Workever is a field service management software that has been designed for tradespeople. So if you own a trade business and want to make your company more efficient, then Workever’s software can help you do exactly that. 

We understand that if you’re a business looking to grow and improve, then you’re probably already using tools to help you achieve that. This is why we built Workever to be easily integrated with other software, such as Xero. By using Workever and Xero, you can have your job management software and accounting software all working as one.

Why Financial Management Matters for Field Service Businesses

If you run a trade business, then you already know the daily challenges you can face. When it comes to accounting, some of these challenges can often leave you feeling overwhelmed. 

Whether it’s delayed invoices, missed payments or data duplication, this can cause unnecessary stress and can cost your business, both time and money. 

By having an accounting tool in place, it can reduce the chances of human errors and, just as importantly, provide you with real-time financial tracking. Being able to view your business’s finances live allows you to make important business decisions based on accurate information.

How Workever and Xero Work Together

Automatic Invoice Syncing

The difference between having a good and a bad invoicing process can be crucial to whether your business is a success or not. When your customers have to wait hours to days to receive their invoice, you can see delays in receiving payment, which can have a negative impact on your cash flow. 

With Workever, invoicing has been made simple. Your office staff will no longer have to wait to receive all the information to be able to process an invoice; instead, your field agents will be able to do it in a matter of clicks while still on the job. As long as they have a smartphone or tablet, they’ll be able to access the Workever app and send the customer their invoice while still being with them. That invoice will automatically sync to Xero so there won’t be a need for manual data entry. This ensures that all financial data is always up to date across both systems.

Effortless Payment Recording

Whether you prefer to record payments in Workever or Xero, it won’t matter, as it will automatically update in both systems. This means you won’t have to waste time manually entering data and risk the chances of errors occurring. Instead of wasting time on having to complete admin tasks, you’ll be able to better utilise your time in building your business.

Customer & Contact Synchronization

A growing business is going to have new customers all the time. With Workever and Xero, all customer data is synced, meaning when a new customer is added to one system, it will automatically appear in the other. Again, there’s no need for extra admin work, as you won’t need to manually enter the data; instead, you’ll have centralised customer records, which can enhance the customer service you provide and improve overall efficiency.

The Key Benefits of Workever and Xero Integration

Saves Time with Automation

Your staff probably already spend too much time completing admin work, which means they don’t get a chance to implement their true skill set as often as they should. Workever and Xero integration prevents your workers from having to manually complete accounting processes or general admin tasks, which will not only allow them to better utilise their time but also reduce the chances of human error in your work.

Work From Anywhere

You’re probably used to running your business from your desk in your office. This most likely means you complete long hours and feel guilty whenever you’re not at your desk, as you feel you’re not being productive. 

With Workever, you and your staff can complete tasks from anywhere. So whether you need to work from home for the day or your field agents need to send out invoices on site, this can all be done with the Workever app. 

As long as your staff have access to a smartphone or tablet on iOS or Android, they’ll be able to complete tasks regardless of their location. Not only do you and your staff benefit but also your customers, as they receive an improved service from your business.

Reduces the Risk of Payment Delays

Delays in payment can be one of the biggest headaches a business owner can have. With money constantly going out of a business on a daily basis for regular expenses, when there’s a delay in money coming in, it can really impact your company. With improved invoicing and automated syncing that ensures payments are recorded promptly, this helps your business maintain a healthy cash flow.

Getting Started with Workever

You may have concerns about how long it will take for your staff to get used to new software and how that may impact your business. Workever has been designed to be user-friendly so regardless of the skill level, it’s easy for everyone to use. 

You can even start by having a free trial with us so you can see firsthand how our software and integration can streamline processes for your business. Once your Workever account is set up, integrating your Xero account is quick and easy, but if you have any problems, we will be on hand to help.

To summarise, integrating job management software along with accounting tools like Xero can help improve the efficiency of your business. You’ll be making your and your staff’s jobs easier, as they will spend less time completing admin tasks and instead can complete more important work to help your business grow to the next level. 

Remember, not only can it save you time and money by improving productivity but it can also reduce the amount of human errors as more services are automated.