Frequently asked questions
What does DocketBridge do?
It attaches the completed docket PDF from a ServiceM8 job to the matching Xero invoice, with "Include with online invoice" ticked. It works alongside the ServiceM8 Xero integration: once an invoice has synced to Xero, DocketBridge attaches the docket to it.
Who makes DocketBridge?
DocketBridge is built and supported by Laurits Christophersen, a sole trader in Western Australia. It is not made or supported by ServiceM8 or Xero, so please email us for help rather than ServiceM8 or Xero support.
Does it add anything inside ServiceM8?
No. DocketBridge has no screens inside ServiceM8. It works in the background, and you set it up and check on it from your DocketBridge dashboard.
Does it work with the ServiceM8 app?
Yes. Dockets completed in the ServiceM8 iOS app or the ServiceM8 Online Dashboard both work. DocketBridge picks up the completed form PDF on the job either way.
Which countries is it for?
Australia and New Zealand. It is for trade and service businesses that run jobs in ServiceM8 and invoice from Xero.
How much does it cost?
DocketBridge is A$29 a month after a 14-day free trial with no card needed, billed by DocketBridge. Your first paid month is 50% off. See billing.
Will the docket go out with the invoice email?
Yes. Each docket is attached with "Include with online invoice" ticked, so it is sent with the invoice when you email it from Xero.
Does DocketBridge change anything in ServiceM8 or Xero?
It only reads from ServiceM8. In Xero, the only thing it adds is the docket PDF attachment. It never edits invoices.
How quickly are dockets attached?
On the next check after both the completed form and the Xero invoice exist. DocketBridge checks every 5 minutes, and Run once now checks straight away.
Our Xero invoice numbers have a prefix. Will it work?
No. The Xero invoice number must be exactly the same as the ServiceM8 job number, so invoice INV-1001 does not match job 1001.
Can it attach photos or quotes?
No. It attaches completed ServiceM8 form PDFs only.
Can I choose which forms and clients?
Yes. See choose forms and client rules.
We have more than one Xero organisation.
Each DocketBridge account attaches in one Xero organisation. For another business, create a separate account with a different email.
Do you store our documents?
No. Docket PDFs pass from ServiceM8 to Xero in memory and are never stored. See your data for what is kept.
What time zone are dashboard times in?
Your own. The last check time and Recent activity times show in the time zone set on your computer or phone. If JavaScript is switched off in your browser, they show in UTC instead. See times on your dashboard.
Can I subscribe before my trial ends?
Yes, and you keep your free days. Nothing is charged until the trial ends, unless it is nearly over (less than 49 hours left). See subscribing during your trial.
What happens if a payment fails?
DocketBridge emails you and keeps attaching dockets for 24 hours. Press Manage billing to update your card. If the payment has not gone through after 24 hours, attachments pause, then resume by themselves once it does. See payment problems.
How do I delete my account?
Use Delete account at the bottom of your dashboard. It cancels any subscription straight away and deletes your account and data. See deleting your account.
Can I stop the reminder emails?
Yes. The welcome, setup and trial reminder emails have a "Stop these reminders" link. Billing, connection and account emails still come. See emails DocketBridge sends.
Can I test with the Xero Demo Company?
Yes. Xero resets the Demo Company every few weeks, so reconnect Xero and sync a test invoice again after a reset.
How do I get help?
Read troubleshooting, or email laurits@specializedcg.com.au.
Still need help?
Email laurits@specializedcg.com.au. DocketBridge is supported by its developer, not by ServiceM8 or Xero, so please contact us rather than ServiceM8 or Xero support. If it is about a docket, include the invoice number.