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accountants and bookkeepers

Simple job management for QuickBooks Online

Do you have tradie, service-based or contractor clients and trying to assist them in going paperless? Then check out the recent webinar we held with ServiceM8 to learn more.


What is ServiceM8?

ServiceM8 is the app for trade contractors and field service businesses. With powerful communication, scheduling, quoting, job management and invoicing, ServiceM8 can help your business thrive. Whether you’re managing clients in plumbing, electrical contracting, HVAC, pest control, appliance repair, IT, cleaning, security, pool care or much more, ServiceM8 is here to help your clients eliminate paperwork, provide better services and get paid faster.

How it works with QuickBooks Online

Together, ServiceM8 and QuickBooks Online provide an end-to-end solution for trade or service businesses, streamlining work from the client’s first call to reconciliation. ServiceM8 provides everything you need to manage jobs, staff and customers. ServiceM8 and QuickBooks Online integrations allows you to share your clients, inventory items, and tax settings between both programs. Once the jobs are completed in ServiceM8, they are exported as Sales Invoices to QuickBooks Online.

Our favourite ServiceM8 features

  1. Field service management – Access client and job details, view staff locations and schedules, dispatch jobs and generate quotes or invoices – wherever you are.
  2. Job scheduling – Easily manage your staff schedules from anywhere. Simply drag jobs onto the desired time and staff member and they’ll be instantly notified of their updated schedule.
  3. Mobile – Impressive communication, navigation, quoting, job management and invoicing capability, tailored for ease of use with your iPhone or iPad.

Want to watch the recording? You can view it below!

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