Getting started

What Sidekick needs, the order to set things up in, and what you see once your data has synced.

What you need

  • Xero (required). Sidekick reads your invoices, payments, bills and profit and loss.
  • ServiceM8 (recommended). It adds job profit, labour by person, booked work, the three-week forecast and the map.
  • A Sidekick login. During early access we set this up for you.

Sidekick's access is read-only. It can't create, change or delete anything in Xero or ServiceM8.

Setting up, in order

  1. Log in and go to Settings → Connections.
  2. Read the testing agreement and press Agree & continue. It lists exactly what Sidekick stores.
  3. Connect Xero with + Connect Xero Org. See Connecting Xero.
  4. Connect ServiceM8 with + Connect ServiceM8. See Connecting ServiceM8.
  5. Check client matching, so job costs land on the right customer. See Matching clients.
  6. Check labour rates, so job profit uses what your team really costs. See Labour rates.

When will I see my numbers?

Each connection syncs as soon as you connect it. A first sync can take a few minutes for a busy business. After that, Sidekick syncs everything automatically every night, and you can press ↻ Sync All on the home screen at any time.

Once synced, your home screen shows Today's Priorities and a snapshot of how the business is tracking. See Using Sidekick day to day.

Still stuck? Contact us or use the Feedback button at the bottom right of any page in Sidekick.