PPM Planner

Active PPMs0

Due soon0

Overdue0

Assets tracked0

Due value0

Needs attention

Recent plan activity

New PPM plan

Customer

Customer type

Domestic Commercial

Customer status

New customer Returning

Customer name Job contact Job landline Job mobile Job email

Billing contact Same as job contact

Addresses

Job address Invoice address

Service plan

Service type

Contract length Site visits in contract

Visit status First visit

Last service visit Next service visit Estimated value excluding VAT

Job details

Job category Assigned staff Job description Checklist Assets

PPM plans

Archived PPMs

0 archived

Service type templates

Due work

Preview jobs first, then create them in ServiceM8 when you are ready.

Show next days

ServiceM8 job preview

Sending safety

Test mode is on. ServiceM8 jobs will only be previewed.

Leave test mode on while checking PPM details. Turn it off only when you are ready to create real clients and jobs in ServiceM8.

Connection

Connect with OAuth

ServiceM8 setup notes

Use an API key for your own account, or OAuth for a hosted ServiceM8 add-on. The add-on manifest is in servicem8/manifest.json.

For a hosted add-on, set the activation URL to /auth/start and the callback URL to /addon/callback on your public HTTPS domain.

Plan import/export

Export CSV

Dashboard