00 // Systems link · Melbourne

ServiceM8, Jobber and simPRO, connected to your CRM, automations and books.

Your job system, finally talking to everything else.

I set up and fix ServiceM8, Jobber or simPRO and connect them to your CRM, automations and accounting (Xero included) for Australian trades businesses, so every job flows from enquiry to quote, invoice and payment, tested and documented.

  • Scope agreed in writing
  • Checks built into every system
  • Editable files you own
  • Based in Melbourne
Manaz Afzal
Manaz AfzalMelbourne VIC
  1. EnquiryCRM / form
  2. Quotejob system
  3. JobServiceM8 · Jobber · simPRO
  4. Invoicesynced
  5. Paymentmatched
  6. BooksXero · ties out

01 // SERVICES

Five ways I close the gap between your job system and your books.

Not bookkeeping, not a software build. I make your job system, CRM and accounting agree, then keep them that way.

S.01SYNC

Job system setup and accounting sync fixes

ServiceM8, Jobber or simPRO set up from your own job history and connected to your accounting, and the sync fixed when jobs, items or contacts stop matching.

ServiceM8 · Jobber · simPRO · Tradify · Fergus · Housecall Pro · Xero

Work samples

S.02PIPELINE

Enquiry to booked job

CRM to job-system pipelines: GoHighLevel or HubSpot into ServiceM8 or simPRO, with nothing marked Booked too early and no duplicates.

GoHighLevel · HubSpot · ServiceM8 · simPRO

Work samples

S.03AUTOMATE

Automations between your apps

Make or Zapier workflows that carry the admin between your apps, with every run logged and an alert when one fails.

Make · Zapier · Google Sheets · Airtable

Work samples

S.04RECONCILE

Clean-up and reconciliation

Job and invoice data cleaned and matched across your accounting (Xero or QuickBooks Online), so every completed job has an invoice and every total ties out.

BAS, payroll and STP are not included.

Xero · QuickBooks Online · Excel

Work samples

S.05REPORT

Job, margin and KPI reporting

Jobs, margin, quotes and technician load from Jobber, ServiceM8 and Xero, with every total tied back to the books.

Jobber · ServiceM8 · Xero · Looker Studio · Excel

Work samples

Start here

US$300fixed

Systems Health Check. A read-only review of your job system and accounting, written findings and a fixed quote for any build.

Small fixes

US$50/hr

For a broken formula, a stuck sync, a template change or a question about your set-up. Hours are agreed before I start.

Fixed packages

US$1,200–1,500from

Setup, automation or CRM builds, quoted in writing after the Health Check.

What the Health Check and packages include

Systems Health Check · US$300 fixed

I review how jobs, invoices and payments move through your job or CRM system and your accounting file, using read-only access, and send a written list of what I found, where I’d look first and a fixed quote for any build. The fee is the same whether or not you go ahead.

Limits: one job or CRM system and one accounting file (Xero), a 45-minute call, written findings within 3 business days.

ServiceM8 or Jobber setup, connected to Xero

FromUS$1,500

  • Xero chart, tax defaults and contacts reviewed
  • Clients and sites matched and imported
  • Job templates, forms and statuses set up
  • Pricebook imported with margin review
  • Job-to-invoice flow into Xero tested on real jobs
  • SOPs and a recorded walkthrough

Limits: one Xero organisation and one job system, up to 10 users, 3,000 clients, 300 pricebook items and 15 job templates. 14 days of fixes after go-live.

Not included: BAS, payroll or STP.

Automation build (Make or Zapier)

FromUS$1,200

  • Up to 3 connected workflows, mapped before building
  • Error routes and alerts on every step
  • A run log you can read
  • Test cases run before go-live
  • Written notes for each workflow

Limits: apps with standard Make or Zapier connectors, up to 25 steps per workflow. 14 days of fixes after go-live. App and platform subscriptions are paid by you.

Not included: BAS, payroll or STP.

