Enquiries land in ServiceM8 as jobs with the details filled in. Quiet quotes get followed up. Overdue invoices get chased until they’re paid. You get one report on Monday morning. Built by Miro in Wellington, in your own accounts, for a fixed price.
Fixed prices + GST. Built in your own accounts.
Owner-managed New Zealand trades and field-service firms that already run their jobs in ServiceM8 and their books in Xero. The software is set up. The admin between the two still lands on the office, or on you after dinner.
ServiceM8 and Xero already talk to each other about invoices. Most of the retyping and remembering happens before a job exists and after the invoice goes out.
Enquiries come in by web form, email, text and Facebook. Someone reads each one and retypes it into ServiceM8 as a job or lead. When the office is busy, replies wait.
A quote goes quiet. A job finishes. An invoice passes 14 days. Each one should trigger the next step. Today it waits until someone remembers to click.
Job profit, quote win rate and who owes what live partly in ServiceM8 and partly in Xero. Putting them side by side is a spreadsheet job most owners don’t get to.
Each one has a number you can count without any analytics. You approve anything a customer sees.
Enquiries from your web form, email, text and Facebook become ServiceM8 jobs with the name, address, phone and job description filled in. AI reads the free-text message and drafts a quote from your own price list. It waits in ServiceM8 for you to check and send.
What you count: time to first reply, and quotes sent per week.
About Enquiry to Quote →Quotes that haven’t been accepted get a follow-up on a schedule you set. Finished jobs reach Xero as invoices without retyping. Overdue invoices get reminders that get firmer as they age, for example at 7, 14 and 30 days, then land on your list for a phone call. Everything stops the moment the quote is accepted or the invoice is paid.
What you count: days to payment, and dollars overdue.
About Get Paid →One weekly view built from ServiceM8 and Xero: profit by job, quote win rate, who owes what and for how long, and how busy each tech is. It arrives Monday morning, in your inbox or a shared sheet.
What you count: the report nobody has to put together by hand.
About the Owner Dashboard →Not sure which flow comes first? Most firms start with Get Paid or Enquiry to Quote. The optional Flow Map ranks them for you.
If a setting you already pay for solves the problem, we’ll tell you on the call and you won’t need us. We build only the parts that sit between the apps.
Vendors add features often, and plans differ. Check what yours includes before paying anyone, us included.
ServiceM8 has a public API that lets approved software read and create jobs, clients and quotes. Access is granted from your own ServiceM8 account, so you can switch it off at any time.
The flows run on your own Make, n8n or Zapier account, set up in your name. Xero connects through its standard app connection, the same way your other Xero add-ons do.
We check which ServiceM8 plan you’re on and what it allows on the intro call, before you pay anything.
More on where your data goes.
Nothing is billed by the hour. You pay your own tool and AI bills directly, at cost, with no markup.
$800 + GST
Your top three opportunities across your tools, ranked, plus a “don’t automate this” list. Credited in full against a sprint booked within 60 days.
$3,000 + GST fixed
One named flow, built in two weeks in your own accounts. Includes monitoring and alerts, a runbook and 30 days of tuning. Live within 14 days of kickoff, or half the fee comes back.
$300/month per flow + GST
Monitoring, fixes when a vendor changes something, and a monthly report in your own numbers. Month to month, 30 days’ notice.
$2,200 + GST
The full sprint, in exchange for a before-and-after measurement, a named case study and one introduction.
The Owner Dashboard and custom tools are $3,500 to $6,000 + GST, fixed and quoted in writing first. The 14-day clock starts when we have access to your accounts. Full pricing and terms →
That sync covers the invoice itself. The gaps are before and after it: enquiries that arrive outside ServiceM8, quotes nobody follows up, overdue invoices that need a firmer nudge, and a weekly view across both systems. If a setting you already have solves it, we’ll say so.
Usually not. We build on your current ServiceM8 and Xero, plus a Make, n8n or Zapier account in your name. Some flows need API access on your ServiceM8 account, and we check that on the intro call before you pay anything.
No. Draft quotes wait for you to approve them. You sign off the wording of every follow-up and reminder before it goes live, and everything stops the moment a quote is accepted or an invoice is paid.
A Flow Sprint is $3,000 + GST, fixed, for one flow. Flow Care is $300 a month + GST per live flow and is optional. The optional Flow Map is $800 + GST, credited in full against a sprint booked within 60 days. The first three customers get the sprint for $2,200 + GST.
Half the sprint fee comes back. The 14 days start when we have access to your accounts. It’s a deadline guarantee, not a promise about results, because how your team uses the flow is up to you.
Everything runs in your own accounts. You get the credentials and a plain-English runbook, so anyone you choose can look after it. Flow Care is there if you’d rather we did.
Send me your web form link and I’ll record a 90-second video of the flow running on it, with your business name and a real-looking enquiry landing in ServiceM8.
Both are free. Miro, Wellington.