Simplify Your Invoicing
If you’re running jobs through ServiceM8, you already know how much time it saves on scheduling and job tracking.
But when it comes to invoices and quotes, it can still feel like you’re stuck doing things manually.
You finish the job, then:
- Create the invoice by hand
- Push it to Xero or QuickBooks
- Send it to the client
- Follow up when they don’t pay
- Update your reports
That’s too much admin for something that should just happen automatically.
This is where Moez helps.
What I Do
I build custom ServiceM8 automations that take care of invoicing, payments, and reporting for you.
Using tools like n8n, Make, Zapier, or the ServiceM8 API, I connect your systems so that invoices and quotes move through your process without anyone having to touch them.
Common automations:
- Automatically create and send invoices when jobs are marked complete
- Sync invoices and payments to Xero or QuickBooks
- Send friendly payment reminders on schedule
- Follow up automatically on quotes that haven’t been accepted
- Generate daily, weekly, or monthly reports sent straight to your inbox
- Notify your team when a payment is received or overdue
Everything is set up to match how your business already runs.
The Problems This Solves
| Before | After Automation |
|---|---|
| Staff spending hours each week on invoices | Invoices go out automatically as soon as jobs are done |
| Clients taking weeks to pay | Smart reminders sent automatically until they pay |
| Manual data entry to Xero or QuickBooks | Real-time sync between platforms |
| Reports that take forever to run | Reports appear automatically in your inbox |
| Admin chaos | Smooth, consistent process you don’t need to think about |
How It Works
- Audit: I look at how your business currently handles invoicing and where things get stuck.
- Design: I plan a clear automation flow using the right tools for your setup.
- Build: I connect your systems, test everything, and make sure it works as expected.
- Handover or support: You can manage it yourself or I can maintain it for you.
No off-the-shelf templates. No over-complication. Just practical automation that saves time every day.
Why Work With Me
- Deep knowledge of ServiceM8, n8n, Make, and Zapier
- Hands-on experience working with trade and field service businesses
- Clear communication, no jargon
- Real ROI from day one
- Every workflow custom-built for your business
Examples From Clients
| Business | Problem | Result |
|---|---|---|
| Electrical company | Still sending invoices manually | Automated invoicing saved 6 hours a week |
| Plumbing business | Missed follow-ups on unpaid invoices | Automatic reminders improved payments by 30% |
| Cleaning company | Needed weekly revenue report | n8n automation built custom summary emailed every Friday |
| HVAC contractor | Lost invoices during Xero sync | Automated sync eliminated errors completely |
What You Can Expect
- 70–90% less time spent on admin
- Invoices sent automatically within minutes
- Payments coming in faster
- Clear financial visibility
- Reliable reports you can trust
FAQs
Can you connect ServiceM8 with Xero or QuickBooks?
Yes. I build reliable integrations that sync invoices, clients, and payments in real time.
Can we set custom rules for when invoices go out?
Of course. Everything is built around your workflow and preferences.
Do I need to understand automation tools?
No. I’ll handle everything and explain the results in plain language.
How much does it cost?
Most setups range from $500 to $1,500, depending on what you want automated. You’ll always get a fixed quote before we start.
Let’s Automate Your ServiceM8 Invoicing
If you’re ready to stop doing repetitive admin and focus on your work, let’s talk.
I’ll show you what can be automated, how it works, and how much time and money you can save each week.
👉 Book a free workflow review