HubSpot CRM setup or migration

FromUS$1,500

  • Properties, pipelines and lifecycle stages set up
  • Contacts and companies cleaned and de-duplicated
  • A change log for every edited field
  • Test import, then the full import
  • Saved views, a short SOP and a walkthrough

Limits: one HubSpot account, up to 2 pipelines and 15,000 contacts from up to 3 sources. Email content and paid add-ons are not included.

Not included: BAS, payroll or STP.

02 // KEEP IT RUNNING MONTHLY

Keep it running monthly.

Optional care after a build, quoted once the scope is known. Small, regular checks so the sync never drifts.

M.01MONTHLY

ServiceM8 and Jobber support

  • Templates and pricebook kept current
  • New users set up
  • Duplicates and stale statuses cleaned
  • Completed jobs checked against invoices

M.02MONTHLY

Automation care

  • Connections and error logs monitored
  • Failed runs fixed when an app changes
  • Small changes within agreed hours
  • A monthly run summary

M.03MONTHLY

Accounting and invoice upkeep

  • Bank and card feeds reconciled and coded
  • Overdue invoices listed for follow-up
  • Checks with exceptions explained
  • Books ready for your accountant each month

Monthly care is quoted after the build, once the scope is known.Not included: BAS, payroll or STP.

03 // SELECTED WORK

Selected work samples.

Trades job systems, CRM and accounting, each with the scope, the checks and the files. Realistic data · not past client jobs.

02 · Enquiry to booked jobUS$2,500–4,000

Booked means booked: GoHighLevel + ServiceM8 pipeline sync

How I'd approach a multi-state plumbing and electrical business whose CRM marks jobs Booked before they're confirmed and keeps creating duplicate contacts, so that sales, ops and the owner can trust the pipeline again.

GoHighLevel · ServiceM8 · Xero · ZapierRead →

More on the work samples page → including QuickBooks to Xero and bank reconciliation.

04 // HOW I WORK

Four steps, every project.

Careful where it counts, and delivered as early as possible. Nothing goes live until it passes on real jobs.

  1. 01

    Assess

    I map how the work moves now and agree a written scope before building anything.

  2. 02

    Design and build

    Built in the tools you already pay for, with a Checks tab of PASS or FAIL controls.

  3. 03

    Test on your data

    Run end to end on real jobs, with go-live gates that stay blocked until a risk is fixed.

  4. 04

    Document and hand over

    SOPs, a walkthrough and editable files you own, so you are never dependent on me.

Path: US$300 Systems Health Check → fixed-price build → optional monthly care.

Prices

05 // ABOUT

Trades back-office and ServiceM8 systems, since December 2021.

Who you would be working with.

Manaz Afzal
MANAZ AFZAL · MELBOURNE VIC

Working on trades back-office and ServiceM8 systems since December 2021. An Australian ServiceM8 and Jobber specialist, based in Melbourne and on your time zone.

My background before that was software sales consulting: helping businesses choose a system that fits how they work and get their team using it.

Now I do the hands-on side for trades businesses. Every job has a fixed scope agreed in writing, is tested on real jobs before go-live, and is handed over with notes, so you are never stuck with something only I understand.

Based
Melbourne VIC
Focus
ServiceM8 · Jobber · CRM · Xero
Scope
Fixed, in writing
Go-live
After real-job tests

06 // CONTACT

Owners usually contact me when…

  1. Jobs are finished but not invoiced, or invoiced late
  2. Xero coding is a mess and the accountant keeps asking questions
  3. The ServiceM8 or Jobber pricebook is out of date
  4. The same customer exists three times across Xero, the job system and the CRM
  5. Leads come in by phone, form and email, and some never get a quote
  6. Month-end numbers take days and still do not tie out
  7. An automation stopped working and nobody noticed for a week

Tell me what’s bugging you and I’ll tell you where I’d look first.

Write or call me directly, or use the form below and it opens your email with the details filled in. If you would rather have a platform hold the payment, I am on Upwork and Freelancer too. Either way I will reply with where I would start and whether the US$300 Systems Health Check is the right first step.

Or send a note from here

Opens your email app with this filled in. Nothing is sent until you press send there.

Prefer email? Write to manazafzalau1234@gmail.com or call +61 480 316 419.