Overview
First 5 Users Free
ServiceSight helps you build a more efficient and profitable service business by enabling you to go paper free, get paid faster and work smarter all without any hardware investment or set up costs. Features include: KPI Dashboard; Customer & Contact Database; Quotations; Equipment; Recurring Jobs; Service Contracts; Job Management; Custom Inspection Forms; Drag and Drop Planner Board & Planner Map; Engineer Mobile App; Stock Control; Sales Invoicing; Reminders and Messages & Xero Link.
ServiceSight + Xero
Communication between ServiceSight & Xero is not only smooth but two-way. Customers, Contacts and Payments are synchronised ensuring no double entry is required and neither system gets out of date. Any Invoices raised in ServiceSight are passed seamlessly to your customer accounts in Xero with the correct nominal analysis achieved through your very own Chart of Accounts.
Getting started
Establishing the Link to Xero, Go to Settings | Accounting | Accounts Link. Click the blue ‘Connect to Xero’ button. Your Xero login will appear to enable you to grant access for ServiceSight. Ensure the correct company is selected and click the ‘Allow Access’ button. ServiceSight will link to Xero and you will be returned to ServiceSight and see a green ‘Successfully connected to Xero’ message.
