ServiceM8

    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.

    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.
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    Made by ServiceM8
    Added in 2015

    Shared data

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

    Countries

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

    Languages

    English

    Support

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