Xero
A custom connection can use invoice updates or payments as the agreed follow-up point. These are accounting events; they do not confirm a job is finished.
Discuss Xero setupKeep your invoicing, job or workshop system. We set up custom integrations to send review requests after completed work or a paid invoice.
Talk through your setupA completed job, service or purchase can start a follow-up. Where an accounting event is used instead, we agree on that rule with you.
A verified connection matches the event to your customer. Permission, opt-outs and repeat-request checks still apply.
Eligible requests are scheduled by email or SMS once the channel is enabled. Timing follows your settings and sending limits.
Not using one of the platforms above? We can build a custom connection where your software’s API provides the customer details and job status we need.
Discuss a custom integrationWe check access, map the fields and test the trigger with you before switching on automatic requests. Your sending schedule and opt-outs still apply.
These are custom setup options, not ready-made connections. Availability depends on your platform, subscription and access.
A custom connection can use invoice updates or payments as the agreed follow-up point. These are accounting events; they do not confirm a job is finished.
Discuss Xero setupTradify does not currently offer a public API. We can assess an indirect accounting workflow or agree on a manual process for completed work.
Discuss Tradify setupDirect API access currently requires Platinum and an Admin. We check that the relevant completed-job information is available before agreeing on automation.
Discuss Workshop Software setupWe’ll check available exports, permissions and access to confirmed completion records. Its online booking API alone does not provide that information.
Discuss MechanicDesk setupYou can also import customer details and record completed work yourself. Tell us what you use and we’ll work through the options.