Overview
Running a service-based business, whether in cleaning, or property maintenance, comes with its unique set of challenges. From juggling job schedules to managing field teams and ensuring timely payments, administrative burdens can quickly weigh you down. Servis Software is designed to liberate your business from manual processes and fragmented systems, providing an integrated platform that streamlines your entire operation from end to end.
Servis revolutionizes how you quote and win new business. Generate fast, professional, and accurate quotes directly from the field or office. All your quotes are centrally stored, making follow-ups effortless and improving your conversion rates. This ensures you spend less time on paperwork and more time securing profitable jobs.
Job management becomes intuitive and efficient with Servis. Track every job from inception to completion, with all essential information accessible at your fingertips. Our scheduling and dispatching tools ensure the right staff are in the right place at the right time, minimising gaps in your calendar and maximising team productivity. With real-time updates and mobile access, your field workers can view, schedule, and complete jobs on-site directly from their mobile devices, eliminating the need for paper job cards.
Financial management is transformed with Servis's built-in invoicing and payment capabilities. Create accurate invoices directly from completed job details, send them instantly, and track payment statuses with ease. Servis facilitates automated customer communication, sending reminders for upcoming jobs or chasing overdue invoices via SMS or email, significantly improving your cash flow and reducing payment delays. Our Timesheet Hub centralises all time entries, simplifying payroll and reporting.
The true power of Servis lies in its seamless integration with Xero. This powerful connection eliminates the need for manual data entry, reduces errors, and provides a real-time, accurate financial picture of your business. By automating the flow of invoices, payments, and financial data to Xero, Servis empowers you with better insights, faster reconciliation, and ultimately, increased business profitability. Work smarter, get paid faster, and grow your service business without the extra admin.
Servis + Xero
The Servis Software integration with Xero provides a powerful, automated link that streamlines your financial operations and enhances overall business visibility. This direct and real-time synchronization is built to significantly reduce manual data entry, minimize errors, and ensure your Xero accounts accurately reflect your operational activities.
Key features of the Servis Software and Xero integration include:
- Automated Invoice Sync: Servis automatically creates and pushes all sales invoices directly into your Xero General Ledger. This eliminates the need for manual invoice creation in Xero, ensuring accuracy and speeding up your billing cycle, ultimately improving cash flow.
- Streamlined Financial Reporting: With accurate and timely data flowing from Servis to Xero, you gain enhanced capabilities for financial reporting. This enables you to generate precise Profit & Loss statements, track expenses, and gain deeper insights into your business's financial health.
- Customer & Contact Synchronisation: New or updated customer information from Servis can be automatically synced to your Xero contacts. This ensures consistency across both platforms, simplifying client management and preventing duplicate data entry.
- Reduced Manual Reconciliation: By automating the transfer of critical financial transactions, the integration significantly reduces the time and effort typically spent on manual bank reconciliation in Xero, accelerating your month-end close.
- Eliminate Duplication & Errors: The automated nature of the integration drastically minimises human error, ensuring data integrity and reliability across your operational and accounting systems.
- Comprehensive Financial Overview: Access a holistic view of your business's financial performance directly within Xero, leveraging the detailed operational data from Servis for more informed decision-making.
This robust integration ensures that your field service management and financial records are always in sync, empowering you to manage your business with greater efficiency and precision.
Pricing plans
This app includes a free 14 day trial
Starter
- 50 Jobs per month
- 50 Invoices per month
- 100 SMS included
Grow
- 500 Jobs per month
- 500 Invoices per month
- 300 SMS included
Accelerate
- 1000 Jobs per month
- 1000 Invoices per month
- 600 SMS included
Getting started
Connecting Servis Software to your Xero account is a quick and efficient process, designed to get your service business operating more smoothly and financially aligned in no time. The most straightforward way to initiate this is by clicking the "Get this app" button located right here on the Xero App Store listing. This will seamlessly guide you through the necessary steps to activate your Servis account and establish the crucial connection.
Here’s a simple, scannable setup process to get you started:
- Activate Your Servis Account: Clicking "Get this app" will lead you to either create a new Servis account or log into your existing one. Follow the prompts to set up your company profile and basic operational details.
- Navigate to Integrations: Once you're in your Servis admin dashboard, look for the "Integrations" or "Settings" section within the main menu.
- Connect to Xero: Select the "Xero" integration option from the list of available connections. You will then be securely redirected to Xero to authorise the connection between Servis and your specific Xero organisation. Simply follow the on-screen instructions to grant the necessary permissions.
- Begin Operations: With the integration configured, start managing your quotes, jobs, and invoices within Servis. All relevant financial data will automatically begin flowing to your Xero account.
Tips for a Smooth Integration:
- Review Initial Syncs: After processing your first few jobs or invoices in Servis, verify that the corresponding data is accurately reflected in Xero to confirm correct mapping and synchronisation.
- Utilise Mobile App: Encourage your field team to use the Servis mobile app for real-time job updates, timesheets, and invoicing to maximise the benefits of the platform.
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