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
    168 Reviews
    5 star
    (78%)
    4 star
    (10%)
    3 star
    (5%)
    2 star
    (2%)
    1 star
    (4%)
    BW
    Belinda Winter
    Posted

    Xero integration

    We find the integration mostly very good. There are still a couple of small issues that need improvement that we have found ways to work around, but overall we are very happy with the system and its features.
    NM
    Neil Muller
    Posted

    Best tool in the toolbox

    Absolutely the best thing I could have done for my best is to sign with ServiceM8. Everything is at the touch of a button and the help to solve any hiccups is right there.
    BN
    Bare Necessities
    Posted

    Super impressed with everything ServiceM8

    We moved to ServiceM8 a year ago and have been nothing but impressed. The software and development releases just keep giving and we know there will be efficient, relevant added features all in a timely manner. Also great response times when we've submitted email enquiries around certain features or processes relevant to our plumbing and heating business. Thanks team ServiceM8, makes such a difference knowing this side of business operations is covered.
    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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    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.