Xero Integration for Field Service Businesses

Connect Jobable with Xero and Simplify Your Accounts

Managing a field service business often means entering the same information more than once.

A job is completed in the field. The engineer records the work. Your office processes the job. An invoice is created. Then the same customer and invoice information needs to be entered into your accounting system.

Jobable's Xero Integration helps remove this duplication by connecting your field service operation with your Xero account.

Job information and invoicing can flow from Jobable into Xero, helping reduce administration, minimise manual data entry and get invoices into your accounts process faster.

Connect Jobable with Xero and spend less time on administration.

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Xero Integration for Field Service Businesses
Connect Your Field Service and Accounting Systems

Jobable manages the operational side of your field service business.

Xero manages your accounting.

Connecting the two means your office team doesn't have to constantly move information manually between separate systems.

Jobable can work alongside Xero to help streamline the process from:

Customer → Job → Engineer → Completed Work → Invoice → Accounts

This creates a more connected workflow and helps your team spend less time entering information and more time managing the business.

Reduce Duplicate Data Entry

One of the biggest benefits of integrating Jobable with Xero is reducing the amount of information your team needs to enter manually.

Without an integration, your office may need to:

  1. Complete the job in your field service system.
  2. Create the invoice.
  3. Open Xero.
  4. Find or create the customer.
  5. Enter the invoice details again.
  6. Check that everything matches.
  7. Process the invoice.

With Jobable's Xero integration, your field service and accounting processes can work together instead.

That means less repetitive administration and fewer opportunities for manual data-entry errors.

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Reduce Duplicate Data Entry
Get Invoices from the Field into Xero

Once an engineer has completed a job, the information captured in Jobable can be used to progress the job through your invoicing process.

This can include information such as:

  • Customer details
  • Job information
  • Labour
  • Parts and materials
  • Additional charges
  • Invoice information

The result is a smoother transition from completed field work to your accounting system.

Your engineers complete the work in the field.

Your office processes the job.

Xero handles the accounting.

Keep Customer Information Connected

Keeping customer information consistent across your field service and accounting systems is important.

Jobable and Xero can work together so that customer information doesn't need to be repeatedly entered or maintained in different places.

This can help reduce:

  • Duplicate customer records
  • Manual data entry
  • Administrative errors
  • Time spent switching between systems

Your field service team can focus on managing customers and jobs, while your accounts team can work with the financial information they need.

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Keep Customer Information Connected
Save Time on Your Accounts Administration

For many field service businesses, administration can consume hours every week.

Every completed job creates another opportunity for manual data entry.

The more jobs your business completes, the more time this can take.

By connecting Jobable with Xero, you can automate parts of the workflow and reduce the amount of repetitive administration required.

That can mean more time for:

  • Managing engineers
  • Supporting customers
  • Following up quotations
  • Winning new work
  • Growing the business
A Better Workflow from Job to Invoice

Jobable is designed to manage the operational journey of a field service job.

An example workflow could look like this:

1. Book the Job

Your office or customer books a service visit through Jobable.

2. Schedule the Engineer

Jobable helps your team allocate the most appropriate engineer and schedule the appointment.

3. Complete the Work

The engineer receives the job through the Mobile App and records the work carried out.

4. Process the Job

Your office receives the completed information and can review the job.

5. Raise the Invoice

The completed job can be progressed through Jobable's invoicing workflow.

6. Send to Xero

Relevant customer and invoice information can be passed through to your Xero account.

7. Manage Your Accounts

Your accounts team can continue managing the financial side of the business within Xero.

The result is a more connected process with less unnecessary administration.

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A Better Workflow from Job to Invoice
Perfect for Field Service Businesses Using Xero

Jobable's Xero integration is particularly useful for businesses where engineers complete work at customer premises.

It's suitable for businesses including:

  • HVAC contractors
  • Refrigeration engineers
  • Electrical contractors
  • Plumbers
  • Appliance repair businesses
  • Fire and security companies
  • Heating engineers
  • Gas engineers
  • General field service businesses

Whether you have one engineer or a growing field team, reducing administrative work can make a significant difference.

Combine Xero with Jobable's Field Service Management Features

The Xero integration becomes even more powerful when combined with Jobable's other field service management features.

Smart Scheduling

Plan engineer visits more efficiently and help reduce unnecessary travel.

Explore Smart Scheduling

Mobile Engineer App

Give engineers access to jobs, customer information and digital job sheets from the field.

Explore Mobile App

Customer Portal

Allow customers to book visits, track job progress, view quotations and invoices, and make payments online.

Explore Customer Portal

Preventative Maintenance

Manage recurring service visits and planned maintenance contracts.

Explore Preventative Maintenance

Reporting

Gain visibility into engineer workloads, jobs and operational performance.

Explore Reporting

Together, these features help connect the entire field service operation—from the initial booking through to completed work and invoicing.

Combine Xero with Jobable's Field Service Management Features
Stop Moving Information Between Systems

Your field service software and accounting software have different jobs to do.

Jobable helps manage the operational side of your business.

Xero helps manage your finances.

You shouldn't have to spend your time manually copying information between them.

By connecting the two systems, Jobable helps create a smoother workflow that reduces administration and keeps your field service and accounts processes better connected.

Spend Less Time on Administration

Every hour spent re-entering information is an hour that could be spent running and growing your business.

Jobable's Xero integration helps automate the movement of information between your field service operation and your accounting system.

That means your team can spend less time:

  • Copying customer information
  • Re-entering invoices
  • Checking duplicate records
  • Switching between systems
  • Chasing paperwork

And more time focusing on your customers and your business.

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Spend Less Time on Administration
Xero Integration FAQs

What does the Jobable Xero integration do?

Jobable's Xero integration connects your field service operation with your Xero accounting system, helping streamline the flow of customer and invoicing information between the two platforms.

Can Jobable send invoices to Xero?

Yes. Jobable can connect your field service invoicing process with Xero, helping reduce the need to manually recreate invoice information in your accounting system.

Does the Xero integration reduce data entry?

Yes. The integration is designed to reduce repetitive manual entry by allowing relevant information to flow between Jobable and Xero.

Is Jobable suitable for small businesses using Xero?

Yes. Jobable is designed for field service businesses of different sizes, from independent engineers and small trade businesses through to larger field service operations.

Can Jobable manage jobs as well as invoices?

Yes. Jobable is a complete field service management platform. It manages customers, jobs, scheduling, engineers, mobile job sheets, quotations, maintenance, invoicing and reporting, while Xero handles the accounting side.

Can Jobable integrate with other accounting software?

Yes. In addition to Xero, Jobable also integrates with QuickBooks.

Explore QuickBooks Integration

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Connect Jobable and Xero

Your engineers are out in the field.

Your office is managing jobs and customers.

Your accounts team is managing the finances.

Jobable's Xero integration helps connect these processes together.

Reduce repetitive administration.

Get invoices processed faster.

Keep customer information connected.

Spend more time running your business and less time entering data.

Connect Jobable with Xero today.

Book a personalised demonstration and discover how Jobable can simplify your field service operation.

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Connect Jobable and Xero