ServiceM8 integrates seamlessly with Xero, allowing you to manage any field service business from a client’s first call through to job completion, invoicing and payment.
    Overview

    ServiceM8 is a smart job management app which empowers trades & service business owners to run a better business & improve their lifestyle.

    It’s cloud-based software for trade contractors & service businesses like plumbers, electricians, locksmiths & cleaners — any kind of business that manages jobs & staff in the field, ranging in size from sole operators up to 20 staff.

    ServiceM8 streamlines the front-end job management, from a client’s first call through to scheduling, customer communication, quoting, job documentation, invoicing & payment. From there, it integrates with Xero to form an end-to-end field service package.

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    ServiceM8 + Xero

    Together, ServiceM8 and Xero form an end-to-end solution for trades & service businesses — each item of work is captured once, and guided through a best-practice workflow of communication, job management & accounting. Information syncs between ServiceM8 and Xero to streamline workflows, avoid double entry & reduce administration. Features include:

    • Invoices approved in ServiceM8 are raised in Xero for automatic reconciliation.
    • Clients and items sync between ServiceM8 & Xero, with changes in one account updating the other.
    • Payments received against an invoice in ServiceM8 sync to Xero, and payments received in Xero sync back to ServiceM8.
    • Tax rates and income account codes are imported automatically from Xero.

    Reviews & ratings

    4.5
    140 Reviews
    5 star
    (76%)
    4 star
    (11%)
    3 star
    (6%)
    2 star
    (2%)
    1 star
    (4%)
    CC
    Crown Carpet Cleaning ,
    Posted

    good but some basic issues

    It could be so good it just needs some basic attention to detail, I like the automation, however its either on or off, you cannot individualise clients, I have regular commercial customers I may send out a load of invoices to weekly who don't need to be getting chased for reviews by email and text off each one so this is now a feature I have to switch off, frustrating. It doesn't have a percentage discount built into the invoice template so i have to manually work it out and create a code for it myself in order to get it on the invoice, it also doesn't show the date the job was done on the invoice? so you have to manually add this in! it tends to bug out on the invoice due date, and you have to keep going in and out of the invoice to the client and update it wasting more time you. Over all i have found it very frustrating. They are quick to respond however most problems they don't have an answer for.
    CP
    CB Plumbing
    Posted

    Makes life so much easier

    We are a small plumbing firm and we benefit massively from the seamless integration between ServiceM8 and Xero. The help and support on both sides is also excellent so troubleshooting (if you ever need it) is easy too. Highly recommended. No idea how we would actually get all the invoicing done without it!
    JW
    Josh Williams
    Posted
    We have been using ServiceM8 for 6 months and it has proven a valuable tool for our business for tracking jobs. With frequent updates and being a very stable App with integration into Xero, I highly recommend it.
    Additional info

    Shared data

    Xero
    ServiceM8
    Accounts
    Bank Transactions
    Bank Transfers
    Contacts
    Invoices
    Items
    Payments
    Tax Rates
    Tracking Categories

    App details

    Added in 2015

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthrough

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