Complete job and asset management for Xero
Manage your customers, sites, assets and jobs in one simple, easy to use system. Quickly create customer invoices, purchase orders and supplier invoices against your jobs in Fieldmagic to seamlessly sync with Xero and remove double entry.
The most complete field service and asset management platform for site managers, contractors and organisations looking to increase compliance while driving field service efficiency.
Why customers love using Fieldmagic with Xero
- Easily manage customers, sites and contacts.
- Streamline quoting and create template quotes and track sales activities.
- Full CRM within the field service platform
- Schedule jobs and see real-time field user activity updates.
- Keep clients up to date on technician arrival times with SMS notifications.
- Capture job data including notes, photos, signatures and manage asset servicing and compliance.
- Empowers office staff with flexibility around managing technicians and job billing.
- Automatic accounting data sync to Xero.
Don’t have a Xero account?
Xero is easy-to-use online accounting software that’s designed specifically for small business.
How the integration sync works
- Synchronisation of cuystomer data from Fieldmagic into Xero.
- Synchronisation of job and maintenance invoices from Fieldmagic into Xero.
- Synchronisation of supplier invoices to Xero from Fieldmagic.
- Automatic update of payment status of client and supplier invoices from Xero back into Fieldmagic.
- On demand import of products, tax codes and account codes from Xero into Fieldmagic.
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Find out more or try Xero Accounting Software for free.