01
Choose the source job
Open the destination Job Card, then select a suggested related job or find one by its exact job number.
ServiceM8 Online Dashboard add-on
Job Document Transfer
Copy selected job photos and generated Job Sheet PDFs to another job without downloading and uploading every file by hand.
Originals stay in place No separate file database
Built for ServiceM8One clear job-card action
How it works
Four steps from the destination Job Card
Nothing is copied until the user chooses the files and confirms the action.
02
Preview the files
Review supported photos and Job Sheet PDFs before selecting what needs to be copied.
03
Confirm safely
When jobs belong to different clients, both client names are shown and explicit confirmation is required.
04
Copy with a record
The originals remain in place, duplicate copies are blocked, and a short transfer summary is added to the destination Job Diary.
Inside the add-on
See the transfer before it happens
Designed with boundaries
A focused tool, not a hidden sync
Job Document Transfer operates only when an authorised user opens it from a Job Card and requests a copy. It uses the ServiceM8 permissions approved for the add-on and respects the invoking staff member's access.
Supported filesPhotos and generated Job Sheet PDFsControlled batchesUp to 30 files, with a 15 MB limit per fileTraceable outcomeSource marker plus a Job Diary transfer summary
Need a hand?
Full setup and troubleshooting guidance
The dedicated guide covers activation, file selection, limits, confirmations, duplicate protection and removal.