🔧 Automation recipes for plumbers & electricians
Get jobs, invoices and payments flowing from your job app into your accounts without retyping.
Send Tradify invoices to Xero automatically, and get payments back
Invoices, payments and credit notes sync between Tradify and Xero in both directions, so each job is entered once.
InvoicingPost approved ServiceM8 invoices to Xero, and see payments back in ServiceM8
Approving an invoice in ServiceM8 sends it to Xero. Payments recorded in Xero sync back to ServiceM8 within 30 minutes.
Getting paidEmail a polite chaser when a Xero invoice is 7 days overdue
When an invoice reaches the number of days overdue you choose, a personalised chaser goes out from your own Gmail or Outlook.
Job trackingLog every new ServiceM8 job in a Google Sheet
Each new job (optionally only one Job Category) adds a row to a shared Google Sheet.
Getting paidSwitch on Xero's own invoice reminders (no extra app needed)
Xero emails customers about unpaid invoices on the schedule you set, and stops once the payment is reconciled.
InvoicingSync Powered Now invoices and payments into Xero
Contacts, invoices, credit notes and payments go from Powered Now to Xero without retyping.
InvoicingSend approved Fergus invoices and supplier bills to Xero
Approved Fergus invoices appear in Xero automatically, supplier invoices land in Bills to Pay, and Xero payments flow back to Fergus.