Integration Hub · Job Management

Run every job end-to-end on the platform your team already knows.

A single workflow from enquiry to invoice to payment — built on top of ServiceM8, Simpro or Tradify, not instead of them.

Most trade businesses have the right tools. They just do not talk to each other — so the same data gets entered three times, jobs slip through, invoices follow weeks after the work, and owners cannot see margin by job type until the year-end review.

Job Management Hub fixes the workflow gap. Fixed-price scoping. The highest-value piece working inside the first month.

  • 25%+ More jobs per crew, same team
  • Halved Invoice-to-payment time
  • No switch Keep your existing platform
  • AU-wide Perth-based · servicing Australia
  • Fixed Price scopes, no surprises
  • Extends ServiceM8 · Simpro · Tradify
The difference a real job platform makes

Real outcomes, by solving real trade workflow problems

  • Every enquiry tracked
    Jobs come in from phone, web, email, repeat asks and Facebook DMs — some never get logged, lost revenue you do not see
  • Skill-aware scheduling board
    The whiteboard schedule has hit its ceiling past 5–10 techs — double-bookings weekly, no view of travel time or skill rules
  • Field staff equipped at the job
    Techs cannot see drawings, history, scope or last service date on the device — every detail is a phone call back to the office
  • Quotes out the same day
    Estimator rebuilds quotes from scratch each week — three days to send, three more to chase, the fast quote wins the job
  • Same-day invoicing to Xero/MYOB
    Invoicing happens weeks after the work — photos on a camera roll, materials on paper, time logs in another system
  • Margin visible weekly, not yearly
    No view of which job types, customers or technicians make money — owners cannot answer without an afternoon of CSV exports
Capabilities catalogue

Job management integration services we deliver

Every capability below has been delivered for a real Australian trade or service business — from a single ServiceM8-to-Xero connection to a full builder portal sitting on top of Simpro. If your scenario is not listed, ask — we build bespoke.

Field service platform integrations

  • ServiceM8 integration — extensions, custom forms, builder portals
  • Simpro integration — commercial estimating, multi-division reporting
  • Tradify integration — custom reporting and workflow extensions
  • FMT FieldForce modernisation — legacy job platform replacement
  • AroFlo, Fergus and Jobber integrations and custom extensions
  • Custom field service platform development where off-the-shelf does not fit
  • API-based middleware between job platforms and the rest of your stack
  • Jobman, FieldForce and bespoke trade-specific software extensions

Job-to-accounting flows

  • ServiceM8 jobs → Xero invoicing with correct tax codes and tracking categories
  • Simpro jobs → MYOB billing with job costing and tracking
  • Tradify jobs → Xero billing automation with payment links
  • Job-complete event → invoice draft the same minute, no Friday-afternoon assembly
  • Stripe and Square payments matched to job invoices automatically
  • Continuous bank reconciliation for trade businesses on Xero or MYOB
  • Supplier bill capture and matching to job purchase orders
  • Retentions, progress claims and variation tracking for commercial jobs

Custom forms, portals & extensions

  • Builder client portals — job status, photos, invoices, variations in one place
  • Strata property manager portals with consolidated billing across units
  • Multi-division job and revenue allocation reporting
  • Custom field forms — CES generation, compliance certificates, safety checklists
  • Bluetooth instrument capture from test meters, thermal cameras and gas analysers
  • Custom estimating engines for complex commercial tendering
  • Customer-facing scheduling portals with self-booking and rescheduling
  • Custom customer portal software for repeat trade and service work

Trade & service business migrations

  • Tradify to ServiceM8 migration with full job history preserved
  • ServiceM8 to Simpro migration for businesses scaling past 20 staff
  • Tradify to Simpro migration with estimating and project workflow mapped across
  • AroFlo, Fergus or Jobber to ServiceM8 / Simpro / Tradify migrations
  • Spreadsheet-and-paper to job platform — clean cutover with historical data import
  • Custom legacy job system to ServiceM8 / Simpro migrations
  • FMT FieldForce and Jobman to modern cloud job platform migrations
  • Parallel-run cutovers with two weeks of dual-system operation before retirement

Operational data & dashboards

  • Power BI dashboards from ServiceM8, Simpro and Tradify data
  • Margin by job type — switchboard upgrades vs solar vs maintenance vs test & tag
  • Apprentice and technician utilisation reporting — billable vs available hours
  • Job costing — labour, materials, travel against estimate in real time
  • Forward pipeline dashboards with quote conversion by source
  • Multi-division revenue and margin allocation for commercial trade groups
  • Looker Studio and Google Sheets refresh feeds for owner-operators
  • Custom dashboard & reporting software tuned to trade KPIs

