Xero Field Service with ServiceM8
Smart Job Management for Xero
Together, ServiceM8 and Xero provide an end-to-end solution for trade & service business, streamlining work from the clients first call to reconciliation.
Transform your workflows
- Manage your schedules, staff & customers
- Access client & job details, anywhere
- Save job notes, photos, & videos
- Sync invoices to Xero in two clicks
What is Xero?
Xero is an easy-to-use online accounting software that’s designed specifically for small businesses.
“Every single aspect of our business has been improved by implementing ServiceM8. It’s probably the best business decision I’ve ever made. “
Tom Martin
Water Tight Canberra
Everything to run your business
Ditch paperwork, improve productivity & provide great service. ServiceM8 will transform how you manage jobs, scheduling, staff & customer communication.
Job Management
Access all client & job details in the field, anytime. Field staff have all the info they need to get the job done.
Staff Scheduling
Manage staff scheduling anywhere. Simply drag jobs onto the desired time & staff member.
Job Photos & Videos
Photos or videos are automatically saved to the job, and accessible across the business instantly.
Checklists & Tasks
Set clear job requirements so jobs are done right the first time, every time.
Online Bookings
Allow customers to get a live quote, select a time, then book a service with your business.
Electronic Forms
Complete forms, certificates & reports in the field as a professional PDFs.
ServiceM8 & Xero Integration
ServiceM8’s integration with Xero is best-in-class – so good that you’ll never need to think about it. It just works.
Customers & Items
Customers and items sync automatically between ServiceM8 & Xero. Changes made in one accounts will update the other.
Invoices
Raises invoices in Xero from your iPhone or Online two taps, ready to be reconciled.
Payments
Payments received on the job automatically sync to Xero, and payments received in Xero sync back to ServiceM8.
Staff Timesheets
Send your staff members’ shifts times in ServiceM8 to Xero as employee timesheets (AU only).
Online Bookings
Tax rates and income account codes are imported automatically from Xero.
Xero. Beautiful Accounting Software.
- Get a real-time view of your cashflow
- Run your business on the go
- Reconcile in seconds
- Get paid faster with online invoicing
Log in online anytime, anywhere on your Mac, PC, tablet or phone and see-up-to-date financials
Use the Xero app to reconcile, send invoices, or create expense claims – from anywhere.
Xero imports and categorizes your latest bank transactions. Just click OK to reconcile.
Send online invoices to your customers – and get updated when they’re opened.