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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

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)

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.

*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
194 Reviews
5 star(78%)
4 star(11%)
3 star(5%)
2 star(3%)
1 star(4%)
JS
Jenni Steer
Posted
5 out of 5 stars

Saves Hours of Admin

Xero on its own was amazing for our business but the addition of ServiceM8 has been a big time saver for our admin staff. The integration between the two is fantastic. No more slaving over invoices - they are approved in ServiceM8 and appear like magic in Xero.
GG
Greg Gleason
Posted
5 out of 5 stars

Servicem8's A Winner

Servicem8 has given us a great CRM environment that links all aspects - workflows, invoicing and CRM!! Love it...
BH
Brock Howell
Posted
4 out of 5 stars

Increases productivity immediately

I did a lot of research before deciding to use Servicem8 as my job management software. I'm glad I did because now my business benefits every day from the intuitive user interface, and the many ways my business has become more efficient.
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.