPhone / iPad

  1. In Safari, open app.snapjobreports.com/field/jobs.
  2. Tap the share button (the square with an arrow).
  3. Scroll down and tap Add to Home Screen.
  4. Tap Add.

Android

  1. In Chrome, open app.snapjobreports.com/field/jobs.
  2. Tap the three-dot menu.
  3. Tap Install app (or Add to Home screen).
  4. Confirm.

5. Allow camera and storage

The first time you take a photo, the browser asks for two things:

  • Camera — required. Without it you can't take photos.
  • Storage — required. This lets the app save your work on the phone, so nothing's lost if the app closes or you lose signal.

If you accidentally say no to the camera, you'll need to allow it again in your browser settings:

  • iPhone: Settings → Safari → Camera → Allow.
  • Android: press and hold the app icon → App info → Permissions → Camera → Allow.

6. Check it's all working

A quick five-minute check the office can do:

  1. Open a ServiceM8 job card. Snap Job Reports adds two buttons: Generate Photo Report (opens a Snap Job Reports window inside ServiceM8) and Open Admin Panel (opens the full office side in a new tab). Tap either — the right job is already loaded.
  2. Have a tech open the phone app, sign in, and take one test photo on a job they're assigned to in ServiceM8.
  3. Back on the office side, the photo shows up within a few seconds.
  4. Create a test PDF. It attaches to the ServiceM8 job within a few minutes.

If any of those don't work, the Support page has quick ways to get help.

Techs open the app directly, not from ServiceM8. Techs sign in at app.snapjobreports.com/field/login and pick their job. Only the two office buttons live on the ServiceM8 job card.

Troubleshooting

"Invalid Response Received" when tapping a Snap Job Reports button in ServiceM8 — usually the add-on hasn't been installed for this account yet, or the install was started by a different ServiceM8 user. Have the ServiceM8 owner re-do step 1.

"Admin onboarding incomplete" when tapping a button — ServiceM8 is connected but nobody has finished the setup steps yet. Have the person who connected it finish step 2.

"No Snap Job Reports access" when an office button opens — your ServiceM8 account is connected but you haven't been given office access. Ask someone with access to switch on Office access for you on the Team page, then re-open the button.

The window opens blank inside ServiceM8 — your browser is blocking the window. Use the Open Admin Panel button instead, which opens in its own tab.

A tech doesn't get the code email — check the email matches the one on the tech's ServiceM8 staff record exactly, and check the spam folder. The email comes from noreply@snapjobreports.com.

Need to disconnect — on the office side, disconnect ServiceM8 from your settings. We stop syncing and techs can't get new sign-in codes, but all your existing jobs and PDFs stay in your workspace. To reconnect, use the same install link.