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Using Tradies Sidekick
Setting up, connecting ServiceM8 and Xero, and finding your way around. Can't find what you need? Contact us.
Getting started
What Sidekick needs, the order to set things up in, and what you see once your data has synced.
Connecting ServiceM8
Connect ServiceM8 to Sidekick, what Sidekick reads, and how to reconnect or disconnect.
Connecting Xero
Connect Xero to Sidekick, what Sidekick reads, and how to reconnect or disconnect.
Matching ServiceM8 clients to Xero contacts
How Sidekick links each ServiceM8 client to its Xero contact so job costs land on the right customer.
Setting labour rates
How Sidekick costs labour, and how to set rates per person or for the whole business.
Using Sidekick day to day
Today's priorities, the business overview, customers, money, team, quotes and the map.
Disconnecting and deleting your data
How to stop syncing, close your account, and have your data deleted.