Trades & Home Services
Your job management software and accounting system don't talk to each other. Every completed job creates admin work. We fix that by connecting your tools, so jobs flow automatically to invoices, confirmations, and records.
Book Free Audit →What we've seen in this industry
- •Job completed in ServiceM8 → invoice manually re-entered in Xero
- •New client in job app → manually added to your customer system (or never added at all)
- •Completion email to client → typed individually for each job
- •End-of-week reconciliation → 2-3 hours comparing spreadsheets
Common automations for trades businesses
Job → Invoice
Completed jobs in ServiceM8 or Tradify automatically create invoices in Xero with correct line items, GST, and client details.
Job → Confirmation email
Completion confirmation with job notes and next steps sent to the client automatically when a job is marked done.
New client → customer system
New clients created in your job app automatically appear in your customer system too, so nobody types the same details twice.
Payment → Job update
When an invoice is paid in Xero, the job status in your field app updates automatically.
Weekly job summary
A summary of jobs completed, invoiced, and outstanding is generated automatically and emailed to the director every Monday morning.
Quote follow-up
Quotes not accepted after 5 days trigger an automatic follow-up email. Accepted quotes trigger job creation.
Proven result
"8 hours per week saved. Jobs flow from ServiceM8 to Xero to the client automatically."
Read the Greenline Plumbing case study →Tools we typically connect for trades businesses
How many hours is your team spending on job admin?
Book a free audit. We'll map your specific workflows and show you what automation would look like for your business.
Book Free Audit →