ServiceM8 Phone matches the caller's number against the contacts on your current Quotes and Work Orders. If more than one job has that number, the call goes to the most recently edited job.
- Likely causes, by Web Blend's reading of the rule: one number on several open jobs, or a wrong number saved on a job contact.
- In the ServiceM8 Phone app, tap Recent, tap the i icon beside the call, then tap Attached to and pick the right job or Assign call to Inbox.
- In the Online Dashboard, open the call under Recent Calls > Call History and use the Attached to dropdown.
- An Account Owner can delete a call recording, which also deletes the transcription. ServiceM8 documents no bulk delete.
- Only calls with a Call Summary show in the Job Diary by default.
- ServiceM8 15 added a Phone Caller Blocklist. Blocked calls are rejected before staff phones ring.
Keep asking about it in
Quick answer: ServiceM8 Phone matches the caller’s number against the contacts on your current Quotes and Work Orders. If more than one job has that number, the call goes to the most recently edited job. Move a misfiled call with the Attached to option, and have the Account Owner delete any recording you don’t want.
How does ServiceM8 Phone decide which job a call attaches to?
ServiceM8 documents the rule in the ServiceM8 Phone FAQs:
- ServiceM8 Phone takes the phone number of the caller.
- ServiceM8 Phone checks that number against the contacts on current Quotes and Work Orders.
- One match: the call attaches to that job.
- Several matches: the call attaches to the most recently edited job.
Why does a call recording end up on an unrelated job?
| Cause | Fix |
|---|---|
| One number sits on several open jobs, such as a property manager or a builder. The newest edit wins. | Pick the right job in Attached to after each call. |
| A wrong number is saved on a job contact, such as the office line on a tenant’s job. | Correct the contact on the job. |
| The call is about new work, not any open job. | Create a new job from the call, or send the call to the Inbox. |
| Spam and sales calls. | Block the number. |
Rows one and two are our reading of the documented rule. ServiceM8’s help page does not list causes.
How do I move a ServiceM8 call to the right job?
In the ServiceM8 Phone app:
- Tap Recent.
- Tap the i icon beside the call to open Call Details.
- Tap Attached to and pick the right job, or pick Assign call to Inbox.
In the Online Dashboard:
- Click the phone drop-down menu, then Recent Calls.
- Scroll down to Call History and open the call.
- Use the Attached to dropdown.
The list shows jobs that have that client’s phone number. If the right job is not listed, send the call to the Inbox. From there you can make a new job or assign the call to an existing job.
How do I delete a ServiceM8 call recording?
An Account Owner can delete a call recording by hand. Deleting the recording also deletes the transcription. The call entry stays in Call History.
ServiceM8’s help page does not say which button to click, and does not give a bulk delete. ServiceM8’s help pages also don’t say whether recording can be switched off. Ask support@servicem8.com.
How do I stop calls cluttering the wrong Job Diary?
Two documented things help.
Call Summary. Only calls with a Call Summary show in the Job Diary by default. A call with no summary stays hidden until someone clicks Show hidden items at the bottom of the Diary in the Online Dashboard. More Diary tips are in how to clean up a messy Job Diary.
Check the job while you are on the call. This one is our suggestion. Look at Attached to before you hang up, and fix the job then.
What did ServiceM8 15 add to ServiceM8 Phone?
| Feature | What ServiceM8 documents |
|---|---|
| Phone Caller Blocklist | Block an exact number from Call History. Blocked calls are rejected before staff phones ring. No voicemail, no Inbox item, no staff notification. |
| Company Names in Caller ID | A matched caller’s company shows beside the caller’s name. |
ServiceM8’s update page does not say either feature changes which job a call attaches to. To get both, see how to turn on ServiceM8 15 features.
Need more calls coming in?
Web Blend builds websites, video and Google Ads for contractors. If the phone is too quiet, let’s talk.