Batch Booker for ServiceM8

Schedule multiple bookings across multiple days with ease

Save time and streamline your scheduling workflow by creating batch bookings for your ServiceM8 jobs. Perfect for recurring work, multi-day projects, and team scheduling.

Learn More

Features

📅

Multi-Day Scheduling

Create bookings across multiple days with a single action. Set your start date and duration, and let Batch Booker handle the rest.

👥

Multiple Staff Assignment

Assign multiple team members to the same batch booking. Perfect for projects requiring several technicians or crew members.

⚙️

Smart Weekend Skipping

Automatically skip weekends when creating batch bookings, ensuring your schedule matches your working days.

🕐

Custom Time Slots

Set specific start and end times for each booking. Supports overnight bookings that span midnight.

✏️

Edit Staff & Dates

Add or remove staff members from existing batches. Select specific dates to modify without affecting the entire batch.

🔄

Move & Manage Batches

Easily move entire batches to new dates or delete specific bookings. Full control over your batch bookings.

Getting Started

1. Installation & Activation

1

Install from ServiceM8 Add-ons Store

Navigate to Settings > Add-ons in your ServiceM8 account and search for "Batch Booker".

2

Activate the Add-on

Click "Activate" and authorize Batch Booker to access your ServiceM8 account.

3

Start Creating Batch Bookings

Open any job card and click the "Create Batch Booking" button to get started.

2. Creating a Batch Booking

1

Open a Job Card

Navigate to the job you want to create batch bookings for in ServiceM8.

2

Click "Create Batch Booking"

Find the Batch Booker action button in the job card menu.

3

Configure Your Batch

  • Start Date: Choose when the batch should begin
  • Duration: Number of days for the batch (e.g., 5 for a week)
  • Time Slot: Set start and end times (e.g., 09:00 to 17:00)
  • Staff: Select one or more team members to assign
  • Skip Weekends: Toggle on to exclude Saturdays and Sundays
4

Create Bookings

Click "Create Batch Booking" and the add-on will generate all bookings in ServiceM8 automatically.

3. Managing Existing Batches

1

View Batch Bookings

Click "View Batch Bookings" from any job card to see all batches created for that job.

2

Edit Staff

Click "Edit Staff" to add new staff members to existing dates or remove staff from specific bookings. Use the "Show Dates" button to select individual dates for removal.

3

Move a Batch

Click "Move" to relocate an entire batch to a new start date. The original bookings will be deleted and new ones created.

4

Delete Bookings

Click "Delete" to selectively remove bookings. You can choose specific bookings to delete or remove the entire batch.

4. Tips & Best Practices

💡 Overnight Bookings

For shifts that span midnight (e.g., 22:00 to 04:00), the add-on automatically sets the end date to the next day.

💡 Active Staff Only

Only active staff members appear in the staff selection list, keeping your options clean and relevant.

💡 Partial Modifications

Use "Edit Staff" to add or remove staff from specific dates without affecting the entire batch.

💡 Job Numbers

Batch names automatically include the ServiceM8 job number for easy identification.

Need Help?

Our team is here to help you get the most out of Batch Booker.

Contact Support

For questions, issues, or feature requests, please reach out to our support team:

support@simpli-fi.cloud

We typically respond within 24 hours during business days.