ServCraft can help your business
Sell products and/or services
- Provide products or services
- Generate a quote or proposal
- Raise and send invoices
Manage operations
- Manage customer or client queries
Manage people
- Assign and manage jobs and tasks
Overview
ServCraft is a digital job management system that helps installation businesses grow by increasing control, fueling productivity and freeing up time.
ServCraft works by digitising your business process from the moment a customer reaches out - to the moment they pay.
We capture leads, schedule and manage your jobs and teams in the field, generate and track quotes and invoices and accept electronic payments.
ServCraft helps you grow your business by making sure nothing slips through the cracks, customers get great service and you get paid faster - whilst freeing up huge amounts of time to focus on the things that matter. ServCraft integrates with Xero to reduce duplicating work for customers, inventory, quotes, invoices and purchases orders.
ServCraft + Xero
ServCraft allows users to create Quotes, Invoices and Purchase orders in its web or mobile applications.
On approval, they can push these financial documents to Xero as either Invoices or Purchase orders.
Additionally, ServCraft offers flexible synchronization of Xero contacts and items. Synchronize this data either bi-directionally, in a single direction or on demand.
This integration allows customers to keep their job management and accounting platforms working together, having a unified view on their business while still gaining the advantages of using ServCraft Jobs.
Getting started
Sign up for ServCraft free trial from within Xero. Your ServCraft integration with Xero will be ready to go after you allow Xero to connect and complete a few final setup questions.
If you are an existing ServCraft customer, then you can browse to app.servcraft.co.za, go to the integration section in settings and click on Connect to Xero Icon. This will re-direct you to xero, once you give ServCraft permission to integrate, you will be brought back to ServCraft where you specify your integration preferences and complete the integration.