HR, timesheet & payroll flows for trades

  • Deputy rostering and timesheets → Xero Payroll with award rule handling
  • DeputyMYOB Payroll with labour cost feeding job profitability
  • Employment Hero HR, onboarding and payroll integration with job platforms
  • Award rule interpretation — Electrical, Building & Construction, Plumbing awards
  • Timesheet-to-payroll automation with overtime, allowances and leave handled correctly
  • Mobile clock-in / clock-out tied to job records for accurate labour cost
  • Apprentice training-hours tracking and trade-school day handling
  • Staff, Timesheet & Payroll Hub — end-to-end trade payroll workflow
How it connects

One workflow. Every channel in, every system out.

Every job starts somewhere — a phone call, a web form, a repeat customer — and ends somewhere — accounting, payment, a satisfied customer, an updated dashboard. The Hub is the layer in between that makes the journey run on its own.

Website forms Phone enquiries Email-to-job Repeat customers INTEGRATION HUB Job Management Intake Schedule Invoice Xero / MYOB Stripe / Square Calendar / SMS Power BI / dashboards Mobile field app Offline · photos · signatures
Built on top of ServiceM8, Simpro or Tradify — the systems above are connected, not replaced.
What we build

The five places we typically close the gap

Each tab is a piece of the workflow most off-the-shelf job platforms half-deliver. Build them in stages — most engagements start with the two that hurt most.

Every enquiry turns into a tracked job

Single intake. Web forms, phone calls, email-to-job, repeat-customer asks and Facebook leads all funnel into one pipeline. Nothing lives in someone's inbox or notepad.

Templated quotes. Quote builder pre-loaded with your assemblies, your supplier-priced materials and your skill-tiered labour rates. The estimator does not rebuild quotes from a blank page.

A board that understands skill, distance and capacity

Visual board. Drag-and-drop scheduling with capacity gaps visible two to four weeks out. Move jobs between techs without flipping through three calendars.

Skill rules enforced. An apprentice cannot be dispatched alone on notifiable work; a CEC accredited installer is the only one allocated to the solar install. Vet allocations against your licensing matrix automatically.

Field staff stop calling the office

Offline-capable mobile. Job details, customer history, drawings and scope of works available without signal. Works in switch rooms, basements, plant rooms and rural sites.

Capture as you work. Photos, voice notes, time, materials and digital signatures — all tied to the job record from the device, not transcribed at the office.

Same-day invoicing, no double entry

Job-complete → invoice. Time, materials, travel and call-out fees roll into an invoice draft the moment the job is signed off. Xero, MYOB and QuickBooks integration handle the push.

Pay on the spot. Tap-to-pay on the field device for residential calls. Payment links delivered with the invoice for commercial work. Stripe or Square reconciles transactions back to the job automatically.

The reporting your platform does not ship with

Margin by job type. Switchboard upgrades vs solar vs maintenance vs test & tag — which work is making money? Margin tracked against estimate per job category, refreshed weekly.

Utilisation and team performance. Billable hours vs available hours per tech. Apprentice utilisation. Time on tools vs travel vs admin. Hire and apprentice-intake decisions made on data.

Estimator preparing a quote with supplier-priced materials
Visual scheduling calendar showing skill-aware job allocation
Field technician using a mobile app on site with offline-capable job data
Job-complete event triggering an invoice draft in Xero
Operational dashboard showing job margin, utilisation and forward pipeline
Systems we connect

The platforms a working trade business runs on

Click any platform for the why / what / how of that specific integration. We extend rather than replace — your team keeps the tool they already know.

Integration

Why it matters

What we deliver

How we do it

Benefits

How it runs

A job-management integration project, end to end

Three stages. No surprises. Your live jobs and customers stay untouched until cutover — delivered personally by the founder.

  1. Week 0

    Job Workflow Audit

    15-minute scoping call. We map your job platform (ServiceM8, Simpro or Tradify), the systems it feeds (accounting, payroll, CRM) and the specific intake-to-invoice gaps. Fixed-price quote inside 48 hours.

  2. Weeks 1–N

    Build & Parallel-Run

    Integration built in a sandbox and parallel-run against live jobs for two weeks. Every job-to-invoice trigger, customer record sync and field-app workflow validated before production.

