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
    150 Reviews
    5 star
    (76%)
    4 star
    (11%)
    3 star
    (6%)
    2 star
    (2%)
    1 star
    (5%)
    CH
    Cassie Holten
    Posted

    Would be lost without it

    ServiceM8 has everything we need in one place and it’s very user friendly so even our most technologically challenged employees can use it easily.
    BB
    Billy Breen
    Posted
    ServiceM8 is a great system to use helps with organization, scheduling and looking more professional the clients love it. The help service is great as well, always there to help when stuck with something
    SB
    shane brincat
    Posted

    ServiceM8

    Has helped my business schedule jobs and future bookings. Invoicing has been made more efficient and jobs are not overlooked or missed. The reminder functions have been a great help, they have made it easier to plan up coming jobs when focus is elsewhere. On site jobs have been made easier to deal with, clients can now sign off after job has been completed and invoiced once signed off.
    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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