ServiceM8 is a job management app which empowers field service business owners to run a better business & improve their lifestyle.
It’s cloud-based software for contractors, trades & home service businesses like electricians, plumbers, locksmiths & cleaners — any kind of business that manages jobs & staff in the field, ranging in size from sole operators up to 30 staff. ServiceM8 even has a powerful solution for franchises.
ServiceM8 helps manage the front-end job management, from a client’s first call through to scheduling, quoting, invoicing & payment. From there, it integrates with Xero to form an end-to-end field service package.
ServiceM8 + Xero
Together, ServiceM8 and Xero form an end-to-end solution for field-based
trades & service businesses - each item of work is captured once, and guided
through a best-practice workflow of communication, job management &
Features include: Approved invoices in ServiceM8 sync to Xero for automatic reconciliation. Clients and items sync between ServiceM8 & Xero. Changes made in one account will update the other. Payments received against an approved invoice in ServiceM8 sync to Xero, and payments received in Xero sync back to ServiceM8. Staff leave in Xero syncs to ServiceM8’s schedule to show staff unavailability. Tax rates and income account codes are imported automatically from Xero.
Connecting ServiceM8 to Xero takes minutes.
In ServiceM8’s Online Dashboard, go to Settings > ServiceM8 Add-ons > Xero Integration, and the integration wizard will step you through the process.