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.
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.
Getting started
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.
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