  3. Cutover

    Go-Live & Handover

    Production cutover on a planned window — typically a weekend. Team training, monitoring active, 30 days post-launch support. Documentation and source code handed over in full.

Founder profile

Kasun Wijayamanna

Founder · Perth, WA · Started HELLO PEOPLE in 2008

18+ Years running HELLO PEOPLE

Founded in 2008. Two decades of technology-driven business transformation across Australia.

100+ Projects delivered

Startups to government agencies across mining, healthcare, legal, education and more.

HDR Researcher · Curtin University

Postgraduate research in Artificial Intelligence and Retrieval-Augmented Generation (RAG).

MBA Oil & Gas

Deep technical expertise combined with strong business and financial acumen.

Perth Based in WA

Serving businesses across Western Australia and nationally.

AU+TH International experience

Professional background in Bangkok, Thailand before migrating to Perth.

PHF Paul Harris Fellow · Rotary

Former President of Rotary Club of Booragoon. Over a decade of community service.

Read the full bio — research, career, community involvement and how HELLO PEOPLE runs projects.

See full founder page
Electrical contractor's field technician using a mobile job management app
Case study

Electrical contractor: same-day invoicing on a 15-person crew

A Perth-based commercial electrical contractor already running their core job management platform. We added an intake funnel, a CES generation workflow, a builder client portal and a multi-division margin dashboard — without replacing the tool the team used every day. The CES backlog was clear inside the first month; invoice-to-payment time halved by month two.

Read the full case study
25% More jobs per week, same crew
50% Faster invoice-to-payment
100% Digital CES on completion
Zero Missed notifiable lodgements
What it looks like in practice

Three workflows we run most often

Not abstract diagrams — actual scenarios from working trade businesses.

  1. Residential service call

    From inbound call to bank reconciliation in under four hours

    • 9:15Customer rings, office logs the job
    • 9:18Customer receives SMS confirmation
    • 11:30Tech arrives, opens job on mobile
    • 12:45Photos, time, materials, digital sign-off
    • 12:46Invoice drafts in Xero from job data
    • 12:48Customer receives invoice + payment link
    • 12:55Customer pays via Stripe
    • 1:00Bank reconciliation matches payment to job
  2. Commercial annual maintenance

    Recurring revenue that runs itself

    • Day 0Annual reminder fires automatically
    • Day 1Job auto-creates with site checklist
    • Day 5Tech dispatched, work completed
    • Day 5Compliance certificate generated & filed
    • Day 5Customer report dispatched
    • Day 6Invoice issued to accounts payable
    • +365Next year's reminder set automatically
  3. Strata maintenance request

    Wholesale relationships at scale

    • 1Property manager submits via portal
    • 2Routed to right tech by location & skill
    • 3Tech updates portal in real time
    • 4PM sees status without ringing
    • 5Invoice consolidated across units
    • 6Monthly statement to the property manager
Where the return comes from

What changes in the first 90 days

Most Job Management Hub engagements pay back the engagement cost inside one to three months. Here is the math, in plain English.

25% more jobs per crew

Skill-aware scheduling, route optimisation and mobile dispatch let the same team run measurably more jobs per week without adding heads.

Invoice-to-payment time halved

Job-complete-to-invoice automation plus payment links on every invoice typically cuts the average gap from 21 days to 7–10. The cashflow lift is immediate.

Zero missed enquiries

Single intake means every channel — phone, web, email, repeat — funnels into one pipeline. No leads forgotten in someone's inbox.

Field staff stop calling the office

Drawings, history, customer notes and forms all available on the device, offline. A minute saved per call across a crew of ten is hours back per week.

Owners see margin weekly

Job profitability, customer LTV, apprentice utilisation, forward pipeline — refreshed continuously. Decisions made on current data, not yearly summaries.

No platform switch required

We extend ServiceM8, Simpro or Tradify rather than replacing them. Your team keeps the tool they already know; the new capability slots in alongside.

Packages

Three ways into Job Management Hub

Start small if the workflow gap is contained. Scale to the full enquiry-to-invoice loop when the team is ready.

Starter Hub — connect what you already use

For: trade businesses with 3–15 staff running ServiceM8, Simpro or Tradify but still rekeying into accounting or chasing payments manually.

What you get: Two to three system connections wired together. Typical combinations: job platform → Xero invoicing → Stripe payment links → automated bank reconciliation. Plus a simple dashboard surface.

