Case Study · Trades

Connecting Field Jobs, Supplier Costs and Accounting

A cloud operations dashboard bringing field service jobs and finance together. Job information from ServiceM8 sits in a controlled reporting database, and approved supplier invoices are synchronised to Xero after review.

Systems IntegrationOperational DashboardsAccounting Integration
Want something similar? 0425 531 127
  • Perth Based. Australia Wide.
  • 18+ Years in Custom Software
  • Fixed-Price Delivery
  • Full Code Ownership
Australian owned and operated

Built here. Your data stays here.

  • No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
  • Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
  • Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
Summary

At a glance

Client
Trades and field service business
Industry
Trades
The problem
With jobs, supplier costs and finance in separate applications, operational performance was hard to see.
What we built
A cloud operations dashboard that consolidated field service and job information, maintained a controlled reporting database and supported review-based synchronisation of supplier invoices to accounting, using ServiceM8 and Xero.
Systems and technology
ServiceM8, Xero API, React, PostgreSQL, AWS
Results
  • One view A consolidated view of field operations.
  • Clearer Job-cost and supplier-bill tracking.
  • Less re-keying Approved finance information is not typed in again.
  • Traceable Improved exception handling and integration traceability.
Client Context

Trades and field service business

A field service business managing jobs, supplier costs and finance in separate applications.

The Challenge

What needed to change

With jobs, supplier costs and finance in separate applications, operational performance was hard to see.

The Solution

What we built

A cloud operations dashboard that consolidated field service and job information, maintained a controlled reporting database and supported review-based synchronisation of supplier invoices to accounting, using ServiceM8 and Xero.

Operations dashboard

Field service and job information consolidated in one view.

Reporting database

A controlled reporting database behind the dashboard.

Supplier invoice sync

Supplier invoices synchronised to Xero after review.

Exception handling

Integration exceptions surfaced and traceable.

Built with:
ServiceM8Xero APIReactPostgreSQLAWS
Results

What changed

One view A consolidated view of field operations.
Clearer Job-cost and supplier-bill tracking.
Less re-keying Approved finance information is not typed in again.
Traceable Improved exception handling and integration traceability.
Similar Project?

Want something similar for your business?

Tell us about your industry, your workflows, and what you want to achieve. We will scope it, quote it fixed-price, and build it.

Tell us what you want to fix

What industry are you in? What systems do you use? What is the biggest operational problem you want solved? We will come back with a plan and fixed-price quote.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.

Kasun Wijayamanna, founder of HELLO PEOPLE

Kasun Wijayamanna, founderYou deal with Kasun from scope to delivery. No account managers and no offshore handoff.