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
    138 Reviews
    5 star
    (101)
    4 star
    (15)
    3 star
    (7)
    2 star
    (3)
    1 star
    (6)
    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.
    LM
    Lisa Morgan
    Posted
    We have been using ServiceM8 now for about 8 months and we are extremely happy with the enhancements it has made to our business processes. We have come from manually creating invoices to now a seamless and fully automated integration between ServiceM8 and Xero. The help/support from ServiceM8 is also extremely responsive, knowledgeable and helpful.
    AP
    Andrew Pitcher
    Posted
    Fantastic app/ integration supporting a small (4 person) trades business where we are not all situated in the same building. We have used it for 6 + months and are now assessing the asset management QR code sticker options to implement routine maintenance . Customers love the pre-alert nktifications by email / text. We love the signature at end of job , tracking , file management , scheduling ease and generally intuitive s/w We would like to see the job number field in SM8 job card transfer automatically to the reference field in xero invoice as this would minimise confusion
    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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