Timeline: 3 to 6 weeks. Fixed-price after a 15-minute scoping call. You see the first piece working inside the first fortnight.

Workflow Hub — the full enquiry-to-invoice loop

For: growing operations (15–50 staff) running multiple channels, complex quoting, mixed residential/commercial work, and field crews who need offline mobile.

What you get: Single intake funnel, scheduling layer with skill rules, field app with offline capture, automated invoicing to Xero/MYOB, payment processing, customer-facing portal, and a live dashboard.

Timeline: 8 to 12 weeks delivered in stages. Highest-value piece live inside the first month so the team is using it while later modules are built. Fixed-price.

Custom Business Hub — multi-division, commercial, complex

For: 50+ staff operations with multi-division revenue allocation, builder/strata portals, complex commercial tendering, custom compliance workflows, or legacy systems that need to keep running.

What you get: Bespoke layer architected for your specific operation — multi-division dashboards, builder/strata client portals, complex estimating engines, custom compliance flows, legacy-system bridges.

Timeline: 3 to 6 months in clearly defined stages. Each stage delivers measurable value before the next begins. Fixed-price per stage, with an ongoing support agreement once live.

Trade business owner reviewing integration requirements
Job management workflow board showing quote-to-invoice stages
Multi-division trade operation reviewing operational data

We had three years of CES paperwork sitting in folders and field notebooks. Scheduling was a whiteboard. Invoicing was happening weeks after the work. HELLO PEOPLE built a field app and job management workflow that sits on top of our existing platform. The team kept using what they knew; the new capability just appeared alongside it. Six months later the CES backlog is gone, invoicing is same-day, and we know our margin by job type every week.

Director Commercial electrical contractor, Perth
FAQs

Common questions about Job Management Hub

We already use ServiceM8 / Simpro / Tradify. Do we need this?

In most cases, no — and we will tell you that. We are not interested in replacing software that is working. Where Integration Hub helps is the 10–30% of your operation that the platform does not handle well: a builder portal, complex commercial quoting, multi-division reporting, a specific compliance workflow, an integration the platform does not offer cleanly. We build that layer on top of your existing tool, not instead of it.

Can we keep our existing job platform?

Yes — that is the whole point. Integration Hub is platform-independent. We extend ServiceM8, Simpro, Tradify, Jobber or even a custom internal system. Your team keeps the tool they know, and the new capability appears alongside it.

How long does a Job Management Hub project take?

A Starter Hub (two or three systems connected) runs 3 to 6 weeks. A Workflow Hub (full enquiry-to-invoice flow with field app, scheduling and reporting) runs 8 to 12 weeks. A Custom Business Hub (multi-division, commercial portals, complex workflows) runs 3 to 6 months in stages. The highest-value piece is always live inside the first month.

How are projects priced?

Fixed-price after a 15-minute scoping call followed by a deeper requirements session. You know the cost before any code is written. No hourly billing that drifts; no surprises at the end. Larger Custom Business Hubs are priced per stage, so you can adjust scope between stages.

What if our field staff are not tech-savvy?

The field apps we build are designed for someone wearing gloves and standing on a ladder. Big buttons, minimal typing, voice notes, camera-first photo capture, offline by default. If the technician will not use it, we have wasted your money — so we test with real field staff before launch.

Do we own what is built?

Yes. Every Hub engagement results in working software, integrations and dashboards that you own outright. No per-seat SaaS subscription to us. Optional ongoing support agreement covers bug fixes, platform-update tracking and small feature additions — but the system is yours.

What happens when our requirements change?

Because the Hub is built around your workflow rather than a fixed product, additions and adjustments are straightforward. New integrations, new dashboards, new field forms — added as scoped changes. Many of our clients run on a small monthly support agreement that includes ongoing improvements.

Can you integrate with our specific custom or legacy system?

Yes. If the system stores data — whether through an API, a database, or even structured files — we can almost always connect it. We have integrated Access databases, VB6 desktop apps, old SQL systems and bespoke internal platforms that no off-the-shelf connector touches. See the Legacy Software & App Rescue Hub if your starting point is an old system that needs modernising first.

Tell us how your jobs flow today

Where do enquiries come from? What platform runs your jobs (ServiceM8, Simpro, Tradify, something custom)? What is taking too long? We will respond with a Hub recommendation and a fixed-price scoping call.

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