Bundle Manager by Tech-M8

📚 Help Documentation

Follow these steps to manage your ServiceM8 bundles with Bundle Manager:

Step 1: Open Bundle Manager

Access Bundle Manager from your ServiceM8 Add-ons. You'll see options to upload new bundles, edit existing bundles, or remove bundles in bulk.

Step 2: Download CSV Template

Download the provided CSV template to get started. The template is pre-formatted with the correct columns so your bundles import smoothly into ServiceM8.

Step 3: Fill Out Your Bundles

Open the CSV template in Excel or Google Sheets and fill in your bundle details. Each row represents a bundle. New bundles are created using ServiceM8's default material "Admin Time" — after importing, you can easily edit or add additional materials to each bundle as desired.

Step 4: Upload CSV

Use the upload tool within Bundle Manager to import your completed CSV file. Your new bundles will be created in ServiceM8 automatically.

Step 5: Edit Existing Bundles

Need to update bundles you've already created? Use the edit tool to modify existing bundles in bulk via CSV — no more editing them one by one inside ServiceM8.

Step 6: Remove Old Bundles

Use the removal tool to quickly delete old or outdated bundles in bulk. This saves significant time compared to removing them individually from within ServiceM8.

💡 Tips

Always download a fresh CSV template before starting a new import to ensure you have the latest format.

New bundles are created with ServiceM8's default "Admin Time" material. After importing, edit each bundle to add your specific materials as needed.

Before using the removal tool, double-check which bundles you're deleting — bulk removal cannot be undone.

🔒 Privacy Policy

Effective Date: February 2026

The Bundle Manager Add-On integrates with ServiceM8 to provide bulk bundle management functionality. This Privacy Policy describes how we handle data in connection with the add-on.

1. Information We Access

The add-on accesses your ServiceM8 account's bundle and materials data through ServiceM8's API to create, edit, and remove bundles on your behalf.

2. Data Collection & Storage

We store the following information to provide the service:

Company authorization tokens (encrypted)
Temporary CSV upload data (processed and discarded after import)

Bundle data is created directly in your ServiceM8 account. We do not retain copies of your bundle information after processing.

3. Data Disclosure

We do not share, sell, or disclose your data to third parties. Data is only transmitted between your ServiceM8 account and our secure processing servers.

4. Security

Authorization tokens are stored securely and encrypted. CSV uploads are processed in real-time and not retained after import completion.

5. Your Rights

You retain full control of your ServiceM8 account and data. You may revoke access to Bundle Manager at any time through the ServiceM8 marketplace, which will remove all stored authorization tokens.

6. Updates

If the functionality of this add-on changes in a way that affects data use, this Privacy Policy will be updated accordingly.