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Once you have set up your basic account settings and invoice template the next step is to connect to your accounting software. ServiceM8 supports connections with Xero and QuickBooks Online worldwide, and MYOB in Australia & New Zealand. See the relevant sections of the help centre for guidance on connecting your accounting package to ServiceM8: If you don’t use one of these supported accounting packages, skip this step and go to How to Import your Materials and Clients.

Choosing your Quote & Invoice Templates in ServiceM8

Importing Clients & Items to ServiceM8

How to complete and invoice a job

Create a job from the Dispatch Board

Last modified on February 10, 2026