See the work as a kanban board.
One column per list. Drag a card to move it. Statuses are yours to define, so a checklist can say things a job status can't.
Add-on by WorkM8
Run the whole project from inside the job card.
Watch
A flat checklist becomes a project board.
Lists, statuses, dependencies, dates, time, materials and files on every task, with a Timeline and Calendar to see the plan. Big jobs split into child jobs that roll up to one board. Tasks stay native ServiceM8 checklist items, so the crew keeps ticking them in the app.
What it does
Five views. One checklist.
Every view reads the same job checklist. Pick the one that fits the moment. Nothing to sync, nothing to copy.
See what waits on what.
Gantt charts show tasks with dependency arrows and the longest chain. Move one date and the cascade proposes new dates for everything downstream.
See the month, week or day.
Scheduled tasks on their days. Unscheduled ones wait down the side until you drop them in.
See it all in rows.
Status, dates, estimate, tracked and billed, one row per task. The place for bulk edits.
See the whole project as a map.
A multi-job project drawn as a mind map. Parent, child jobs, lists and tasks, with a detail panel for whatever you click.
And the rest
Everything else on the list.
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Statuses you define
In Progress, Up Next, On hold. Whatever fits your work. Reminders, assignment, starring and watching on every task.
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A plan, not just a list
Start, end, duration, effort and what each task waits on. The cascade respects the working week and who is available.
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Time, materials and money
Track time on a task and bill it. Post materials to the job in one click. Billed against unbilled, per task and per project.
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Files where the work is
Attach from the device or from the job card. Mark a file restricted so only the right staff can open it.
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Multi-job projects
Turn a list into its own child job. The parent board rolls up every child's tasks, time and money in one place.
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Templates that carry the plan
Lists, tasks, durations, effort and dependencies. Never dates. Apply one and the plan is scheduled from day one.
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Built for teams
Changes reach every board in about 30 seconds. Needs attention flags overdue and blocked work. Read-only snapshots for clients. Per-staff access.
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Every project on one page
The Project Summary lists progress, overdue count and risk for every project. Who did what goes into the job diary.
Guides
Read before you plan.
Four short reads on the ideas behind the add-on. Ten minutes, start to finish.
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Is this a job, or is it a project?
Most work in ServiceM8 is a job and should stay that way. How to spot the work that needs more than a job can hold.
Read the guide → -
Board or Timeline: which one for this project?
Several ways to look at a project. Two are where you'll spend your time, and one question tells you which.
Read the guide → -
Setting up your first project
From a marked job to a working board. Build it by hand, write it as plain text, or save a finished project as a template.
Read the guide → -
Working the plan when it changes
Materials didn't land. Monday's plan is wrong by Wednesday. What the add-on does about it, and what it deliberately doesn't.
Read the guide →
Resources
Take these with you.
Guides
Four short reads: job or project, Board or Timeline, setting up your first project, and working the plan when it changes. Ten minutes, start to finish.
FAQ
Straight answers: what the app is and is not, where the data lives, and why it polls, waits and saves the way it does.
Template guide for AI assistants
Teaches ChatGPT, Claude or Copilot the template language. Give it the file and describe the job; it hands back a template ready to paste.
Where to find it
Install it in ServiceM8.
Project Checklist installs straight into your ServiceM8 account. Use the link below to activate it. Not sure yet? Try the interactive demo first, on a sample job.
Worth knowing
A few things to be aware of.
Honest disclosure of the technical caveats. Mostly common-sense, worth flagging up front.
Runs in the Online Dispatch Board
The board opens from the job card in the Online Dispatch Board (the web app). Field staff don't need the board: tasks are ordinary ServiceM8 checklist items, so they see and tick them in the ServiceM8 app as usual, and the board picks that up within about 30 seconds.
Your tasks stay in ServiceM8
Nothing leaves ServiceM8. Tasks are native job checklist items. The board's extra data (statuses, plans, materials, links, order) is kept in ServiceM8's own add-on storage for that job, private to this add-on. Uninstall and your checklist items are still on the job.
It asks for broad permissions
The add-on writes checklists, notes, materials, attachments, bookings and contacts, so its permission list is long. It only touches the jobs you open a board on, plus a few account-wide settings notes it keeps for templates and preferences.
Upgrading from an older version
Accounts on the earlier release (v0.6, the Checklist Kanban era) were upgraded in place in August 2026. Each job migrates the first time its board is opened. The old notes are kept read-only, so nothing is lost and support can roll a job back if ever needed.
Works with Job Time Entry
Time recorded on a task is written as a job note in a format Job Time Entry (4.2 and later) understands, so project time can also be logged from Job Time Entry and shows up against the right task on the board.
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