ServiceM8, Jobber, Xero and CRM setup
Configure the agreed customer fields, job stages, templates and team permissions around your process. We provide independent implementation support and choose tools to fit the work.
SYDNEY BASED. WORKING AUSTRALIA-WIDE.
Business systems and integrations for service businesses.
Connect your CRM, job management and accounts. ServiceM8, Jobber and Xero setup, data migration and integrations for Australian service businesses.
Discuss your setupBuilt around the way you work.
Customer details should not need to be typed into every app. We help service businesses set up their core software and define how information moves between enquiries, quotes, jobs and accounts.
For teams introducing a CRM or job system, moving away from spreadsheets, changing software, or spending too much time reconciling information between existing tools.
WHAT WE CAN HELP WITH
A practical, agreed scope.
Data migration with a defined scope
Identify which records need to move, map fields and agree how duplicates and missing data should be handled. Review a sample before the main transfer and check the resulting records against the agreed source.
Connections between existing software
Use available native integrations or suitable automation to move agreed information between systems. Confirm API access, subscription requirements, sync direction and limits before promising a connection.
Implementation is scoped and priced before work begins. Software subscriptions and optional ongoing care are outlined separately.
FROM PLAN TO HANDOVER
How the setup works.
Decide where each record belongs
List the systems, data owners and handover points. Agree which system is the source of truth for customer, job and invoice information.
Configure, migrate and verify
Build the scoped setup and test representative workflows. Check totals and sample records where data is moved, with a fallback plan agreed before a cutover.
Document the everyday operation
Explain the workflow, access responsibilities and how to handle sync errors. Hand over written notes and a walkthrough for the people using it.
Agree what success looks like.
Review the time spent re-entering details, records needing correction and jobs waiting on an administrative handover. Agree which measures are practical before work begins.
BEFORE YOU START
A few useful answers.
Can you connect any two applications?
It depends on their integration options, API access and subscription plans. We check these first and explain any limits or manual steps before agreeing the scope.
Do we have to move all our historical data?
No. We can scope a transfer around active customers, open jobs or another useful subset. The records included, exclusions and verification checks are agreed before migration.
Can you help with team email and access too?
Microsoft 365, Google Workspace and team access can be included when they support the wider setup. These are scoped alongside the business systems rather than assumed to be included.
START WITH ONE USEFUL IMPROVEMENT
Let’s plan your next step.
In a 15-minute call, we’ll discuss your current setup and whether a focused project makes sense. No obligation to start.
Prefer email?
hello@opsstudio.com.au