Xero vs ServiceM8 Comparison

Simple, integrates with Xero.

Would like to it to have more features on the app.

Simple. GPs location andink to google maps. Xero connection

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Ease of use. Lots of add-ons, integration into XERO.

Following items I would love to see in this order - purchase orders out of job, for field staff as well as office staff - add pictures from camera - 2-way sync for calendar - lodging of holiday requests

Hi Garry, Thanks for your review! You can actually add pictures from your camera roll by pressing and holding the 'Photo' job action. Thanks, Darren

Mobility

Still need Xero or MYOB to do accounts with it would be great if all encompassing

- Integrates with Xero...limited merge fields but enough to make it work - GPS & time tracking - Service reminders

- Zero followup or support when reporting glitches - Dispatch board gets very buggy and sometimes won't render correctly on desktop - On the CRM side, you need to memorise where you can edit things without it glitching e.g. you can't change payment terms via editing a client found in global search, updating a client doesn't update the recurring job - you need to also update the template...double handling, if you try to edit/add contacts or change their role from the client page it will fail to pull these into a new job.

It gives us the ability to keep a full history of our jobs, including notes, photos, quotes and invoicing. It intergrates seamlessly into Xero for financials

There are a few features missing that would be really useful for my business.

sms clients to let them know we are on out way, ease of communicating with our techs out on the field, invoicing straight to xero.

not able to delete all the existing materials as a lot of it is wrong or doubled up. Would like to deleted all the data and reload again.

This field software program is exploding with features - so many of them that we will probably never utilize them all!

Since this is an online field software program, occasionally the techs have problems figuring out what to email the customer when they are out in the field from their iPads.

I am still new to the software, but the software is easy to use. I love the fact we do not have to worry about backups, let ServiceM8 deal with that. Exports to Xero.

I would like to be able to add a few custom items to the job files, not just notes.

- Easy to use and the search function (when working well). Also the ability to accept CC payments via stripe and push invoice details through to Xero. - Pricepoint is good and encourages businesses to utilize more areas.

- Lack of training videos. - Also difficult to work out how to update out job card for other 3rd party contacts. - Converting an email to a job seems to have changed for the worse and is much more difficult now! - It would be great to be able to oncharge a the service fee for Credit cards in the invoicing template, e.g. if the cc link is used you can set an automatic percentage amount to be added on. ie 1% or a set $ amount.

Easy of use and it kinda makes sense to us Tradies. New employees seem to pick it up very easily and they like using it. Adding multiple photos is SO easy. The sync with Xero is great also.

That you can't update Clients email addresses in the job so you need to edit it and save it in the Clients profile. But i'm sure they will be updating that soon.

It syncs with Xero perfectly. It is simple to use and logical. I love that I can see what happens on the job from it first being a quote to being accepted / declined, booked as a job then being invoiced.

None

Simple to use and very cost effective.

Occasionally jobs drop out of the schedule for no apparent reason, and a lack of ordering means we have to re-type the parts into Xero for ordering. As some of our projects are large this leaves room to miss items.

Main thing is just having all your jobs, client details so on at your finger tips any where you go.

Few more features that i would like to see.

It provides a central record for everyone on the team, so if in doubt, stick it with the job (or client) record then nothing gets lost. It's cloud based, so no more server worries. It integrates with Xero. The support team are fast to respond and helpful.

Trying to make our own forms :( No standard mark-up available for quoting Quoting system doesn't really work for us

The cost is per job and not per month/per user. As a small start up company this was a great way to keep our costs low, but still be able to function with several users. I love the custom templates which allows us to create our own paperwork. The form function is a great ad on which allows us to comply with Health and Safety requirements especially when we are dealing with larger companies on a sub-contract basis. The job components such as text message, tracking, photo tags are the things that set us apart from our competition. Our customers think we are wonderful. The new job cost module is a giant improvement and something we like to use.

It doesn't capture costs from supplier bills or purchase order, we have to do this through xero. Also inventory/stock is very basic. I have to do this through another program. Doesn't allow for booking of hours for quotations visit without affecting the job costing.

The mapping features amazing. My ability to look over the large service area that we cover and see where jobs are is a great tool for us to improve our routes and become more efficient. This software links flawlessly into my Xero account and make bookkeeping a breeze.

There appears to be some double entry issues that I wish were improved. When I enter a persons address, name, number as a Job Contact it would be nice to be able to then click a box to have that info transfer to other areas like Billing Contact so I don't have to re enter the same info. (this may be possible already and I just have not learned how to do it)

It is not a difficult system to setup and ease of use enables clients to pick up the system quickly. We love that integrates with XERO and ServiceM8 staff are supportive and always willing to help. It has a selection of add-ons, syncs well and found it to be reliable. Clients enjoy using it.

I understand reasoning of building to one platform but ashame it only works with Apple products as we have clients with andriod devices. I would also like to see it integrated with more online payment providers.

Ease of use. Minimal training required for mechanics. Keeps great track of time spent, items used, and work done. Pictures can be saved on the jobs for future reference. Support team is very quick to reply to emails if we are ever unsure how to use something. Price is great compared with other software on the market.

Only supports Apple products. No purchasing through this program, so accurate job costing is a bit lacking.

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Thanks Hayden!

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Especially powerful is the remote users...managers and installers accessing and updating information from iPhones and iPads. We capture on-site photos. We capture on-site Hazard ID information and customer sign-off for quality.

no App for Androids. We have contract installers and persuading them to ditch their Samsung for an iPhone hasn't worked. (We synch with Google Calendars for them.)

Works offline. Seems fairly simple. Fast. Plenty of features. Should end up saving me plenty of time.

Im still a bit nervous about keeping important business data "in the cloud" in someone else's hands.