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.

    Earn 7,000 Qantas Points when you sign up via the Xero App Store*. Xero customers must be a Qantas Business Rewards member and use the same ABN registered with their Qantas Business Rewards account. Qantas Points will be awarded once connected to the app for a minimum of 90 days. (AU Only)

    *Terms & conditions apply. Must be a Qantas Business Rewards member to earn Qantas Points. See here for offer details.

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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

    4.6 out of 5 stars
    210 Reviews
    5 star(78%)
    4 star(11%)
    3 star(5%)
    2 star(2%)
    1 star(4%)
    SB
    Scarlett Brewster
    Posted
    5 out of 5 stars

    Couldn't be without it!

    We are a new business and have used Service M8 linked with Xero from the start. It literally does everything! And makes things run smoother by having the app on our engineers phone so they know exactly what is in their diary. Our customers have also commented on how easy it is to view and accept quotes via email or text and view and pay invoices.
    EP
    Esteban Puente
    Posted
    4 out of 5 stars

    Great App - could be excellent with a couple of tweaks for our business...

    I love the ease to use, it does take some getting used to especially as we do a lot of insurance works so I find I am running invoicing on both Xero and SM8. Getting my guys in the workshop to use it can be a tad challenging - they need to be reminded every day but that is my challenge not a SM8 one :-)
    DC
    David Camilleri
    Posted
    5 out of 5 stars

    Time Saver, money maker

    Since I started using ServiceM8 and integrating xero it has streamlined my admin work to the point I hardly have to do anything after hour's. At the end of every job, before I leave site my job is signed off, invoiced and logged into xero. My customers love it and because the invoicing is so prompt I'm finding I'm getting paid faster. Also my bookkeeper loves it. Great product couldn't work without it.

    Additional info

    Shared data

    Xero
    ServiceM8
    Tracking Categoriesshared from Xero to ServiceM8
    Tax Ratesshared from Xero to ServiceM8
    Paymentsshared from Xero to ServiceM8 and from ServiceM8 to Xero
    Itemsshared from Xero to ServiceM8 and from ServiceM8 to Xero
    Invoicesshared from Xero to ServiceM8 and from ServiceM8 to Xero
    Contactsshared from Xero to ServiceM8 and from ServiceM8 to Xero
    Bank Transfersshared from ServiceM8 to Xero
    Bank Transactionsshared from ServiceM8 to Xero
    Accountsshared from Xero to ServiceM8 and from ServiceM8 to Xero

    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 walkthroughContact supportsupport@servicem8.com

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    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.