Monitor the performance of difference areas of your business using Xero Tracking Categories

If you’re using Xero with ServiceM8, try Xero Tracking Categories

Why? You say!

Xero tracking categories allow you to monitor the performance of different areas of your business https://central.xero.com/s/article/Set-up-tracking-categories-UK

For example, you might want to differentiate between different parts of the business, plumbing vs heating vs drainage; or have the option to choose a member of staff to attribute the work to.

To get this set up:

Start in Xero –

1. In the Accounting menu, select Advanced, then click Tracking categories.
2. Click Add Tracking Category.
3. Under Tracking category name, enter the name of the tracking category. Enter your tracking option names under Category options.
4. Click Save.

To use them from within your ServiceM8 account, head back to ServiceM8 –

1. Go to Account > Settings > ServiceM8 add-ons
2. Search for xero and switch on the xero tracking categories add-on
3. Note – Xero Tracking categories only sync over once a day, so any changes to Xero will take up to 24 hours to appear in ServiceM8.
4. When xero has sent the tracking categories over to ServiceM8, you’ll see a new custom fields tab on the job card

Here’s an example: