Kezzaro logo
Kezzaro A ServiceM8 add-on by Rebusque Labs LLC

Kezzaro help guide

Kezzaro records your staff’s tickets and licences, reminds you before they expire, and warns you when a job that needs a ticket is booked to someone whose ticket is missing or expired.

Support: [email protected]

1. Connect Kezzaro

  1. In ServiceM8, go to Account → Features & Integrations, find Kezzaro and click Connect.
  2. Approve the permissions. Kezzaro asks only for staff, jobs, schedule, job categories, its own storage, notifications and job diary items.
  3. Open Kezzaro from the main menu.

2. Set your business time zone (do this first)

Kezzaro uses your time zone to decide what “today” is for bookings and reminders. 1. On the Kezzaro screen, go to Settings → Time zone. Pick your zone (for example US Pacific or Sydney / Melbourne / Canberra). 2. Click Save settings.

Until a zone is chosen, a red prompt shows at the top. Every check result shows the zone it used.

3. Add ticket types

  1. Under Add a ticket type, enter a name (for example “Working at Heights”) and a short code (for example wah: lower-case letters, numbers, - or _, up to 24 characters).
  2. Click Add. The code is what you type into rules.

4. Record staff tickets

  1. Under Add or update a ticket, choose the staff member and the ticket type, then enter the expiry date. A licence or card number is optional.
  2. Click Save. The message confirms the saved expiry, for example “Saved: Working at Heights now expires 2027-03-31.”
  3. To change a ticket, save the same staff member and ticket type again with the new date. The new entry replaces the old one.

The Staff tickets table shows each ticket as current, expiring soon (within 30 days) or expired.

5. Set booking rules

  1. Under Require tickets for a job category or badge, choose a job category (or a badge), enter one or more ticket codes separated by commas, and click Save category rule (or Save badge rule).
  2. To remove a rule, save it with the codes box left empty.

A job needs every ticket required by its category and by each of its badges.

6. Choose who gets warnings and reminders

  1. Under Who gets booking warnings and reminders, select one or more staff (hold Ctrl or Cmd to select several), then click Save recipients.
  2. The people currently selected are highlighted and listed under the box.
  3. Recipients only choose who gets warnings and reminders; they don’t control who can change settings. Who can edit Kezzaro depends on the staff member’s ServiceM8 security role: administrators and owners can change settings, and contractor and field roles can view Kezzaro but not change it. If no one is selected as a recipient, booking warnings go to the person who made the booking.

7. Booking warnings (automatic)

When a job is booked or rescheduled, or its category or badges change, Kezzaro checks every booked staff member’s tickets against the booking date. If a required ticket is missing or will have expired, recipients get a ServiceM8 notification, “Kezzaro: booking needs attention”, that opens the job. Kezzaro sends one warning per booking problem. Saving the same booking again doesn’t send a duplicate.

Optional: tick Add a job diary note on warnings in Settings to also add a plain-text note to the job diary.

8. Check a job

Open a job card and choose the Kezzaro action. It lists each booking from the start of today, with the booked staff member, the date and the result: all required tickets current, no tickets required, or what’s missing or expired.

9. Check unscheduled allocations

Jobs allocated to staff without a scheduled time don’t trigger automatic checks. On the Kezzaro screen, click Check unscheduled allocations now. Kezzaro checks every open allocation across the account and lists any that need attention. This sends no notifications.

10. Expiry reminders (automatic)

Once a day, Kezzaro sends recipients a summary of tickets reaching your reminder days (default 30,14,0, where 0 means the expiry day), plus any that have just expired. With Remind the ticket holder ticked, each staff member also gets their own reminder. Change the days under Settings → Reminder days (comma-separated) and click Save settings.

11. Remove all data

Under Remove all data, type DELETE and click Delete all Kezzaro data. This removes all ticket types, tickets, rules, recipients, settings and the sent-warning record from Kezzaro’s storage in your account. It can’t be undone. It doesn’t change any ServiceM8 job, staff or schedule data.

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