ServiceM8

Construction & Trades , Franchises , Invoicing + Jobs

ServiceM8 integrates seamlessly with Xero, allowing you to manage any field service business from the client’s first call to job completion, invoicing and payment.

ServiceM8 integrates seamlessly with Xero, allowing you to manage any field service business from the client’s first call to job completion, invoicing and payment.

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About ServiceM8

ServiceM8 is a job management app which empowers field service business owners to run a better business & improve their lifestyle.

It’s cloud-based software for contractors, trades & home service businesses like electricians, plumbers, locksmiths & cleaners — any kind of business that manages jobs & staff in the field, ranging in size from sole operators up to 30 staff. ServiceM8 even has a powerful solution for franchises.

ServiceM8 helps manage the front-end job management, from a client’s first call through to scheduling, quoting, invoicing & payment. From there, it integrates with Xero to form an end-to-end field service package.

Explore all Features of ServiceM8

ServiceM8 + Xero

Together, ServiceM8 and Xero form an end-to-end solution for field-based trades & service businesses - each item of work is captured once, and guided through a best-practice workflow of communication, job management & accounting.
Features include: Approved invoices in ServiceM8 sync to Xero for automatic reconciliation. Clients and items sync between ServiceM8 & Xero. Changes made in one account will update the other. Payments received against an approved invoice in ServiceM8 sync to Xero, and payments received in Xero sync back to ServiceM8. Staff leave in Xero syncs to ServiceM8’s schedule to show staff unavailability. 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.

Explore how to setup ServiceM8

Summary


Developer

ServiceM8

Added on

01/08/2015

Integration details


Xero

Countries

Hong Kong, Malaysia, Philippines, Global, Australia, United States, Canada, South Africa, New Zealand, Singapore, United Kingdom

Languages

English

Shared data


Xero
Data Flow

Accounts

Bank Transactions

Bank Transfers

Contacts

Invoices

Items

Payments

Tax Rates

Tracking Categories

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